Townsville: 2024 Regional Queensland Roadshow
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You're invited: Join Netwealth, Pendal, and Russell Investments for lunch
Date: Thursday 30th May
Time: 12:00pm – 2:30pm
Lunch: Two-course meal and drinks on consumption
Location: Hotel Grand Chancellor, 334 Flinders St, Townsville City QLD 4810
Join us in Townsville for the Regional Queensland Roadshow. Connect with financial professionals and gain valuable insights and strategies:
- Netwealth presents: Learn from Keat Chew of Netwealth about the art of wealth longevity, including tax-smart structures, thoughtful gifting, and wealth transition options.
- Pendal presents: Explore the current trends for small caps with Lewis Edgley and discover if now is the right time to allocate to small caps.
- Russell presents: James Noone examines the advantages and challenges of off-the-shelf solutions versus custom-built managed accounts.
Catering and CPD points will be provided.
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Meet your speakers
Lewis Edgley
Portfolio Manager - Pendal
As Portfolio Manager, Lewis co-manages their Australian smaller companies and micro-cap funds and conducts fundamental analysis on a range of smaller companies. Lewis joined the Pendal Smaller Companies team in 2013 as a small cap analyst, before being promoted to the role of Portfolio Manager in 2018.
Lewis brings 20 years of industry experience with previous roles spanning equities research at boutique stockbroking firm, Taylor Collison, as well as commercial and investment banking roles at Westpac Bank and Commonwealth Bank. Lewis holds a Bachelor of Commerce (Corporate Finance) from the University of Adelaide.
James Noone
Regional Manager - Russell Investments
James has over 25 years experience in Financial Services and joined Russell in February 2024. As Regional Manager Queensland James is responsible for leading the adviser facing activity and driving growth in the state. James works with existing and new advisers to help them transform their business and deliver better client outcomes.
Prior to joining Russell James has held state and national distribution and management roles with Drummond Capital, Vanguard, PM Capital, Financial Advice Matters, TAL, Aviva, and Colonial.
James has a BSc (Physics) from Macquarie University, Diploma in Financial Planning, Graduate Diploma in Applied Finance and is a Certified Investment Management Analyst.
Keat Chew
Head of Technical Services - Netwealth
Keat is the Head of Technical Services at Netwealth, and provides financial planning technical expertise to the Netwealth distribution network. He has over 20 years experience in the superannuation and financial planning industry, gained through Colonial, KPMG and AXA and is also a Chartered Accountant, qualified with Ernst & Young in London, specialising in the areas of corporate and international taxation. Before joining Netwealth Keat was Head of Private Clients at Genesys Wealth Advisers.
Keat enjoys the challenge of developing "simple and practical solutions" to complex financial planning issues. He has developed a high profile in the financial planning industry and regularly speaks on financial planning and taxation issues at professional conferences and seminars around Australia.
Justin Carroll
State Manager QLD - Netwealth
Justin Carroll is Netwealth’s State Manager for Queensland and enjoys working with Financial Planning Professionals to help them deliver better business and client outcomes using Netwealth’s award-winning* platform.
With over 25 years in the Financial Services industry, Justin knows the importance of partnering with Advice firms to ease their administration burden, so they can spend more time helping their clients to achieve their goals.