CPD Event: Financial Wellbeing

In this session presented by Kathryn Creasy and Helen Joyce, we will explore financial planning and how to take control of our futures, identify risks and provide practical tips on all matters financial.

With the gender pay gap very much alive and the recent WGEA estimate being 21.1% in the private sector, adding up to $28,256 per year, this session is designed to help get us on the front foot.

For women, financial literacy is more than just the yearly pay gap as the implications extend into housing, superannuation and retirement.

Kathryn Creasy is a Principal and Certified Financial Planner® at Capital Partners Private Wealth Advisers in West Perth, with almost two decades of experience helping individuals and families make confident financial decisions. An award-winning adviser, she was named the Financial Planning Association’s 2021 CFP® Professional of the Year and is known for simplifying complex financial issues and guiding clients through life’s major transitions. Kathryn is particularly passionate about improving financial literacy and empowering women to take control of their financial futures, and brings a practical, empathetic approach to helping people achieve clarity and confidence with money.

Helen Joyce is Principal at Bluestone Advisory, which is a boutique advisory firm that specialises in advising individuals, sole traders and partnerships who are in financial distress. Helen is a Registered Trustee with over 30 years' experience in both corporate and personal insolvency. At Bluestone Advisory, Helen specialises in personal insolvency: individuals, those trading in partnership and sole traders. In addition to her insolvency experience, Helen is an experienced small business advisor, having being an advisor for the Small Business Centre in Perth. 

This session will be presented in person and online, with our sincere thanks to Capital Partners for hosting and providing a small luncheon for those attending in person.

Please ensure when registering, you choose the correct ticket.

1 CPD point available for Practice Management and Business Skills.