Future-Focused Wealth: From growth to long-term security with Hood Sweeney

Light refreshments and drinks provided!

Your medical career is demanding and so is managing your financial future. Whether you're launching your practice or planning your retirement, this information session is your opportunity to take control with clarity, confidence, and expert guidance.

Medical professionals face unique financial challenges:

• Navigating complex income structures and private practice arrangements

• Managing risk while protecting personal and professional assets

• Planning for tax efficiency amid changing legislation

• Understanding the true value of your practice and preparing for succession

Join Hood Sweeney’s specialist advisors for an engaging evening tailored to the realities of life in medicine:

• Strategic Wealth Creation & Planning – with Daman Arthur

• Risk Protection – with Cooper McRae

• Tax-Effective Planning for Long-Term Financial Security – with Marcus Staker

• Practice Valuation & Succession Considerations – with Marcus Staker

What you'll walk away with:

• A clearer understanding of your financial position and future potential

• Actionable strategies to grow and protect your wealth

• Insights into succession planning and practice valuation

• Confidence to make informed decisions at every career stage

If you'd like to take things further, we’re offering a complimentary 15-minute consultation with one of our advisors—at a time that suits you, including after hours.

The Experts

Marcus Staker

Director, Accounting & Business Advisory, Hood Sweeney

Marcus provides full business services and support for small-to-medium-sized business clients, and strategic advice to those with a focus on growth. He is passionate about helping clients to create leaner, more efficient businesses through digitisation. Marcus and his team are market leaders in cloud software advice, implementation and integration.

Outside of Hood Sweeney, Marcus is a member of Scotch College Adelaide’s Finance Committee. He has served as a Non-Executive Director and Treasurer of Fresh Broadcasters Incorporated (Fresh 92.7) and a member of the Law Society of South Australia’s Commercial Law Committee.

Qualifications:

• Bachelor of Commerce (Accounting), University of Adelaide

• Bachelor of Laws (Honours), University of Adelaide

• Graduate Diploma in Chartered Accounting, Institute of Chartered Accountants in Australia

• Graduate Diploma in Legal Practice, Law Society of South Australia

Daman Arthur

Senior Financial Planner | Strategy & Investments, Hood Sweeney

Daman Certified Financial Planner® with more than 10 years of experience in the profession.

Daman has held advisory roles in several prominent practices over that time and joined Hood Sweeney keen to facilitate holistic strategic advice, helping people achieve their lifestyle and retirement objectives.

Qualifications:

• CERTIFIED FINANCIAL PLANNER®, Financial Advice Association Australia (FAAA) (2013)

• Graduate Diploma Global Wealth Management, University of Adelaide (2007)

• Bachelor of Commerce Corporate Finance, University of Adelaide (2005)

Cooper McRae

Financial Planner | Life Insurance, Hood Sweeney

Cooper McRae is a Financial Planner with more than six years of experience in the industry. Cooper is a strong believer that building financial literacy is the key to supporting people to make informed decisions about their finances. Having gained experience across the full breadth of financial planning, Cooper was drawn to personal risk insurance as his area of expertise and was keen to join the specialist personal insurance team within Hood Sweeney Securities. 

Thanks to our AMA SA event partner

Hood Sweeney are professional services leader offering accounting, business advisory, financial planning*, technology, coaching and marketing services. With a specialised Health Team providing accounting and financial services, Hood Sweeney work with a large number of healthcare professionals and medical practices throughout South Australia. Their commitment to health is demonstrated through an appointment as AMA SA’s preferred partner for accounting and/or financial planning services.

Doctors, in particular, like that Hood Sweeney can provide for their financial and business needs in a highly integrated manner, as Hood Sweeney’s value proposition is built around cohesive advice, and working collaboratively to ensure goals at both a business and personal level are reached.

*Services provided by Hood Sweeney Securities ASFL No 220897 ABN 40 081 455 165