Light refreshments and drinks provided!

Join Hood Sweeney’s expert Health Team Leaders for a practical and informative evening to increase your financial literacy.

Hear from Hood Sweeney’s multidisciplinary team.

The Experts

Jackson Harvey | Senior Financial Planner, Hood Sweeney

With more than 10 years of experience in the industry, Jackson believes that by improving financial literacy, he can alleviate the stress associated with money and enable his clients to truly enjoy their lives.
With clients ranging from those in the first half of their financial journey, through to clients who are planning for, or already in retirement, Jackson takes the time to understand each client’s goals and objectives to ensure the outcomes meet their needs. In addition, he works closely with Hood Sweeney’s specialist Health team, serving medical and dental practitioners via education and advice.

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.

Isabella Binnie | Assistant Manager, Hood Sweeney

Isabella Binnie is an Assistant Manager in the Accounting & Business Advisory division at Hood Sweeney, bringing eight years of experience working with small to medium-sized businesses across a wide range of industries. She specialises in tax planning, compliance, and business structure reviews.

Isabella is a Chartered Accountant with Chartered Accountants Australia & New Zealand (CAANZ) and a Chartered Tax Adviser (CTA) with The Tax Institute. Her strong technical knowledge, combined with a practical and client-focused approach, enables her to deliver strategic advice that supports long-term business success.

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Thanks to our 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

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

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Registration - Free ticket