Education Services

School programs

Using Your Financial Universe as the supporting resource, students are exposed to key financial and economic concepts which they have to apply in a variety of case studies and situations.

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Corporate Sessions

These can be specific to business requirements such as RG146 or basic financial education requirements for specific staff roles. We can also develop basic financial education sessions that can be delivered to staff as an employee benefit.

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Community Programs

Is there a need in your community for financial literacy programs in your community associations or libraries? We can tailor our sessions to your needs.

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Topics Covered

> Cash Flow

> Setting Financial Goals

> Debt Management

> Saving and Budgeting

> Investment

> Personal Insurance and Asset Protection

> Superannuation

> Retirement

> Estate Planning ​ 

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Education Experience​

• Lecturer - Bachelor of Business (Financial Planning) RMIT University

• Lecturer - Bachelor of Business (Financial Planning) University of New England

• Facilitator and Content Developer - Kaplan Professional

• Facilitator, Content Developer and Assessment writer - Private companies including TAL insurance and Monarch Institute.

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