The Rocks, Mornington Yacht Club
1 Schnapper Point Dr, Mornington VIC 3931
This isn't a lunchtime sales pitch, it's a technical training workshop for family lawyers, built around the financial questions that come up in every separation matter. Over 90 minutes, three specialists across accounting, financial planning and business valuation take you through the numbers side of family law: reading a set of financials, spotting red flags, instructing a valuer correctly, valuation methods and the impact on the valuation, and financial matters beneficial for your clients.
You'll leave with practical capability you can use in your next matter.
Shannon Smit
Managing Director
Shannon is the Founding Director of Smart Business Solutions Group and Smart Private Wealth, with a career spanning global firms in New York, Prague, Amsterdam and Melbourne.
Daniel McCulloch
Partner
Daniel is a Chartered Accountant specialising in providing small and medium businesses with indispensable business and tax advisory services.
Josh Underhill
Partner
With a natural ability to break down complex financial matters into clear, practical advice, Josh ensures that businesses feel supported and empowered in their financial decisions.
Bianca Carroll
Financial Adviser
Bianca is a Financial Adviser specialising in personal wealth building and protection, small business risk management, succession planning and owner protection strategies.
SMART Business Solutions believes in doing good alongside doing business. For every ticket sold to this event, SMART will match the ticket price dollar-for-dollar and donate it to Peninsula Community Legal Centre (PCLC), up to $5,000. That's 50 tickets sold and we hit the cap, so every seat booked genuinely helps.
PCLC is an independent, not-for-profit community legal centre that has provided free legal services to Melbourne's south-eastern communities, including the Mornington Peninsula, since 1977, covering family law, family violence, tenancy and more for people who can't otherwise afford it.
We're proud to have Jackie Galloway OAM, CEO of Peninsula Community Legal Centre, joining us for lunch on the day.
Places are limited, early booking recommended, and ideal for bringing your whole team.
Bridging
the gap between legal and financial expertise in family law.
Practical tools to strengthen outcomes for separating clients.