Having provided specialist banking services to healthcare professionals for over 30 years, BOQ Specialist has a deep understanding of your unique business needs and personal finance requirements.
Available exclusively for doctors, dentists and vets, this series of educational webinars has been developed to keep you informed and up-to-date on topics relevant to your personal and professional ambitions.
David Benyon is a financial specialist with over eight years experience. David is part of the Queensland banking team and provides bespoke banking solutions to medical and dental professionals. David specialises in residential lending and thrives on investigating and structuring professionals on lending arrangements that suit their long term needs. Previously to home loans, David worked in financial planning where long term planning and meeting personal goals from a finance perspective was paramount.
For the past six years Peter Munckton has been the Chief Economist at BOQ. Peter has had an illustrious career and has held various roles as an economist and strategist with Australian Treasury, Bankers Trust and Commonwealth Bank. Prior to joining BOQ, Peter was a consultant for a small range of clients providing independent strategic advice on a range of financial and investment matters. Peter co-authored a report on the Future Demand and Supply of Finance for the Funding Australia’s Future project that received significant press coverage. The project was run by the Australia Centre for Financial Studies in conjunction with key financial sector institutions, including the RBA, Future Fund and NAB.
Heath Stewart is a Director of Ecovis Clark Jacobs, an accounting firm with over 20 years’ experience advising clients in the medical, dental and veterinary industries.
With clients ranging from undergrads through to household name corporates, Ecovis Clark Jacobs consults on a variety of business matters for healthcare professionals, including set up and buy/sell transactions, benchmarking and practice consulting.
A regular presenter at seminars for practitioners in both Australia and New Zealand, Heath also regularly contributes articles on taxation and practice management, and is a long-term contributor to the Australian Dental Association magazine, News Bulletin.
Sally has a background as a medical doctor and has spent over 20 years in the Insurance industry working in strategic leadership positions covering product design, underwriting, claims and proposition.
Sally is passionate about challenging the norm, and is always looking for innovative ways to empower customers to live their best life through good health. Her role managing the Health Services team at TAL allows her to view health holistically and add value across each of the three key health pillars – physical, mental and financial. Sally’s focus is to ensure that strategically health is at the core of the TAL business and embedded across the entire customer journey.
Tal has an extensive education background having studied medical science, law, financial planning, mortgage broking and real estate.
In 2005 Tal founded a multi-disciplined financial planning firm, which predominately serviced medical and legal professionals. His passion for education led him to develop CPD accredited programs for various industry bodies.
In 2011 he shifted focus solely to the property advisory division of his business due to his belief that property was the lynch pin to successful wealth creation. Helping people, whether it be team members, colleagues or clients is the most rewarding part of his role as Director as it is born out of his desire to pay forward the kindness others have shown him.
Julian Muldoon is Director and founding partner of 1Group Property Advisory. After using a buyer’s agent himself in his early investing years and studying financial planning, Julian sought to enter the property industry with a business that would do things differently. His success with residential and commercial property acquisitions nationally and vast experience in the corporate world meant he had a compelling vision of what a great real estate advisory business should look like.
The challenge of staying on top of the constantly changing property market, as well as building genuine relationships with clients are a couple of Julian’s most loved roles as Director. He also enjoys leading a team of great people with aligned values and having a positive impact on their lives and their clients alike.
Luke James is a commercial finance specialist with over 6 years of banking experience in healthcare. He is dedicated to providing tailored financial solutions to medical, dental and veterinary practitioners.
Luke is passionate about helping medical, dental and veterinary practitioners to achieve their professional ambitions at every stage of their career, from opening their first private practice right through to succession planning and retirement.
Scott is a partner in Brisbane law firm Cooper Grace Ward and a director of the SMSF Association.
He and his team specialise in assisting clients and their other advisers including accountants and financial planners with tax and superannuation (particularly SMSFs) advice; estate planning, administration and disputes; family businesses, business structuring; business succession arrangements; asset protection and restructuring. Scott has a particular interest in how these areas intersect with self-managed superannuation funds and the impact of and on these structures.
Brad is a Client Director at Pitcher Partners and has specialised in superannuation for over 15 years, operating in the private and public sectors including providing policy and technical advice to Government.
A significant portion of Brad’s practice involves consulting to larger super funds, particularly on the development of policies and procedures to comply with prudential standards and meet APRA’s best practice expectations. Brad is the key liaison point between APRA and our large super fund clients. Brad is recognised as a leading industry expert in structuring complex investments in superannuation.
Brad directly advises trustee boards and senior management on legal, practical and taxation matters associated with significant investment acquisitions by super funds.
Zain Zafar is a financial specialist with over 6 years’ experience, providing tailored banking solutions to dental, medical and veterinary professionals in Victoria and Tasmania. He has a strong understanding of the unique career progression of medical professionals and enjoys providing structured financial solutions that evolve with their careers and benefit them at every stage of their lives. Zain is particularly passionate about supporting first home buyers, guiding his clients through the somewhat daunting but exciting purchase process with a clear explanation of every aspect.
Zain enjoys sharing his knowledge and regularly presents educational sessions at industry events, universities and hospitals.
If you have any questions about this webinar series, please contact Tahnee Renshaw via Tahnee.Renshaw@boqspecialist.com.au or 08 9231 6681.
