Thursday 24 July
12:15pm-1:45pm (registration from 12:00pm)
Presidents Room, GMHBA Stadium, Moorabool Street, South Geelong VIC 3220
We invite all members from the Geelong Financial Planning community to come together for lunch and to hear from Rob Jones, Peloton Partners, who will speak about getting your pricing strategy right, alongside Rob Talveski, Activam Group, who will present: ‘2025 asset allocation outlook: navigating opportunities and risks’.
Rob Jones
CEO & Managing Director, Peloton Partner
Having spent ten years in the police force, Rob carries this firm resolve and fearless approach to his business life. Peloton, the financial services consulting business he co-founded, is an expert in restructuring pricing models to accurately reflect the value delivered to clients, validating alignment between clients and the business.
Robert Talveski
Founder & Managing Director
Head of Investments, Activam Group
Robert brings over 28 years of experience in investment management and asset consulting. He is the founder of Activam Group, which partners with financial advice practices to deliver professionally managed investment solutions for their clients. A regular contributor on SBS and Ausbiz, Robert is committed to helping advice businesses drive exceptional client outcomes and improve overall business efficiency.
Presenting: 2025 asset allocation outlook: navigating opportunities and risks
Robert Talevski of Activam Group will share his expert insights into the current state of investment markets. He will explore key factors to consider when assessing risks and opportunities, and how to maximise the effectiveness of your in-house investment approach, philosophy, and investment committee.
FAAA member – Complimentary
Non-member – $70
Non-member table of 8 – $450
(inc GST)
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