In the know webinar series

Webinar series

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.

The outlook for Australia's economy

Wednesday 16 September
6:00pm AEST
  • The continued impact on our personal and professional lives
  • The current outlook for the Australian economy
  • Timeline to recovery

View recording

Stimulus update

What the recent COVID-19 stimulus changes mean for you and your practice

Wednesday 2 September
6:00pm AEST
  • A summary of each measure, the latest changes and key benefits to practice owners
  • The eligibility criteria for practice owners
  • How to make the most of these tax concessions before 31 December 2020
  • Options for financing your purchase

View recording

Insights on the health and wellbeing of medical practitioners

Tuesday 18 August
6:00pm AEST
  • Statistics on mental health issues for medical practitioners and insurance claims resulting
  • An update on wellbeing solutions and programs that life insurers now offer
  • The interaction between health professionals and insurers and considerations

View recording

Speakers

Zain Zafar

First home buyers

Zain Zafar is a residential lending specialist with over five years’ experience. Zain is part of the banking team in Melbourne and provides bespoke banking solutions to medical, dental and veterinary professionals. This covers mortgages, transactional bank accounts, credit cards, foreign exchange and deposit accounts. Zain’s academic background is in banking, finance and accounting.

Peter Munckton

Peter Munckton

The outlook for Australia's economy

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

Heath Stewart

What the recent COVID-19 stimulus changes mean for you and your practice

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.

Dr Sally Phillips

Dr Sally Phillips

Insights on the health and wellbeing of medical practitioners

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 Eloss

First home buyers

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

First home buyers

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.

If you have any questions about this webinar series, please contact Tahnee Renshaw via Tahnee.Renshaw@boqspecialist.com.au or 08 9231 6681.

  • Important Information

      The information contained in this webpage is general in nature and has been provided in good faith, without taking into account your personal circumstances. While all reasonable care has been taken to ensure that the information is accurate and opinions fair and reasonable, no warranties in this regard are provided.