Presented by Vicki Ammundsen, of Vicki Ammundsen Trust Law and Charlene Overell, CFPCM , Director of G3 Financial Freedom, this webinar will use case studies to demonstrate how collaborative and well-coordinated advice strategies between professionals will create better and more certain financial outcomes for clients. Covering issues such as debt management, investment strategy, diversification, risk protection and estate planning, it will also show how things can go wrong for clients if professionals are working in isolation or fail to get the full picture before giving advice.
What you’ll learn:
- Gain insight into how to identify structural inefficiencies in complex client entities impacting tax, asset protection, and retirement outcomes
- Be aware of how seemingly straight forward instructions from a client may result in unintended consequences if done in isolation from the whole picture
- Understand why and how to coordinate financial, legal, and accounting advice to deliver integrated strategies for complex clients
Vicki Ammundsen - Director, Vicki Ammundsen Trust Law
Vicki is a director at Vicki Ammundsen Trust Law and a member of STEP. Vicki's approach to trust law is practical but also grounded in a good understanding of trust law principles, related legislation, and case law. As the author of a number of texts including Taxation of Trusts, the Trustee's Handbook and Trustee Liability, Vicki is well placed to provide advice on all areas of trust law.
Charlene Overall - Certified Financial Planner, G3 Freedom
Charlene Overell CFP® is a Certified Financial Planner and experienced financial adviser at G3 Freedom, specialising in comprehensive, client-centred financial planning.
With a strong focus on building long-term relationships, Charlene is known for her people-centred approach and her ability to work alongside clients and advisers to support sustainable business growth and strong client outcomes. She believes financial advice should empower individuals and families with clarity, confidence, and practical strategies tailored to their unique goals and circumstances.
As a CFP® professional, Charlene is committed to the highest standards of technical competence, ethics, and ongoing professional development. Her work spans holistic planning, wealth creation, risk management, and long-term financial strategy, with a particular emphasis on delivering advice that is both practical and meaningful.
Charlene brings insight, professionalism, and genuine care to every client relationship, supporting better financial decisions and stronger futures.
CPD: 1 hours
Member: Complimentary | Non-member: $50 (+GST)
A separate Zoom Registration Link will be emailed to registrants