Tax Wrap speaks with Jemima Joseph, an Investment Communications Strategist with over 14 years of experience in the investment management industry and a chartered financial analyst. Jemima reveals the tips and tricks for effective client communications, and also looks at how to have those "difficult" conversations with clients.

Tax Wrap 239  |  Effective client communications

Tune into our IFPA Wrap podcast and gain professional insights by listening to informed discussion with industry experts about current issues in tax, super and the broader financial services industry.
 
Earn self-assessed CPD/CPE points while listening online at your computer or on the go with your mobile device.
 
Ask questions and have your say on issues discussed on the show via social media or email us at marketing@ifpa.com.au.
 
Introducing a dynamic new contributor to IFPA's The Wrap Podcast: Mr. Ray Trevisan, Director of OTG Capital and Host of Dollars & Making Sense
 
Prepare to be captivated by the wealth of knowledge and expertise that Ray brings to the esteemed ranks of IFPA's The Wrap podcast. As the Director and Fund Manager of OTG Capital, Ray has established himself as a prominent figure in the world of finance, leading an Asset Backed Investment Trust for over four years with unparalleled success.
 
With an impressive investment track record encompassing bonds, commercial loan portfolios, and ventures into the realm of venture capital, Ray has solidified his position as a master in the art of financial strategy. As an Authorised Representative (AR:001250963) and Responsible Manager of Dirigere Advisory Pty Limited, holding an Australian Financial Services License (AFSL:524371), he is recognized for his unwavering commitment to excellence and compliance.
 
Ray's educational accomplishments are equally impressive, holding a Master of Management from the prestigious University of Technology in Sydney. As a Graduate of the Australian Institute of Company Directors (AICD) and a respected NSW Justice of the Peace (JP), Ray embodies the values of integrity and leadership.
 
With over four decades of experience in diverse industries such as telecommunications, information technology, and software, Ray shifted his focus to financial planning, funds management, and compliance. His astute business acumen has made him a sought-after expert in the field, providing invaluable insights to clients and industry professionals alike.
 
Operating from the northern beaches office of OTG Capital and Dirigere Advisory in Newport Beach, NSW, Ray is deeply ingrained in the local community. As the host of the popular radio show and podcast, Dollars & Making Sense, on Community Radio Northern Beaches, he has established himself as a trusted voice in financial matters, empowering listeners with knowledge and strategies for financial success.
 
Join us as we welcome Ray to IFPA's The Wrap podcast, where his expertise,  dedication, and dynamic presence promise to enlighten and inspire listeners on their financial journeys. Prepare to embark on a remarkable experience as Ray takes us on a captivating exploration of the world of finance, leaving no stone unturned in his quest to share invaluable insights and foster financial growth.

Business

Tune into our IFPA Wrap podcast and gain professional insights by listening to informed discussion with industry experts about current issues in tax, super and the broader financial services industry. Earn self-assessed CPD/CPE points while listening online at your computer or on the go with your mobile device. Ask questions and have your say on issues discussed on the show via social media or email us at marketing@ifpa.com.au. Introducing a dynamic new contributor to IFPA's The Wrap Podcast: Mr. Ray Trevisan, Director of OTG Capital and Host of Dollars & Making Sense Prepare to be captivated by the wealth of knowledge and expertise that Ray brings to the esteemed ranks of IFPA's The Wrap podcast. As the Director and Fund Manager of OTG Capital, Ray has established himself as a prominent figure in the world of finance, leading an Asset Backed Investment Trust for over four years with unparalleled success. With an impressive investment track record encompassing bonds, commercial loan portfolios, and ventures into the realm of venture capital, Ray has solidified his position as a master in the art of financial strategy. As an Authorised Representative (AR:001250963) and Responsible Manager of Dirigere Advisory Pty Limited, holding an Australian Financial Services License (AFSL:524371), he is recognized for his unwavering commitment to excellence and compliance. Ray's educational accomplishments are equally impressive, holding a Master of Management from the prestigious University of Technology in Sydney. As a Graduate of the Australian Institute of Company Directors (AICD) and a respected NSW Justice of the Peace (JP), Ray embodies the values of integrity and leadership. With over four decades of experience in diverse industries such as telecommunications, information technology, and software, Ray shifted his focus to financial planning, funds management, and compliance. His astute business acumen has made him a sought-after expert in the field, providing invaluable insights to clients and industry professionals alike. Operating from the northern beaches office of OTG Capital and Dirigere Advisory in Newport Beach, NSW, Ray is deeply ingrained in the local community. As the host of the popular radio show and podcast, Dollars & Making Sense, on Community Radio Northern Beaches, he has established himself as a trusted voice in financial matters, empowering listeners with knowledge and strategies for financial success. Join us as we welcome Ray to IFPA's The Wrap podcast, where his expertise, dedication, and dynamic presence promise to enlighten and inspire listeners on their financial journeys. Prepare to embark on a remarkable experience as Ray takes us on a captivating exploration of the world of finance, leaving no stone unturned in his quest to share invaluable insights and foster financial growth.

Tune into our IFPA Wrap podcast and gain professional insights by listening to informed discussion with industry experts about current issues in tax, super and the broader financial services industry.
 
Earn self-assessed CPD/CPE points while listening online at your computer or on the go with your mobile device.
 
Ask questions and have your say on issues discussed on the show via social media or email us at marketing@ifpa.com.au.
 
Introducing a dynamic new contributor to IFPA's The Wrap Podcast: Mr. Ray Trevisan, Director of OTG Capital and Host of Dollars &amp; Making Sense
 
Prepare to be captivated by the wealth of knowledge and expertise that Ray brings to the esteemed ranks of IFPA's The Wrap podcast. As the Director and Fund Manager of OTG Capital, Ray has established himself as a prominent figure in the world of finance, leading an Asset Backed Investment Trust for over four years with unparalleled success.
 
With an impressive investment track record encompassing bonds, commercial loan portfolios, and ventures into the realm of venture capital, Ray has solidified his position as a master in the art of financial strategy. As an Authorised Representative (AR:001250963) and Responsible Manager of Dirigere Advisory Pty Limited, holding an Australian Financial Services License (AFSL:524371), he is recognized for his unwavering commitment to excellence and compliance.
 
Ray's educational accomplishments are equally impressive, holding a Master of Management from the prestigious University of Technology in Sydney. As a Graduate of the Australian Institute of Company Directors (AICD) and a respected NSW Justice of the Peace (JP), Ray embodies the values of integrity and leadership.
 
With over four decades of experience in diverse industries such as telecommunications, information technology, and software, Ray shifted his focus to financial planning, funds management, and compliance. His astute business acumen has made him a sought-after expert in the field, providing invaluable insights to clients and industry professionals alike.
 
Operating from the northern beaches office of OTG Capital and Dirigere Advisory in Newport Beach, NSW, Ray is deeply ingrained in the local community. As the host of the popular radio show and podcast, Dollars &amp; Making Sense, on Community Radio Northern Beaches, he has established himself as a trusted voice in financial matters, empowering listeners with knowledge and strategies for financial success.
 
Join us as we welcome Ray to IFPA's The Wrap podcast, where his expertise,  dedication, and dynamic presence promise to enlighten and inspire listeners on their financial journeys. Prepare to embark on a remarkable experience as Ray takes us on a captivating exploration of the world of finance, leaving no stone unturned in his quest to share invaluable insights and foster financial growth.

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