Description
Attend and earn 1 CPD hour in Professional Skills
This program is applicable to practitioners from all States & Territories
Professional Skills
Advanced Strategies When Considering Superannuation Splitting
Join us for a practical session exploring advanced strategies for superannuation splitting. Gain insights into common traps to avoid, negotiation techniques, and how to effectively work with financial advisers in this complex area. Ideal for practitioners wanting to sharpen their professional skills and provide more strategic support to clients.
Presented by Tricia Peters, Director and Certified Financial Planner, MELCA and PetersMcKeown
Chair
Susan Pearson, Partner, Pearson Emerson: Accredited Specialist in Family Law
Presenters
Susan Pearson, Partner, Pearson Emerson
With over 35 years’ experience in family law, and as one of the first lawyers to be accredited as a family law specialist by the Law Society of New South Wales, Susan is consistently recognised as one of the leading family lawyers Australia-wide. In 2021 Susan was once again recognised in Doyle’s Guide to the Australian Legal Market as one of only five pre-eminent family lawyers in Sydney and one of only four leading family lawyers for high-value & complex property matters) in New South Wales. Susan is a Fellow of the International Academy of Family Lawyers (IAFL), and a Contributor to the World Bank Women, Business and the Law & Civil Society Organisation Reports.
Tricia Peters, Director and Certified Financial Planner, MELCA and PetersMcKeown
Tricia Peters MBA MPAcc is a Certified Financial Planner (CFP), Mediator, Academic, Author and Collaborative Financial Professional. She is a Director of MELCA, an alternative dispute resolution centre for families, and Director of PetersMcKeown Financial Planning. Tricia works with people going through separation and divorce, assisting them with the many financial issues and decisions they face at this stressful time in their lives. Tricia is an expert in all technical aspects of financial planning and is known nationally for her expertise in superannuation splitting on marriage breakdown, consulting to family lawyers and providing expert evidence in court. She is a regular presenter at family law seminars and conferences. Tricia worked for 25 years as a university lecturer in the areas of financial planning, accountancy and business management in Australia and Asia. She co-authored the financial planning text book 'Personal Finance', writing a chapter on estate planning. She also co-authored 'Breaking Up Without Breaking Down', a book to help people through the maze of separation and divorce.
