Investing 4 Doctors - Lifecycle Projects

 
Investing For Doctors

INVESTING FOR DOCTORS CONFERENCE

FICO 2024

Financial Independence, Career Optionality is a play on the FIRE movement which focuses on Early Retirement. Many of us never want to retire and wish to continue to contribute to our profession, albeit with increased flexibility (& optionality). We believe that individuals with choices and freedom make better and happier clinicians.

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Financial Independence, Career Optionality is a play on the FIRE movement which focuses on Early Retirement. Many of us never want to retire and wish to continue to contribute to our profession, albeit with increased flexibility (& optionality). We believe that individuals with choices and freedom make better and happier clinicians.

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FICO 2024

$ 699 + GST
  • Full 2-day attendance at FICO 2024
  • Access to all sessions, presentations, catered breaks
  • Post-event recordings of FICO 2024
  • Saturday night social event
  • Subscription to New IFD site
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FICO + CCIM

$ 899 + GST
  • Full 2-day attendance at FICO 2024
  • Access to the CCIM 2024 conference
  • Access to all sessions, presentations, catered breaks from both conferences
  • Everything from FICO Package
  • Subscription to New IFD site
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SPEAKERS & PRESENTERS

We have assembled a list of prominent speakers in the property, equities, venture capital and private equity world. Together with some of the top service providers that assist doctors in everything they need to succeed in their financial and wealth creation journey!

Ben Kingsley is the Founder of Empower Wealth, Chair of Property Investors Council of Australia (PICA), co-host of Australia’s No.1, Property, Finance and Money Podcast - The Property Couch. Ben is also a best-selling author of The Armchair Guide to Property Investing & Make Money Simple Again. He’s a multi-awarding winning property investment advisor and holds multiple qualifications & the Co-Creator of the Moorr property and financial management platform.

Ben Kingsley

The Property Couch Podcast

Ben Kingsley is the Founder of Empower Wealth, Chair of Property Investors Council of Australia (PICA), co-host of Australia’s No.1, Property, Finance and Money Podcast - The Property Couch. Ben is also a best-selling author of The Armchair Guide to Property Investing & Make Money Simple Again. He’s a multi-awarding winning property investment advisor and holds multiple qualifications & the Co-Creator of the Moorr property and financial management platform.

Having acquired a huge property portfolio that allowed him to leave the workforce before the age of 30, he is now passionate about helping others to achieve their goals and financial freedom. His philosophy is that investments should increase your wealth and passive income, with as little risk as possible. Steve draws on the mathematical and analytical skills, to break down what works best in residential and commercial property. His book, Commercial Property Investing - Explained Simply is a bestseller having sold over 20,000 copies and won the Australian Business Book Awards for best personal finance and investing book. He believes property investing should be not only smart but enjoyable along the way!

Steve Palise

Palise Property

Having acquired a huge property portfolio that allowed him to leave the workforce before the age of 30, he is now passionate about helping others to achieve their goals and financial freedom. His philosophy is that investments should increase your wealth and passive income, with as little risk as possible. Steve draws on the mathematical and analytical skills, to break down what works best in residential and commercial property. His book, Commercial Property Investing - Explained Simply is a bestseller having sold over 20,000 copies and won the Australian Business Book Awards for best personal finance and investing book. He believes property investing should be not only smart but enjoyable along the way!

As a creative finance and mortgage broker, I’m here to help you finance residential or commercial properties in a way that’s right for you. Buy vehicle or equipment, finance them and avoid paying more than you should. Create a property portfolio to give yourself freedom and choices you didn’t know you could have. We also have access to a network of professionals at the pinnacle of what they do as there is often more than one piece to the puzzle!

Frank Wong

Mortgage Broker, khi

As a creative finance and mortgage broker, I’m here to help you finance residential or commercial properties in a way that’s right for you. Buy vehicle or equipment, finance them and avoid paying more than you should. Create a property portfolio to give yourself freedom and choices you didn’t know you could have. We also have access to a network of professionals at the pinnacle of what they do as there is often more than one piece to the puzzle!

Paul Hastings

Credabl, Cofounder

Dennis is the Treasurer at Credabl, a leading independent finance provider for medical and dental professionals. He is responsible for managing Credabl’s funding platform and leading their interest rate risk management and capital management. Dennis has over 15 years of experience in financial services and prior to joining Credabl in 2021, has held various roles at Humm Group and Macquarie Bank. Dennis holds a Bachelor of Commerce, majoring in Actuarial Studies (Honours) from The University of Melbourne.

Dennis Koh

Credabl, Treasurer

Dennis is the Treasurer at Credabl, a leading independent finance provider for medical and dental professionals. He is responsible for managing Credabl’s funding platform and leading their interest rate risk management and capital management. Dennis has over 15 years of experience in financial services and prior to joining Credabl in 2021, has held various roles at Humm Group and Macquarie Bank. Dennis holds a Bachelor of Commerce, majoring in Actuarial Studies (Honours) from The University of Melbourne.

Nafees is dedicated to helping clients achieve their business and personal goals. He offers business advisory, tax consulting, accounting, and compliance services across various sectors, including medical, professional services, and high net worth individuals. Nafees prides himself on delivering high-quality work promptly, building strong client relationships, and exceeding expectations. He is a member of the Institute of Chartered Accountants Australia and New Zealand.

Nafees Huda

Accountant, KHI

Nafees is dedicated to helping clients achieve their business and personal goals. He offers business advisory, tax consulting, accounting, and compliance services across various sectors, including medical, professional services, and high net worth individuals. Nafees prides himself on delivering high-quality work promptly, building strong client relationships, and exceeding expectations. He is a member of the Institute of Chartered Accountants Australia and New Zealand.

Duncan Power

Philanthropy, Dana Asia

David Martell, co-founder of Priority Legal Services, brings over three decades of legal experience, particularly in conveyancing across multiple Australian states. With a background in law and finance, and having previously operated a successful law firm with over 30,000 conveyances, Martell specialises in serving property investors, with his firm emerging as a pioneer in the legal industry since its inception in 2014.

David Martell

Priority Legal Services

David Martell, co-founder of Priority Legal Services, brings over three decades of legal experience, particularly in conveyancing across multiple Australian states. With a background in law and finance, and having previously operated a successful law firm with over 30,000 conveyances, Martell specialises in serving property investors, with his firm emerging as a pioneer in the legal industry since its inception in 2014.

Dr Anna Pham

GP & Lifecycle projects

Victor has been investing in property over several property cycles, having bought his first property in August 1998, after migrating to Australia with his wife in February 1997 with just $4500 in their pockets. In 1999, he bought his first investment property, and from implementing what he was learning from the books, his mentors and the numerous seminars he and his wife attended, has gone on to, over the two decades, buy multiple investment properties each year, and constantly adjusting his portfolio in line with his goals and the market, to controlling a multi-million dollar portfolio.

Victor Kumar

The Right Property Group

Victor has been investing in property over several property cycles, having bought his first property in August 1998, after migrating to Australia with his wife in February 1997 with just $4500 in their pockets. In 1999, he bought his first investment property, and from implementing what he was learning from the books, his mentors and the numerous seminars he and his wife attended, has gone on to, over the two decades, buy multiple investment properties each year, and constantly adjusting his portfolio in line with his goals and the market, to controlling a multi-million dollar portfolio.

Sandeep, a Macquarie University alumna with degrees in Commerce and Laws, is a Solicitor admitted to practice as a Solicitor in the Supreme Court of NSW and in the High Court of Australia. Specializing in Property Law, Wills, Probates, Estate Planning, and Business Law, she serves a diverse clientele including property developers, high net worth individuals, and small business owners. Sandeep is dedicated to providing empathetic, practical, and cost-effective legal solutions through a meticulous and step-by-step approach.

Sandeep Kaur

Solicitor, KHI

Sandeep, a Macquarie University alumna with degrees in Commerce and Laws, is a Solicitor admitted to practice as a Solicitor in the Supreme Court of NSW and in the High Court of Australia. Specializing in Property Law, Wills, Probates, Estate Planning, and Business Law, she serves a diverse clientele including property developers, high net worth individuals, and small business owners. Sandeep is dedicated to providing empathetic, practical, and cost-effective legal solutions through a meticulous and step-by-step approach.

Ciara Conway

Stake SMSF

Shawn Singh

Stake, Head of Global Op

Having collaborated with Medical Professionals for almost 10 years, my knowledge extends beyond mortgage brokering. With my background as a financial planner for several years, I can apply my knowledge and expertise to articulate financial concepts to assist them when they are looking to purchase their first home, consider refinancing options, or purchasing a practice. As the Finance Specialist at Grimsey, I can assist clients with residential and commercial lending, asset finance, and goodwill lending.

Gina Salib

Lending Adviser, Grimsey

Having collaborated with Medical Professionals for almost 10 years, my knowledge extends beyond mortgage brokering. With my background as a financial planner for several years, I can apply my knowledge and expertise to articulate financial concepts to assist them when they are looking to purchase their first home, consider refinancing options, or purchasing a practice. As the Finance Specialist at Grimsey, I can assist clients with residential and commercial lending, asset finance, and goodwill lending.

Becky is thrilled to be joining the team at Genea to offer patients a comprehensive and compassionate approach to their reproductive care. She understands how daunting embarking on a fertility journey can be and aims to put her patients at ease by giving them clear, evidence-based information to empower them to make informed decisions. She also understands the need for patients to feel heard on their journey and prides herself on taking the time to make this happen.

Dr Becky Taylor

O&G Specialist, Genea

Becky is thrilled to be joining the team at Genea to offer patients a comprehensive and compassionate approach to their reproductive care. She understands how daunting embarking on a fertility journey can be and aims to put her patients at ease by giving them clear, evidence-based information to empower them to make informed decisions. She also understands the need for patients to feel heard on their journey and prides herself on taking the time to make this happen.

Dr. Ying Li offers compassionate and personalized fertility treatment, prioritizing understanding and tailoring plans to address individual fertility issues for optimal chances of conception. Specializing in obstetrics, gynecology, and fertility, he supports patients from pre-conception to birth, fostering long-term relationships. Dr. Li emphasizes patient collaboration, especially in areas such as reproductive surgery, recurrent pregnancy loss, and fertility preservation.

Dr Ying Li

O&G Specialist, Genea

Dr. Ying Li offers compassionate and personalized fertility treatment, prioritizing understanding and tailoring plans to address individual fertility issues for optimal chances of conception. Specializing in obstetrics, gynecology, and fertility, he supports patients from pre-conception to birth, fostering long-term relationships. Dr. Li emphasizes patient collaboration, especially in areas such as reproductive surgery, recurrent pregnancy loss, and fertility preservation.

Bi is the creator of the Investing For Doctors group. He is also the lead investor and co-founder of Australian Medical Angels. His goal is to improve the financial wellbeing of all doctors irrespective of age, gender and specialty as he believes that we can all aim to build more wealth for a brighter future for ourselves and the profession. In his spare time, he works as a emergency medicine doctor and dabbles in research whilst running a novel FIFO regional clinic.

Dr Mian Bi

Investing For Doctors

Bi is the creator of the Investing For Doctors group. He is also the lead investor and co-founder of Australian Medical Angels. His goal is to improve the financial wellbeing of all doctors irrespective of age, gender and specialty as he believes that we can all aim to build more wealth for a brighter future for ourselves and the profession. In his spare time, he works as a emergency medicine doctor and dabbles in research whilst running a novel FIFO regional clinic.

Tracey Kloner

Experien Insurance

Dr Neel Gobin

Locum Doctors Australia

Stephen James, a dedicated family man and former successful financial planner, sold his business after a family health scare. He fulfilled his family's dream of traveling and returned to financial advising. He helps clients make wise financial decisions to achieve their dreams, using his personal experience to provide security and peace of mind. His empathetic guidance and belief in realizing aspirations make him a valuable partner in his clients' financial journeys.

Stephen James

Financial Planning, KHI

Stephen James, a dedicated family man and former successful financial planner, sold his business after a family health scare. He fulfilled his family's dream of traveling and returned to financial advising. He helps clients make wise financial decisions to achieve their dreams, using his personal experience to provide security and peace of mind. His empathetic guidance and belief in realizing aspirations make him a valuable partner in his clients' financial journeys.

Dina Titkova is a senior manager at UNSW Founders. Dina joined University of New South Wales (UNSW) in March 2019 to launch and then scale Health 10x Program, supporting entrepreneurs developing affordable health solutions for unmet medical needs, globally. Since launching in 2019, the program has helped more than 150 teams to validate and/or bring their ideas to life and provided funding to 27 of them. Those startups have further raised $15M+ and created >50 jobs.

Dina Titkova

UNSW Founders

Dina Titkova is a senior manager at UNSW Founders. Dina joined University of New South Wales (UNSW) in March 2019 to launch and then scale Health 10x Program, supporting entrepreneurs developing affordable health solutions for unmet medical needs, globally. Since launching in 2019, the program has helped more than 150 teams to validate and/or bring their ideas to life and provided funding to 27 of them. Those startups have further raised $15M+ and created >50 jobs.

Rayn has been an active angel investor since 2014. He has invested in the seed rounds of tech startups like Instaclustr, Propeller Aero, HappyCo, Morse Micro and Carbar which are all valued at over $100 million or more currently. Rayn is a partner at Archangel Ventures, an angel fund which backs founders at the earliest stage possible.

Rayn Ong

Archangel Ventures

Rayn has been an active angel investor since 2014. He has invested in the seed rounds of tech startups like Instaclustr, Propeller Aero, HappyCo, Morse Micro and Carbar which are all valued at over $100 million or more currently. Rayn is a partner at Archangel Ventures, an angel fund which backs founders at the earliest stage possible.

Dr. Caristo is an esteemed healthcare investor in Australia, serving as a founding Partner at Genesis Capital, a healthcare-focused private equity firm. With over two decades of experience, he has invested in 50+ businesses, including clinical trials, GP clinics, dental clinics, and behavioral health. Prior to Genesis, he worked at Crescent Capital Partners, where he held leadership roles and oversaw healthcare investments. Dr. Caristo began his career at Bain & Co. and is a qualified medical doctor with honors from UNSW.

Dr Mike Caristo

Genesis Capital, Cofounder

Dr. Caristo is an esteemed healthcare investor in Australia, serving as a founding Partner at Genesis Capital, a healthcare-focused private equity firm. With over two decades of experience, he has invested in 50+ businesses, including clinical trials, GP clinics, dental clinics, and behavioral health. Prior to Genesis, he worked at Crescent Capital Partners, where he held leadership roles and oversaw healthcare investments. Dr. Caristo began his career at Bain & Co. and is a qualified medical doctor with honors from UNSW.

Godfrey is an experienced founder and property investor on a mission to help people take control of their financial future through real estate. He has over 15 years' experience in property investment and finance including deploying over $1.4BN at Deutsche Bank, Investec Bank Sanctuary Partners as well as his personal property investments in Australia and the US

Godfrey Dinh

Founder, Future Rent

Godfrey is an experienced founder and property investor on a mission to help people take control of their financial future through real estate. He has over 15 years' experience in property investment and finance including deploying over $1.4BN at Deutsche Bank, Investec Bank Sanctuary Partners as well as his personal property investments in Australia and the US

Munzurul Khan

Chairman, KHI Partners

Edward Hooper

GXE, Founder

Naresh Fernando

NAB Private Banking

Nick Nicolaides

Pearler, Cofounder

Jonathan is an Investment Director at Nash Capital, a private equity manager investing in mid-market businesses across Australia and New Zealand. He has a particular focus across healthcare, education, technology and consumer, and sits on the board of The Arinex Group (Event Management), Auto Grab (Automotive SaaS/Data) and Hatch Brands (Ecommerce). Prior to joining Nash, Jonathan was a corporate lawyer at Allens in the Private Equity team for over 5 years and started his career in the Private Enterprise team at KPMG.

Jonathan Hoe

Nash Capital

Jonathan is an Investment Director at Nash Capital, a private equity manager investing in mid-market businesses across Australia and New Zealand. He has a particular focus across healthcare, education, technology and consumer, and sits on the board of The Arinex Group (Event Management), Auto Grab (Automotive SaaS/Data) and Hatch Brands (Ecommerce). Prior to joining Nash, Jonathan was a corporate lawyer at Allens in the Private Equity team for over 5 years and started his career in the Private Enterprise team at KPMG.

Jonathan is a CFA charterholder and a fully qualified Actuary that has worked in funds management for over 15 years. Prior to co-founding Reach Alternative Investments, Jonathan was a director in Russell Investments’ Outsourced Chief Investment Officer (OCIO) business. In that role, Jonathan was responsible for managing over $4 billion of multi-asset portfolios for clients, which included close to $500 million of private market assets.

Jonathan Ng

Reach Alt Investments

Jonathan is a CFA charterholder and a fully qualified Actuary that has worked in funds management for over 15 years. Prior to co-founding Reach Alternative Investments, Jonathan was a director in Russell Investments’ Outsourced Chief Investment Officer (OCIO) business. In that role, Jonathan was responsible for managing over $4 billion of multi-asset portfolios for clients, which included close to $500 million of private market assets.

An is a Partner at venture capital firm, TEN13, which has invested almost $100m in over 40 startups around the world since 2019. Prior to his role at TEN13, An helped manage the family office of former Australian Shark Tank judge and multiple time entrepreneur, Steve Baxter. An started his career as a commercial lawyer at Clayton Utz before co-founding and exiting a startup in the legal industry.

An Vo

TEN13, Partner

An is a Partner at venture capital firm, TEN13, which has invested almost $100m in over 40 startups around the world since 2019. Prior to his role at TEN13, An helped manage the family office of former Australian Shark Tank judge and multiple time entrepreneur, Steve Baxter. An started his career as a commercial lawyer at Clayton Utz before co-founding and exiting a startup in the legal industry.

SPONSORed BY

Our inaugural conference is proudly sponsored by the following groups and organisations!

GOLD SPONSOR

BRONZE SPONSORS

ccim 2024 ADD-ON

Creative Careers In Medicine 2024 is a career conference running in parallel with FICO 2024. One can join likeminded doctors and medical students in a showcase of creative careers in medicine and the various career paths one could take.
Gain courage, confidence and skills to forge your own unique path!

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