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Capital International connection
12 September 2008

Phil met with Chairman JC Massar and Senior Vice President Sunny Oberoi of Los Angeles based Capital International Asset Management during their recent research tour in Australia. While here they consulted with the Australian Government, Treasury and financial institutions.

Their visit was prompted because Credit Suisse is one of their clients, and also because Australia is now the world's second largest investment market so they were researching whether they should establish their own presence here into the future.

Phil first met them during a phone consultation, at the invitation of Mark Speciale, in May 2008 during their earlier research about the investment industry in Australia and where it's heading. They've now developed a robust professional rapport and Mr Massar has invited Phil to visit them in LA.

Bruce Garratt visits Kinvale office
11 September 2008

The Kinvale team welcomed a visit by Bruce Garratt, Director of Intermediary Relationships-AllianceBernstein Limited, yesterday. Bruce was on his way to deliver a briefing at an AXA conference in the Hunter Region when he stopped by to catch up with Phil and meet the team.

Expert consultation benefits Kinvale clients
27 August 2008

Phil attended a special briefing on 26 August 2008 by Dr Philippa Malmgren as part of the DWS Future forum. Philippa has an extremely impressive financial background, advising at international levels on a vast range of global economic issues. For example, she was a former adviser on international economic issues to George W Bush during his Presidential campaign, after which she joined the White House and served as Special Assistant to the President for Economic Policy on the National Economic Council. Today she is President of London-based Canonbury Group and meets with leading policy-makers in the offices of heads of government, the boards of central banks and elected and appointed officials among the G7 countries to discern how current political and policy environments will influence the financial markets. She then informs asset managers, traders and investors about potential impact on their portfolios. Phil takes every opportunity to draw on such expertise when managing his clients' portfolios.

Industry visitors to office
CEO of St George Bank Paul Fegan and CEO of Asgard Wealth Solutions Geoff Lloyd visited our office on Thursday 3 July to meet the rest of the Kinvale team they had not met before and to see our offices. This was their first visit to Kinvale and they were very impressed with our operation and team. As this was also Paul's first visit to Newcastle he was impressed with the town's developments and the environment, particularly appreciating our scenic city, harbour, beaches and architecture.
4 July 2008

Economic update luncheon with St George
Phil attended lunch in Newcastle on Tuesday 24 June, along with three other advisers from the region, to receive an economic update by General Manager Patrick Farrell of St George Wealth Solutions. Mr Farrell recently returned from visiting strategic international financial organisations, including the Federal Reserve in the USA. He was keen to share what he'd learned on his journey, giving his valued Hunter advisers the latest economic news to benefit their clients.
26 June 2008

Aaron's efforts rewarded
We're pleased to annouce that from 1 April 2008 Aaron Wilkinson has been appointed a 10% share ownership in Kinvale Financial Planners after nine years working for Phil Moore. This appointment recognises Aaron's efforts and is a strategic and prudent move to deliver continuous client services well into the future.
25 June 2008