Issue 47 – Growing numbers of women and the younger generation seeing the value in investing in their own financial literacy

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Issue 47 – Growing numbers of women and the younger generation seeing the value in investing in their own financial literacy

Well it’s the start of another financial year and there is plenty on the horizon to keep investors focused on the economy, their investments and super. None of this is surprising following what has been more than a year of rising interest rates, upward spiralling inflation and the cost of just about everything going up, resulting in much discussion. 

A good outcome, believe it or not, is that all the commentary regarding the above has heightened the focus of many experienced and sometimes new investors on their own financial position and how they manage their finances into the future.

As some will know, I spent 14 years at the ASX, with a good part of that time working on the range of educational activities undertaken by The Exchange. Since leaving, I have had the good fortune to continue partaking in some of those activities over the past five years or so. In particular, one of these is The ASX Investor Day series conducted twice a year.

All up, I have been involved with this particular series for more than 15 years. In this time, there are a number of changes that I have seen relating to the make-up of the audience attending and why they are attending which I will go through in this article.

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Ian Irvine - Guest Contributor

Ian has been a keen investor for over 40 years and can draw on his experiences from both investing on his own behalf and also having worked in financial services for more than 30 years. Over this time, he has seen many changes that impact investors’ attitudes to in what and how they invest.

He started his career in what is now referred to as fast moving consumer goods (FMCG) or grocery, working for an Australian margarine manufacturer. In 1986, he was recruited to Westpac around the time of deregulation of the sector, where he spent 10 years before taking a role at AMP and then with ASX for 14 years up to the end of 2017. He continues to be involved with ASX; working on their educational programs.

In 1996, he and his wife established their own SMSF and again the experience and lessons learned regarding managing an SMSF over the years have provided him with many insights and ideas. He enjoys sharing these with others where these are helpful and always suggest that if an investor or SMSF trustee is unsure, that they should seek appropriate advice from a licenced professional.

Ian holds a B. Com (UNSW), and lives in Sydney and enjoys travelling to and meeting investors and SMSF trustee at the educational events with which he has involvement with from time to time.