All posts by Stacey Martin

Stacey Martin, Specialist Wealth Advisor - Expatriates and Significant Investor Visa, NAB Private Wealth. Based in Sydney, Stacey provides personal advice for executives, business owners and their families who's careers take them offshore. As Asia Ambassador, and Chair of NAB's Significant Investor Visa (SIV) proposition, Stacey works closely with migration, banking, tax and legal specialists to deliver an integrated service for investment migrants. She also founded the Expat Advisors Community for professionals with internationally connected clients.

White Paper for aspiring board directors

Company directorsFor those considering a board career there are a number of risks to consider in relation to managing your personal and family wealth. 

It is important when considering a role, to ensure the following risk mitigants are addressed:

  1. Board due diligence
  2. Directors and Officers  insurance
  3. Protecting personal assets

In this booklet,  compiled following conversations with a range of directors from ASX listed companies, to family businesses, charities and professionals working in the sector, are a range of strategies for managing personal financial arrangements for those who aspire to a portfolio career including board appointments.

You can download the Company Director booklet here.

Asian Financial Forum – Josh Fryenberg


World leaders, economists and regulators set the macro scene on the first day of this eighth annual world Asian Financial Forum conference, 2015.

Australian Assistant Treasurer, Josh Frydenberg, shared with the more than 2,000 delegates that Australia, as the 12th largest economy in the world, has seen 24 consecutive years of economic growth. Continue reading Asian Financial Forum – Josh Fryenberg

Sydney Expat Advisors Community Forum

Monday 12 January 2015

Time: 4:00pm for 4:15pm* start – 5:15pm
followed by networking and drinks until 6:00pm
*Video and teleconferencing from Melbourne, Hong Kong and China (let me know if you can join and I’ll send details)
Venue: Level 15, NAB House
255 George Street, Sydney
Speakers: AustCham Hong Kong & Guangzhou
Livia Wang, Access CN
RSVP: 9 January 2015

Eventbrite - Sydney Expat Advisors Community Forum