Going Home Making the Move
Join us for the second part of our going home series; Making the Move on the 9th of October at the Commonwealth Bank of Australia
Kea New Zealand Members - £12
Guests & Non-Members - £28
An estimated two million Kiwis and Aussies live and work overseas, with the UK one of our most popular emigration destinations. However, strong long-term growth and job prospects in the New Zealand and Australian economies as well as Brexit-generated uncertainty in the UK has us asking the question - should I move home?
For this second event in the ‘Going Home’ series, delivered in partnership with Australia UK Chamber of Commerce and Commonwealth Bank of Australia, our experts will guide you through the practicalities of finding a job, moving your banking, relocating your assets and transferring your pension.
Katie Keith, International Relationship Manager, Commonwealth Bank of Australia
As a Relationship Manager for the International Premier and Retail Bank in London, Katie specialises in educating highly skilled professionals with their financial plans prior to making the move to Australia and New Zealand.
Katie has worked in the banking and finance sector for the past 16 years’ and made the decision to move from Sydney to London in 2016 where she has spent her time becoming a specialist by working closely with experts within the migration eco-system. Katie is passionate about helping people be more prepared and making their move as smooth as possible by sharing valuable suggestions based on her own experience having moved herself and her long term experience in the industry.
Dugald Locke, Australian International Career Manager, Robert Walters
Originally from a working farm outside a small town called Walcha, New South Wales. After graduating from University, Dugald had 2 years finance experience in a Sydney brokerage before moving to London to join the International Career Management team at Robert Walters. Dugald works on behalf of the Australian offices and is based in London, with the function of assisting Aussies in the UK with their move back home - and to explore the job market prior to arrival.
Kate Williams, New Zealand International Career Manager, Robert Walters
After graduating from the University of Otago, New Zealand, with a Bachelor of Commerce in Marketing Management and a post graduate Diploma in Human Resources in 2012, Kate pursued a career in recruitment, gaining four years of experience in the Auckland market across the finance, legal and marketing industries. Kate made the decision to move to London to join the International team at Robert Walters where she now specialises in placing candidates who are living in the UK back into positions across New Zealand.
Paul Davies, Head of Advice, Director of Financial Planning for the UK operation and Co-founder, bdhSterling
Paul Davies is the Head of Advice for the UK operation and co-founder of bdhSterling. Paul started in the Financial Services industry in 1991 and in 2000 moved to the Pensions Technical area of Standard Life. Here, he advised and trained IFA’s throughout the UK regarding many of the complex aspects of the UK’s pension legislation.In October 2004, Paul became a licensed IFA himself for a small firm specialising in advising clients migrating (or returning) to Australia or New Zealand. In June 2009, Paul co-founded bdhSterling with Simon Harvey, to continue to provide a high standard of international planning solutions to clients - with the core area of advice focused on those migrating or returning to Australia and New Zealand. As well as the UK office, bdhSterling has qualified and licensed advisers in Sydney, Melbourne and Perth, offering an ongoing advice services. Paul has the UK’s Advanced Financial Planning Certificate, including the G60 Advanced Pension Exam and, as a recognised expert in overseas pensions, has written and been quoted on the subject in national media.
David Johnson, Founding Director, Halo
As a founding Director of Halo, David has responsibility for back office, settlements and compliance matters. David has been in the FX industry for over 24 years. He is a certified Financial Technician (CFTe) and a member of the society of Technical Analysts (MSTA).
Special thanks to our Series Partners