Jules Willcocks talks to Jeremy Calnan about financial wellness, the basic concepts of economy and the psychology behind investing.
Summary Writer: Laura Parks
Script Writer: Jules Willcocks
Editors: Jules Willcocks and Jeremy Calnan
Interviewee: Jeremy Calnan
Interviewer: Jules Willcocks
Jeremy Calnan has worked in the financial markets and traded and invested for himself since the early 1990s. Jeremy was first licensed to provide financial advice in 2000 and then established his own Financial Advice Business in 2001.
He has extensive capital markets experience spanning research, strategy, structuring portfolios, asset allocation and management, risk management and trade execution across a range of asset classes.
Together with business partner Ian Flack, they established Calnan Flack in 2013.
He is a member of the Calnan Flack Investment Committee and holds the responsibility of being the Investment Portfolio Manager for the Calnan Flack Model Portfolios.
He has a unique take on the economic world and investing that is underpinned by his understanding of economic history and the cycles and events that define it.
Jeremy is an innovator, challenging the accepted investment landscape.
He is a knowledgeable presenter and highly effective educator. Currently, he authors the Calnan Flack Blogs, hosts the podcast “Property, Australia’s Favourite Obsession” and the Calnan Flack “Insights” series as well as presenting at many Calnan Flack events and seminars, including the Calnan Flack Forecasting Conference.
Jeremy lives in Adelaide with his wife Alice and spends his spare time watching his two sons play AFL football or just relaxing with family and friends.
Jules Willcocks is an Emergency Medicine Consultant and the Director of Prevocational Education and Training at Gosford Hospital.
His interest is in bringing out the best in people principally through mentoring and coaching. He firmly believes that wellbeing is a crucial part of this and that you cannot look after someone to the best of your abilities if you yourself are not well.
He trained as an executive coach and has a particular interest in financial wellness for doctors.
With Dr Jules Willcocks and Jeremy Calnan, founding Director and investment portfolio Manager of Calnan Flack, New South Wales, Australia
Despite financial wellness being an essential part of our lives, doctors get minimal financial education throughout their training, or have limited time to dedicate to self-education about finances. Understanding the basic concepts of economy, the psychology behind investing, and finding trustworthy financial experts for advice can make investing and setting financial goals easier.
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