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• QIC Nov 11th Meeting

  • When
    11 Nov 2025
  •  
    6:30 PM - 9:15 PM
  • Location
    The Brisbane Club, 241 Adelaide Street Brisbane Qld 4001

  Register

  Invest Your Way: The Secret Sauce to Financial Freedom Professional investors use a tool called an Investment Policy Statement.  At this event, we will walk through the steps to develop your thinking and own Investment plan whatever stage you are at – with personal examples, practical tips and research-backed insights for success.  You will walk away with: A better understanding of what you are could achieve and your financial goals A roadmap for your Investment portfolio An understanding of what investments work best for you, and the exposure you might need to different asset classes This will be a practical session, with expert presentations as well as discussions with other newer and experienced Investors at your tables.

  Guest Speakers: Shani Jayamanne Shani Jayamanne is a Director, Investment Specialist at Morningstar Australia. She is a co-host of Morningstar Australia’s Investing Compass podcast, and a frequent contributor of personal finance insights in major publications in Australia. Shani has spent her career working in financial services, across financial advice and large asset managers. She is an Education Partner with the Australian Shareholders Association and an Advisory Board Member for Forbes Advisor. Her work has focused on understanding financial products, and distilling complex financial concepts for individuals, advisers and institutions. She is passionate about making financial information accessible to all, with a focus on promoting financial literacy and independence for minority groups. As an Investment Specialist, her work focuses on interpreting financial data and research for individual investors, empowering them to find practical applications in their investing journey. Her personal finance thought leadership is aimed at accumulators - those who are early in their lives who are looking to reach their financial goals within their means and circumstances. She has a Bachelor of Commerce from the Australian National University, including achieving a Commendation from the College of Business and Economics. She has also run courses for women asylum seekers with the Asylum Seekers Resource Centre to help improve financial literacy in minority communities. Shani has co-written a book, Invest Your Way, out in October 2025. Mark LaMonica Mark LaMonica, CFA is Director of Personal Finance at Morningstar Australia. He is a co-host of the Investing Compass Podcast and writes the weekly investing column Unconventional wisdom. Mark is responsible for Morningstar.com.au, one of Australia’s leading providers of investing insights and Firstlinks, an independent publisher providing content written by financial market professionals. Mark is a CFA charterholder and has an MBA with a concentration in Finance. Mark has over a decade of experience as a consultant in the financial services industry, at global accounting and advisory firm, EY. In this role, he worked with leading asset managers, hedge funds and fund administration companies. Mark’s work focuses on personal finance for individual investors which investors can access through Morningstar.com.au. He is a well-regarded voice in the Australian financial services industry, and a frequent commentator in major Australian publications. Mark has co-written a book, Invest Your Way, out in October 2025.

  
  

  
  

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