Stuart Beattie, Senior Vice President and Financial Adviser Morgan Stanley
"The Global Market"
Guest Speaker: Stuart Beattie
Photo: Doug Worthington
Stuart's Mission Statement is: "Helping clients achieve their goals and face their financial future with confidence."
Stuart is a Senior Vice President at Morgan Stanley, advising high net worth private investors, charities and not-for-profit groups on a full range of investment solutions.
Stuart has more than 20 years experience in the wealth management industry, having been a director of Goldman Sachs JBWere before joining Morgan Stanley in 2007.
Stuart’s expertise centres on portfolio construction, asset allocation and investments covering all asset classes. Stuart constructs discretionary model portfolios designed to meet the wealth creation goals and objectives for his diverse client base.
Stuart holds a Graduate Diploma in Applied Finance and Investment from FINSIA and is an ASIC Accredited Derivatives Adviser. Stuart is a Senior Fellow of FINSIA, a past member of its WA Regional Council and regularly provides financial commentary on ABC Radio.
The BPF Group is a full service wealth management and investment advisory team within Morgan Stanley Wealth Management that has two distinct yet overlapping arms to its business.
We strive to deliver the customer experience like that of a boutique practice with the specialised services of one of the world’s largest financial institutions and its affiliates.
The first arm to our business is that of providing investment advice to high net-worth individuals and families. This advice covers listed & unlisted investments, Superannuation, tax & estate planning and inter-generational wealth transfer. We have an emphasis on maximising tax-efficient income streams and growing & preserving our clients' wealth.
The second arm to our business is helping not-for-profit groups, charities and foundations formulate sound investment policies and strategies to manage their funds effectively. Our clients include schools, Churches, charities & not-for-profit groups, foundations and Private Ancillary Funds.
Three things that make our business unique are:
1. The quality and experience of our people, through all investment cycles.
2. Our investment process, with its emphasis on team-work and building long-term client relationships.
3. Our investment ideas, backed by one of the biggest investment houses in the world, Morgan Stanley.
Our clients have confidence in us to give them the best service and the best advice in the marketplace.
Hi. I’m enjoying Brazil very much so far! Very different from Australia but very interesting. I have been to Rotary meetings the past three nights, each night to a different club in Assis. I introduced myself in Portuguese at the first two meetings ... very nerve wrecking. While I can’t understand much of what is said at the meetings, I am still enjoying attending.
I’ll keep you and the club updated.
Welcome to new Member Chris
Robyn doing the Induction of Chris
Photo: Doug Worthington
Chris, Welcome to the club and here are a few photos of your induction.
President Greg Welcoming new member Chris
Photo: Doug Worthington
VOLUNTEERS SOUGHT FOR GIRRAWHEEN SENIOR HIGH SCHOOL HARMONY DAY.
GSHS will be holing a “Harmony Day” on Thursday 21st March 2019 as part of their commitment to being a vital part of their community.
We have been asked to provide volunteers to supervise parking and man some of the school gates on the day, as well as providing some assistance in packing up.
"More information about the event 2 – 6pm
We will begin at 2pm with an official opening on the oval similar to our school assembly. We have staging and activities so will have music and performances through to approximately 5.45/6pm.
We close at 6pm. We have food trucks and activities planned.”
I will circulate a list over next week or two seeking volunteers. This is a great opportunity to support the school.
Thanks, Allan McLean
Give a Feed:
Aaron Pitt and Wayne Smith have indicated that the final total was over 3,000 hamper donations (= $75K +) with a late rush just prior to Christmas. Given a fortnight later launch date that’s a great outcome, well above the 2,500 hamper target. While corporate support was more moderate there was apparently a significant increase in individual donations, meaning many more people became aware of this initiative this year. (NB: The object is ‘new’ money, from our external contacts rather than from Rotarians or clubs directly.) The Give a Feed Christmas feast launch at Juanita's in November was well attended by local friends and GAF ambassadors, also giving opportunity for wider public awareness.
Feedback to date suggests that working relationships with Foodbank WA improved after earlier challenges. I have relayed our thanks to Wayne and Aaron but hope we can get together with them shortly to ‘debrief’ to avoid such challenges in future. It will be interesting to see if wider District support in promoting awareness on Rotary WA social media etc translated into action by our wider external networks - as is the goal.
[Report from Warwick Smith]
Rotary Quote
1984-85 Carlos Canseco (medicine – allergies), Rotary Club of Monterrey, Nuevo Leon, Mexico.
Rotary vision: That all Rotarians Discover a New World of Service.
“One of the best outcomes of this century has been the growth and development
of service clubs…all service clubs should be given credit [but] Rotary is perhaps
the best known….While Rotary can continue to play a vital role in society, it has
yet to fully do so….Polio immunization is a major effort at achieving this end.”
— Where Do We Go from Here?, THE ROTARIAN, August 1984
A Glimpse of Finance Cartoons
Next Club Meeting:
Thursday 7 February7am for 7.30am start at
Antico Caffe
Australia Rotary clubs raise awareness and funds to prevent domestic violence and support its victims.
By Rotary Down Under
38% of murders of women worldwide are committed by an intimate partner
30 % of women are victims of intimate partner violence
The statistics are sobering:
Intimate partner violence is the most common type of violence against women, affecting 30 percent of women worldwide, according to a 2013 World Health Organization report. As many as 38 percent of murders of women are committed by an intimate partner.
In New Zealand, a dozen women are killed by their partners or ex-partners each year. And in Australia, a woman is killed, on average, about every week.
Recognizing the desperate need for domestic-violence services in their communities, Rotary clubs throughout Australia and New Zealand are fundraising and partnering with charities to raise awareness and work on prevention and victim support.
As one club president said: When ending polio seemed insurmountable, Rotary stepped in. Why can’t Rotary help end domestic violence?
More than one approach
The Rotary Club of Maryborough, Victoria, Australia, is changing attitudes about domestic violence and generating positive community response with its multifaceted approach. What began as a social media campaign has grown to include community educational programs, publicity events that have reached millions, and the opportunity to present its SAFE program to the Royal Commission Into Family Violence (Victoria).
The Support, Advice, Facilitation, and Early Intervention model is a collaborative approach that gives everyone in the community a role to play in addressing family violence. Garry Higgins, the club’s project manager for the campaign #SayNO2familyviolence, believes it’s the type of program that has global application.
“As an independent, apolitical organization, Rotary can do and say things others can’t,” says Higgins, who presented the SAFE program to the Royal Commission.
Getting people to talk about domestic violence — once a taboo subject in the small town — was one of the club’s biggest challenges. To start that conversation, the club launched a communication campaign, Speak Up! #SayNO2familyviolence, which included social media posts and promotional brochures and posters.
For help spreading the message, the club targeted the key cultural and behavioral influencers in the community: local sporting clubs. The harness racing club supported the campaign, and the football club recently held its third #SayNO2familyviolence championship competition.
I’ve learned a new way to deal with my ex-partner. My children will benefit from this — it’s all good now.
Men's Behavior Change Program participant Changing behavior
An online program is helping abusive men learn new ways to deal with their anger and have more satisfying personal relationships. The Men’s Behaviour Change Program, formed by Violence Free Families, is a 13-week live, interactive program for men who can’t — or won’t — attend counseling sessions in person, because of work schedules or embarrassment.
Melbourne University evaluated the program and reported positive results for the men who took part in four trials over the past two years.
“I’ve learned a new way to deal with my ex-partner,” said one program participant. “My children will benefit from this — it’s all good now.”
The Rotary Club of Brighton, Victoria, Australia, launched Violence Free Families in 1995, after a local child’s violent death. The club has raised more than $750,000 for the program, endorsed by Rotary District 9800 and supported by all 70 district clubs and Women in Rotary.
Family safety nets
A 2008 report by the Australian government’s Department of Social Services identified domestic violence as the principal cause of homelessness for women and their children.
The Path of Hope Foundation, a joint venture between the Salvation Army and the Rotary Club of Perth, Western Australia, provides safe accommodations for those fleeing family violence. It also offers guidance and resources to help families overcome trauma and rebuild their lives. Members of the Perth club raise funds and volunteer at the center.
“We’re hopeful that Path of Hope can become a model for Rotary clubs and Salvation Army centers around the world to adopt,” says club member Graham Peden. “It’s already achieved a great deal through improving the lives of victims of domestic violence in Western Australia.”
Elsewhere, the Rotary Club of Bendigo, Victoria, held a fundraiser in May for survivors of family violence. Guests had the chance to hear 2015 Australian of the Year Rosie Batty speak about her personal experiences with domestic violence. Batty’s 11-year-old son, Luke, was murdered by his father in 2014.
The evening netted more than $16,000 for the Annie North Women’s Refuge and Domestic Violence Service. The funds will help buy new furniture for families moving from emergency housing to permanent sites.
Batty also was a keynote speaker in June for the 2016 Rotary International Convention in Korea.
Larrie Winzar, president of the Bendigo club during Batty’s talk in May, said: “When disaster strikes, most of us have insurance to replace the items we’ve lost. In situations of family violence there is no insurance, so support from organizations and service clubs such as Rotary can make a difference to someone starting over.”
We once decided we would end polio when it seemed impossible. Why can’t Rotary put an end to domestic violence?
Garry Higgins, Rotary Club of Maryborough, Victoria, Australia
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