11
Nov

Controlling Your Bank

It’s time to take back control of your bank. By control we’re talking about knowing and ensuring you have the best option for you and your business when it comes to banking; establishment fees, ongoing fees, security offered, terms and conditions, flexibility and support. If you’re a sole trader or are self-employed in particular, being aware of a significant cash flow benefit that would ease the heavy lifting is crucial.

Led by financial services expert Peter Cooper, this session will guide you on how to take back control over your bank and provide you with the tools to assess and take action. You will learn:

  • How to identify whether you or your bank is currently in control.
  • How to know whether your offer is in line with market for your business/industry.
  • How to know whether you should look to agree on better terms/pricing with your current bank, or move to a new bank.

 


About Peter Cooper, Manging Director, Cooper Financial Connections Pty Ltd

Peter Cooper incorporated Cooper Financial Connections Pty Ltd in December 2002 after leaving a successful career in the banking industry. With over 46 years experience in banking and having worked for Australian, American and British banks during that period, Peter is ideally qualified and suited to offer clients this unique service.

Peter is the former Chairman of the Queensland State Advisory Board for the Australasian Institute of Banking and Finance (AIBF), a graduate of the Australian Institute of Company Directors. Peter was previously a non-Executive Director with the not-for-profit organisation, Industry & Commerce, Employment & Training Group Ltd (ICET) and Motorama Group Holdings.

Peter is a leading figure in banking and finance circles in Queensland, a fact that has been acknowledged by him being awarded the Centenary Medal of Australia for services to the banking industry. Peter has built up an impressive contact list of business associates and on many occasions has been asked to speak on banking issues by organisations and various Government bodies including the Tourism section of the Department of State Development.

As Managing Director of Cooper Financial Connections, Peter is in a position to facilitate that area of the finance market that is currently under serviced and with his proven track record and business associates, can offer a wide range of client services for people looking for integrity in their business partner and prosperity in their business dealings.

As a testimony to this success, Peter then set up a joint venture on the Sunshine Coast with the long established and highly regarded property firm Henzells Agency Pty Ltd. Now the company operates independently as Cooper Financial Connections (Sunshine Coast) Pty Ltd (CFC -SC) and more recently has expanded further into Sydney and the ACT providing residents with an unparalleled level of service and expertise in this area of business.

11
Nov
9:00 am • 120 mins
Free

Presented By

Peter Cooper
Managing Director, Cooper Financial Connections Pty Ltd

Share

Tags

Business in BrisbaneFinance

Newsletter

Get our latest news and advice delivered straight to your inbox, once a month.

    Our Partner

    Community