Living Between Two Countries - Our Lessons Learned & Reflections Upon Returning to the U.S.

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Tuesday, May 24th at 8:30 ET / 7:30 CT / 5:30 PT

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Wednesday, May 25th at 10:30 AEST (Brisbane)

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Presenter: Ashley S. Murphy, GFP (USA/AUS) CFP® AIF®

Tri-citizen of the US, Australia and the UK & Principal of Areté Wealth Strategists Australia, a financial planning firm based in the US, whose expat clients constitute 90% of its portfolio. More Info

At Arete Wealth Strategists Australia, Ashley works with clients to bring strategy, structure, clarity, confidence and compliance to their global financial lives and keep it that way.

Founded In 2013, Arete Wealth Strategists Australia is an SEC-registered, fee-only financial planning and investment management firm for Australian/American expatriates located in the United States and Australia.

As of 2021, Ashley and his team have grown the firm from start-up in 2013 to 63 client households with $63M in Assets Under Management while experiencing an impressive 400% growth in Assets Under Management in the past 3 years.

Ashley is a tri-citizen of the USA, Australia and the UK. From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He was formerly a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the Financial Planning Association (2017 - 2019), and a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the only financial advisors qualified in both countries. Ashley has been quoted in the Wall Street Journal and profiled in Financial Advisor Magazine. He places a strong emphasis on learning and typically achieves a multiple of the required Continuing Education (CE) credit for his designations.

Ashley’s undergraduate studies at the University of Queensland (Brisbane, Australia) were in Business Management and Management Information Systems. Ashley has long felt a passion for financial planning and investment management. While completing his undergraduate studies, he founded an investment club and grew it to over 300 members.

In 2005, he ventured to the United States to pursue his dreams in the San Francisco Bay Area. Ashley worked for several large companies, including Visa, Babcock and Brown and VWR International as a corporate financial analyst.

Ashley began the transition to financial planning in 2008. In 2009 he completed the first level of the Chartered Financial Analyst (CFA) designation. In 2010, Ashley was named runner-up ‘Student of the Year’ in the UC Berkeley Extension’s Personal Financial Planning program and won a number of scholarships. In 2012, he obtained his Certified Financial Planner™ designation.

Ashley, his wife Eliza, daughters Elise & Jasmine maintain their residence in Minneapolis, MN but are living in Brisbane, MN through 2022. He enjoys cycling, reading and world travel. He is a futurist with interests in architecture, renewable energy and demographics.

Presenter: John Versace, CFP®

Senior Financial Adviser who heads the Expat advice team at Apt Wealth Partners. More Info

John has over 10 years in the financial services industry. John is highly educated, having obtained a Bachelor of Business (Economics & Finance), Advanced Diploma of Financial Planning and a Graduate Diploma in Financial Services. His diverse career includes experience working with some of Australia’s leading investment and financial institutions. John is also a CERTIFIED FINANCIAL PLANNER® professional with the Financial Planning Association of Australia (FPA).

John enjoys helping his clients feel confident and comfortable in their financial future. John is the head of Apt Wealth Partner’s dedicated expat services team.  He has a particular specialty in assisting US taxpayers.

In 2021, John was nominated for “advice innovator of the year” category at the IFA (independent financial adviser) Excellence Awards.  The nomination was for John’s work in creating a unique expat advice offering for Australian expats and Australians with US tax obligations.Apt Wealth Partners is a privately-owned Australian Financial Advice Firm that has been in operation for over 30 years.  Apt looks after around $2.4B in investment funds on behalf of its clients.  Apt Wealth Partners is a multi-award winning firm and in 2021 was awarded the FPA (Financial Planning Association of Australia) Professional Practice of the Year.

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Description

In this webinar, Areté Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP® AIF® will review some of his family’s experiences and the tips he gathered setting up his family in Australia, and then moving back to the U.S., all in the past 18 months.

Some of the relevant issues that will be addressed include:​
  • Foreign exchange & banking tips
  • Telephony
  • Property Management tips
  • Risk management insights
  • Health insurance tips (US and Australian)
  • Valuable goods
  • Discussion of tax residency
  • Insights on schooling/education when crossing borders
  • and other miscellaneous topics
Frequently Asked Questions
  • Can I ask questions?
    Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
  • Do I need to be a client of Areté Wealth Strategists to attend?
    Not at all. These webinars are designed for all Australian expats, not just clients of Areté Wealth Management.
  • What if I register but can’t make it?
    It’s all good. We will record the webinar and send the recording link.
  • Can I invite a friend?
    Certainly. Just give them this website address and ask them to register.
We hope you can join us! Registrants will be notified once the recording is available. You can find all our past webinars here.