Webinar – Investing and Growing Wealth as an Australian Expat in the US

With John Versace from Apt. Wealth Partners & Brad Murphy from Murphy Tax as we discuss the ins and outs of investment and growing wealth in Australia as an Expat.

We’ll talk about the good ideas, the tax queries, and the strategies that you should know to make the best of your time in the USA!

It’s free to register here and submit your own questions for the panel! Learn everything you need to know in one quick and easy hour (in a way that will make you laugh AND learn!)

You can submit questions when you sign up and we will do our best to provide information that will be relevant for everyone who is joining!

Question submission closes on March 8th, 2024.

By registering for this event, you agree to receive e-mail communication from us.

About John Versace – Head of Expat Services & Senior Financial Adviser·Apt. Wealth Partners

John Versace is an experienced financial planner with extensive expertise in helping expats protect and grow their finances to reach their goals. He uses this wealth of knowledge to support Australian expats, those migrating to Australia and US citizens living on our shores.

Based in Melbourne, Victoria, John has been in the financial services industry for 15 years, 10 of those with Apt Wealth Partners, where he is a Senior Financial Adviser. He is known amongst expat communities for his deep knowledge of wealth building and protection in multiple jurisdictions, helping people live their best lives wherever they reside.

Apt Wealth Partners is a privately-owned financial advice firm that has been in operation for over 30 years. They look after over $2.7B in investments under management and have a dedicated expat division that offers tailored advice to Australian expats living overseas and migrants to Australia.

About Bradley Murphy – Director·Murphy Tax

Bradley is an Australian international tax advisor and tax lawyer with 15 years tax experience gained working in Australia, London and the US. Bradley is also registered as a UK Lawyer in the UK.

Bradley’s experience most recently includes working as a Director with Deloitte tax. Prior to this he worked with KPMG and in the in-house tax team of Qantas Airways. Bradley’s clients includes Australian and international businesses, individuals and families.

Bradley also has particular expertise in assisting US and Australian Expats with integrated US and Australian tax advice. He has a unique understanding of the interaction between the two systems and the US/AU tax treaty.

He has used his extensive Australian and international tax experience to start his own expat tax advisory firm to best serve his clients. He enjoys listening to and understanding each client’s individual circumstances and requirements and helping them achieve their goals.

About Josh Pugh – Founder and CEO America Josh

Josh moved to New York City from Adelaide, South Australia in the middle of a cold 2017 winter. While there was no real plan but it was clear that the city and its 7 million+ people meant for all sorts of adventures and opportunities.

After arriving though it was clear that transitioning your life from one country another was a pain, and there was no real advice to help you order a sandwich properly, let alone arrange for real things like Social Security. So he started America Josh.

America Josh is an online guide and community network helping expats from all over the world move to and thrive in America.

The mission of America Josh is to make the transition more straight forward and life abroad less stressful on individuals. AmericaJosh.com includes guides, reviews, tools, recommendations, and community-generated content to help with a move whether they are in the early stages of planning, have a firm plan to move, or have already made the move.

These online resources coupled with events and community recommendations provide a full suite of knowledge and assistance for anyone moving to or living in the U.S.