Skip to content
  • About WealthSafe
  • 5 Star Reviews
  • Insights
  • Free Education
  • Client Area
  • Contact Us
  • About WealthSafe
  • 5 Star Reviews
  • Insights
  • Free Education
  • Client Area
  • Contact Us
  • Stay In Australia Service
  • Move Offshore Service
  • Crypto Investor Service
  • Stay In Australia Service
  • Move Offshore Service
  • Crypto Investor Service
Call: 1300 669 336
Request Suitability Assessment
  • Home
  • Training Portal

How to Create A Zoom Meeting

Curriculum

  • 5 Sections
  • 13 Lessons
  • 10 Weeks
Expand all sectionsCollapse all sections
  • 5. Fill in necessary details.
    11
    • 1.1
      Topic – default title – Meeting with Name of Client
    • 1.2
      When – Date and Time of meeting (Note: Time must be in Sydney Time)
    • 1.3
      Duration – usually is 1 hour but depending on the instruction of salesperson or tax specialist (Leave Recurring meeting box untick)
    • 1.4
      Time Zone – default time zone is Sydney Time
    • 1.5
      Registration – leave untick
    • 1.6
      Meeting ID – click Generate Automatically
    • 1.7
      Security – check Waiting Room box
    • 1.8
      Template – leave blank
    • 1.9
      Video – Host – Off, Participant – Off
    • 1.10
      Audio – Both
    • 1.11
      Options
  • 1. Go to: https://zoom.us/signin
    0
    • 2. Log in details:
      2
      • 3.1
        a. For Free 30-Minute Consultation Call, log in using the wealthsafecalendar@gmail.com account.
      • 3.2
        b. For our paid clients (Initial Advice, Follow Up, Post Service Care, Follow Up Support and others), log in using email address: virnawhite@gmail.com.
    • 3. Once logged in, click Meetings on the side panel to set up a new zoom meeting.
      0
      • 4. To create a new meeting, click on + Schedule a Meeting button.
        0
        This content is protected, please login and enroll in the course to view this content!
        Registration – leave untick
        Prev
        Security – check Waiting Room box
        Next
        Request Suitability Assessment
        Call: 1300 669 336

        Wealth Preservation Strategies

        • Stay In Australia
        • Move Offshore
        • Crypto Investor

        About Us

        • About WealthSafe
        • 5 Star Reviews

        Follow us

        Youtube Linkedin-in Facebook-f Instagram

        Copyright © 2026 Wealth Safe Pty Ltd As Trustee For Wealth Safe Trust - All Rights Reserved. ABN 34 435 319 557

        • Privacy
        • Terms

        Wealth Preservation Strategies

        • Stay in Australia Service
        • Move Offshore Service
          • Exit Australian Tax Residency
          • Departure Tax & CGT Planning
          • International Company & Offshore Structure Design
          • Strategic Residency Planning
          • Personal Residency Jurisdictions
          • Offshore Compliance Review & Structure Remediation
        • Crypto Investor Service
        • Stay in Australia Service
        • Move Offshore Service
          • Exit Australian Tax Residency
          • Departure Tax & CGT Planning
          • International Company & Offshore Structure Design
          • Strategic Residency Planning
          • Personal Residency Jurisdictions
          • Offshore Compliance Review & Structure Remediation
        • Crypto Investor Service
        • About WealthSafe
        • 5 Star Reviews
        • Blog
        • Free Education
        • Client Area
        • Contact Us
        • About WealthSafe
        • 5 Star Reviews
        • Blog
        • Free Education
        • Client Area
        • Contact Us
        Youtube Linkedin Facebook-f Instagram
        Request Suitability Assessment

        Modal title

        Main Content

        Modal title

        Main Content