Write a speaker bio and talk summary

I work in marketing at a financial advice firm. Help me write a speaker bio and a talk description.

Context: Event organisers want to know who the adviser works with and why an audience should listen. Talk titles about money easily promise more than a talk can deliver.

Before you start, ask me for anything missing from this list:
- The speaker's background
- The talk topic
- The audience

Then:
1. Write a bio that shows why they are worth hearing.
2. Describe the talk by what the audience will leave with.

Give me:
- A 70-word bio
- A 100-word talk description
- Three takeaways

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Qualifications, titles and memberships, checked as current
- Talk descriptions that promise tax savings or better returns
- Words like leading, top-rated or award-winning, with their basis