Events for October 2, '25

You’re invited to attend an unforgettable evening to learn and connect with your peers! For the first time in history, four generations of Australians are seeking financial advice. While access, affordability, and digital options are changing the landscape of advice, advisers must also navigate the different needs, preferences, values, and behaviours of each generation. Adapting to

This high-level webinar is designed for Australian financial advisers working with UK expat clients and seeking clarity on the key financial considerations that span both jurisdictions. You don’t need to be a UK expert—but you do need to understand the nuances that affect your clients’ decisions. We’ll demystify the process of transferring UK pensions to

Join your fellow members for this lunch and learn event and hear from Gordon McNaught, Business Development Manager – Advice, CareSuper. Why is communication so hard? With 9 possibilities for misunderstanding, it is important for us to be very clear in our messaging. This presentation will ask you to consider why you do what you