Join us at this year’s National Roadshow in partnership with Challenger.
With so much change, challenge and opportunity facing our profession, this is your chance to connect with your FPA professional community and discover how the FPA is supporting you. We will unpack key topics focusing on:
- How we are supporting you to navigate the FASEA framework now in play
- Federal election implications
- Royal commission recommendations that will impact your business
- Recent and imminent legislative change impacting your retirement planning advice
- Tools and strategies to deliver sustainable retirement income for clients.
Networking Session: We will be showcasing our new FPA Return to Learn education hub, designed to help you be FASEA-ready. You’ll also learn about our new Find a Planner tool, helping to connect Australians to FPA members. Plus, you’ll gain exclusive access to retirement resources via a Challenger hosted portal. If you would like to get involved or have any questions please feel free to bring your device/tablet for the networking part of the session.
Complimentary three-hour session: two CPD hours session plus one networking hour.
This event will help raise funds for Future2, FPA’s charitable foundation that aims to create a brighter future for young disadvantaged Australians in need.
Join us at this year’s National Roadshow in partnership with Challenger.
With so much change, challenge and opportunity facing our profession, this is your chance to connect with your FPA professional community and discover how the FPA is supporting you. We will unpack key topics focusing on:
- How we are supporting you to navigate the FASEA framework now in play
- Federal election implications
- Royal commission recommendations that will impact your business
- Recent and imminent legislative change impacting your retirement planning advice
- Tools and strategies to deliver sustainable retirement income for clients.
Networking Session: We will be showcasing our new FPA Return to Learn education hub, designed to help you be FASEA-ready. You’ll also learn about our new Find a Planner tool, helping to connect Australians to FPA members. Plus, you’ll gain exclusive access to retirement resources via a Challenger hosted portal. If you would like to get involved or have any questions please feel free to bring your device/tablet for the networking part of the session.
Complimentary three-hour session: two CPD hours session plus one networking hour.
This event will help raise funds for Future2, FPA’s charitable foundation that aims to create a brighter future for young disadvantaged Australians in need.
Join us at this year’s National Roadshow in partnership with Challenger.
With so much change, challenge and opportunity facing our profession, this is your chance to connect with your FPA professional community and discover how the FPA is supporting you. We will unpack key topics focusing on:
- How we are supporting you to navigate the FASEA framework now in play
- Federal election implications
- Royal commission recommendations that will impact your business
- Recent and imminent legislative change impacting your retirement planning advice
- Tools and strategies to deliver sustainable retirement income for clients.
Networking Session: We will be showcasing our new FPA Return to Learn education hub, designed to help you be FASEA-ready. You’ll also learn about our new Find a Planner tool, helping to connect Australians to FPA members. Plus, you’ll gain exclusive access to retirement resources via a Challenger hosted portal. If you would like to get involved or have any questions please feel free to bring your device/tablet for the networking part of the session.
Complimentary three-hour session: two CPD hours session plus one networking hour.
This event will help raise funds for Future2, FPA’s charitable foundation that aims to create a brighter future for young disadvantaged Australians in need.
Whether you’re a life insurance professional, broker or adjuster, the Group Life Seminar is a key event for life insurance professionals seeking to learn more about the trends and crucial issues that are currently shaping the industry.
The life sector is undergoing changes and improvements and this annual seminar is the perfect chance to take stock and reflect on the developments the industry has made over the past year. It also allows us to look forward to areas where ongoing investment is required. In addition, the seminar will provide attendees with the opportunity to network with peers and be part of discussions that drive the future direction of the group life industry.\
The 2019 AFA National Roadshow held in Hobart on Wednesday 29 May brings you AFA Award-winning advisers and industry experts to share knowledge and experience that is key to building advice excellence.
Our roadshow is hot on the heels of the Federal Election, so our Policy Update outlines the implications of the post-election political landscape and what this means for you.
We uncover solutions to the challenges of keeping your clients engaged with the quality financial strategy you have put in place with Morningstar presenter, Jody Fitzgerald as she delivers a thought-provoking session full of ideas to take back to your practice.
Our 2018 AFA Award-winning advisers Hugh Robertson, Troy MacMillan and Cara Graham and Donna Lee Powell will share best practice thinking and their journeys to achieving advice excellence. And of course, as always Roadshow is a great opportunity to network with your peers and business partners.
Don’t miss our line-up of expert speakers:
- Jody Fitzgerald, Head of Institutional Portfolio Management & Solutions, Morningstar
- Hugh Robertson, Managing Director Centaur Financial – AFA 2018 Adviser of the Year Winner
- Troy MacMillan, Chief Executive TWD Australia & Cara Graham, Director TWD Australia – AFA 2018 Practice of the Year Winner
- Donna Lee Powell, Principal Financial Adviser, dlp life design – AFA 2018 Female Excellence in Advice Award Winner
- Phil Kewin, AFA Chief Executive Officer
- Phil Anderson, AFA General Manager Policy & Professionalism
Whether you are new to the profession or an experienced practitioner, we are excited to bring you new thinking and actionable insights to help you achieve your business goals so you can continue to deliver great advice for more Australians.
Join us at this year’s National Roadshow in partnership with Challenger.
With so much change, challenge and opportunity facing our profession, this is your chance to connect with your FPA professional community and discover how the FPA is supporting you. We will unpack key topics focusing on:
- How we are supporting you to navigate the FASEA framework now in play
- Federal election implications
- Royal commission recommendations that will impact your business
- Recent and imminent legislative change impacting your retirement planning advice
- Tools and strategies to deliver sustainable retirement income for clients.
Networking Session: We will be showcasing our new FPA Return to Learn education hub, designed to help you be FASEA-ready. You’ll also learn about our new Find a Planner tool, helping to connect Australians to FPA members. Plus, you’ll gain exclusive access to retirement resources via a Challenger hosted portal. If you would like to get involved or have any questions please feel free to bring your device/tablet for the networking part of the session.
Complimentary three-hour session: two CPD hours session plus one networking hour.
This event will help raise funds for Future2, FPA’s charitable foundation that aims to create a brighter future for young disadvantaged Australians in need.
The 2019 AFA National Roadshow held in Hobart on Wednesday 29 May brings you AFA Award-winning advisers and industry experts to share knowledge and experience that is key to building advice excellence.
Our roadshow is hot on the heels of the Federal Election, so our Policy Update outlines the implications of the post-election political landscape and what this means for you.
We uncover solutions to the challenges of keeping your clients engaged with the quality financial strategy you have put in place with Morningstar presenter, Jody Fitzgerald as she delivers a thought-provoking session full of ideas to take back to your practice.
Our 2018 AFA Award-winning advisers Hugh Robertson, Troy MacMillan and Cara Graham and Donna Lee Powell will share best practice thinking and their journeys to achieving advice excellence. And of course, as always Roadshow is a great opportunity to network with your peers and business partners.
Don’t miss our line-up of expert speakers:
- Jody Fitzgerald, Head of Institutional Portfolio Management & Solutions, Morningstar
- Hugh Robertson, Managing Director Centaur Financial – AFA 2018 Adviser of the Year Winner
- Troy MacMillan, Chief Executive TWD Australia & Cara Graham, Director TWD Australia – AFA 2018 Practice of the Year Winner
- Donna Lee Powell, Principal Financial Adviser, dlp life design – AFA 2018 Female Excellence in Advice Award Winner
- Phil Kewin, AFA Chief Executive Officer
- Phil Anderson, AFA General Manager Policy & Professionalism
Whether you are new to the profession or an experienced practitioner, we are excited to bring you new thinking and actionable insights to help you achieve your business goals so you can continue to deliver great advice for more Australians.
Join us at this year’s National Roadshow in partnership with Challenger.
With so much change, challenge and opportunity facing our profession, this is your chance to connect with your FPA professional community and discover how the FPA is supporting you. We will unpack key topics focusing on:
- How we are supporting you to navigate the FASEA framework now in play
- Federal election implications
- Royal commission recommendations that will impact your business
- Recent and imminent legislative change impacting your retirement planning advice
- Tools and strategies to deliver sustainable retirement income for clients.
Networking Session: We will be showcasing our new FPA Return to Learn education hub, designed to help you be FASEA-ready. You’ll also learn about our new Find a Planner tool, helping to connect Australians to FPA members. Plus, you’ll gain exclusive access to retirement resources via a Challenger hosted portal. If you would like to get involved or have any questions please feel free to bring your device/tablet for the networking part of the session.
Complimentary three-hour session: two CPD hours session plus one networking hour.
This event will help raise funds for Future2, FPA’s charitable foundation that aims to create a brighter future for young disadvantaged Australians in need.
AFA Inspire is all about enabling women in financial services to lead. With more women in our industry and a better representation of women in senior roles, we will be better able to help Australian women access advice.
The trick is: this is not a women’s problem. We need everyone in our community to get on board to create positive, inclusive workplaces and encourage more women into the advice profession.
Which is why you must not miss this year’s Masterclass. You will hear from Dr Jennifer Whelan, Founding Director of Psynapse Psychometrics who will present a tailored workshop: Your Leadership Shadow: lead with impact and thrive through change.
And, you’ll have a chance to meet 2018 Female Excellence in Advice winner, Donna Lee Powell who will highlight her Female Excellence in Advice Award journey and why sharing your truth is critical in building a compelling value proposition for your business.
Our Inspire Masterclass features as an additional event following the AFA National Roadshow in Adelaide on Thursday 30 May. And we encourage all people engaged in advice to come along – men and women, advice and product teams.
Learning Outcomes:
- The Leadership Shadow concept – what it is and why it matters
- Understanding the power of words and actions in driving desired outcomes
- Building inclusive practices at a personal and team level to thrive through change
- Creating a business culture that champions diversity and inclusiveness
- Your personal action plan so that what you say, how you act, what you prioritise and what you measure is consistent with your leadership shadow.
During this session we will discuss:
- the factors and relevant issues to consider when preparing death benefit nominations; and
- the issues and considerations for trustees of self-managed superannuation funds prior to making death benefit payments where there is no death benefit nomination in place
18 May will have come and gone and hopefully the Federal election result will be known.
Join our panel session for an overview of the political state of play and what it means for the SMSF sector.
We will also cover aspects of the Royal Commission and ASIC report 575 (SMSFs: Improving the quality of advice and member experiences) that have practical application to the running of advice businesses.
Panellists
Kim Bigg – Director, Representative – Perks (Politics)
Neil Sparks – National Manager SMSF Strategy – BT Open – BT Financial Group (report 575)
Julie Steed – Senior Technical Services Manager – Australian Executor Trustees (Royal Commission)
Learning Outcomes:
- ASIC report 575
- Election impact on super
- Royal Commission
The 2019 AFA National Roadshow held in Hobart on Wednesday 29 May brings you AFA Award-winning advisers and industry experts to share knowledge and experience that is key to building advice excellence.
Our roadshow is hot on the heels of the Federal Election, so our Policy Update outlines the implications of the post-election political landscape and what this means for you.
We uncover solutions to the challenges of keeping your clients engaged with the quality financial strategy you have put in place with Morningstar presenter, Jody Fitzgerald as she delivers a thought-provoking session full of ideas to take back to your practice.
Our 2018 AFA Award-winning advisers Hugh Robertson, Troy MacMillan and Cara Graham and Donna Lee Powell will share best practice thinking and their journeys to achieving advice excellence. And of course, as always Roadshow is a great opportunity to network with your peers and business partners.
Don’t miss our line-up of expert speakers:
- Jody Fitzgerald, Head of Institutional Portfolio Management & Solutions, Morningstar
- Hugh Robertson, Managing Director Centaur Financial – AFA 2018 Adviser of the Year Winner
- Troy MacMillan, Chief Executive TWD Australia & Cara Graham, Director TWD Australia – AFA 2018 Practice of the Year Winner
- Donna Lee Powell, Principal Financial Adviser, dlp life design – AFA 2018 Female Excellence in Advice Award Winner
- Phil Kewin, AFA Chief Executive Officer
- Phil Anderson, AFA General Manager Policy & Professionalism
Whether you are new to the profession or an experienced practitioner, we are excited to bring you new thinking and actionable insights to help you achieve your business goals so you can continue to deliver great advice for more Australians.
Join us at this year’s National Roadshow in partnership with Challenger.
With so much change, challenge and opportunity facing our profession, this is your chance to connect with your FPA professional community and discover how the FPA is supporting you. We will unpack key topics focusing on:
- How we are supporting you to navigate the FASEA framework now in play
- Federal election implications
- Royal commission recommendations that will impact your business
- Recent and imminent legislative change impacting your retirement planning advice
- Tools and strategies to deliver sustainable retirement income for clients.
Networking Session: We will be showcasing our new FPA Return to Learn education hub, designed to help you be FASEA-ready. You’ll also learn about our new Find a Planner tool, helping to connect Australians to FPA members. Plus, you’ll gain exclusive access to retirement resources via a Challenger hosted portal. If you would like to get involved or have any questions please feel free to bring your device/tablet for the networking part of the session.
Complimentary three-hour session: two CPD hours session plus one networking hour.
This event will help raise funds for Future2, FPA’s charitable foundation that aims to create a brighter future for young disadvantaged Australians in need.
Join us at this year’s National Roadshow in partnership with Challenger.
With so much change, challenge and opportunity facing our profession, this is your chance to connect with your FPA professional community and discover how the FPA is supporting you. We will unpack key topics focusing on:
- How we are supporting you to navigate the FASEA framework now in play
- Federal election implications
- Royal commission recommendations that will impact your business
- Recent and imminent legislative change impacting your retirement planning advice
- Tools and strategies to deliver sustainable retirement income for clients.
Networking Session: We will be showcasing our new FPA Return to Learn education hub, designed to help you be FASEA-ready. You’ll also learn about our new Find a Planner tool, helping to connect Australians to FPA members. Plus, you’ll gain exclusive access to retirement resources via a Challenger hosted portal. If you would like to get involved or have any questions please feel free to bring your device/tablet for the networking part of the session.
Complimentary three-hour session: two CPD hours session plus one networking hour.
This event will help raise funds for Future2, FPA’s charitable foundation that aims to create a brighter future for young disadvantaged Australians in need.
AFA Inspire is all about enabling women in financial services to lead. With more women in our industry and a better representation of women in senior roles, we will be better able to help Australian women access advice.
The trick is: this is not a women’s problem. We need everyone in our community to get on board to create positive, inclusive workplaces and encourage more women into the advice profession.
Which is why you must not miss this year’s Masterclass. You will hear from Dr Jennifer Whelan, Founding Director of Psynapse Psychometrics who will present a tailored workshop: Your Leadership Shadow: lead with impact and thrive through change.
And, you’ll have a chance to meet 2018 Female Excellence in Advice winner, Donna Lee Powell who will highlight her Female Excellence in Advice Award journey and why sharing your truth is critical in building a compelling value proposition for your business.
Our Inspire Masterclass features as an additional event following the AFA National Roadshow in Adelaide on Thursday 30 May. And we encourage all people engaged in advice to come along – men and women, advice and product teams.
Learning Outcomes:
- The Leadership Shadow concept – what it is and why it matters
- Understanding the power of words and actions in driving desired outcomes
- Building inclusive practices at a personal and team level to thrive through change
- Creating a business culture that champions diversity and inclusiveness
- Your personal action plan so that what you say, how you act, what you prioritise and what you measure is consistent with your leadership shadow.
AFA Inspire is all about enabling women in financial services to lead. With more women in our industry and a better representation of women in senior roles, we will be better able to help Australian women access advice.
The trick is: this is not a women’s problem. We need everyone in our community to get on board to create positive, inclusive workplaces and encourage more women into the advice profession.
Which is why you must not miss this year’s Masterclass. You will hear from Dr Jennifer Whelan, Founding Director of Psynapse Psychometrics who will present a tailored workshop: Your Leadership Shadow: lead with impact and thrive through change.
And, you’ll have a chance to meet 2018 Female Excellence in Advice winner, Donna Lee Powell who will highlight her Female Excellence in Advice Award journey and why sharing your truth is critical in building a compelling value proposition for your business.
Our Inspire Masterclass features as an additional event following the AFA National Roadshow in Melbourne on Monday 3 June. And we encourage all people engaged in advice to come along – men and women, advice and product teams.
Learning Outcomes:
- The Leadership Shadow concept – what it is and why it matters
- Understanding the power of words and actions in driving desired outcomes
- Building inclusive practices at a personal and team level to thrive through change
- Creating a business culture that champions diversity and inclusiveness
- Your personal action plan so that what you say, how you act, what you prioritise and what you measure is consistent with your leadership shadow.
Join Graeme Colley, Executive Manager, SMSF Technical & Private Wealth at SuperConcepts as he discuss the pre 30 June strategies and what the election result means for future end of financial year strategies.
Topics covered include:
- Changes to contribution rules
- Limited Recourse Borrowing Arrangements
- Franking credit changes
Join Graeme Colley, Executive Manager, SMSF Technical & Private Wealth at SuperConcepts as he discuss the pre 30 June strategies and what the election result means for future end of financial year strategies.
Topics covered include:
- Changes to contribution rules
- Limited Recourse Borrowing Arrangements
- Franking credit changes
The 2019 AFA National Roadshow held in Canberra on Tuesday 4 June brings you AFA Award-winning advisers and industry experts to share knowledge and experience that is key to building advice excellence.
Our roadshow is hot on the heels of the Federal Election, so our Policy Update outlines the implications of the post-election political landscape and what this means for you.
We uncover solutions to the challenges of keeping your clients engaged with the quality financial strategy you have put in place with Morningstar presenter, Jody Fitzgerald as she delivers a thought-provoking session full of ideas to take back to your practice.
Our 2018 AFA Award-winning advisers Hugh Robertson, Troy MacMillan and Cara Graham and Donna Lee Powell will share best practice thinking and their journeys to achieving advice excellence. And of course, as always Roadshow is a great opportunity to network with your peers and business partners.
Don’t miss our line-up of expert speakers:
- Jody Fitzgerald, Head of Institutional Portfolio Management & Solutions, Morningstar
- Hugh Robertson, Managing Director Centaur Financial – AFA 2018 Adviser of the Year Winner
- Troy MacMillan, Chief Executive TWD Australia & Cara Graham, Director TWD Australia – AFA 2018 Practice of the Year Winner
- Donna Lee Powell, Principal Financial Adviser, dlp life design – AFA 2018 Female Excellence in Advice Award Winner
- Phil Kewin, AFA Chief Executive Officer
- Phil Anderson, AFA General Manager Policy & Professionalism
Whether you are new to the profession or an experienced practitioner, we are excited to bring you new thinking and actionable insights to help you achieve your business goals so you can continue to deliver great advice for more Australians.
Join Graeme Colley, Executive Manager, SMSF Technical & Private Wealth at SuperConcepts as he discuss the pre 30 June strategies and what the election result means for future end of financial year strategies.
Topics covered include:
- Changes to contribution rules
- Limited Recourse Borrowing Arrangements
- Franking credit changes
The 2019 AFA National Roadshow held in Sydney on Wednesday 5 June brings you AFA Award-winning advisers and industry experts to share knowledge and experience that is key to building advice excellence.
Our roadshow is hot on the heels of the Federal Election, so our Policy Update outlines the implications of the post-election political landscape and what this means for you
We uncover solutions to the challenges of keeping your clients engaged with the quality financial strategy you have put in place with Morningstar presenter, Jody Fitzgerald as she delivers a thought-provoking session full of ideas to take back to your practice.
Our 2018 AFA Award-winning advisers Hugh Robertson, Troy MacMillan and Cara Graham and Donna Lee Powell will share best practice thinking and their journeys to achieving advice excellence. And of course, as always Roadshow is a great opportunity to network with your peers and business partners.
Don’t miss our line-up of expert speakers:
- Jody Fitzgerald, Head of Institutional Portfolio Management & Solutions, Morningstar
- Hugh Robertson, Managing Director Centaur Financial – AFA 2018 Adviser of the Year Winner
- Troy MacMillan, Chief Executive TWD Australia & Cara Graham, Director TWD Australia – AFA 2018 Practice of the Year Winner
- Donna Lee Powell, Principal Financial Adviser, dlp life design – AFA 2018 Female Excellence in Advice Award Winner
- Phil Kewin, AFA Chief Executive Officer
- Phil Anderson, AFA General Manager Policy & Professionalism
Whether you are new to the profession or an experienced practitioner, we are excited to bring you new thinking and actionable insights to help you achieve your business goals so you can continue to deliver great advice for more Australians.
We are excited to announce that the FPA Brisbane Chapter will again be hosting the Future2 State of Origin Luncheon on Wednesday 5 June at a new venue, the W Hotel, North Quay Brisbane City. This lunch will continue our tradition of viewing high profile speakers, during a quality sit down luncheon, while networking with up to 200 plus industry peers.
This year’s event will include QLD rugby league immortal Mal Meninga and former NSW great Laurie Daley. Canberra Raider teammates but State of Origin opponents!
Once again we will have a Future2 raffle for 2 tickets to the NRL Grand Final (including accommodation and NRL pre-game Party). All guests will receive one entry into the draw.
Become a Maroon / Blues Table Supporter or upgrade your experience with a ‘meet and greet’. Contact [email protected] for more information.
This event will support the Future2 Foundation, the Foundation of the Australian Financial Planning Association with all fundraising from this event going towards Future2, that supports financially under-privileged young Australians between 12-25 years of age. There will be many opportunities throughout the event to help support this worthwhile cause.
We invite you to attend the AFA Inspire Masterclass 2019 supported by TAL and delivered by Jennifer Whelan, Director of Psynapse Psychometrics. Jennifer will bring you the latest in innovative cognitive science research to help your personal and professional performance thrive.
AFA Inspire is all about enabling women in financial services to lead. With more women in our industry and a better representation of women in senior roles, we will be better able to help Australian women access advice.
The trick is: this is not a women’s problem. We need everyone in our community to get on board to create positive, inclusive workplaces and encourage more women into the advice profession.
Which is why you must not miss this year’s Masterclass. You will hear from Dr Jennifer Whelan, Founding Director of Psynapse Psychometrics who will present a tailored workshop: Your Leadership Shadow: lead with impact and thrive through change.
And, you’ll have a chance to meet 2018 Female Excellence in Advice winner, Donna Lee Powell who will highlight her Female Excellence in Advice Award journey and why sharing your truth is critical in building a compelling value proposition for your business.
Our Inspire Masterclass features as an additional event following the AFA National Roadshow in Sydney on Wednesday 5 June. And we encourage all people engaged in advice to come along – men and women, advice and product teams.
Learning Outcomes:
- The Leadership Shadow concept – what it is and why it matters
- Understanding the power of words and actions in driving desired outcomes
- Building inclusive practices at a personal and team level to thrive through change
- Creating a business culture that champions diversity and inclusiveness
- Your personal action plan so that what you say, how you act, what you prioritise and what you measure is consistent with your leadership shadow.
Join Graeme Colley, Executive Manager, SMSF Technical & Private Wealth at SuperConcepts as he discuss the pre 30 June strategies and what the election result means for future end of financial year strategies.
Topics covered include:
- Changes to contribution rules
- Limited Recourse Borrowing Arrangements
- Franking credit changes
The 2019 AFA National Roadshow held in Brisbane on Thursday 6 June brings you AFA Award-winning advisers and industry experts to share knowledge and experience that is key to building advice excellence.
Our roadshow is hot on the heels of the Federal Election, so our Policy Update outlines the implications of the post-election political landscape and what this means for you.
We uncover solutions to the challenges of keeping your clients engaged with the quality financial strategy you have put in place with Morningstar presenter, Jody Fitzgerald as she delivers a thought-provoking session full of ideas to take back to your practice.
Our 2018 AFA Award-winning advisers Hugh Robertson, Troy MacMillan and Cara Graham and Donna Lee Powell will share best practice thinking and their journeys to achieving advice excellence. And of course, as always Roadshow is a great opportunity to network with your peers and business partners.
Don’t miss our line-up of expert speakers:
- Jody Fitzgerald, Head of Institutional Portfolio Management & Solutions, Morningstar
- Hugh Robertson, Managing Director Centaur Financial – AFA 2018 Adviser of the Year Winner
- Troy MacMillan, Chief Executive TWD Australia & Cara Graham, Director TWD Australia – AFA 2018 Practice of the Year Winner
- Donna Lee Powell, Principal Financial Adviser, dlp life design – AFA 2018 Female Excellence in Advice Award Winner
- Phil Kewin, AFA Chief Executive Officer
- Phil Anderson, AFA General Manager Policy & Professionalism
Whether you are new to the profession or an experienced practitioner, we are excited to bring you new thinking and actionable insights to help you achieve your business goals so you can continue to deliver great advice for more Australians.
We invite you to attend the AFA Inspire Masterclass 2019 supported by TAL and delivered by Jennifer Whelan, Director of Psynapse Psychometrics. Jennifer will bring you the latest in innovative cognitive science research to help your personal and professional performance thrive.
AFA Inspire is all about enabling women in financial services to lead. With more women in our industry and a better representation of women in senior roles, we will be better able to help Australian women access advice.
The trick is: this is not a women’s problem. We need everyone in our community to get on board to create positive, inclusive workplaces and encourage more women into the advice profession.
Which is why you must not miss this year’s Masterclass. You will hear from Dr Jennifer Whelan, Founding Director of Psynapse Psychometrics who will present a tailored workshop: Your Leadership Shadow: lead with impact and thrive through change.
And, you’ll have a chance to meet 2018 Female Excellence in Advice winner, Donna Lee Powell who will highlight her Female Excellence in Advice Award journey and why sharing your truth is critical in building a compelling value proposition for your business.
Our Inspire Masterclass features as an additional event following the AFA National Roadshow in Brisbane on Thursday 6 June. And we encourage all people engaged in advice to come along – men and women, advice and product teams.
Learning Outcomes:
- The Leadership Shadow concept – what it is and why it matters
- Understanding the power of words and actions in driving desired outcomes
- Building inclusive practices at a personal and team level to thrive through change
- Creating a business culture that champions diversity and inclusiveness
- Your personal action plan so that what you say, how you act, what you prioritise and what you measure is consistent with your leadership shadow.
Join us at this year’s National Roadshow in partnership with Challenger.
With so much change, challenge and opportunity facing our profession, this is your chance to connect with your FPA professional community and discover how the FPA is supporting you. We will unpack key topics focusing on:
- How we are supporting you to navigate the FASEA framework now in play
- Federal election implications
- Royal commission recommendations that will impact your business
- Recent and imminent legislative change impacting your retirement planning advice
- Tools and strategies to deliver sustainable retirement income for clients.
Networking Session: We will be showcasing our new FPA Return to Learn education hub, designed to help you be FASEA-ready. You’ll also learn about our new Find a Planner tool, helping to connect Australians to FPA members. Plus, you’ll gain exclusive access to retirement resources via a Challenger hosted portal. If you would like to get involved or have any questions please feel free to bring your device/tablet for the networking part of the session.
Complimentary three-hour session: two CPD hours session plus one networking hour.
This event will help raise funds for Future2, FPA’s charitable foundation that aims to create a brighter future for young disadvantaged Australians in need.
Join us at this year’s National Roadshow in partnership with Challenger.
With so much change, challenge and opportunity facing our profession, this is your chance to connect with your FPA professional community and discover how the FPA is supporting you. We will unpack key topics focusing on:
- How we are supporting you to navigate the FASEA framework now in play
- Federal election implications
- Royal commission recommendations that will impact your business
- Recent and imminent legislative change impacting your retirement planning advice
- Tools and strategies to deliver sustainable retirement income for clients.
Networking Session: We will be showcasing our new FPA Return to Learn education hub, designed to help you be FASEA-ready. You’ll also learn about our new Find a Planner tool, helping to connect Australians to FPA members. Plus, you’ll gain exclusive access to retirement resources via a Challenger hosted portal. If you would like to get involved or have any questions please feel free to bring your device/tablet for the networking part of the session.
Complimentary three-hour session: two CPD hours session plus one networking hour.
This event will help raise funds for Future2, FPA’s charitable foundation that aims to create a brighter future for young disadvantaged Australians in need.
Join us at this year’s National Roadshow in partnership with Challenger.
With so much change, challenge and opportunity facing our profession, this is your chance to connect with your FPA professional community and discover how the FPA is supporting you. We will unpack key topics focusing on:
- How we are supporting you to navigate the FASEA framework now in play
- Federal election implications
- Royal commission recommendations that will impact your business
- Recent and imminent legislative change impacting your retirement planning advice
- Tools and strategies to deliver sustainable retirement income for clients.
Networking Session: We will be showcasing our new FPA Return to Learn education hub, designed to help you be FASEA-ready. You’ll also learn about our new Find a Planner tool, helping to connect Australians to FPA members. Plus, you’ll gain exclusive access to retirement resources via a Challenger hosted portal. If you would like to get involved or have any questions please feel free to bring your device/tablet for the networking part of the session.
Complimentary three-hour session: two CPD hours session plus one networking hour.
This event will help raise funds for Future2, FPA’s charitable foundation that aims to create a brighter future for young disadvantaged Australians in need.
Join us at this year’s National Roadshow in partnership with Challenger.
With so much change, challenge and opportunity facing our profession, this is your chance to connect with your FPA professional community and discover how the FPA is supporting you. We will unpack key topics focusing on:
- How we are supporting you to navigate the FASEA framework now in play
- Federal election implications
- Royal commission recommendations that will impact your business
- Recent and imminent legislative change impacting your retirement planning advice
- Tools and strategies to deliver sustainable retirement income for clients.
Networking Session: We will be showcasing our new FPA Return to Learn education hub, designed to help you be FASEA-ready. You’ll also learn about our new Find a Planner tool, helping to connect Australians to FPA members. Plus, you’ll gain exclusive access to retirement resources via a Challenger hosted portal. If you would like to get involved or have any questions please feel free to bring your device/tablet for the networking part of the session.
Complimentary three-hour session: two CPD hours session plus one networking hour.
This event will help raise funds for Future2, FPA’s charitable foundation that aims to create a brighter future for young disadvantaged Australians in need.
Join us at this year’s National Roadshow in partnership with Challenger.
With so much change, challenge and opportunity facing our profession, this is your chance to connect with your FPA professional community and discover how the FPA is supporting you. We will unpack key topics focusing on:
- How we are supporting you to navigate the FASEA framework now in play
- Federal election implications
- Royal commission recommendations that will impact your business
- Recent and imminent legislative change impacting your retirement planning advice
- Tools and strategies to deliver sustainable retirement income for clients.
Networking Session: We will be showcasing our new FPA Return to Learn education hub, designed to help you be FASEA-ready. You’ll also learn about our new Find a Planner tool, helping to connect Australians to FPA members. Plus, you’ll gain exclusive access to retirement resources via a Challenger hosted portal. If you would like to get involved or have any questions please feel free to bring your device/tablet for the networking part of the session.
Complimentary three-hour session: two CPD hours session plus one networking hour.
This event will help raise funds for Future2, FPA’s charitable foundation that aims to create a brighter future for young disadvantaged Australians in need.
Join us at this year’s National Roadshow in partnership with Challenger.
With so much change, challenge and opportunity facing our profession, this is your chance to connect with your FPA professional community and discover how the FPA is supporting you. We will unpack key topics focusing on:
- How we are supporting you to navigate the FASEA framework now in play
- Federal election implications
- Royal commission recommendations that will impact your business
- Recent and imminent legislative change impacting your retirement planning advice
- Tools and strategies to deliver sustainable retirement income for clients.
Networking Session: We will be showcasing our new FPA Return to Learn education hub, designed to help you be FASEA-ready. You’ll also learn about our new Find a Planner tool, helping to connect Australians to FPA members. Plus, you’ll gain exclusive access to retirement resources via a Challenger hosted portal. If you would like to get involved or have any questions please feel free to bring your device/tablet for the networking part of the session.
Complimentary three-hour session: two CPD hours session plus one networking hour.
This event will help raise funds for Future2, FPA’s charitable foundation that aims to create a brighter future for young disadvantaged Australians in need.
Join Nicholas Ali, Executive Manager – SMSF Technical Support at SuperConcepts as he discuss the pre 30 June strategies and what the election result means for future end of financial year strategies.
Topics covered include:
- Changes to contribution rules
- Limited Recourse Borrowing Arrangements
- Franking credit changes
Join Nicholas Ali, Executive Manager – SMSF Technical Support at SuperConcepts as he discuss the pre 30 June strategies and what the election result means for future end of financial year strategies.
Topics covered include:
- Changes to contribution rules
- Limited Recourse Borrowing Arrangements
- Franking credit changes
The Australian Insurance Industry Awards unites all sectors of insurance for a celebration of excellence, professionalism and community. ANZIIF is delighted to host the event again this year, with 2019 marking the 16th year of the Awards.
Each year, more than 800 industry professionals gather together to celebrate the achievements of their colleagues and peers. The 16th Australian Insurance Industry Awards will recognise the finalists and winners of 17 categories, comprising of individuals and companies spanning the breadth of Australian insurance.
The Australian Insurance Industry Awards were founded by co-partners Asia Insurance Review (AIR) and ANZIIF.
FPA Mid North Coast Chapter Economic Update and Investment Strategies Event
The FPA Mid North Coast Chapter Committee invites you to join in one of two events on Friday 10th September.
We would like to invite you to join us to hear from Diana Mousina, Senior Economist at AMP Capital, about the outlook for the economy and then from Allison MacFarlane, Northern Manager from Centuria Distribution about investment strategies pertaining to retirees post-election, particularly the superannuation and taxation landscape post-election and potentially parliament passing any new bills.
Breakfast will be provided and CPD Hours will be awarded for this event.
The FPA Mid North Coast Chapter Committee invites you to join in one of two events on Friday 10th September.
We would like to invite you to join us to hear from Diana Mousina, Senior Economist at AMP Capital, about the outlook for the economy and then from Allison MacFarlane, Northern Manager from Centuria Distribution about investment strategies pertaining to retirees post-election, particularly the superannuation and taxation landscape post-election and potentially parliament passing any new bills.
Each year the Liability Conference offers unprecedented knowledge and access to leaders in the insurance profession. Now in its fifth year, the popular Liability Conference is well established following sell-out events year after year.
This flagship event provides the ideal forum for all insurance professionals to discuss the issues that are relevant now and in the future. This year’s event comprises of topical, relevant and thought-provoking presentations, including discussions on, Litigation Funding, Product Recall, Emerging Risks, Trends in Psychological Injuries, Infrastructure and more.
*Please note this is the new date for the postponed event due to rain washout on the 5 November 2018
The FPA Newcastle Chapter Committee invites you to join in with your friends, colleagues and clients at the FPA Newcastle Chapter Future2 Golf Day on Friday, 1 March 2019 at The Newcastle Golf Club.
This highly anticipated annual event will be a great networking event with presentations will take place at the clubhouse after the game followed by BBQ lunch for those who wish to stay to mingle with fellow golfers from the day.
Various prizes will be available and presentations will be held during the lunch with refreshments provided throughout the day.
Registrations will be treated on a first in first served basis, so book early to avoid disappointment!
A raffle will be held for the Future2 Foundation, the foundation of the Financial Planning profession. Tickets are $10 each and your generosity will be much appreciated by young Australians who need it most.