Professional Planner’s Best Practice Forum will for the first time feature in-depth discussions and workshops on topics relating to ethics, courage and resilience in addition to the stories of successful advice practice owners from around the country.
This year’s forum is designed to inspire as well as contribute to planners’ continuing professional development, particularly around professionalism and ethics.
During the practice session, some of the country’s top practices will share their experiences and learnings relating self licencing, growing revenues, rethinking fees, specialisation and introducing new technology.
Events will be held in Sydney and Melbourne. FPA members receive a 50% discount of the registration price.
Professional Planner’s Best Practice Forum will for the first time feature in-depth discussions and workshops on topics relating to ethics, courage and resilience in addition to the stories of successful advice practice owners from around the country.
This year’s forum is designed to inspire as well as contribute to planners’ continuing professional development, particularly around professionalism and ethics.
During the practice session, some of the country’s top practices will share their experiences and learnings relating self licencing, growing revenues, rethinking fees, specialisation and introducing new technology.
Events will be held in Sydney and Melbourne. FPA members receive a 50% discount of the registration price.
We all want better performance from our lives, but it doesn’t have to be as difficult as you might think. Next Evolution Performance can help you to maintain maximum output with minimal effort, all while avoiding mental and physical burnout. Simply put, it’s you, at your best, always.
Sound too good to be true? It’s not, read about how we do it.
The WA AFA State Committee has partnered with Lifeline WA to offer financial advisers and BDMs/PDMs the opportunity to gain the skills to assist people dealing with difficult situations or who may be feeling angry or distressed. As an industry going through a great deal of change, it is important that all financial advice professionals look out for each other, and this 1-day course will arm you with the skills you need to support and counsel those around you.
Laura Fitzgerald, Senior Community Educator at Lifeline WA, has over seven years of experience working in the human services sector. Laura has experience in supporting and counselling clients experiencing issues such as relationship breakdown, domestic and family violence and mental ill-health.
A nationally accredited mediator and Family Dispute Resolution Practitioner, Laura joined Lifeline WA in 2015 as Senior Community Educator and has spent the past eight years mediating parenting, property and workplace disputes. In addition to her studies in psychology and counselling, Laura has a Bachelor of Commerce and started her career in the banking, logistics and property development sectors. She has experience working in various community-focused organisations and has presented to many large corporations including Venues West, the City of Wanneroo, Keystart and Western Power.
Hear from Laura Fitzgerald, Lifeline WA’s Senior Community Educator and learn:
- How to identify a problem
- How to respond to difficult situations and strong emotions
- Roles that people play in difficult situations
- Core skills and strategies to promote change
- How to deal with particular personalities or scenarios
- Self-care and boundaries
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.
This year’s conference theme, united, centres on bringing our AFA members, partners, industry and the advice community together so we can make a difference. Now is an important time for the industry to come together and work more purposefully towards our goal of ensuring great advice for all Australians. We know the challenges of regulatory reform, consolidation of the product manufacturer and licensee landscapes continue, putting pressure on you and your businesses. However through these changes its important to keep in touch with supportive networks, share learnings and best practice and unite as a community.
From 28-30 August we head to Adelaide for a three day, two-night program which keeps the best from what’s worked over the years combined with new thinking and initiatives to help you thrive and make a difference to your business.
We know that maintaining Continuing Professional Development hours is a big focus over the next twelve months, especially with recent FASEA changes. Our Conference Committee is working hard to ensure we hit the right balance of relevant, practical content to maximise CPD hours earned as well as sessions to inspire, motivate and provoke new thinking. After all – conference is a great opportunity to spend some time out of your business learning from peers and industry leaders as well as a chance to rejuvenate and motivate. And of course, spend time with colleagues – old and new – to embrace the community spirit that is our DNA.
The Association of Advisers (AFA) Annual Conference is the premier event for the financial advice industry. Renowned for showcasing some of Australia’s best and most inspiring advisers, together with international and local thought leaders. As we discover the future of the ever-changing world of financial advice, we take pride in providing you with a market-leading event that will educate, inspire and motivate attendees to build upon their knowledge and abilities and aspire to new levels of advice.
For more information and to view the program, go to www.afaconference.com.au.
The FPA Sydney Chapter Committee invites you to breakfast and a presentation on Friday 30th August at the KPMG Office.
From 1 July 2019, the Australian Financial Complaints Authority (AFCA) will have its jurisdiction extended to be able to hear complaints in relation to financial services dating back to 1 July 2008.
This session will provide an insight into how AFCA go about reviewing files and provide some guidance on how to enhance your business’ processes to have your files present you in the best light should you be subject to a consumer complaint.
Our speaker, Craig Osland has experience performing in an ombudsman role as well as previously working as a financial planner for over 10 years. His unique range of experience allows him to highlight ways in which planners can look to refine their processes and record keeping to best present themselves should they be subject to a consumer complaint.
CPD hours will be awarded for this event.
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.
Whilst the insurance industry is still trying to recover from natural catastrophes such as the Sydney hail storm and the Townsville floods, simultaneously, insurers and reinsurers are also absorbing the fallout from the Royal Commission, and the costs surrounding new mandatory regulations. How will this situation evolve?
Join us at ANZIIF’s breakfast debate of the year where general reinsurers and insurers will debate whether the industry can afford the cost of new regulation. Will these costs be passed onto the policyholder? What better business models could be applied?
Be a part of the conversation as our speakers debate for or against the statement: “The industry can’t afford the cost of new regulation.”
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.
Each year, the Life Insurance Breakfast draws the Australian life insurance community to Sydney for what promises to be a thought-provoking highlight of the industry calendar.
Featuring influential speakers discussing the topics that matter most in the life industry, the breakfast brings together respected business and thought leaders.
*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.
We all want better performance from our lives, but it doesn’t have to be as difficult as you might think. Next Evolution Performance can help you to maintain maximum output with minimal effort, all while avoiding mental and physical burnout. Simply put, it’s you, at your best, always.
Sound too good to be true? It’s not, read about how we do it.