Events

INNOVATION IN THE PROFESSIONAL ADVICE PRACTICE OF THE FUTURE AFA research has built a deep understanding of successful advice businesses and leading advisers. This research highlights four critical areas of success for advisers and their businesses: Adviser qualities: Skills, knowledge and ability to earn trust Practice Service Proposition: Delivering the client experience Advice Process: Creating

INNOVATION IN THE PROFESSIONAL ADVICE PRACTICE OF THE FUTURE AFA research has built a deep understanding of successful advice businesses and leading advisers. This research highlights four critical areas of success for advisers and their businesses: Adviser qualities: Skills, knowledge and ability to earn trust Practice Service Proposition: Delivering the client experience Advice Process: Creating

How to have a Fulfilling and Sustainable Financial Planning Career The Sydney Chapter Committee cordially invite you to attend the forthcoming Women in Financial Planning Lunch. At this event you will hear from guest speaker, Michelle Tate-Lovery CFP, Principal of Unified Financial Services. As a highly awarded financial planner of some 26 years, running her own

INNOVATION IN THE PROFESSIONAL ADVICE PRACTICE OF THE FUTURE AFA research has built a deep understanding of successful advice businesses and leading advisers. This research highlights four critical areas of success for advisers and their businesses: Adviser qualities: Skills, knowledge and ability to earn trust Practice Service Proposition: Delivering the client experience Advice Process: Creating

It’s an age-old question – where to invest now? In different market conditions, different investments look more attractive. Equities, bonds, property, alternatives, cash….where should the money go in 2014 and beyond? In the current global investment landscape, mixed economic signals suggest a perfect storm may be brewing. Global equities are at all-time highs. Interest rates

It’s an age-old question – where to invest now? In different market conditions, different investments look more attractive. Equities, bonds, property, alternatives, cash….where should the money go in 2014 and beyond? In the current global investment landscape, mixed economic signals suggest a perfect storm may be brewing. Global equities are at all-time highs. Interest rates

"The Adviser Marketing Program" August intake closing soon! Industry specific – this program has been developed specifically for professional advisers by qualified marketing professionals. The Adviser Marketing Program is 4 hours of intensive training via a virtual classroom in the comfort of your home or office. No travel required! 1 hour each week for 4

It’s an age-old question – where to invest now? In different market conditions, different investments look more attractive. Equities, bonds, property, alternatives, cash….where should the money go in 2014 and beyond? In the current global investment landscape, mixed economic signals suggest a perfect storm may be brewing. Global equities are at all-time highs. Interest rates

It’s an age-old question – where to invest now? In different market conditions, different investments look more attractive. Equities, bonds, property, alternatives, cash….where should the money go in 2014 and beyond? In the current global investment landscape, mixed economic signals suggest a perfect storm may be brewing. Global equities are at all-time highs. Interest rates

The Riverina Chapter invite you to attend a networking Member Lunch, on Tuesday 26 August 2014.This lunch is a great way to meet with your local FPA members and also meet with the Riverina Chapter Committee.Sit down plated lunch will be provided. Click here to register.