Events

The FPA Mackay Chapter invites you to attend a BBQ lunch seminar followed by a 4 Ball Ambrose Golf, at Mackay Golf Club on Friday 4 November. At this event you will hear from James Wortley from Enlightened Financial Solutions who will present on ‘Office of the future’. This will be a great day out

Tales from one thousand and one advisers How do the most productive advisers manage their time and their advice process? Whether you outsource your SOA’s, hand them to the huge admin team in your business or do it all yourself there is always more to learn about process improvement and best practice. Michael Baragwanath will

The FPA Albury Wodonga Chapter Committee invites you to a lunchtime seminar on Wednesday 9 November, at Atura Albury. How to optimise returns from Aussie shares? During this event you will hear from our guest speaker, Eu-Jene Teng, Investment Specialist from Macquarie Asset Management. Eu – Jene will present on how to optimise returns from

Actionable tech tips that will change your world! Following the success of “Cool Sexy Tech for your business” at the recent AFA conference, join Dean Holmes, Peita Diamantidis & James Millard for a deeper dive. We will discuss a range of technology that will free time, streamline processes and impress your clients. Covering the what,

Everybody Networks, Very Few Actually Connect…! Networking and building new relationships is a critical part of growing your financial planning business. But unfortunately, too many financial planners put in the work and go to great lengths in their networking efforts, only to go home having made lots of new ‘friends’ - but no new business!

Jenny Brown is renowned throughout the industry as the twitter queen and someone who’s successfully used social media to help build her business. Where They Came From – Jenny Brown’s Story Before twitter, facebook and even myspace was ever invented Jenny Brown was running a very successful financial planning business and this event we will

AFA Genxt - Ales & Tales What will the "new school" financial advice business look like? What will the "new school" financial advice business look like? Who will it serve? Is it profitable? All these questions will be answered when we deep dive into running an efficient business that leverages technology, including how to charge sustainable

DIY Culture Change Organisational culture underpins high performance, and is pivotal to the realisation of your business goals. But how can you create an organisational culture that will cultivate success? This presentation on Do-It-Yourself Culture Change will outline and discuss how you can lead your own organisational culture change program within your business. You’ll learn why “culture

The Association of Financial Advisers (AFA) and the Beddoes Institute are excited to announce the launch of the Consumer Choice Awards which is underpinned by the Beddoes Institute’s Policyholder Perceptions Study and Claimant Journey Study. The Consumer Choice Awards will assist advisers and their clients as they choose life, trauma, total permanent disability (TPD), and income protection insurers and

The FPA Toowoomba/Darling Downs Chapter invites you to general meeting on Tuesday 15 November at Toowoomba Sports Club Inc. During this meeting we will discuss Chapter initiatives and events moving forward and I will also provide you with an FPA update. Food and drinks will be supplied at this event. Click here to register.

Join the Financial Services Council and BT for breakfast to hear from Senator Katy Gallagher who became Shadow Minister for Small Business and Financial Services for the Labor Party following the 2016 election. In one of her first addresses as Shadow Minister for Small Business and Financial Services, Senator Gallagher will discuss outstanding reforms in Parliament

2016 has seen a number of very significant cases concerning life insurance – not limited to cases about Total Permanent Disability, but also cases about disability discrimination, race discrimination, and interference with privacy. Join us at the Thomson Geer office in Brisbane where we will connect to the Sydney seminar via a live video conference

2016 has seen an unprecedented number of important cases concerning life insurance – not limited to cases about Total Permanent Disability, but also cases about disability discrimination, race discrimination, and interference with privacy. This half day seminar aims to provide participants with a snapshot of recent court decisions, legislation and commentary on selected legal issues

2016 has seen a number of very significant cases concerning life insurance – not limited to cases about Total Permanent Disability, but also cases about disability discrimination, race discrimination, and interference with privacy. Join us at the Thomson Geer office in Melbourne where we will connect to the Sydney seminar via a live video conference link.

Is the future of advice, new technology or the REAL you? AFA Female Excellence in Advice 2016 Award Winner, Peita Diamantidis is a self-confessed technology nerd and a finance action hero to everyone she meets. Having recently returned from FinCon in the USA and AFA National Adviser Conference the AFA Inspire NSW committee have invited

The FPA Ballarat Chapter invites you to attend the Chapter’s annual End of Year Christmas Function, on Wednesday 30 November. The event will be held at Hop Temple and is complimentary for FPA members and their staff to attend. Come along and celebrate the end of another year with your Chapter peers. We hope you’ll

The FPA South Australia Chapter Committee invites you to a Christmas Networking Function on Thursday 1 December at Bistro in Dunstan Playhouse (Festival Theatre Precinct). To celebrate the end of the year we will be hosting two functions. The Christmas Networking Young Professionals function will take place between 4pm to 5pm followed by the Member

The FPA South Australia Chapter Committee invites you to a Christmas Networking Function on Thursday 1 December at Bistro in Dunstan Playhouse (Festival Theatre Precinct). To celebrate the end of the year we will be hosting two functions. The Christmas Networking Young Professionals function will take place between 4pm to 5pm followed by the Member

It has been a massive year for the advice community and we would all agree that we have earnt an opportunity to get together with our colleagues and toast the fact that we not only survived, but thrived. Click here to register.

The FPA Newcastle Chapter invites you to the annual FPA Newcastle Future2 Foundation Christmas Lunch on Friday, 2 December at Merewether Surfhouse. During this lunch, guests will hear from two well-known and insightful speakers as follows: Bernard Salt – Partner, Property KPMG Australia, futurist/commentator/author/analyst & advisor, who will present on demographic, population and consumer trends

The FPA Newcastle Chapter invites you to the annual FPA Newcastle Future2 Foundation Christmas Lunch on Friday, 2 December at Merewether Surfhouse. During this lunch, guests will hear from two well-known and insightful speakers as follows: Bernard Salt – Partner, Property KPMG Australia, futurist/commentator/author/analyst & advisor, who will present on demographic, population and consumer trends