Events

Presenter: Dr Matt Beard, Moral Philosopher, Fellow at the Ethics Centre Do you need ethics if you consider yourself to be ethical? This session has been developed to help financial advisers better understand how having a decision making model when dealing with dilemmas can enhance their quality of work with clients and does not judge

Presenter: Dr Matt Beard, Moral Philosopher, Fellow at the Ethics Centre In this forum, you will have an opportunity to work with your peers and unpack the FASEA Code and how they relate to real client situations. Register for the event.

Uncovering the value of financial planning advice These extraordinary times have shone a spotlight on the value of financial planning advice and the role that financial planners play in improving the lives of clients. The Keynote Event is set to showcase and celebrate this. Open to everyone and complimentary. The FASEA code of ethics in

The 2020 Life Insurance Breakfast will draw the Australian life insurance community to Sydney for what promises to be a thought-provoking and highlight of the industry calendar. As an industry facing various challenges and hurdles to overcome, the breakfast aims to unite and support the life community. The essence of the breakfast is about encouraging

Presenter: Dr Michelle Cull, Associate Dean, Senior Lecturer Accounting and Financial Planning Can ethics really be taught? How does my client know that I am being ethical? How does this help me build trust with my clients? Learn more about the relationship between education, ethics and trust in this masterclass where we will explore how

Uncovering the value of financial planning advice These extraordinary times have shone a spotlight on the value of financial planning advice and the role that financial planners play in improving the lives of clients. The Keynote Event is set to showcase and celebrate this. Open to everyone and complimentary. The FASEA code of ethics in

The 2020 Life Insurance Breakfast is a new event which will draw the Australian life insurance community to Melbourne for what promises to be a thought-provoking and highlight of the industry calendar. As an industry facing various challenges and hurdles to overcome, the breakfast aims to unite and support the life community. The essence of

Join in the online discussion group with other Specialist Auditors proudly hosted by the SMSF Association for our specialist auditor members. ONLINE DISCUSSION OVERVIEW: The purpose of this online discussion provides a forum for the SMSF Specialist Auditors to discuss and ask questions relating to SMSF Auditor business practices and principles. Facilitated by industry experts,

Presenter: Louise Biti CFP®, Director, Aged Care Steps Many financial advisers deal with ageing clients or clients who present with complex family needs. This session brings the FASEA Code of Ethics to life when working with vulnerable clients, including those who lack capacity, have special needs or are experiencing major life upheavals. This session will

Uncovering the value of financial planning advice These extraordinary times have shone a spotlight on the value of financial planning advice and the role that financial planners play in improving

Presenter: Mykel Dixon, Award Winning Speaker, Creative Leadership Expert We welcome back Mykel Dixon, who was our closing Keynote speaker at the 2019 Congress in Melbourne and challenged our thinking.

Uncovering the value of financial planning advice These extraordinary times have shone a spotlight on the value of financial planning advice and the role that financial planners play in improving

In these unprecedented times, it is important that we stay connected and support our fellow colleagues and chapter members. On Tuesday 29 September we invite all Victorian chapter members to