Events

The FPA Melbourne Chapter Committee invite you to register for the 2023 Annual Golf Day on Monday 27 February at LaTrobe Golf Club. Returning in 2023, we will be offering the choice of two playing options, our traditional Ambrose style event for the experienced players, as well as the fun and fabulous Corporate Swing Fit Golf Clinic for those new to golf, or those wishing to be involved

The 2023 Theme for International Woman’s Day Is ‘Cracking the Code: Innovation for a gender equal future’. As we celebrate 10 years of Inspire, this theme is the perfect correlation to what Inspire stands for – Inspire was created as a community of practice of the AFA to support and encourage more women into financial

Australia’s financial markets are among the most sophisticated and well-regulated markets in the world. Central to the operation of efficient markets is the role of stockbrokers. This workshop provides an overview of Australia’s financial markets and the critical role that stockbrokers play in both retail and institutional markets. Attendees will walk away with a solid understanding

Join Jason Andriessen, Consulting Partner at MYMAVINS, and Richard Dinham, Head of Client Solutions and Retirement at Fidelity International, in an evidence-based conversation anchored on a large quantitative consumer study conducted in August 2022. Join them as they explore: Ethical considerations when building retirement portfolios A framework for instilling spending confidence The case for equity exposure in

Combining a mix of presentation and scenario-based discussion this workshop will outline the different types of market manipulation including market rigging, false trading, wash sales and more and how it differs to inside trading. Attendees will walk away with an understanding of their obligations in the Corporations Act, consequences of market manipulation, enforcement activity and

COURSE OUTLINE WEEK 1: Your Business Foundation - Building Trust & Credibility Value proposition Why people buy what you are selling Developing your personal brand How to talk about what you do, naturally How likable are you? The art of storytelling and why its so important Why people trust what others say about you rather

The FPA South East Melbourne Chapter Committee invite you to join them for their first event of the year, for an Adviser Panel Session on Private School Fees & Funding Education Costs for Clients with Amy Parsons and Marie van Asch of Futurity Investment Group. According to a recent article in The Age, many Victorian private schools have increased their fees between 4% –

Sam Perera and Phil Anderson will take you through the Quality of Advice Review final report and explain why the AFA strongly supports the Quality of Advice Review recommendations. There is no doubt that there are a number of recommendations where they are obviously beneficial for both clients and advisers, such as the removal of

The FPA Brisbane Chapter Committee and FPA Gold Coast Chapter Committee invite you to join them with AFA Inspire, Ensomble, MDRT and SMSFA at the QLD International Women’s Day High Tea celebration on Wednesday 8 March at Victoria Park, Herston.  Connect with Industry peers to #EmbraceEquality in celebration of International Women’s Day 2023. Take time out to reflect on how our industry has evolved over the years and look forward

Connect with industry peers to #EmbraceEquity in celebration of International Women's Day 2023. Take time out to reflect on how our industry has evolved over the years and look forward together with a focus on supporting, retaining and advancing women in financial services. This event is open to all. Women, supporters of women and anyone

Perfect for those new to the industry, back office staff or those requiring a refresher, this workshop focuses on the evolution of share and derivative trades from order placement through to execution to settlement (and later exercise/expiry where relevant). Attendees will walk away with an understanding of sponsorship/HINs, deceased estates, CHESS messaging, registries, reporting requirements

After last year’s successful launch of the FPA SOAP Box Video SOA Project, it’s time to get practical and learn how to implement video SOAs in your business. Join us for this full day, in-person exclusive workshop, where you will learn, trial and get comfortable with the roll-out of video SOA’s as part of your financial planning

The Responsible Investment (RI) spectrum is broad, and there is an increasing need for financial advisers to understand the various concepts to best meet clients’ evolving needs. As momentum in ESG and sustainability strategies continues to gather pace, it is important to distinguish between “ESG Analysis” and “Sustainable investing”. ESG Analysis can be used as

The FPA ACT Chapter Committee invite you and invited guests to join them for their Yowani Summer Golf Day on Friday 17 March. Join your fellow Chapter Members for a round of 9 holes at one of Australia’s most regarded, finest inland golf courses, Yowani Country Club, Lyneham, with a shotgun start kicking off from 8:00am. Following on with a barbeque and a chance to hear from our event partners, Atrium Investments and Chamberlains

The FPA Sunshine Coast Chapter Committee invite you to join them for their Professional Development Day with FPA’s Sarah Abood and AFA’s Phil Anderson on Friday 17 March at Mercure Sunshine Coast, Birtinya. The day will consist of a number of informative sessions, including hearing from Sarah and Phil on the proposed FPA and AFA merger, and QAR, with more speakers and topics to be announced shortly. You

The FPA New England Chapter Committee invite you to join them for their FPA New England Chapter TAL Advisory Lunch on Tuesday 21 March at the Powerhouse Tamworth. You are invited to this exclusive complimentary lunch, on behalf of TAL, to thank you for your support and allow you the opportunity to network with likeminded individuals within your region. You will have the opportunity to ask questions

Paul Derham of Holley Nethercote returns to provide a refresher on what constitutes general advice on the one hand and personal advice on the other. How can an adviser ensure that they comply with the regulatory requirements around general advice? What impact will the Quality of Advice have on advice? Register for the event.

The FPA Toowoomba Chapter Committee invite you to join them for their Cyber Security Workshop on Thursday 23 March, at the Urban Grounds Cafe. Join your fellow chapter members at this interactive session and lunch, to hear from our three speakers, Dr Peter Gardner, Portfolio Manager, Plato, Kylie Scrivener, Senior Development Manager, Netwealth and hear from a representative of Efex, a local Toowoomba IT firm on cyber

After last year’s successful launch of the FPA SOAP Box Video SOA Project, it’s time to get practical and learn how to implement video SOAs in your business. Join us for this full day, in-person exclusive workshop, where you will learn, trial and get comfortable with the roll-out of video SOA’s as part of your financial planning

After last year’s successful launch of the FPA SOAP Box Video SOA Project, it’s time to get practical and learn how to implement video SOAs in your business. Join us for this full day, in-person exclusive workshop, where you will learn, trial and get comfortable with the roll-out of video SOA’s as part of your financial planning

The FPA WA Chapter Committee invites you to join them, fellow Chapter Members , colleagues, friends and clients for a game of golf at the Mount Lawley Golf Club on Tuesday 28 March 2023. As per

After last year’s successful launch of the FPA SOAP Box Video SOA Project, it’s time to get practical and learn how to implement video SOAs in your business. Join us for this

The FPA Ballarat Chapter Committee invite you to their FPA Ballarat Chapter Annual Golf Day on Friday 31 March at the Ballarat Golf Club. The format of the day will be a four-player team ambrose. Each team