Events
Calendar of Events
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This workshop delves deep into the day of the life of a trade. You will walk away with a solid understanding of client onboarding processes; the process of share and derivative trades from order placement through execution to settlement; sponsorship/HINS; CHESS messaging; registries and more. Register for the event.
$200
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1 event,
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Hong-Viet Nguyen, a Partner with Ashurst, will provide an overview of the introduced digital identity legislation and will discuss what this means for the financial services sector. How will this impact current processes of client verification? What ramifications will this have on AML practices? Will it impact privacy obligations? These and other issues will be
$75
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1 event,The Financial Services Councils of Australia and New Zealand have launched the first ever Trans-Tasman Strategic Leaders Summit for the financial sector, to be held on 5-7 March 2024 in Auckland. This is an exciting first for the financial services sector, a regional leadership summit that will take a global focus to financial services policy |
1 event,
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Join us for a special occasion as FAAA Sydney Metro Community – INSPIRE extends a warm invitation to you and your colleagues to partake in our Lunch and Celebrate International Women’s Day 2024 event on Thursday, March 7, 2024. This year, we’re thrilled to commemorate International Women’s Day with a focus on empowerment under the theme: ‘Count Her In: Accelerating
FROM: $120
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2 events,
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Join us for a special occasion as the FAAA WA State Community – INSPIRE extends a warm invitation to you and your colleagues to join us to Celebrate International Women’s Day 2024 event on Friday, March 8, 2024. This year, we’re thrilled to commemorate International Women’s Day with a focus on empowerment under the theme: ‘Count Her In: Accelerating
FROM: $70
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Join the FAAA Inspire Community and your colleagues for Rosé at The Rose Room, Fortitude Valley to celebrate International Women’s Day 2024 on Friday 8 March. This year’s global theme of Count Her In: Accelerating Gender Equality Through Economic Empowerment, resonates with all of us because of the important work we do to improve the financial futures of our clients
FROM: $60
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The FAAA Townsville Chapter Committee invite you to join them for their Professional Development Lunch Event on Tuesday 19 March at A Touch of Salt. Organisational and regulatory shifts continue to forge the future of what financial advice will look like as we face into the largest intergenerational wealth transfer in history. Join our event partners BlackRock and HUB24, and Dennis Di Bartolo of Altitude Wealth Management, for a guided
FREE for members
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1 event,
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Praemium’s Matt Van Dijk will discuss the latest research on the evolving advice needs of HNW investors, the growing demand for alternatives, their expectations for advice and wealth transfer support and their increasing adoption of endowment-inspired strategies. Register for the event.
$75
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1 event,
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The FAAA Ballarat Chapter invite you and your colleagues to attend their annual Golf Day at Ballarat Golf Club, on Friday 15 March 2024. The format of the day will be a four-player team ambrose. Each team will consist of one planner, two guests/clients and one BDM Sponsor, which will be allocated by the Chapter Committee. This year’s event will be yet another
FREE
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3 events,
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CFP® Professional Connect is back for 2023/24 providing high-level, thought-provoking continued professional development in an interactive workshop environment. This event is part of a series – Sydney (23 August 2023), Adelaide (20 November 2023) and Melbourne (20 March 2024). Each workshop session will have a different focus and explore different elements of potential situations for the family in
TBC
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The FAAA Mackay Chapter Committee invite you to join them for their Professional Development Lunch Event on Wednesday 20 March at The Dispensary. Organisational and regulatory shifts continue to forge the future of what financial advice will look like as we face into the largest intergenerational wealth transfer in history. Join our event partners BlackRock and HUB24, and Brendan Hughes, of Enlightened Financial Solutions, for a guided panel discussion on how advice
FREE for members
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The FAAA Mackay Chapter Committee invite you to join them for their Professional Development Lunch Event on Wednesday 20 March at The Dispensary. Organisational and regulatory shifts continue to forge the future of what financial advice will look like as we face into the largest intergenerational wealth transfer in history. Join our event partners BlackRock and HUB24, and Brendan Hughes, of Enlightened Financial Solutions, for a guided panel discussion on how advice
FREE for members
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5 events,
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The FAAA South Australia State Community Committee is excited to invite you and your colleagues to attend the 2024 Professional Development & Golf Day on Thursday 21 March 2024 at West Lakes Golf Club. Join your peers in the morning for Professional Development sessions, with four speakers running CPD accredited sessions in the morning, followed by
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The FAAA South Australia State Community Committee is excited to invite you and your colleagues to attend the 2024 Professional Development & Golf Day on Thursday 21 March 2024 at West Lakes Golf Club. Join your peers in the morning for Professional Development sessions, with four speakers running CPD accredited sessions in the morning, followed by
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The FAAA Gold Coast Chapter Committee invite you to join them for their Professional Development Lunch Event on Thursday 21 March at QT Hotel, Gold Coast. Organisational and regulatory shifts continue to forge the future of what financial advice will look like as we face into the largest intergenerational wealth transfer in history. Join our event partners BlackRock and HUB24, and Morgan Hayward, of Yield Advisory, for a guided panel discussion on
$20
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The FAAA WA State Community Committee invites you to join with your colleagues, friends and clients for a game of golf at the Mount Lawley Golf Club on Tuesday 26 March 2024. As per previous years, the day will be packed full of fun, from the ‘lunch on the go’ and shot gun start from 12:30pm – until the days end with
FROM: $990
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The FAAA WA State Community Committee invites you to join with your colleagues, friends and clients for a game of golf at the Mount Lawley Golf Club on Tuesday 26 March 2024. As per previous years, the day will be packed full of fun, from the ‘lunch on the go’ and shot gun start from 12:30pm – until the days end with
(Team) From: $990
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The FAAA SE Melbourne Chapter Committee invite you to join them for their Professional Development Lunch Event on Wednesday 27 March. Please join us and your fellow Chapter Members for Lunch at the Award Winning ‘400 Gradi’ on Main Street, Mornington. Enjoy a delicious set menu of Italian cuisine and a glass of wine, while also hearing from our guest speaker, Brian Parker,
FROM: $38
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The FAAA SE Melbourne Chapter Committee invite you to join them for their Professional Development Lunch Event on Wednesday 27 March. Please join us and your fellow Chapter Members for Lunch at the Award Winning ‘400 Gradi’ on Main Street, Mornington. Enjoy a delicious set menu of Italian cuisine and a glass of wine, while also hearing from our guest speaker, Brian Parker,
From: $38
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ASIC has approved changes to the AFCA Rules and Operational Guidelines. Hear from Shail Singh, Lead Ombudsman, Investments and Advice at AFCA about how the new Rules will treat complaints from wholesale clients. Register for the event.
$75
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