Events

Explore the latest ETF trends drawn from J.P.Morgan’s new Guide to ETFs. This webinar will also examine ETF trading best practice, common pitfalls, and how to avoid costly mistakes—providing insights for both new and experienced professionals navigating the evolving exchange traded fund landscape. Register for the event.

Join us for an inspiring and insightful networking event designed for women working in or aspiring to join the financial advice profession. This special gathering will feature a panel of accomplished advisers sharing candid reflections on their career journeys — what they would do differently and the strategies and choices that helped them succeed. This

Elder abuse is a growing concern in our ageing society—and financial abuse is one of the most common forms it takes. Often perpetrated by those in a position of trust, it can present as subtle manipulation, undue influence, or even the complete loss of financial autonomy. As a financial adviser, you are in a critical

This event is proudly sponsored by BlackRock, MA Financial and HUB24, and provides a valuable opportunity to connect with peers, hear key industry insights and earn 1 CPD hour, all while enjoying lunch in a relaxed setting. The CPD-accredited presentation from MA Financial and BlackRock will explore ways of managing volatility within client portfolios, both

Join Rhys O’Brien, Ombudsman – Investments and Advice (AFCA) Alexandra Sidoti, Senior Ombudsman – Investments & Advice (AFCA) and Robert Kimberley, Head of Professional Standards (FAAA) to discuss significant recent decisions and the implications of these for the adviser community. Register for the event.

In this session, Sarah Hare from Betashares will firstly run a personal branding workshop and then Cara Graham from The Wealth Designers will moderate our panel to unpack and discuss how personal branding can assist in your career success. Register for the event.

Join us for a spectacular day of racing, fashion and celebration! This event is a wonderful opportunity to dress up and network with fellow members, colleagues, clients and friends. Enjoy a three-course plated lunch and beverages with exclusive reserved seating, overlooking the home straight from the trackside marquee! Tickets are strictly limited. This event is

Details to come.

This session will provide financial advisers with the skills to manage and nurture their existing client relationships, allowing for sustained practice growth irrespective of client’s investment returns. The session will cover aspects of human behavioural science, and provide details on how to earn client trust, build rapport, and navigate highly emotional clients. The session will also teach advisors how

Get ready to tee off at one of Australia’s most premier private clubs, The Lakes Golf Club. Renowned as a leading major tournament venue, it offers the perfect opportunity to enjoy a day filled with camaraderie and healthy competition. This ambrose-style event is designed for everyone – from seasoned golfers to complete beginners alike. If you’re

Join the FAAA Northern Territory Chapter for an FAAA Update. Hear directly from Sarah Abood on major initiatives, as well as key policy/advocacy positions and regulatory changes. Join us for an opportunity to stay informed, connect with peers, and gain valuable insights to enhance your practice. Register for the event.

Many retirement plans are built around simple life expectancy estimates — often with an arbitrary margin for safety. But in any advised client book, a predictable number of clients will live beyond average life expectancy — and a surprising number will live past 100. So who are these clients? And how can advisers ensure every client receives the

You’re invited to attend an unforgettable evening to learn and connect with your peers! For the first time in history, four generations of Australians are seeking financial advice. While access, affordability, and digital options are changing the landscape of advice, advisers must also navigate the different needs, preferences, values, and behaviours of each generation. Adapting to

This high-level webinar is designed for Australian financial advisers working with UK expat clients and seeking clarity on the key financial considerations that span both jurisdictions. You don’t need to be a UK expert—but you do need to understand the nuances that affect your clients’ decisions. We’ll demystify the process of transferring UK pensions to

Join your fellow members for this lunch and learn event and hear from Gordon McNaught, Business Development Manager – Advice, CareSuper. Why is communication so hard? With 9 possibilities for misunderstanding, it is important for us to be very clear in our messaging. This presentation will ask you to consider why you do what you