Events

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

Preparing for the ASIC Financial Adviser Exam can feel overwhelming—so we’re bringing together Professional Year (PY) candidates and new entrants to share their real-life experiences with the exam process. In this candid and supportive session, you’ll hear firsthand how others approached their study, what resources they used, and the challenges they faced—whether they passed on

Beyond the big names like Apple and Amazon lies a broader universe of opportunity. This session will explore how global small and mid-cap companies can enhance portfolio diversification, and how Fidelity identifies future industry leaders before they become household names. Register for the event.

This workshop provides an overview of Australia’s financial markets and the critical role that stockbrokers play both in retail and institutional markets. Topics covered include order taking, transaction and settlement which will provide insight into the different business models in stockbroking today. https://www.stockbrokers.org.au/cpd-workshops/introduction-to-stockbroking

Get ready to tee off at Tasmania’s southernmost 18 hole championship golf course, Kingston Beach Golf Club. This ambrose-style event is designed for everyone – from seasoned golfers to complete beginners alike. This event is in support of the Future2 Foundation, who provide grants to grassroots programs that strengthen financial wellbeing for Australians in need. Proceeds

Join your fellow members and hear from our guest speakers Libby Newman and David Matesic who will discuss ‘Rethinking Core/Satellite: Has the game changed?’. In a world of evolving markets and rising client expectations, portfolio construction needs more than just theory – it needs precision, efficiency, and adaptability. This session dives into the enduring value of

Join us for Ales and Tales, where you can socialise with business owners, professionals, and other financial planning students in a fun and casual environment. Who knows, you might even impress your future employer with your awesome trivia skills. We look forward to seeing you there! Register for the event.

The FAAA Melbourne Metro Community is excited to invite you and your colleagues to attend the highly anticipated 2025 FAAA Melbourne Metro Community Inspire Lunch Event, on Thursday 16 October, at the RACV City Club Melbourne. Enjoy a two-course plated lunch with colleagues and fellow Chapter members while hearing from our inspirational Key note speaker Kristina Karlsson. Register for the event.

The FAAA Melbourne Metro Community is excited to invite you and your colleagues to attend the highly anticipated 2025 FAAA Melbourne Metro Community Inspire Lunch Event, on Thursday 16 October, at the RACV City Club Melbourne. Enjoy a two-course plated lunch with colleagues and fellow Chapter members while hearing from our inspirational Key note speaker Kristina Karlsson. Register for the event.

Offshore staff can be a game-changer for advice firms—but only if done right. This session provides a step-by-step framework for financial planning businesses looking to scale with offshore team members. We’ll cover everything from identifying which tasks to delegate to onboarding and workflow integration, to creating long-term, high-performing team structures. You’ll learn how to align

Join us for a relaxed and insightful afternoon designed to help advisers rethink retirement conversations with clients. Enjoy meaningful networking with fellow members, colleagues, and friends over lunch and learning. Level up the soft skills that make retirement advice great. Learn a simple “Reframe–Optimise–Ignite” framework to deepen trust, ask better questions, and help clients design

This workshop delves deep into the day of a 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.

This webinar is designed for financial advisers and paraplanners seeking a comprehensive introduction to the complexities of providing advice on aged care in Australia. The session delivers an overview of the current aged care landscape, outlining the critical drivers shaping industry trends, including demographic changes, government policy developments, and shifts in client preferences. Attendees will

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.

Professor Michael Adams will focus on the prohibition on creating or maintaining an artificial price for trading in various financial products, including shares and futures. The workshop will benefit all those who wish to gain an understanding of markets and the consequences of breaching obligations. Register for the event.

Enjoy a relaxed afternoon of friendly competition and meaningful networking with fellow Chapter members, colleagues, and friends. The event will be followed by delicious canapés and refreshments. You’ll also hear from our valued Event supporters, Insignia, Trilogy and Elston Asset Management. Register for the event.

ADHD symptoms include impulsive behaviours, forgetfulness and inattention and often struggles with spending and gambling addiction. The session will help planners identify the symptoms and change their communication to support the client. The session also helps planners know where to refer. Outcomes include client retention, discovery questions and working in the client’s best interest. Register

The ASX has recently implemented some of the biggest changes to the Australian Equity Market Structure in over 30 years. Learn how those changes have impacted price discovery and liquidity formation across the trading day and discuss the implications relevant for both buy and sell side trading desks. Register for the event.

Join fellow members, colleagues and friends for a day of friendly competition and networking at one of Australia’s premier golf destinations, renowned for its two-award winning courses and exceptional year-round conditions. This year we are offering a mixture of registration options, including a Beginner Golf Lesson with Club Pro – perfect for those new to

This webinar explores what happens after sitting the ASIC Financial Adviser Exam. Hear directly from PY candidates and new entrants as they share their experiences adjusting to greater responsibility, integrating into advice teams, and building confidence in real client-facing situations. Speakers will discuss how their day-to-day work has shifted since completing the exam, including increased

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