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

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

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

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

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

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

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

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

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.

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.

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

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

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

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

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

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 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

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

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

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