FAAA South Australia State Community Professional Development & Golf Day
The morning will see Professional Development sessions, with four speakers running CPD accredited sessions followed by a day of networking in a round of golf.
In 2024 this event is in support of Novita, which provides rehabilitation, therapy, early intervention, community inclusion, assistive technology and disability services to people living with a disability, as well as support for their families and carers. A donation of $10,000 generated through the registration fees from this event, will be donated to Novita, on behalf of the FAAA SA State Community.
Date: Thursday 21 March 2024
Location: West Lakes Golf Club – 26 Lochside Drive, West Lakes SA 5021
Contact: events@faaa.au
The FAAA Geelong Chapter Committee is hosting a networking lunch event at GMHBA Stadium on Thursday 21 March.
Attendees will hear from event partner, Talaria Asset Management, and its Chief Investment Officer Chad Padowitz, and local lifestyle speaker, Narelle Bartlett-Clark, Principal Psychologist, and owner of Well Inspired Psychology.
Date: Thursday 21 March
RSVP: By Thursday 14 March
Registration: From 12:00pm
Event time: From 12:15pm – 1:45pm
Location: Presidents Room North, GMHBA Stadium – 370 Moorabool Street, South Geelong VIC 3220
Cost: $10 for FAAA Members, $60 for non-members
Contact: events@faaa.au
Riskinfocus 24 Risk Advice CPD Tour – Earn up to 7.5 CPD hours
The first round of registrations for Riskinfocus 24 – Risk Advice CPD Tour is open and advisers can register now with the code Risk24 for $99, a saving of $50.
Come away from Riskinfocus 24 armed with new thoughts and ideas designed to assist you:
- Tap into new risk advice markets
- Broaden the nature of your advice offer
- Reduce your business costs
- Increase your business revenue
Riskinfocus 24 is tailored to the needs of:
- ALL financial advisers seeking to offer risk advice more sustainably
- Risk specialists wanting to deepen their expertise and explore new markets
- New advisers
- Support team colleagues
Highlights of this in-person life insurance industry events series include:
- Learning the latest developments impacting life insurance and life insurance advice in Australia
- An optional master class breakfast session at no additional cost
- Hearing from a wide cross section of industry stakeholders:
- Product experts
- Service providers
- The regulators (AFCA)
- The associations (CALI)
- …And importantly, hearing what your adviser peers have to say in panel discussions to be held during the course of the day
Take this great opportunity to renew acquaintances, make new connections and network with product manufacturers, service providers, regulators, association colleagues and your adviser and other industry peers.
Click here to register for the Brisbane event.
The FAAA WA State Community Committee is hosting a community golf day at the Mount Lawley Golf Club on Tuesday 26 March 2024.
Through proceeds generated from fundraising on the day, including a raffle, this event supports the Future2 Foundation, which provide grants to organisations helping young Australians in need.
Date: Tuesday 26 March
Location: Mount Lawley Golf Club – 1 Walter Road, Inglewood, WA 6052
Cost: Four (4) Player Team – $990 incl. GST
Four (4) Player Team & Hole Sponsorship – $1,650 incl. GST
Hole Sponsorship Only – $990 incl. GST
Contact: events@faaa.au
The FAAA Masterclass Autumn Series 2024 will run for 12 sessions during March – June.
Stream Two – Taxation (financial) Advice
- Session 1: Relationship Breakdown – The Tax Consequences, Wednesday 3 April 2024, 12pm-1:15pm AEDT
- Session 2: Year End Tax Planning – how to maximise deductions before 30 June, Wednesday 10 April 2024, 12pm-1:15pm AEST
- Session 3: What’s New for FBT in 2024, Wednesday 17 April 2024, 12pm-1:15pm AEST
- Session 4: Small Business CGT – Tax Concessions, Wednesday 24 April 2024, 12pm-1:15pm AEST
A CPD webinar series, providing high quality, FAAA approved educational content. In live and interactive sessions, attendees will have the opportunity to engage with subject matter experts, thought-leaders and peers.
- 2 x 75 minute virtual sessions across three streams
- Watch live, or on-demand
- Register for the full package or purchase individual streams
Cost: Full series package 12 sessions (GST inclusive)
- CFP member – $199
- FAAA member – $229
- Non-member – $499
Price per stream (GST inclusive)
- CFP member – $89
- FAAA member – $99
- Non-member – $299
Contact https://faaa.tahdah.me
MDRT’s first Coaching Event of the year will be an intimate luncheon session where attendees will hear from long-term MDRT member Jenny Brown and event partner, Morningstar.
Date: Monday, April 8th, 2024.
Location: Bongiorno Group Office, Level 2, 431 St Kilda Rd, Melbourne.
Time: 11.45 am registration for 12.00 pm start, concludes at 2.00 pm.
A light lunch will be provided.
Click here to register.
MDRT says this session will be focused on:
Jenny Brown: The Virtual Office
Brown will be sharing how she was able to move her office to 100% virtual while maintaining a thriving culture and building her business year-on-year.
Morningstar: The importance of an investment philosophy
Morningstar covers the definition and key aspects of investment philosophy, emphasising its role in aligning strategies with client goals, managing market volatility, and ensuring consistency in decision-making.
Ross Cassidy is responsible for delivering Morningstar’s investment and wealth management solutions to advice firms around the country.
The FAAA Melbourne Metro Community Committee is hosting its 2024 Annual Golf Day on Monday 15 April 2024, at Latrobe Golf Club, Alphington.
It will be offering the choice of two playing options, a traditional Ambrose Style event (for players of all skill levels), as well as the fun Corporate Swing Fit Golf Clinic for those newer to golf, or those wishing to be involved on the day in a more leisurely fashion.
Date: Monday 15 April
Location: Latrobe Golf Club – 8 Farm Road, Alphington VIC 3078
Contact: events@faaa.au
FAAA 2024 Roadshow Series – Albury Wodonga,
When: Tuesday 30 April,
Where: Atura Albury
More information: https://faaa.au/roadshow-2024/
FAAA 2024 Roadshow Series – Sydney
When: Friday, 3 May
Where: ICC Sydney
More information: https://faaa.au/roadshow-2024/