Calendar

 

Feb
25
Mon
AFA Connect Tour 2019 – Victoria
Feb 25 @ 8:15 am – 12:30 pm

Welcome to the AFA National Connect Tour 2019.

The year ahead will herald significant change as we continue our professional evolution. To kick off this year of action, we have two primary areas of focus in the Connect Tour.

Firstly, hot on the heels of the Royal Commission Final Report that is due to be delivered to the Governor-General on 1 February, the AFA will provide insights into the impact on the Financial Advice Profession, and the ways in which we will need to evolve our practices on both macro and micro business level. To complement these strategies, we have a range of high achievers sharing their insights on the delivery of outstanding customer experience. You’ll hear from Celebrity Service guru Geoff Ramm, and from our 2018 Rising Star and Excellence in Education Award winners. And of course, as always there is the opportunity to network with your peers and business partners.

Register now for our Connect Tour as together we ride the waves of change and build a better future for your clients, your business, and you.

Celebrity Service Interactive
‘Creating award winning ideas to stand out from the competition’

Download Masterclass Flyer

In 120 minutes you will be inspired and challenged to create your very own Celebrity Service moments. With the techniques shared you’ll be able to go back to your practice to generate fresh, creative ideas with your partners and work colleagues to deliver a greater client customer experience.
Following the morning keynote, this fully interactive session will ensure you walk away with the tools
and techniques to build and maintain customer service excellence throughout your business.

Feb
26
Tue
AFA Connect Tour 2019 – Queensland
Feb 26 @ 8:15 am – 12:30 pm

Welcome to the AFA National Connect Tour 2019.

The year ahead will herald significant change as we continue our professional evolution. To kick off this year of action, we have two primary areas of focus in the Connect Tour.

Firstly, hot on the heels of the Royal Commission Final Report that is due to be delivered to the Governor-General on 1 February, the AFA will provide insights into the impact on the Financial Advice Profession, and the ways in which we will need to evolve our practices on both macro and micro business level. To complement these strategies, we have a range of high achievers sharing their insights on the delivery of outstanding customer experience. You’ll hear from Celebrity Service guru Geoff Ramm, and from our 2018 Rising Star and Excellence in Education Award winners. And of course, as always there is the opportunity to network with your peers and business partners.

Register now for our Connect Tour as together we ride the waves of change and build a better future for your clients, your business, and you.

Celebrity Service Interactive
‘Creating award winning ideas to stand out from the competition’

Download Masterclass Flyer

In 120 minutes you will be inspired and challenged to create your very own Celebrity Service moments. With the techniques shared you’ll be able to go back to your practice to generate fresh, creative ideas with your partners and work colleagues to deliver a greater client customer experience.
Following the morning keynote, this fully interactive session will ensure you walk away with the tools
and techniques to build and maintain customer service excellence throughout your business.

Feb
27
Wed
AFA Connect Tour 2019 – New South Wales
Feb 27 @ 8:15 am – 12:30 pm

Welcome to the AFA National Connect Tour 2019.

The year ahead will herald significant change as we continue our professional evolution. To kick off this year of action, we have two primary areas of focus in the Connect Tour.

Firstly, hot on the heels of the Royal Commission Final Report that is due to be delivered to the Governor-General on 1 February, the AFA will provide insights into the impact on the Financial Advice Profession, and the ways in which we will need to evolve our practices on both macro and micro business level. To complement these strategies, we have a range of high achievers sharing their insights on the delivery of outstanding customer experience. You’ll hear from Celebrity Service guru Geoff Ramm, and from our 2018 Rising Star and Excellence in Education Award winners. And of course, as always there is the opportunity to network with your peers and business partners.

Register now for our Connect Tour as together we ride the waves of change and build a better future for your clients, your business, and you.

Celebrity Service Interactive
‘Creating award winning ideas to stand out from the competition’

Download Masterclass Flyer

In 120 minutes you will be inspired and challenged to create your very own Celebrity Service moments. With the techniques shared you’ll be able to go back to your practice to generate fresh, creative ideas with your partners and work colleagues to deliver a greater client customer experience.
Following the morning keynote, this fully interactive session will ensure you walk away with the tools
and techniques to build and maintain customer service excellence throughout your business.

Mar
8
Fri
AFA International Women’s Day Luncheon
Mar 8 @ 12:30 pm – 2:30 pm

Please join the Inspire Community of Practice to celebrate International Women’s Day as we explore this year’s theme #Balanceforbetter.

The future is exciting, let’s build a gender-balanced world. Everyone has a part to play – all the time, everywhere.From grassroots activism to worldwide action, we are entering an exciting period of history where the world expects balance. We notice its absence and celebrate its presence. Balance drives a better working world. Let’s all help create a #balanceforbetter.

This year we will be joined by Laura Bos (She’s the Bos), Evie Gibbons (Community Radio Announcer 4ZZZ), and Louise Dwyer (General Manager Beaucare), who are most definitely playing their part in creating #balanceforbetter, and will share with us their stories, challenges, experiences and insights around this year’s theme #balanceforbetter.

The lunch will conclude with a panel session, moderated by Laura where the ladies will be joined by Michael Nowak (AFA Vice President & Principal Adviser), and Nikki Kitching (TAL Regional QLD Manager), to gain further perspective on this year’s theme, and gain practical insights into how we can all play our part in creating #balanceforbetter.

Mar
14
Thu
AFA Life Company of the Year 2018
Mar 14 @ 6:00 pm – 10:00 pm

The AFA would like to invite you to book a table or two at the AFA Life Company of the Year Awards supported by Strategic Insights, and the Beddoes Institute, to be held on Thursday 14 March 2019. These awards recognise excellence in the provision of Life & Annuity service and products to financial advisers and their clients.

Following positive feedback from last year’s event we will be continuing with our black tie theme and inviting you to celebrate success with us at the L’Aqua, Sydney.

We would respectfully ask that you take this opportunity to reward the leaders in your business units as well as those on the product management and distribution side of your business.

Event details 
Date: 
Thursday 14 March 2019
Dress code: Black tie
Venue: L’Aqua
Roof Top Level, Cockle Bay Wharf , Darling Park, NSW 2000
Time: 6.00pm – 10.00pm
Cost: Single ticket: $325
Table of 10:  $2950

Mar
21
Thu
AFA The Young Professionals of Finance event
Mar 21 @ 6:00 pm – 9:00 pm

NSW Genxt Committee would like to invite you to attend

The Young Professionals of Finance event

Our industry-first joint networking opportunity for Young Professionals of CPA Australia, Mortgage & Finance Association of Australia (MFAA) and Associations of Financial Advisers (AFA).

Featuring

  • 2 hours of networking with like-minded young professionals
  • Executive guest speaker – Roh Singh, Founder & CEO of Populis
  • Canapés & refreshments

Why attend

  • Network with your peers from other finance sectors.
  • Build valuable professional and referral relationships.
  • Share information and experiences.
  • Think differently thanks to the insights from a top executive speaker.

Guest Speaker

Our very special guest, Roh Singh is the Founder and CEO of Populis – a People & Performance company specialising in Leadership Diagnostics, Performance Strategies & Mindset Mastery. Roh is an advisor and mentor to global leaders who created brands such as the Happiness Platform, The Leadership Framework and Rise Warrior Rise as part of Populis.

This is a great event to start your year off right, Roh will be speaking about how to own your mind, bring clarity, clam and serenity in stressful times, self-talk and intrapreneurial habits.

Event details

Venue: CPA Sydney Office, Level 3, 111 Harrington St Sydney 2000
Times: 6:00 PM – 9:00 PM
Cost:
Members: $37
Non-members: $47

Tickets are limited, so if you are interested in growing your network and meeting other young professional Accountants and Mortgage brokers then make sure you secure your ticket early.

Mar
27
Wed
How to Gain Trust and Build Stronger Client Relationships – SA
Mar 27 @ 9:00 am – 4:30 pm

This full day workshop will address what I believe to be the most important issues for advisers/brokers in the financial services sector in 2019.

In just one day you will learn how to:

  • Motivate people to WANT to accept your invitation to an exploratory first meeting
  • Ensure that you are ticking all the boxes that need to be ticked and avoiding all the traps that need to be avoided at the first client meeting
  • Create the necessary “thought bubbles” in your clients’ heads for them to WANT to come back for a second meeting EVERY TIME
  • Make sure business doesn’t slip through the cracks when it’s there for the taking by having a more structured second client meeting
  • Master the art of ‘waterproofing’ at four different stages of your initial client engagement process
  • Effectively communicate your VALUE PROPOSITION in five specific ways during your initial advice process
  • Make REFERRALS the natural consequence of business

Get ahead of the game in 2019 and make sure you are one of the beneficiaries of all of these outcomes. Reserve your seat now and earn 6 CPD points.

Participants who have previously attended this workshop have given the following feedback:-

“It was a fantastic presentation well worth the time and money. Everyone should take the time to attend – they too may just find that little gem to enhance their offer. As they say, you can never stop learning!”

“I really picked up a lot of little tips that I aim to incorporate into the way I do things with my clients. In fact I might even re-write my process manual!”

Book now!

Mar
28
Thu
How to Gain Trust and Build Stronger Client Relationships – WA
Mar 28 @ 9:00 am – 4:30 pm

This full day workshop will address what I believe to be the most important issues for advisers/brokers in the financial services sector in 2019.

In just one day you will learn how to:

  • Motivate people to WANT to accept your invitation to an exploratory first meeting
  • Ensure that you are ticking all the boxes that need to be ticked and avoiding all the traps that need to be avoided at the first client meeting
  • Create the necessary “thought bubbles” in your clients’ heads for them to WANT to come back for a second meeting EVERY TIME
  • Make sure business doesn’t slip through the cracks when it’s there for the taking by having a more structured second client meeting
  • Master the art of ‘waterproofing’ at four different stages of your initial client engagement process
  • Effectively communicate your VALUE PROPOSITION in five specific ways during your initial advice process
  • Make REFERRALS the natural consequence of business

Get ahead of the game in 2019 and make sure you are one of the beneficiaries of all of these outcomes. Reserve your seat now and earn 6 CPD points.

Participants who have previously attended this workshop have given the following feedback:-

“It was a fantastic presentation well worth the time and money. Everyone should take the time to attend – they too may just find that little gem to enhance their offer. As they say, you can never stop learning!”

“I really picked up a lot of little tips that I aim to incorporate into the way I do things with my clients. In fact I might even re-write my process manual!”

Book now!

Apr
2
Tue
How to Gain Trust and Build Stronger Client Relationships – QLD
Apr 2 @ 9:00 am – 4:30 pm

This full day workshop will address what I believe to be the most important issues for advisers/brokers in the financial services sector in 2019.

In just one day you will learn how to:

  • Motivate people to WANT to accept your invitation to an exploratory first meeting
  • Ensure that you are ticking all the boxes that need to be ticked and avoiding all the traps that need to be avoided at the first client meeting
  • Create the necessary “thought bubbles” in your clients’ heads for them to WANT to come back for a second meeting EVERY TIME
  • Make sure business doesn’t slip through the cracks when it’s there for the taking by having a more structured second client meeting
  • Master the art of ‘waterproofing’ at four different stages of your initial client engagement process
  • Effectively communicate your VALUE PROPOSITION in five specific ways during your initial advice process
  • Make REFERRALS the natural consequence of business

Get ahead of the game in 2019 and make sure you are one of the beneficiaries of all of these outcomes. Reserve your seat now and earn 6 CPD points.

Participants who have previously attended this workshop have given the following feedback:-

“It was a fantastic presentation well worth the time and money. Everyone should take the time to attend – they too may just find that little gem to enhance their offer. As they say, you can never stop learning!”

“I really picked up a lot of little tips that I aim to incorporate into the way I do things with my clients. In fact I might even re-write my process manual!”

Book now!

Apr
4
Thu
How to Gain Trust and Build Stronger Client Relationships – VIC
Apr 4 @ 9:00 am – 4:30 pm

This full day workshop will address what I believe to be the most important issues for advisers/brokers in the financial services sector in 2019.

In just one day you will learn how to:

  • Motivate people to WANT to accept your invitation to an exploratory first meeting
  • Ensure that you are ticking all the boxes that need to be ticked and avoiding all the traps that need to be avoided at the first client meeting
  • Create the necessary “thought bubbles” in your clients’ heads for them to WANT to come back for a second meeting EVERY TIME
  • Make sure business doesn’t slip through the cracks when it’s there for the taking by having a more structured second client meeting
  • Master the art of ‘waterproofing’ at four different stages of your initial client engagement process
  • Effectively communicate your VALUE PROPOSITION in five specific ways during your initial advice process
  • Make REFERRALS the natural consequence of business

Get ahead of the game in 2019 and make sure you are one of the beneficiaries of all of these outcomes. Reserve your seat now and earn 6 CPD points.

Participants who have previously attended this workshop have given the following feedback:-

“It was a fantastic presentation well worth the time and money. Everyone should take the time to attend – they too may just find that little gem to enhance their offer. As they say, you can never stop learning!”

“I really picked up a lot of little tips that I aim to incorporate into the way I do things with my clients. In fact I might even re-write my process manual!”

Book now!