Calendar

 

Mar
19
Tue
Riskinfocus 24 Risk Advice CPD Tour – Sydney
Mar 19 @ 8:15 am – 5:45 pm

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.

Where: The Sydney event will be held at the Shangri-La Sydney

When: Tuesday, March 19, 2024 at 8:15 AM – 5:45 PM with an Industry Breakfast Masterclass at 07:30 – 08:15 (light breakfast served).

Registration: Click here

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 Sydney event.

Mar
21
Thu
FAAA South Australia State Community Professional Development & Golf Day
Mar 21 all-day

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

FAAA Geelong Chapter Networking Lunch Event
Mar 21 @ 12:15 pm – 1:45 pm

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

Mar
22
Fri
Riskinfocus 24 Risk Advice CPD Tour – Brisbane
Mar 22 @ 8:15 am – 5:45 pm

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.

Where: The Brisbane event will be held at Rydges South Bank, Brisbane

When: On Friday, March 22, 2024 from 8:15 AM – 5:45 PM with an Industry Breakfast Masterclass at 07:30 – 08:15 (light breakfast served).

Registration: Click here

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.

Mar
26
Tue
FAAA Western Australia State Community Golf Day
Mar 26 @ 11:30 am – 7:30 pm

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

Apr
3
Wed
FAAA Masterclass Autumn Series 2024 -Stream Two: Taxation (Financial) Advice – 4 Sessions from April 3 – April 24
Apr 3 @ 12:00 pm – 1:15 pm

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

Apr
8
Mon
MDRT VIC Lunch and Learn -Coaching Session
Apr 8 @ 11:45 pm – Apr 9 @ 2:00 pm

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.

Apr
15
Mon
FAAA Melbourne Metro Community Annual Golf Day
Apr 15 all-day

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

Apr
30
Tue
FAAA 2024 Roadshow Series -Albury Wodonga
Apr 30 @ 8:30 am

FAAA 2024 Roadshow Series – Albury Wodonga,

When: Tuesday 30 April,

Where: Atura Albury

More information: https://faaa.au/roadshow-2024/

 

May
3
Fri
FAAA 2024 Roadshow Series – Sydney
May 3 @ 8:30 am

FAAA 2024 Roadshow Series – Sydney

When: Friday, 3 May

Where: ICC Sydney

More information: https://faaa.au/roadshow-2024/