Calendar

 

Feb
11
Tue
Less Talk | More Action 2020
Feb 11 – Feb 13 all-day

Where Old School Advice Meets New School Thinking!

February 11,12 & 13, 2020

We are not your normal financial advice conference – Less Talk | More Action means just that!  Two and a half days of turning ideas into actionable steps to help you get “2020’s Advice Ready”!!!

After the success of our inaugural conference in St Kilda this year, we’re BACK – slightly bigger and hopefully better than we were in 2019.  As much as we loved going “Off Broadway” at LTMA’19 – it is time to raise our game and lift our grades… and what better way to do that than by going back to school… well.. to the Library anyway.

So in 2020 we’re off to the beautifully restored and renovated State Library Victoria – the perfect location Where Old School Advice – Meets New School Thinking!   And this year we’ve got some fantastic new additions to the conference agenda – including Pre-Conference workshops, the Collaboration Zone and Pop Up Preso’s…  so scroll down to check out the full conference agenda and can’t wait to see you at #LTMA20

Feb
19
Wed
AFA Roadshow 2020
Feb 19 @ 8:00 am – 12:00 pm

Welcome! to united. AFA Roadshow 2020

Where others see challenges, we see opportunities.
United across Australia, we can make a difference.

  • Tasmania – Wednesday, 19 February
  • South Australia – Thursday, 20 February
  • Western Australia – Friday, 21 February
  • Victoria – Monday, 24 February
  • ACT – Tuesday, 25 February
  • New South WalesWednesday, 26 February
  • QueenslandThursday, 27 February

Coming together as the AFA community to connect and share is what we do best. To help ensure you and your business are on the right track for 2020, we’ll bring you the very latest in policy, education and professionalism.

You’ll be up to speed on what’s new in pre and post retirement strategies with our key sponsor Challenger. And you’ll takeaway practical, actionable tips and tools from award-winning advisers Simone Du Chesne & Chris Carlin, to grow your business and better manage your well-being.

So, take some time out to join us, be inspired by other advice professionals and united, we’ll help achieve great advice for more Australians.

Here’s your itinerary:

  • On the right track for 2020: the latest in policy & professionalism

    • Our two Phil’s outline the key policy, education and professionalism updates, including FASEA Code of Ethics, that you need to ensure your business is prepared for 2020 and beyond. You’ll also hear the latest on AFA strategy, community news and member benefits.​

  • Up to speed: the latest pre & post retirement strategies

    • Lots has changed in our regulatory world so Andrew Lowe, Challenger’s Head of Technical Services will get you up to speed on the latest pre and post retirement strategies to maximise outcomes for your clients.​

  • Futureproof your business to thrive

    • Simone Du Chesne, AFA 2019 Adviser of the Year shares her tips on diversifying a mature advice practice through profitable joint ventures with accounting firms. You’ll also learn how a clear and focused people and business strategy can change the growth trajectory of your business, for success today and well into the future.

  • I’m an overnight success – a mental health journey

    • Chris Carlin, AFA 2019 Rising Star of the Year, is an overnight success however overcoming significant mental health challenges has played a key part. You’ll take away great insights and tools that will help you get perspective to manage your well-being to run a better-balanced business and an even better balanced you.

  • Give back to make a difference

    • Olivia Sarah-Le Lacheur, AFA Foundation National Chair, introduces your local charity seeking your support to make a difference to those in need.

We look forward to seeing you!

Feb
20
Thu
Cultivating Advice Workshop
Feb 20 all-day

OUR FEBRUARY WORKSHOP THEME IS PRICING – What price for your advice?

What is the value of your advice? How are advisers expected to transition, price and deliver value as old pricing mechanisms of hourly rates, product fees or commissions fail to sustain the delivery of value clients seek. This popular workshop is essential for those advisers seeking to confirm or establish the strongest, most rewarding and most client based pricing methodology possible.

  • Dress code for the session is smart business casual.
  • Please arrive from 30 minutes prior to the session for registration.
AFA Roadshow 2020
Feb 20 @ 8:00 am – 12:00 pm

Welcome! to united. AFA Roadshow 2020

Where others see challenges, we see opportunities.
United across Australia, we can make a difference.

  • Tasmania – Wednesday, 19 February
  • South Australia – Thursday, 20 February
  • Western Australia – Friday, 21 February
  • Victoria – Monday, 24 February
  • ACT – Tuesday, 25 February
  • New South WalesWednesday, 26 February
  • QueenslandThursday, 27 February

Coming together as the AFA community to connect and share is what we do best. To help ensure you and your business are on the right track for 2020, we’ll bring you the very latest in policy, education and professionalism.

You’ll be up to speed on what’s new in pre and post retirement strategies with our key sponsor Challenger. And you’ll takeaway practical, actionable tips and tools from award-winning advisers Simone Du Chesne & Chris Carlin, to grow your business and better manage your well-being.

So, take some time out to join us, be inspired by other advice professionals and united, we’ll help achieve great advice for more Australians.

Here’s your itinerary:

  • On the right track for 2020: the latest in policy & professionalism

    • Our two Phil’s outline the key policy, education and professionalism updates, including FASEA Code of Ethics, that you need to ensure your business is prepared for 2020 and beyond. You’ll also hear the latest on AFA strategy, community news and member benefits.​

  • Up to speed: the latest pre & post retirement strategies

    • Lots has changed in our regulatory world so Andrew Lowe, Challenger’s Head of Technical Services will get you up to speed on the latest pre and post retirement strategies to maximise outcomes for your clients.​

  • Futureproof your business to thrive

    • Simone Du Chesne, AFA 2019 Adviser of the Year shares her tips on diversifying a mature advice practice through profitable joint ventures with accounting firms. You’ll also learn how a clear and focused people and business strategy can change the growth trajectory of your business, for success today and well into the future.

  • I’m an overnight success – a mental health journey

    • Chris Carlin, AFA 2019 Rising Star of the Year, is an overnight success however overcoming significant mental health challenges has played a key part. You’ll take away great insights and tools that will help you get perspective to manage your well-being to run a better-balanced business and an even better balanced you.

  • Give back to make a difference

    • Olivia Sarah-Le Lacheur, AFA Foundation National Chair, introduces your local charity seeking your support to make a difference to those in need.

We look forward to seeing you!

Feb
21
Fri
AFA Roadshow 2020
Feb 21 @ 8:00 am – 12:00 pm

Welcome! to united. AFA Roadshow 2020

Where others see challenges, we see opportunities.
United across Australia, we can make a difference.

  • Tasmania – Wednesday, 19 February
  • South Australia – Thursday, 20 February
  • Western Australia – Friday, 21 February
  • Victoria – Monday, 24 February
  • ACT – Tuesday, 25 February
  • New South WalesWednesday, 26 February
  • QueenslandThursday, 27 February

Coming together as the AFA community to connect and share is what we do best. To help ensure you and your business are on the right track for 2020, we’ll bring you the very latest in policy, education and professionalism.

You’ll be up to speed on what’s new in pre and post retirement strategies with our key sponsor Challenger. And you’ll takeaway practical, actionable tips and tools from award-winning advisers Simone Du Chesne & Chris Carlin, to grow your business and better manage your well-being.

So, take some time out to join us, be inspired by other advice professionals and united, we’ll help achieve great advice for more Australians.

Here’s your itinerary:

  • On the right track for 2020: the latest in policy & professionalism

    • Our two Phil’s outline the key policy, education and professionalism updates, including FASEA Code of Ethics, that you need to ensure your business is prepared for 2020 and beyond. You’ll also hear the latest on AFA strategy, community news and member benefits.​

  • Up to speed: the latest pre & post retirement strategies

    • Lots has changed in our regulatory world so Andrew Lowe, Challenger’s Head of Technical Services will get you up to speed on the latest pre and post retirement strategies to maximise outcomes for your clients.​

  • Futureproof your business to thrive

    • Simone Du Chesne, AFA 2019 Adviser of the Year shares her tips on diversifying a mature advice practice through profitable joint ventures with accounting firms. You’ll also learn how a clear and focused people and business strategy can change the growth trajectory of your business, for success today and well into the future.

  • I’m an overnight success – a mental health journey

    • Chris Carlin, AFA 2019 Rising Star of the Year, is an overnight success however overcoming significant mental health challenges has played a key part. You’ll take away great insights and tools that will help you get perspective to manage your well-being to run a better-balanced business and an even better balanced you.

  • Give back to make a difference

    • Olivia Sarah-Le Lacheur, AFA Foundation National Chair, introduces your local charity seeking your support to make a difference to those in need.

We look forward to seeing you!

Feb
24
Mon
AFA Roadshow 2020
Feb 24 @ 8:00 am – 12:00 pm

Welcome! to united. AFA Roadshow 2020

Where others see challenges, we see opportunities.
United across Australia, we can make a difference.

  • Tasmania – Wednesday, 19 February
  • South Australia – Thursday, 20 February
  • Western Australia – Friday, 21 February
  • Victoria – Monday, 24 February
  • ACT – Tuesday, 25 February
  • New South WalesWednesday, 26 February
  • QueenslandThursday, 27 February

Coming together as the AFA community to connect and share is what we do best. To help ensure you and your business are on the right track for 2020, we’ll bring you the very latest in policy, education and professionalism.

You’ll be up to speed on what’s new in pre and post retirement strategies with our key sponsor Challenger. And you’ll takeaway practical, actionable tips and tools from award-winning advisers Simone Du Chesne & Chris Carlin, to grow your business and better manage your well-being.

So, take some time out to join us, be inspired by other advice professionals and united, we’ll help achieve great advice for more Australians.

Here’s your itinerary:

  • On the right track for 2020: the latest in policy & professionalism

    • Our two Phil’s outline the key policy, education and professionalism updates, including FASEA Code of Ethics, that you need to ensure your business is prepared for 2020 and beyond. You’ll also hear the latest on AFA strategy, community news and member benefits.​

  • Up to speed: the latest pre & post retirement strategies

    • Lots has changed in our regulatory world so Andrew Lowe, Challenger’s Head of Technical Services will get you up to speed on the latest pre and post retirement strategies to maximise outcomes for your clients.​

  • Futureproof your business to thrive

    • Simone Du Chesne, AFA 2019 Adviser of the Year shares her tips on diversifying a mature advice practice through profitable joint ventures with accounting firms. You’ll also learn how a clear and focused people and business strategy can change the growth trajectory of your business, for success today and well into the future.

  • I’m an overnight success – a mental health journey

    • Chris Carlin, AFA 2019 Rising Star of the Year, is an overnight success however overcoming significant mental health challenges has played a key part. You’ll take away great insights and tools that will help you get perspective to manage your well-being to run a better-balanced business and an even better balanced you.

  • Give back to make a difference

    • Olivia Sarah-Le Lacheur, AFA Foundation National Chair, introduces your local charity seeking your support to make a difference to those in need.

We look forward to seeing you!

Feb
25
Tue
AFA Roadshow 2020
Feb 25 @ 8:00 am – 12:00 pm

Welcome! to united. AFA Roadshow 2020

Where others see challenges, we see opportunities.
United across Australia, we can make a difference.

  • Tasmania – Wednesday, 19 February
  • South Australia – Thursday, 20 February
  • Western Australia – Friday, 21 February
  • Victoria – Monday, 24 February
  • ACT – Tuesday, 25 February
  • New South WalesWednesday, 26 February
  • QueenslandThursday, 27 February

Coming together as the AFA community to connect and share is what we do best. To help ensure you and your business are on the right track for 2020, we’ll bring you the very latest in policy, education and professionalism.

You’ll be up to speed on what’s new in pre and post retirement strategies with our key sponsor Challenger. And you’ll takeaway practical, actionable tips and tools from award-winning advisers Simone Du Chesne & Chris Carlin, to grow your business and better manage your well-being.

So, take some time out to join us, be inspired by other advice professionals and united, we’ll help achieve great advice for more Australians.

Here’s your itinerary:

  • On the right track for 2020: the latest in policy & professionalism

    • Our two Phil’s outline the key policy, education and professionalism updates, including FASEA Code of Ethics, that you need to ensure your business is prepared for 2020 and beyond. You’ll also hear the latest on AFA strategy, community news and member benefits.​

  • Up to speed: the latest pre & post retirement strategies

    • Lots has changed in our regulatory world so Andrew Lowe, Challenger’s Head of Technical Services will get you up to speed on the latest pre and post retirement strategies to maximise outcomes for your clients.​

  • Futureproof your business to thrive

    • Simone Du Chesne, AFA 2019 Adviser of the Year shares her tips on diversifying a mature advice practice through profitable joint ventures with accounting firms. You’ll also learn how a clear and focused people and business strategy can change the growth trajectory of your business, for success today and well into the future.

  • I’m an overnight success – a mental health journey

    • Chris Carlin, AFA 2019 Rising Star of the Year, is an overnight success however overcoming significant mental health challenges has played a key part. You’ll take away great insights and tools that will help you get perspective to manage your well-being to run a better-balanced business and an even better balanced you.

  • Give back to make a difference

    • Olivia Sarah-Le Lacheur, AFA Foundation National Chair, introduces your local charity seeking your support to make a difference to those in need.

We look forward to seeing you!

Feb
26
Wed
AFA Roadshow 2020
Feb 26 @ 8:00 am – 12:00 pm

Welcome! to united. AFA Roadshow 2020

Where others see challenges, we see opportunities.
United across Australia, we can make a difference.

  • Tasmania – Wednesday, 19 February
  • South Australia – Thursday, 20 February
  • Western Australia – Friday, 21 February
  • Victoria – Monday, 24 February
  • ACT – Tuesday, 25 February
  • New South WalesWednesday, 26 February
  • QueenslandThursday, 27 February

Coming together as the AFA community to connect and share is what we do best. To help ensure you and your business are on the right track for 2020, we’ll bring you the very latest in policy, education and professionalism.

You’ll be up to speed on what’s new in pre and post retirement strategies with our key sponsor Challenger. And you’ll takeaway practical, actionable tips and tools from award-winning advisers Simone Du Chesne & Chris Carlin, to grow your business and better manage your well-being.

So, take some time out to join us, be inspired by other advice professionals and united, we’ll help achieve great advice for more Australians.

Here’s your itinerary:

  • On the right track for 2020: the latest in policy & professionalism

    • Our two Phil’s outline the key policy, education and professionalism updates, including FASEA Code of Ethics, that you need to ensure your business is prepared for 2020 and beyond. You’ll also hear the latest on AFA strategy, community news and member benefits.​

  • Up to speed: the latest pre & post retirement strategies

    • Lots has changed in our regulatory world so Andrew Lowe, Challenger’s Head of Technical Services will get you up to speed on the latest pre and post retirement strategies to maximise outcomes for your clients.​

  • Futureproof your business to thrive

    • Simone Du Chesne, AFA 2019 Adviser of the Year shares her tips on diversifying a mature advice practice through profitable joint ventures with accounting firms. You’ll also learn how a clear and focused people and business strategy can change the growth trajectory of your business, for success today and well into the future.

  • I’m an overnight success – a mental health journey

    • Chris Carlin, AFA 2019 Rising Star of the Year, is an overnight success however overcoming significant mental health challenges has played a key part. You’ll take away great insights and tools that will help you get perspective to manage your well-being to run a better-balanced business and an even better balanced you.

  • Give back to make a difference

    • Olivia Sarah-Le Lacheur, AFA Foundation National Chair, introduces your local charity seeking your support to make a difference to those in need.

We look forward to seeing you!

Feb
27
Thu
Spotlight on Insurance in Super
Feb 27 all-day

Next year’s Spotlight on Insurance in Super is a chance for the industry to establish a new agenda for insurance in super – an agenda that’s focused on:

  • creating a group insurance offering that’s highly valued
  • putting members’ interests first
  • meeting increasing legislative requirements
  • fostering product innovation around longevity
  • re-engaging employers and more.

With insurance in super at an inflection point, don’t miss the opportunity to hear senior leaders from across the industry discuss the 2020 vision for insurance in super.

More information on speakers and sessions will be available early next year.

CPD Points

This event qualifies for eight Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.

AFA Roadshow 2020
Feb 27 @ 8:00 am – 12:00 pm

Welcome! to united. AFA Roadshow 2020

Where others see challenges, we see opportunities.
United across Australia, we can make a difference.

  • Tasmania – Wednesday, 19 February
  • South Australia – Thursday, 20 February
  • Western Australia – Friday, 21 February
  • Victoria – Monday, 24 February
  • ACT – Tuesday, 25 February
  • New South WalesWednesday, 26 February
  • QueenslandThursday, 27 February

Coming together as the AFA community to connect and share is what we do best. To help ensure you and your business are on the right track for 2020, we’ll bring you the very latest in policy, education and professionalism.

You’ll be up to speed on what’s new in pre and post retirement strategies with our key sponsor Challenger. And you’ll takeaway practical, actionable tips and tools from award-winning advisers Simone Du Chesne & Chris Carlin, to grow your business and better manage your well-being.

So, take some time out to join us, be inspired by other advice professionals and united, we’ll help achieve great advice for more Australians.

Here’s your itinerary:

  • On the right track for 2020: the latest in policy & professionalism

    • Our two Phil’s outline the key policy, education and professionalism updates, including FASEA Code of Ethics, that you need to ensure your business is prepared for 2020 and beyond. You’ll also hear the latest on AFA strategy, community news and member benefits.​

  • Up to speed: the latest pre & post retirement strategies

    • Lots has changed in our regulatory world so Andrew Lowe, Challenger’s Head of Technical Services will get you up to speed on the latest pre and post retirement strategies to maximise outcomes for your clients.​

  • Futureproof your business to thrive

    • Simone Du Chesne, AFA 2019 Adviser of the Year shares her tips on diversifying a mature advice practice through profitable joint ventures with accounting firms. You’ll also learn how a clear and focused people and business strategy can change the growth trajectory of your business, for success today and well into the future.

  • I’m an overnight success – a mental health journey

    • Chris Carlin, AFA 2019 Rising Star of the Year, is an overnight success however overcoming significant mental health challenges has played a key part. You’ll take away great insights and tools that will help you get perspective to manage your well-being to run a better-balanced business and an even better balanced you.

  • Give back to make a difference

    • Olivia Sarah-Le Lacheur, AFA Foundation National Chair, introduces your local charity seeking your support to make a difference to those in need.

We look forward to seeing you!