Calendar

 

Feb
29
Thu
Certainty Conference -Two-day Conference for Advice Leaders
Feb 29 @ 9:00 am – Mar 1 @ 4:00 pm

Certainty Conference -Two-day Conference for Advice Leaders

Advice is not a product. It is a relationship. This conference will share the tools, experiences, and lessons for any advice team wanting to lead their clients and teams into enduring and valuable client relationships without key-person or product dependency – this is the future of advice.

Dates: Thursday 29 February 2024, 9am – 4pm, Friday 1 March 2024, 9am – 4pm
Location: Manly Pacific, Manly Beach
More Details: https://certaintyadvicegroup.com/certaintyconference/

Mar
5
Tue
Riskinfocus 24 Risk Advice CPD Tour – Perth
Mar 5 @ 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.

When: The Perth event will be held on Tuesday March 5, 2024

Where: At the Duxton Hotel, Perth, 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 Perth event.

Mar
6
Wed
FAAA Masterclass Autumn Series  2024 – Stream One: Estate Planning – 4 Sessions From March 6 – March 27
Mar 6 @ 12:00 pm – 1:15 pm

The FAAA Masterclass Autumn Series  2024 will run for 12 sessions during March – June.

Stream 1: Estate Planning

  • Session 1: Offshore Tax Aspects of Deceased Estates Wednesday 6 March 2024, 12pm-1:15pm AEDT
  • Session 2: The Essential Tips for a Good Estate Plan & Traps to Avoid Wednesday 13 March 2024, 12pm-1:15pmpm AEDT
  • Session 3: Estate Planning, Business Risks and tips for Financial Advisors Wednesday 20 March 2024, 12pm-1:15pm AEDT
  • Session 4: Estate Planning Solutions for Vulnerable Beneficiaries Wednesday 27 March 2024 12pm-1:15pm AEDT

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

Mar
7
Thu
Riskinfocus 24 Risk Advice CPD Tour – Adelaide
Mar 7 @ 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 Adelaide event will be held at the Adelaide Convention Centre

When: Thursday, March 7, 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 Adelaide event.

FAAA Sydney Metro Community – Inspire – International Women’s Day Lunch Event
Mar 7 @ 12:00 pm – 4:00 pm

FAAA Sydney Metro Community – INSPIRE –  International Women’s Day Lunch Event

Commemorating International Women’s Day with a focus on empowerment under the theme: ‘Count Her In: Accelerating Gender Equality Through Economic Empowerment.’

Speed painter and speaker, Sarah Rowan, will be featured.

The event will also host a panel comprising lawyers Emma Johnson and Zoe McQuillan from Cowell Clark Lawyers, along with expert negotiator and lawyer Mia Madafferi from Grey Rock Consulting. Together, they will delve into discussions on ensuring equal opportunities and navigating salary negotiations.

Proceeds raised from fundraising will go towards The Equanimity Project, an Australian pioneer in advocating for women and families escaping domestic violence and facing homelessness.

Date: Thursday 7 March 2024

RSVP: By Friday 1 March 2024

Registration: From 12:00pm

Event time: 12:00pm – 4:00pm

Location: Dockside – Cockle Bay rooms and Quay room Balcony Level, Cockle Bay Wharf

Cost: $120 for FAAA Members, $150 for non-members, tables of 10, $1200 for FAAA Members, Tables of 10, $1500 for non-members

Contact: events@faaa.au

Mar
8
Fri
FAAA Brisbane Metro Community 2024 INSPIRE International Women’s Day Event
Mar 8 @ 2:00 pm – 4:00 pm

FAAA Brisbane Metro Community 2024 INSPIRE International Women’s Day Event

Celebrating International Women’s Day 2024. This year’s global theme – Count Her In: Accelerating Gender Equality Through Economic Empowerment.

Canapés, drinks, and networking with others involved in the financial advice profession, and hear from Felicity Cooper and Patricia Garcia, FAAA Board members, as they reflect on their roles within the profession, as board members of the FAAA and the Inspire Community.

Date: Friday 8 March

RSVP: By Friday 1 March

Registration: From 2:00pm

Event time: 2:00pm – 4:30pm

Location: The Rose Room – 18-20 Constance Street, Fortitude Valley, QLD 4006

Cost: Individual Member Registration: $60 incl. GST; Individual Non-member Registration: $75 incl. GST

Contact: events@faaa.au

Mar
12
Tue
Riskinfocus 24 Risk Advice CPD Tour – Hobart
Mar 12 @ 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 Hobart event will be held at the Franklin Wharf Function Centre

When: Tuesday, March 12, 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 Hobart event.

Mar
14
Thu
Riskinfocus 24 Risk Advice CPD Tour – Melbourne
Mar 14 @ 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 Melbourne event will be held at the Grand Hyatt Melbourne

When: Thursday, March 14, 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 Melbourne event.

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