The keynote speaker is Jacqui Cooper OAM, Australia’s most decorated aerial skier. Her session will be a masterclass in resilience, reinvention, and relentless self-belief.
Other key sessions include:
- Business Efficiency: Beyond AI Filenotes – Unlock the next wave of efficiency in financial advice: In this collaborative session we will hear from three tech providers who have come together to solve for developing efficiencies in the advice process. They will discuss where tech is now and how advice firms are maximising automation today. This session is tech tool agnostic, and will provide advisers with practical ways to enhance the client experience and scale their advice offering
- Advising with Confidence – Working Through Ethical Conflict: In this adviser-led interactive 60-minute session, advisers will practise recognising conflicts and working methodically through grey areas. Attendees will walk away with a practical framework to use when next faced with a complex, ethically challenging client situation
- Hear from award-winning advisers. At each Roadshow session, an FAAA award-winning adviser will share their insights, their path to success and what makes their business and practice unique.
MDRT Lunch and Learn is Proudly hosted by MDRT’s Partner, Futurity
You’re invited to an exclusive MDRT Lunch & Learn session featuring Baz Gardner from The Social Adviser.
This year’s session tackles a powerful and often overlooked topic: Adviser Psychology – How Advisers Subconsciously Sabotage Their Own Value.
In this thought-provoking and interactive session, Baz will challenge the way you think about your role, your worth, and how you position yourself with clients. You’ll uncover the subtle ways advisers unintentionally diminish their own value, and more importantly, how to change it.
This event is proudly supported by Futurity Investment Management, our Education Partner for this session. As part of the program, Futurity will present a thought-provoking case study in collaboration with one of your MDRT peers, highlighting how innovative strategies are being applied in real-world advice practices.
There will also be plenty of time for live Q&A, so bring your questions and insights!
Don’t miss this opportunity to gain powerful insights and practical tools to strengthen your business as we head into a new year.
Special thanks to Futurity for supporting MDRT and helping continue the MDRT Coaching series into 2026.
Your Host will be Paul Milbourne, MDRT State Chair – Victoria.
Start your day with great coffee, a warm breakfast, valuable industry insights and the opportunity to connect with fellow professionals.
Join the FAAA Brisbane Metro Community Committee for a breakfast event with the MFAA on Wednesday 20 May (Carina) or Thursday 21 May (Chermside).
Expect a dynamic morning featuring:
- Market insights from Jake McKinnon, Associate Director, National Research at Cushman & Wakefield
- Latest updates from the Financial Advice Association Australia (FAAA) and Mortgage and Finance Association (MFAA)
- Open discussion and networking with fellow professionals.
The FAAA Sunshine Coast Chapter invite you to join them for their Professional Development Day on Friday 22 May at the Mooloolaba Surf Club.
Please join us and your fellow Chapter Members for morning tea and lunch, whilst hearing from our guest speakers.
CPD hours will be awarded for this event. Tickets are limited so register now to avoid disappointment.