The United Association Roadshow 2023 is underway, having kicked off in Hobart last week, before visiting other capital and regional cities across Australia during May and June.
The event is co-ordinated by the newly-merged Financial Advice Association Australia and is the first major event run by the new united professional association.
The FAAA says the official theme for the Roadshow is Policy, Practice, People – A united pathway for members, with attendees earning up to five CPD hours for the full day event.
It notes that the United Roadshow program was developed with feedback from both FPA and AFA members with a particularly strong focus on regulation, ethics and client care “…including many award-winning adviser presenters sharing best practice, and plenty of opportunities for networking.” (Also see: National Roadshows for Advisers Announced).
The roadshow will travel to another nine cities across Australia:
- Newcastle on 11 May
- Sydney on 15 May
- Brisbane on 16 May
- Melbourne on 18 May
- Bendigo on 19 May
- Adelaide on 23 May
- Perth on 25 May
- Canberra on 31 May
- Townsville on 2 June
The association says the roadshow will be an opportunity to hear from:
- FAAA Chair David Sharpe and CEO Sarah Abood, including a topical Policy and Advocacy Update
- AFCA Lead Ombudsman Shail Singh / Ombudsman Ian Donald as part of a panel discussion with Conrad Travers, Principal Consultant, Tangelo Advice Consulting around putting policy into practice to ensure compliance, led by Phil Anderson, CEO AFA and GM Transformation, Policy & Advocacy FAAA
- Deloitte Legal Practitioner Partner James Alsop / Deloitte Tax Controversy Partner Sharon Murray, as well as Tangelo, discussing the current status of tax deductibility of financial advice fees, and progress on the review of the tax determination
- FPA and AFA award-winning practitioners sharing best practice ideas to deliver enhanced client outcomes
Attendees will also dissect Standard 12, presented by member Michael Miller.
Keynote speaker Mark ‘Squiz’ Squirrell OAM has served with the Australian Special Forces as well as working across the globe as an International Aid Worker, including escorting food convoys through the Gaza Strip.
Abood says Squirrell, has a story-telling ability “…that will capture the audience and links into the themes of leadership, resilience, communication, trust and problem solving under pressure, providing practical tips for financial planners and advisers.”
She adds that the roadshow will be an opportunity for members “…to enjoy a full day of relevant and quality CPD content as well as a chance to network with fellow practitioners and colleagues.”
Click here for more information. Tickets for members are $175 and the FAAA says non-members are also welcome to attend, and the tickets cost $295.
