Financial Advice Association Australia (FAAA)

Join Robert Kimberley, Head of Professional Standards (FAAA), on Thursday, 12 December at 12pm AEDT for the December AFCA quarterly session presented by Alexandra Sidoti, Senior Ombudsman – Investments and Advice, and Kate Kornacki, Ombudsman – Investments and Advice, to discuss significant recent decisions and the implications of these for the adviser community. Register today: https://lnkd.in/gNBzs-6X #FAAA #AFCA

The FAAA Roadshow is back! This Financial Advice Association Australia (FAAA) signature event will visit 10 locations across the country during March and April 2025, offering a full day of professional growth and networking. Designed by advisers for advisers, the program features: < Insightful sessions to boost your skills in advice and business < Opportunities to connect and network with your professional peers < Earn up to an estimated 5 CPD hours Don’t miss this chance to elevate your advice and expand your network. Take advantage of our early bird pricing and secure your spot today! Register here: https://faaa.au/roadshow/ #FAAARoadshow25

Join Financial Advice Association Australia (FAAA) CEO Sarah Abood and FAAA Chair David Sharpe CFP®, this Wednesday 11 December at 12pm AEDT as they look back on 2024: what’s been achieved, what’s still to work on, and what’s in focus for 2025. They will review the major projects of 2024 and advocacy work, covering in particular where we’re at with CSLR, and the expected “Delivering Better Financial Outcomes” Tranche 2 legislation. Have a question for Sarah and David? Email it to cpd@faaa.au and we’ll make sure it’s covered – we look forward to the discussion this Wednesday. Register now: https://lnkd.in/gSeRsF_v CPD #Webinars

The latest article from the Financial Planning Research Journal, Volume 9, Article 3 has been published. The article "Exploring the Challenges and Opportunities of Alternative Finance Products with Indigenous Peoples" explores how, Indigenous peoples often invest in cryptocurrencies and non-fungible tokens despite limited research in this area. This research was undertaken to identify the demographics. Read more here https://lnkd.in/gCv_5h_E or obtain CPD by reading in FAAA Learn here: https://lnkd.in/ghteGCBH #FAAA #FPRJ

It's not too late to register for this CPD Webinar, which is on this Tuesday 12pm AEDT. With an ageing client base, an increasingly under-pressure sandwich generation looking for guidance and new aged care rules on the way, now is the time to take control of your advice business. Join Louise Biti for this webinar covering: - An overview of the new aged care fees - Where home care fits into advice - Steps financial planners need to take now to be business ready. Louise will also run an aged care Masterclass series in March. This webinar will form the building block to start your business preparation. Register now: https://lnkd.in/g7bP9xCX #FAAA #CPDWebinars

In this weeks Find a Planner profile we feature, Bianca Musico CFP®, Partner at WARR HUNT and winner of the 2024 FAAA CFP® Professional of the Year Award at the recent FAAA Awards. Bianca says she learnt the principles of hard work from her parents which led her to a career in financial advice. She loves to help empower clients to understand their financial decisions. Check out Bianca’s Find a Planner profile here https://lnkd.in/gaS-MiMp or enhance your profile in the FAAA Portal. https://lnkd.in/gk8f_Zny #FAAA #FindaPlanner #financialadvice

We’d like to thank everyone across all our social media channels who took the time to post, share and highlight their experiences at last week’s Financial Advice Association Australia (FAAA) Congress in Brisbane. It’s been a pleasure to see all the posts of you enjoying the event, catching up with old friends, building new relationships in the networking sessions, enjoying the experiences in the exhibition hall and dancing the night away at the awards dinner. We ran a giveaway across Congress to win a ticket to the FAAA Roadshow in 2025 and we’d like to congratulate all the winners who are listed below. Our FAAA team will be in touch to organise those tickets for you. If you did miss out on a ticket to Roadshow, stay tuned as we launch the FAAA Roadshow 2025 in the coming weeks. For further information on next year’s Roadshow dates and venues visit: https://faaa.au/roadshow/ Thank you once again for making this year’s FAAA Congress such a great event and for sharing it with us on here. We look forward to seeing you at the FAAA Roadshow in March and April. #FAAACongress24 #FAAAAwards24 #FAAARoadshow25

You are invited to join the Financial Advice Association Australia (FAAA) Gippsland Chapter for their Christmas Celebration on Thursday 19 December. Celebrate the end of another year with fellow Chapter Members and colleagues over complimentary drinks and finger food at Momo Traralgon. Register now: https://lnkd.in/g2jzXGQx #FAAA

Join Financial Advice Association Australia (FAAA) CEO Sarah Abood and FAAA Chair David Sharpe CFP® on Wednesday 11 December at 12pm AEDT as they look back on 2024: what’s been achieved, what’s still to work on, and what’s in focus for 2025. They will review the major projects of 2024 and advocacy work, covering in particular where we’re at with CSLR, and the expected “Delivering Better Financial Outcomes” Tranche 2 legislation. Have a question for Sarah and David? Email it to cpd@faaa.au and we’ll make sure it’s covered – we look forward to the discussion. Register now: https://lnkd.in/gSeRsF_v CPD #Webinars

In case you missed it, last week we launched our first issue of FAAA Connection. Our new quarterly publication connecting members within the Financial Advice Association Australia (FAAA) advice community. FAAA Connection is about celebrating our community and sharing best practice. In FAAA Connection you will discover what groups like Inspire and Gen Next are up to, what’s happening around the country in our metro and regional communities, and more. It’s about profiling members to share a broad range of professional stories and milestones. We will profile some of the FAAA member benefits so you can make sure you’re making the most of your membership. We are a member-driven organisation, and so we want to share your stories and the things you’re doing that can help your fellow FAAA members be more successful and deliver great client outcomes. We hope you enjoy this first edition. https://faaaconnection.au/ #FAAAConnection