Financial Advice Association Australia (FAAA)

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

Sometimes things can suddenly become very overwhelming. especially at this time of the year. If you or your family are struggling, the Financial Advice Association Australia (FAAA) would like to remind its members that as part of your membership we offer a free and entirely confidential counselling service. If you find you or your family members are struggling and would like to talk, we strongly encourage you to contact our EAP provider on 1300 410 794 or via email at appointments@pauldickinsonconsulting.com.au.

Financial Advice Association Australia (FAAA) Masterclass 2025 is now open for registrations. Twelve sessions across three streams with the flexibility to watch live or on-demand to earn up to 15 CPD hours! The 2025 FAAA Masterclass Series has been designed by financial advisers for financial advisers to offer high quality professional development to support you in building a sustainable business and deliver great advice. Join us as we delve into the intricacies of professional and ethical practice, understand the implications of the new aged care regulations, and learn how to understand the tax implications of your client's property holdings. To ensure your registration goes smoothly please ensure your logged into your FAAA Learn account before clicking through to register. Register now: https://lnkd.in/gty87CPq #FAAAMasterclass2025

It’s that time of the year once again. Come along and celebrate the end of the year with your financial planning colleagues and ring in the Christmas cheer at one of our Financial Advice Association Australia (FAAA) Community End-of-Year Christmas events. Visit the FAAA events page for all the details on an FAAA Chapters Christmas event local to you. https://faaa.au/events/ #FAAA

And that’s a wrap on this year’s Financial Advice Association Australia (FAAA) Congress 2024 in Brisbane, thank you to all of our speakers, to all of our supporters who make the exhibition hall such a vibrant experience. To our members and everyone who attended this year’s Congress, thank you, you brought an energy and vibrancy this year which was unmatched. And a special thank you to Team FAAA, it takes a lot of work behind the scenes to plan and put together this event, we hope you have all enjoyed this year’s Congress, we’ve enjoyed putting it on for you. We can’t wait to see you all again in Perth next November #faaacongress24

In our final plenary keynote of this year’s Financial Advice Association Australia (FAAA) Congress, we were joined by Caspar Craven who took us on a journey as he drew on the 20 Principles in the Big Bold mindset to show and highlight how anyone can think and act bigger and bolder. Caspar shared his experiences with our delegates including the trick to achieving Big Bold Goals which is the small human shifts that can make the world of difference to you and your goals. Caspar then explained how relentless experimenting is one of the keys to success, by continually experimenting and learning, this will lead to relentless action and in turn growth within your business. The trick to achieving Big Bold Goals is the small human shifts that can make the world of difference. FAAA Deputy Chair Michelle Veitch has invited everyone to join us in March and April next year for the FAAA Roadshow. We’ll be on the road hitting 10 locations around Australia, so stay tuned as we launch Roadshow in the coming weeks. And the final big reveal was that in 2025, the FAAA Congress will be coming to you live from Perth, 18 - 20 November 2025. We can’t wait to see you in Perth next year, so stay tuned as we release more details in 2025. #faaacongress24 #faaacongress25

As we move into our final workshop streams on Day 3 of the Financial Advice Association Australia (FAAA) Congress our delegates joined Leah Willis, Karen McLeod CFP® , John Pearce , Estelle Parker for STRATEGISE: Responsible investing under the microscope This workshop explored the latest trends in responsible investment from the human rights risks associated with AI and impacts associated with conflict-affected regions like Ukraine, to the rapidly evolving policy landscape with recent developments such as the Government’s Sustainable Finance Strategy, mandatory climate related disclosures and how super funds and investors are responding. In the DEVELOP: Behavioural Finance Mastery: Enhancing client engagement and advisory value workshop, Michelle Cull, Karen Eley, Amie Baker, and Nathan Fradley discussed the secrets of behavioural finance and better understand financial psychology to enhance your client engagement and elevate the value of your advice. At the EXPAND: Pricing advice in 2025 workshop, Claudio Orrico, Tania Milnes, Sue Vincent CFP® and Rob Jones have taken delegates through which advice fee models work, and which don’t. The panel has analysed and discussed different sized businesses and some of the learnings from what the data is telling us, which in turn gave our delegates the chance to reflect on where their business currently stand. And in the final stream workshop, NAVIGATE: The Mind Gap – Mind the Gap in Navigating Diminished Capacity, our panelists Rhett Das, Ann Janssen, Simone O’Hara CFP® and Angus Finlay focussed their discussion on raising a greater awareness and understanding of the challenges financial advisers face with clients who are showing emerging signs of cognitive impairment or present with mental health challenges or mental illness, which impacts financial decision making. As the final sessions of our streams part of the program come to an end we’d like to thank all of our speakers across the 3 days of Congress. We now look forward to our final networking in the exhibition before we wrap up today’s proceedings with our final plenary of this year’s Congress. #faaacongress24