Events

Yes I can…or maybe not! Navigating a practical understanding of ethics for advice solutions

When: Monday, 21 September 2020 From 10:30am to 12:00pm

21 September 2020 | 10:30am – 12:00pm | Online Presenter: Louise Biti CFP®, Director, Aged Care Steps Many financial advisers deal with ageing clients or clients who present with complex family needs. This session brings the FASEA Code of Ethics to life when working with vulnerable clients, including those who lack capacity, have special needs […]

Webinar: Estate Planning – Solving difficult issues & current challenges

When: Tuesday, 22 September 2020 From 1:00pm to 2:00pm - Open to all FPA members

Tuesday 22 Sept | 1:00pm – 2:00pm | Up to 1 CPD hour Michael Perkins, Founder & Director, Autonomy First Group will draw on over 30 years’ experience as a lawyer, author and educator to share his expertise on estate planning issues. This second session will look at current challenges in providing advice and give […]

FPA South East Melbourne Chapter Virtual Lunch

When: Friday, 25 September 2020 From 1:00pm to 2:00pm - South East Melbourne

Join your FPA South East Melbourne Chapter members for an interactive virtual lunch event with our guest speaker, Andrew George CFP®. Andrew will discuss pricing advice and share his observations on successful pricing models that he sees across the profession. Andrew George CFP® is a consultant with Elixir Consulting with over 20 years experience in the financial […]

The creative edge – how to redefine your value, reimagine your client experience and reinvent your practice for relevance

When: Monday, 28 September 2020 From 10:30am to 12:00pm

28 September 2020 | 10:30am – 12:00pm | Online Presenter: Mykel Dixon, Award Winning Speaker, Creative Leadership Expert We welcome back Mykel Dixon, who was our closing Keynote speaker at the 2019 Congress in Melbourne and challenged our thinking. He literally shook us to the core as he had us on our feet and dancing! In […]

FPA Melbourne Chapter Webinar – Managing the Coronacoaster

When: Tuesday, 29 September 2020 From 12:00pm to 1:00pm - VIC-Melbourne

Tuesday 29 September, 12:00pm – 1:00pm In these unprecedented times, it is important that we stay connected and support our fellow colleagues and chapter members. On Tuesday 29 September we invite all Victorian chapter members to join the FPA Melbourne Chapter Committee and guest speaker, Dr. Michael Carr-Gregg for an informative session. Dr. Michael Carr-Gregg, one of Australia’s highest […]

Mastering your health for better client outcomes

When: Tuesday, 6 October 2020 From 10:30am to 12:00pm

6 October 2020 | 10:30am – 12:00pm | Online Presenter: Vanessa Bennett CEO and Founder Next Evolution Performance Mental Health or a helpful mindset helps you to free up more effective time in your day, take on more clients, see more opportunities for your business and provide better service to your clients by showing more […]

Tough times don’t last. Resilient financial planners do

When: Monday, 12 October 2020 From 10:30am to 12:00pm

12 October 2020 | 10:30am – 12:00pm | Online Presenter: Heidi Dening, Speaker, Author, Educator When your clients are experiencing economic challenges, job insecurity, erratic financial markets or personal pressure it can be difficult to maintain your own focus, wellbeing and optimism. This empowering 90-minute session is designed to build your resilience so that you […]

Conquering the next normal – The 3 simple steps to creating clarity, finding focus and massive momentum

When: Monday, 19 October 2020 From 10:30am to 12:00pm

19 October 2020 | 10:30am – 12:00pm | Online Presenter: Keith Abraham You are invited to attend this interactive, impactful and insightful MasterClass with Keith Abraham. He will share with you how to become very clear on the goals you want to achieve for the rest of 2020 and then put in place the strategies […]

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Events