Events
FPA Sydney Chapter New Financial Year Networking Drinks
Join your fellow Chapter members to celebrate the beginning of the new financial year with drinks and canapés, and meet the FPA’s new CEO Sarah Abood. Places are limited. We look forward to seeing you there! Date: Wednesday 10 August Venue: PIMCO Boardroom Address: Level 19, 5 Martin Place, Sydney NSW 2000 or Date: […]
Read MoreFrom a practice to a business, from impossible to predictable
Mark Lewin from Back Office Hero predicts that the most profitable practice owner in 2023 will be the financial planner who gave up financial planning in 2018 and transitioned themselves to become a business owner. This session is intended to educate financial planners and practitioners about why they should transition from financial planning practice to business, […]
Read MoreVideo SOA face to face workshop
Friday 19 August | 9:00am – 4:00pm | Sydney CBD Paper is not the only option! Join our revolutionary workshop on how to create and implement video SOAs After the recent successful launch of the FPA SOAP Box Video SOA Project, it’s time to get practical and learn how to implement video SOAs in your business. Join […]
Read MoreFPA Gold Coast Chapter Spring Networking Lunch
Celebrate the start of spring with your fellow Chapter members, while enjoying a two course sit down lunch, at the latest event venue at the Star – Isoletto Privé. Welcome drinks will be held on the lawn followed by lunch. Guest speakers include a local Gold Coast hero, sharing their story of success. This event […]
Read MoreMelbourne Chapter AFL Grand Final Luncheon
After a two year forced break due to COVID19, The FPA Melbourne Chapter is excited to invite you and your colleagues to attend the highly anticipated 2022 FPA Melbourne Chapter AFL Grand Final Lunch on Monday 19 September at Marvel Stadium. Guests will be entertained by a star filled AFL line-up and an expert […]
Read MoreSydney Chapter Melbourne Cup Luncheon
Join the Sydney Chapter Committee at the premier event on the financial services calendar, the Melbourne Cup Luncheon on Tuesday 1 November! More information is coming soon. Tickets are limited to this event. We look forward to seeing you there!
Read MoreSouth Australia Chapter Melbourne Cup Lunch
Join the South Australia Chapter Committee at the premier event on the financial services calendar, the Melbourne Cup Networking Event on Tuesday 1 November! Save the date! More information is coming soon. Tickets are limited to this event. We look forward to seeing you there!
Read MoreCFP Connect – It depends: Deconstructing the advice process
If you’re attending the FPA Professionals Congress, why not arrive a day earlier to attend this exclusive event? You’ll take part in a session run by fellow CFP® professionals, Louise Biti, Kathryn Creasey and Shayne Summer to discuss the advice process for a client case study. We encourage attendees to ask questions, share their experience and go […]
Read MoreCareers in Financial Planning Event Series
We are excited to bring back the 2022 Careers in Financial Planning Event Series in partnership with Kaplan Professional. Each event will take place in the evening with free drinks and canapés along with a panel of speakers discussing how to kick start a career in financial planning and the Professional Year. Plus there will be […]
Read More2022 WA Future2 Melbourne Cup Lunch
Book your place for the 2022 Future2 Melbourne Cup Luncheon on the first Tuesday in November. We are extremely excited to announce that the 12th annual Future2 Melbourne Cup event will be held at Optus Stadium, where you’ll be watching the race on one of the biggest screens in the southern hemisphere. This is now the premier event on […]
Read MoreFPA Professionals Congress
The FPA Professionals Congress heads to Sydney in 2022 We are excited to offer FPA members and the broader financial planning profession this opportunity to connect, share and learn together – in person! The FPA Professionals Congress in Sydney will be held on 23 – 24 November 2022. Visit the FPA Professionals Congress website for […]
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