The Financial Planning Association of Australia The Financial Planning Association of Australia

ACT Chapter Spring Round Table Workshop

Tuesday 18 September 12:00pm to 2:00pm 

The FPA ACT Chapter Committee invites you to a Spring Round Table Workshop on Tuesday 18 September at the Royal Canberra Golf Club

At this event you will hear from three specialists who will also facilitate discussion tables with a speed dating theme. At the tables, you will have 20 minutes with each specialist in an intimate grouping and a chance for direct and personal feedback.

Topics that will be discussed: 
Aged Care Advice – Louise from Aged Care Steps is highly regarded in the Aged Care space, she will help you build confidence and competence when providing Aged Care Advice. Louise will provide an overview of what you should be aware of when providing Aged Care Advice, what your options are for training and support, and answer your questions about how to expand your service offering to clients with Aged Care advice. – Louise Biti, Aged Care Steps

Best Interest Duties and Ethics in today’s advice world – This session with Paul from Campbell and Co. Lawyers will include an opportunity for you and your fellow financial advisers to discuss the ethical dilemmas you are currently facing with clients or within your business. – Paul Salinas, Campbell and Co. Lawyers

Internet disruption in the market. How technology is being used to disrupt traditional businesses – Digital media, virtual offices, Google money doctor, investment Apps, robo advice. The typical bricks and mortar financial planning business is changing. How can professional financial advisers such as yourself embrace technology, instead of getting lost in the cloud? – Nick Griffin, Munro Partners

A buffet lunch will be provided and there will also be a chance to network with your peers during this time. Everyone will have an opportunity to access each table but you don’t have to go to all of them, just the ones that interest you.

Members and their guests are welcome so please invite those you feel might be interested even if they are not FPA members (please note a small fee applies to non-members).

The Committee looks forward to seeing you there!

Event Details
Date: Tuesday 18 September
Registration: 12:00pm
Event Time:
12:15pm to 2:00pm 
Tuesday 11 September
Complimentary for Members |$20 Non-Members 
 CPD Hours will be awarded for this event

FPA ACT Chapter Committee 

Chapter: ACT-ACT
Venue: Royal Canberra Golf Club

Member = $0.00, Non-Member = $20.00

Contact: [email protected]