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

Brisbane Chapter Masterclass Seminar

The Brisbane Chapter Committee invites you to attend the Chapter’s first event for 2016, a Masterclass seminar on Wednesday 24 February 2016

Topic and presentation overview
By popular demand we are following The Professional First Interview Masterclass of 2014 and 2015 with the next stage of the process – The Professional SOA Presentation.  How you structure and present an SOA is a vital part of the financial planning process.

During this session, Neil Kendall CFP
, will provide you with insights to ensure that you maximise your limited appointment time.  Neil is Managing Director of Australia’s most awarded financial planning practice, Tupicoffs, and brings a wealth of knowledge developed during his 25 years of industry experience.

Neil was the Money Management Financial Planner of the Year in 2006 and runner-up in 2009. He has won National and State FPA Value of Advice Awards and has been in the Masterclass Top 50 in 2006, 2008, 2010 and 2012. Neil recruited and trained the National winners of the 2013 FPA Best Practice Awards in both CFP
 and AFP categories.

Neil will provide you with a professional practitioner’s view on how to structure an SOA for the best client engagement and how to present it. His implementable tips will allow you to perform better at your very next SOA presentation. Find out how he and the Financial Planners at Tupicoffs have successfully engaged long term multi-million dollar clients on a fee for service basis for over 12 years.

Lunch will be provided and there will be a brief FPA and Chapter update.

We look forward to seeing you at the event!

Cost: Members: $75.00; Non-Members: $90.00; Students: $75.00: Tables of 8:

NOTE: Please email your table
guest names to [email protected]  by COB 17 February 2016. For
all student bookings, please call the FPA on (02) 9220 4519

RSVP: By, Wednesday, 17 February 2016

IMPORTANT: To register click on the “Register Myself” button, select registration type (if applicable) and then click on “Proceed to Checkout” to ensure you have registered for this event.

Chapter: QLD-Brisbane
Venue: Tattersall's Club
Address: 215 Queen St, Brisbane QLD 4000

Brisbane Chapter Masterclass Seminar: Member = $75.00, Non-Member = $90.00

Contact: [email protected]