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

Far North Coast Chapter Member Seminar


Friday 14 September 9:00am to 11:00am,

 The FPA Far North Coast NSW Chapter Committee invites you to a Member Seminar on Friday 14 September at the Southern Cross University Lismore Campus

At this event you will hear from two speakers, 

Peita Diamantidis from Caboodle Financial Services, will present ‘Using Innovation to Engage the Disengaged’. During this session Peita will share the challenges she feels financial planners need to face to be able to better engage the public with financial advice, along with Caboodle’s approach to innovation to highlight how they developed their own client engagement model to lead clients down the path to advice. 

Stuart Garrett from Stuart Garrett Lawyers will present  ‘Estate Planning Is Not Just A “Box Ticking” Exercise’. Stuart will share some “war stories” where things have gone remarkably well for people … and … where things have gone horribly wrong for people – why was that and what could have been done (with planning in advance) better / differently.

The Committee looks forward to seeing you there!


Event Details 

Date:
Friday 14 September
Registration: From 8:30am
Event Time: 9:00am to 11:00am
Venue: Southern Cross University Lismore Campus, P Block Theatre Room P158, Military Road, East Lismore NSW 2480
Morning Tea will be provided

RSVP: By Friday 7 September
Cost: Members $15 I Non-Members $30
CPD: CPD Points will be awarded for this event

FPA Far North Coast NSW Chapter Committee 


Chapter: NSW-Far North Coast
Venue: Southern Cross University
Address: Military Rd, East Lismore NSW 2480
Cost:

Member = $15.00, Non-Member = $30.00

Contact: [email protected]