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

FPA SA Chapter Professional Development & Future2 Golf Day

The FPA South Australia Chapter Committee is excited to invite you and your colleagues to the 2021 Professional Development morning to be held at the Glenelg Golf Club on Monday 29 March 2021.

Four speakers will run CPD accredited sessions in the morning from 8:30am – 11:15am. This will be a morning of networking and keeping up to date on the latest developments in the financial sector. 

PD Day Speakers and topics will include: 

Dr Jeffrey Scott, Metflife: Understanding how APRA’s Income Protection changes will impact you and your clients. Go through the revised measures proposed by APRA to improve Retail Income Protection sustainability so you can (1) Better understand APRA’s measures (2) Determine the possible impacts of these measures and (3) Discover the different options to meet your Best Interest Duty to your clients. (4) Understand how APRA’s Income Protection changes will impact you and your clients.

Julie Steed – Technical Services Manager, IOOF: Transfer balance cap unbalanced! or Pension perplexions! In this session we will review: Transfer balance cap indexation. Recent changes to calculating commutation values for defined benefits, Dealing with death benefits, Interaction with the total super balance.

Danny Pupovac, Centuria: Rethinking alternative investment strategies. Dany will challenge your current thinking regarding non super investment strategies.

Chris Siniakov – Managing Director, Australia Fixed Income, Franklin Templeton: Fixed interest – understanding the risks of chasing returns in a low yield environment. Generating meaningful returns from Fixed Interest has never been more challenging and this session will help explain how we got here, why yields are likely to be lower for longer, what we can learn from the past and the risks of chasing returns from Fixed Interet in the current environment. 

Registering for the PD Day is complimentary 

For those playing golf, the Ambrose shotgun will commence at 12:30pm (after a light lunch before hand) until the day’s end, with drinks and sit-down dinner, guest speaker and presentations. There will be competitions, both for serious golfers and some novelties for our more social players, together with various prizes and a Future2 raffle. The Golf Day will commence at 12:30pm until the day’s end, with drinks and sit-down dinner, guest speaker and presentations.

We hope you can join us for this special day and look forward to seeing you there!

Register for the PD session (complimentary) by clicking the ‘Member Centre’ button below.

Event Details

Glenelg Golf Club
James Melrose rd, Novar Gardens SA 5040
Professional Development Day: 8.30am – 11.15am
Cost: Free
Golf Day: 11.30am – 8:30pm
Golf day registration will include a light lunch
Cost: $900 – This will include registration for your team of 4 ($400) plus a donation to Future2 ($500)
Invoices will be sent seperately. 
Register your golf team by emailing team member details to [email protected]

FPA South Australia Chapter Committee

TERMS AND CONDITIONS: Registrations are for individual delegates only and cannot be split or shared between multiple people. Your registration is accepted on the basis of the conditions outlined below. CONDITIONS OF ENTRY: FPA reserves the right to cancel the registration of a banned ASIC adviser or expelled FPA member and/or to refuse entry to or remove from the premises any person who it considers (in their sole and absolute discretion) causing annoyance or not abiding by the COVID safety plan in place for this event. If you have any of the following COVID-19 symptoms please do not attend this event. 
Most common symptoms:
fever, dry cough, tiredness 
Less common symptoms:
aches and pains, sore throat, diarrhoea, conjunctivitis, headache, loss of taste or smell, a rash on skin, or discolouration of fingers or toes 
Serious symptoms:
difficulty breathing or shortness of breath, chest pain or pressure, loss of speech or movement 
Seek immediate medical attention if you have serious symptoms.

Chapter: SA-South Australia
Venue: Glenelg Golf Club
Address: James Melrose Rd, Novar Gardens SA 5040

Member = $0.00, Non-Member = $0.00

Contact: [email protected]