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

FPA South East Melbourne Chapter Breakfast

Friday 30 August 2019, 7:30am – 9:30am

Adapting to Change – A Practice View

Trevor Thompson CFP® from Insight Wealth Partners will present an open peer group discussion addressing topics including:

  • ASIC’s view that a review must be done, not just offered and that an advice doc is required
  • Sole Purpose test, advice charged via super but covering other issues
  • Asset based fees 
  • Grandfathered commission
  • The impact of large Dealer Groups

Plus any other topics you may wish to discuss.

Trevor Thompson CFP®
, Insight Wealth Partners
Trevor started in financial planning in 1997 at RACV before moving to the Westpac business financial advice team. He moved to RSM Bird Cameron Financial Services where he set up and operated their Melbourne office for nine years. Trevor moved to Perpetual where he become Adviser of the Year before starting Insight Wealth Partners in conjunction with Insight Accounting in 2012.

Event Details:
Date: Friday 30 August 2019
Registration: 7:15am
Event Time: 7:30am – 9:00am
RSVP: Monday 26 August 2019
Cost: Member $25.00 | Non Member $30.00

CPD hours will be awarded for the event

South East Melbourne Chapter

Chapter: VIC-South East Melbourne
Venue: Mornington Golf Club
Address: Tallis Dr, Mornington VIC 3931

Member = $25.00, Non-Member = $30.00

Contact: [email protected]