Western Australia Chapter Sundowner Member Seminar
Wednesday 17 February, 3:00pm – 6:00pm
The FPA Western Australia Chapter Committee invites you to a session which focuses on adviser pitfalls and traps.
At this event you will hear from the Financial Ombudsman Service, Tax Practitioners Board as well as the FPA executive, who will each provide you with tips on how to further bullet proof your business!
Speakers and presentation overview
Ian Taylor, Chair of the Tax Practitioners Board |
Topic:Your registration with the Tax Practitioners Board |
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During Ian’s presentation he will beproviding you with information about your obligations as registered tax (financial) adviser. During this presentation You will learn about how to prepare and renew your registration, and in particular: – Ongoing obligations |
Dr June Smith, Lead Ombudsman, Investments & Advice at the Financial Ombudsman Service (FOS) Australia |
Topic:How to bullet proof your business – How disputes can be central to business progress |
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Dr June Smith will offer insight into the types of disputes that reach FOS and equip you with the knowledge and strategies to enhance your internal processes. A look into the below key areas will assist to build resilience, reduce risk and engage in effective professional relationships: |
Dante De Gori, FPA General Manager of Policy and incoming CEO of FPA |
Topic:FPA policy and regulatory update |
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During Dante’s presentation you will hear about: |
Seats are limited, so please book early to avoid disappointment.
We look forward to seeing you at this event!
Cost: FPA Members: $55; Non-members: $99; Table of 8: $440
RSVP: By, 8 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: | WA-Western Australia |
Venue: | Royal Perth Golf Club, Labouchere Road |
Address: | South Perth WA |
Cost: | WA Chapter Sundowner Member Seminar: Member = $55.00, Non-Member = $99.00 |
Contact: | [email protected] |