Financial Advice Association Australia (FAAA)

Financial Advice Association Australia (FAAA) Members are invited to join Philip Anderson, General Manager of Policy, Advocacy, and Standards, and George John, Senior Manager of Policy and Government Relations on Thursday 17 April at 2pm AEST as they delve into what to expect in the upcoming 2025 Federal Election. They will breakdown our key asks and expectations from the government, what the main party are bringing to the election, and what are the likely outcomes. They will also explore current crossbench discussions, and why financial services and advice don’t feature heavily in elections. Don’t miss this opportunity to stay informed and prepared. Register now: https://ow.ly/NP6L50VsQpW #FAAA #FederalElection25 #Auspol #FinancialAdvice #Policy

If you're considering a career in financial advice and based in Victoria, come and see us at the VCE and Careers Expo 2025, May 1-3 at the Melbourne Convention & Exhibition Centre. For further information and to register visit https://lnkd.in/gUJjHKs #faaastudents #careers #financialadvice

Join the Financial Advice Association Australia (FAAA) Melbourne Metro Community Gen Next Committee on Thursday, 22 May for an interactive panel session designed to elevate your client engagement skills and set you apart in the financial advice industry. Our three distinguished panellists will share insights on building trust, personalising advice, simplifying complex concepts, and leveraging technology to create deeper client connections. Gain practical strategies to shape a successful future in financial advice while networking with like-minded professionals. Don’t miss this chance to learn, grow, and connect with the next generation of Australia’s advice community! Register now: https://lnkd.in/gFeawRdN #FAAA #GenNext #MelbourneMetro

POLLIE WATCH Five news stories from financial services that you need this week. 1. Treasurer Jim Chalmers handed down a budget that had a surprise tax cut but little else for financial services. https://lnkd.in/gPA7Va69 2. Outgoing Financial Services Minister Stephen Jones has hit back at concerns about collective charging in the lead up to the May 3 federal election. https://lnkd.in/gg-h7TTM 3. Independent MP for Wentworth Allegra Spender noted that the federal budget was a missed opportunity for genuine taxation reform. https://lnkd.in/gnRR65au 4. Shadow Minister Luke Howarth recommitted the Coalition to a permanent update to the instant asset write-off. https://lnkd.in/gVUSFhS4 5. And Tasmanian Senator Jacqui Lambie has lambasted the opposition for not supporting the tax cuts announced in the budget. https://lnkd.in/gjfA_nWs Anything incorrect or missing, let me know.

We’re in Perth for the final week of the 2025 FAAA Roadshow, the host city for this year’s Financial Advice Association Australia (FAAA) Congress. Members gathered for a day of networking and professional development, with Naomi Mee-Martino CFP® as MC. FAAA Chair David Sharpe CFP® provided an update on strategic priorities and upcoming initiatives, followed by a Q&A with CEO Sarah Abood on key industry developments. Topics included the "Better Off" consumer campaign, the launch of the Advice Academy, and the FAAA Congress, set for Nov 18-20 in Perth. David Andrew, founder of Capital Partners and winner of the 2024 FAAA Professional Practice of the Year, shared insights on succession planning, staff retention, and workplace well-being. GM Policy & Advocacy Philip Anderson then outlined critical regulatory issues, including DBFO, CSLR, AML/CTF reforms, and key advocacy goals ahead of the May 3 Federal Election. A panel on regulatory and compliance trends featured Sarah, Phil, and Katherine Temple from Holley Nethercote, covering AML/CTF changes and AI benefits. Sophie Atkinson CFP® highlighted the power of collaboration in achieving better client outcomes. Later, Mark Lewin discussed how practice success is tied to time spent with clients, offering strategies to streamline operations. The day concluded with Greg Cunningham CFP® and Catherine Fitzpatrick on financial abuse, detailing warning signs, risk factors, and actionable steps to protect clients. Thank you to all who attended the Perth Roadshow and our Roadshow key supporters across all 10 locations. This year’s final Roadshow wraps up in Adelaide this Thursday, tickets available at https://faaa.au/roadshow/. #FAAARoadshow25 #Perth

Tailored to support employees, job seekers, and career changers in the financial advice sector, the Financial Advice Association Australia (FAAA) Career Centre is your go-to resource for unlocking career opportunities in the financial advice profession. Access the Career Centre here: https://ow.ly/haac50VrXwC or view one of this week's current positions available: Associate Adviser: https://ow.ly/tirH50VrXwB Griffin Financial Services is a boutique, award-winning financial services firm located in a stunning heritage-listed building in The Rocks. Specialising in financial planning and wealth management, we have a strong focus on serving UK expat clients and collaborating closely with our referral partners and network of trusted professionals. We also have a strong focus on efficiencies and the use of financial planning tech. Our team is diligent, supportive, and close-knit—we’re passionate about delivering exceptional service to our clients and sharing a few laughs along the way. As part of our vibrant office, you’ll play a key role in ensuring a seamless client experience that fosters confidence and reassurance. Conveniently located in The Rocks, within walking distance of Barangaroo, our office offers the charm of the city without the hustle. For further details on this opportunity and to apply visit: https://ow.ly/tirH50VrXwB

The FAAA Melbourne Metro Community Committee invites you to join them again in 2025 for their highly anticipated annual 2025 Golf Day, to be held on Monday 28 April 2025, at Latrobe Golf Club, Alphington, a private member only course. Returning for yet another year, and with history going back over two decades, this highly anticipated annual event is expected to be a sell out again in 2025! We will be offering the choice of two playing options, our traditional Ambrose Style event (for players of all skill levels), as well as the fun Corporate Swing Fit Golf Clinic for those newer to golf, or those wishing to be involved on the day in a more leisurely fashion. Each group will have a different starting time but will come together over lunch to network and relax after a day in the fresh air. For more details and to register, visit: https://ow.ly/p96Z50VcbxM #FAAA #MelbourneMetro #Communities

Cyber insurance can be daunting, being proactive could save you. Join David Martin from PLI Brokers for this CPD Webinar on 16 April as he explores the importance of cybersecurity in financial planning and the effect on your insurance, from a broker’s perspective. This webinar will cover common cyber threats and risks for financial advisers, the importance of protecting client information, and maintaining compliance. He will share real-life claim examples and suggest actionable steps to enhance your cybersecurity measures. By the end of the session, you will have a comprehensive understanding of the cybersecurity landscape and practical steps to safeguard your practice. Register now: https://lnkd.in/gFiWjGMT #FAAA #CPDwebinar

#PODCAST: Hosts Keith Ford and Maja Garaca Djurdjevic are joined by Phil Anderson to break down the latest tranche of financial advice reforms. Tune in: https://bit.ly/3Y5js2a #finance #financialadvice #advice #risk #regulation #compliance #equities #technology #innovation

Last Days to Register. We invite FAAA Members to join us in Brisbane this Tuesday, 1 April, for the first Federal Election Financial Services Summit as we analyse the current policies and politics in the lead up to this year’s Federal Election on 3 May. FAAA and IPA will both be discussing key areas of priority with Shadow Minister for Financial Services Luke Howarth. Attendees will have the opportunity to ask questions directly to the Shadow Minister and hear from FAAA and IPA about their priorities for the upcoming election. This is the first event in the series as we bring key political stakeholders and decision-makers to you around the country. Do not miss out on the opportunity to make your voice heard. Register now: https://ow.ly/Q6GH50VoBAU #FAAA #FederalElection25 #Policy