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Monday 9am - 5:30pm Tuesday 9am - 5:30pm Wednesday 9am - 5:30pm Thursday 9am - 5:30pm Friday 9am - 5pm

FINSIA

FINISA’s heritage is over one hundred years as an institute progressing financial services knowledge and conduct to high standards.

03/09/2025

Index-based investing is no longer just a trend - it’s becoming the foundation of modern portfolio strategy. Join us for an exclusive webinar where we explore the factors behind the global rise of index-based investing and what it means for investors at every level.

Featuring a leading expert, Sue Lee, this session will provide real-world insights into the benefits of indexing and the strategies behind building a resilient, diversified portfolio.

Whether you're a financial professional, a curious investor, or just starting your wealth journey, this webinar is designed to equip you with actionable knowledge and a clear understanding of why indexing is gaining momentum worldwide.

Gain a fresh perspective on one of the most powerful forces in investing today: https://bit.ly/3H9KH6D

01/09/2025

Looking to expand your professional network, reconnect with peers, and meet like-minded individuals who are passionate about what they do?:

Join us for a vibrant evening of connection, conversation, and community at our upcoming Connect event in Melbourne.

This is your opportunity to:
✅ Reconnect with colleagues and familiar faces
✅ Meet new professionals from across the industry
✅ Build valuable relationships in a relaxed, welcoming setting

Whether you’re growing your career, changing industries, or simply want to be part of a thriving professional community – this event is for you.

Spots are almost full - Act fast and register now: https://bit.ly/3QmwBjl

26/08/2025

Upgrade your Excel skills and learn how to present data that's not just informative but engaging, clear and visually impressive, at our upcoming webinar.

Featuring SumProduct's Managing Director, Dr. Liam Bastick, he will walk you through powerful strategies for building charts that truly connect with your audience.

You'll learn:
✅ How to choose the right chart for your data
✅ Techniques to highlight key trends & insights
✅ How to use Excel’s advanced features (including AI and dynamic tools) to enhance clarity and engagement

Registrations are closing soon! Sign up now and take your charting skills to the next level: https://bit.ly/4lYsbx0

25/08/2025

Catch up with your peers and build meaningful connections at our upcoming networking evening in the heart of Perth.

This event is your platform to touch base with familiar faces, exchange ideas with like-minded professionals, and expand your network in a relaxed atmosphere.

Time is running out! Secure your spot now and make the most of this powerful networking opportunity: https://bit.ly/4kYw2Kt

22/08/2025

The countdown is on! In just three weeks, the regulatory landscape across Australia and New Zealand will come into sharp focus at our most anticipated event of the year, The Regulators - an unmissable event bringing together the region’s most senior regulatory leaders to share their key priorities for the upcoming year and their reflections on 2025.

You’ll have the chance to hear:
✅ Firsthand updates from ASIC, APRA, AUSTRAC, the RBA, and the RBNZ on their key priorities for the year ahead,
✅ Their perspectives on how regulators are responding to rising expectations around transparency, resilience, and innovation
✅ Their reflections on the major challenges faced in 2025 and how they’ve been navigated

This event will be livestreamed, allowing you to attend from anywhere - from the office, at home, or on the go. Secure your virtual seat today and gain direct access to the regulatory thinking that will define 2026 and beyond:

21/08/2025

Connect, catch up and build your network at our Connect event in Melbourne this September. Come along for an evening of genuine connection, great conversation and growth.

Whether you’re looking to reconnect with peers, expand your network, or simply meet like-minded professionals in your field, this is the perfect setting to do it.

You'll have the chance to:
✅ Catch up with colleagues and old connections
✅ Meet new people who share your interests and ambitions
✅ Grow your personal and professional network in a meaningful way

Limited spots available - secure yours today: https://bit.ly/3QmwBjl

20/08/2025

Join us for an exclsuive webinar as we unpack one of the most powerful trends shaping global markets today: index-based investing.

Discover why more investors are turning to indexing as a smarter, more resilient way to build wealth. Featuring S&P Dow Jones Indices' Sue Lee, she will be breaking down the concepts and offering insights for investors at every stage.

Don’t miss this opportunity to deepen your understanding of one of the most influential forces in investing, and how it can work for you: https://bit.ly/3H9KH6D

19/08/2025

Ready to level up your data game? Join us for a powerful session with a leading expert in Excel, Dr. Liam Bastick, who will sharing strategies to help you present complex data in a way that's both visually stunning and easy to understand.

This webinar will dive into:
📊 Advanced charting techniques to create impact-driven visuals
📊 AI-powered features in Excel that save time and boost clarity
📊 Integrating Python for dynamic data visualisation within Excel
📊 Narrative visuals in Power BI to turn numbers into compelling stories

Whether you're building reports for executives, presenting to clients, or making sense of big data, this session will equip you with practical, modern tools that make your charts speak volumes.

Don’t miss your chance to learn, ask questions, and transform your next presentation: https://bit.ly/4lYsbx0

18/08/2025

Make meaningful connections and accelerate your career at FINSIA's Emerging Leaders Forum in Adelaide - an exclusive event designed to bring early-career talent face-to-face with senior leaders from across the industry.

This one-of-a-kind event offers you the platform to:
✅ Hear personal career journeys from high-level executives
✅ Gain real-world insights on navigating your path in a competitive industry
✅ Get inspired, informed, and ready to take the next step

Whether you’re just starting out or looking to level up, this event is all about bridging the gap between ambition and experience. Our speakers aren’t just talking at you - they’re engaging with you. They’ve been where you are, and they’re here to share what they’ve learned.

But time is running out - Registrations are closing soon! Avoid disappointment and secure your spot today: https://bit.ly/45Pu4qH

14/08/2025

FINSIA's most anticipated event of the year, The Regulators 2025, will now be livestreamed! This significant event will showcase influential leaders from key regulatory bodies across Australia and New Zealand, such as APRA, ASIC, AUSTRAC, the RBA and the RBNZ.

You'll have the opportunity to get first-hand insights into the evolving financial landscape, upcoming priorities, and the regulatory outlook for the year ahead.

Get clarity on how these regulations will impact your clients or organisations. Be part of the conversation shaping the future of finance now:

13/08/2025

The financial advice industry is in the midst of a sweeping reform. Stay informed of the coming changes with our upcoming webinar that shines a spotlight on these updates.

Featuring a panel of leading subject matter experts, David Lane and Bernard McCrea SF FIN, together they will share their perspectives on these reforms, the challenges faced by the industry, and what's still to come.

Whether you’re a financial adviser, industry leader, or just want to stay ahead of the curve, this webinar will deliver a comprehensive view of one of the most important regulatory shifts affecting the financial services landscape.

Expect an informative discussion, expert analysis, and an opportunity to have your questions answered live. Gain clarity on what the reforms mean for your role, your clients, and the future of financial advice: https://bit.ly/4ohcnHk

12/08/2025

Are you struggling to make your Excel charts pop? Join us for an exclusive webinar featuring leading expert and SumProduct's Managing Director, Dr. Liam Bastick, who will show you how to transform your spreadsheets into compelling, easy-to-understand visuals.

You'll learn:
✅ How to choose the right chart for your data
✅ Strategies to highlight key insights without overwhelming your audience
✅ The art of turning raw numbers into visual stories

This webinar is packed with practical hacks to take your Excel game to the next level. Discover how to tell stories with Excel now: https://bit.ly/4lYsbx0

Address

Level 19, Gateway Tower, 1 Macquarie Place
Sydney, NSW
2000

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5pm

Telephone

+61292757900

Website

https://www.finsia.com/

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