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Financial Advice Association Australia - FAAA Australia's leading professional community of financial advisors and planners.

Join the FAAA Sydney Metro Committee for an afternoon of golf, networking, great food and friendly competition on Friday...
18/10/2026

Join the FAAA Sydney Metro Committee for an afternoon of golf, networking, great food and friendly competition on Friday 6 November at the Moore Park Golf Driving Range.

Your ticket includes food and unlimited beverages throughout the afternoon, giving you plenty of time to unwind, catch up with familiar faces and build new connections while enjoying the atmosphere at one of Sydney’s premier golfing venues. Register now: https://ow.ly/N1Pk50ZIwHQ

The FAAA is pleased to launch a new scholarship program for the CERTIFIED FINANCIAL PLANNER® Certification program which...
17/10/2026

The FAAA is pleased to launch a new scholarship program for the CERTIFIED FINANCIAL PLANNER® Certification program which will provide the successful scholarship recipient their enrolment fee covering the entry fee for the final capstone CFP Certification unit being the value of $2,200.

This first scholarship is open to support emerging advisers in their Professional Year, as they progress towards CFP® Certification and it is available for Semester 1, 2027.

The scholarship recipient will need to have an approved CFP application and be ready to commence CFP Certification on 17 February 2027 as the scholarship must be used exclusively for the Semester 1, 2027 intake. Before applying for the scholarship please ensure you have either submitted an application to the CFP Certification program OR you already have an approved application.

To apply visit: https://ow.ly/wKXP50ZQQSY and for more information on the CFPC click here: https://ow.ly/V0F650ZQQT0

In this week's Money & Life, Cate American writes about - The Wheel of Life: You are the CEO of your life!Leadership is ...
16/10/2026

In this week's Money & Life, Cate American writes about - The Wheel of Life: You are the CEO of your life!

Leadership is often associated with titles, positions or responsibility for others. But there is one leadership role every one of us already holds.

You are the CEO of your life. The real question is whether you are intentionally leading it or simply responding to whatever comes your way. Read the full article here: https://moneyandlife.com.au/financial-wellbeing/the-wheel-of-life-you-are-the-ceo-of-your-life/

On Thursday 29 October join Stuart McMullen as he presents the webinar - First home super saver scheme strategies.The Fi...
16/10/2026

On Thursday 29 October join Stuart McMullen as he presents the webinar - First home super saver scheme strategies.

The First Home Super Saver Scheme can create valuable opportunities for eligible clients, but it also comes with important considerations. In this webinar, we’ll unpack the technical details of the scheme, explore advice case studies and strategic applications, and highlight common pitfalls advisers should avoid. Enhance your understanding and confidence when incorporating the scheme into client advice strategies. Register today via: https://faaa.au/event/webinar-first-home-super-saver-scheme-strategies/

The FAAA Riverina Chapter Committee invites you to join us for our annual Barefoot Bowls Networking Event on Thursday 29...
15/10/2026

The FAAA Riverina Chapter Committee invites you to join us for our annual Barefoot Bowls Networking Event on Thursday 29 October at the Wagga RSL Club.

Kick off your shoes, step onto the green and get ready for an afternoon of friendly competition, great conversation and valuable connections.

Whether you’re a seasoned bowler or trying barefoot bowls for the first time, this relaxed and social event is the perfect opportunity to connect with fellow FAAA members, industry colleagues and friends from across the region.

Enjoy a few laughs, test your bowling skills and strengthen your professional network in a fun and welcoming environment. It’s the ideal chance to catch up with familiar faces, meet new people and celebrate the strength of our local advice community.

Don’t miss one of the Riverina Chapter’s most popular networking events. Register now and join us for an afternoon of bowls, banter and connection! Register via: https://ow.ly/PKlx50ZTN8S

Join Simon Bedard on Tuesday 27 October for the webinar - Building a business that can run without the owner. The single...
15/10/2026

Join Simon Bedard on Tuesday 27 October for the webinar - Building a business that can run without the owner. The single biggest factor in what a business is worth is whether it can run without the person who built it. A company that depends on its owner for revenue, relationships and decisions is fragile, and buyers price that risk accordingly. One that runs on systems and a capable team is worth considerably more, and it sells far more reliably.

This session looks at owner dependence as a value and risk issue, and what it takes to reduce it over time. We work through the practical building blocks, documented processes, a second layer of management, and clean, transferable customer relationships, using real examples of businesses before and after they made the shift.

For financial advisers, this matters twice over. It is the lens to apply to a business owner client’s largest asset, and it is directly relevant to advisers preparing their own practice for eventual transition. Advisers will leave able to recognise owner dependence early and describe, in plain terms, what reducing it looks like. Register now: https://ow.ly/Jgiz50ZTN4E

Looking to reconnect with colleagues, expand your network and stay connected with the WA financial planning community?Jo...
14/10/2026

Looking to reconnect with colleagues, expand your network and stay connected with the WA financial planning community?

Join us on Thursday 29 October at Long Neck Brewery for the FAAA WA State Community Sundowner Networking Event.

Hear from the FAAA WA Committee on current initiatives, future priorities and the continued growth of the profession in Western Australia, while enjoying an afternoon of conversation and connection with fellow members, industry professionals and supporters.

Whether you’re a long-time member, new to the profession or one of our valued industry partners, this is a great opportunity to connect, share ideas and celebrate the strength of our local community.

We’d love to see you there. For more info and to register visit: https://ow.ly/5bHQ50ZTN5O

Join Kelly King and Kate Mitterer on Thursday 22 October for the CPD webinar - LinkedIn for referrals: Building trust, i...
14/10/2026

Join Kelly King and Kate Mitterer on Thursday 22 October for the CPD webinar - LinkedIn for referrals: Building trust, influence and professional connections that generate high-value clients. Many financial advisers use social media to attract clients, but few have a deliberate strategy for building referral relationships with accountants, lawyers, mortgage brokers and other professional partners. This session explores how LinkedIn can be used as a professional networking and trust-building platform to create referral opportunities and attract high-value clients.

Drawing on real-world experience, this webinar will examine how values-based digital messaging, authenticity, and approachability can help advisers establish credibility with professionals they have never met in person. Attendees will learn why LinkedIn requires a different communication approach from other social media platforms and how targeted messaging can resonate with influential audiences such as CEOs, business owners, legal professionals, school leaders and senior executives.

For more info and to register visit: https://faaa.au/event/webinar-linkedin-for-referrals-building-trust-influence-and-professional-connections-that-generate-high-value-clients/

Join fellow FAAA ACT Chapter members on Friday 23 October at Capital Brewing Co. for an evening of networking, conversat...
13/10/2026

Join fellow FAAA ACT Chapter members on Friday 23 October at Capital Brewing Co. for an evening of networking, conversation and connection.

As we approach the end of another busy year, Brews & Banter provides an opportunity to reconnect with colleagues, meet new people and strengthen relationships across Canberra’s financial planning community.

Whether you’ve joined us regularly throughout the year or it’s been a while since we last connected, we’d love to see you there.

Enjoy a relaxed evening with fellow financial planning professionals as we celebrate another successful year for the FAAA ACT Chapter and look ahead to what’s next.

We look forward to seeing you at Capital Brewing Co. Register now: https://ow.ly/jkwF50ZTN4X

The FAAA Geelong Chapter Committee is delighted to invite you to the 2026 FAAA Geelong Golf Day on Thursday 29 October.J...
13/10/2026

The FAAA Geelong Chapter Committee is delighted to invite you to the 2026 FAAA Geelong Golf Day on Thursday 29 October.

Join fellow Chapter members, colleagues, friends and industry peers for an outstanding day of golf, networking and friendly competition at the renowned 13th Beach Golf Links on the stunning Bellarine Peninsula. Consistently ranked among Australia’s premier golfing destinations, 13th Beach offers two championship courses, breath-taking coastal surrounds and an exceptional golfing experience.

Start your day with breakfast, networking and registration before taking on the course in our popular Ambrose-format sh***un start. For more details and to register visit: https://ow.ly/4EbE50ZIwJk

Address

Level 11, Suite 11. 02, 55 Clarence Street
Sydney, NSW
2000

Opening Hours

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

Telephone

+611300337301

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