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Financial Planning Week events

FPA Chapters throughout Australia stage a number of events to raise financial awareness during Financial Planning Week. Activities include free seminars and other events. Below is a list of planned activities in your local area. Please note that upcoming activities are posted weekly so check back later for updates.

ACT

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NSW

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NT

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QLD

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SA

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TAS

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VIC

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WA

 

ACT

 

Date and location FP Week activities
ACT

No events available at this time.

NSW

 

Date and location FP Week activities
Sydney
Tue 26 May
Session 1 - Organise
5.00pm - 6.00pm
Session 2 - Extend / Secure
7.00pm - 8.00pm
 
Venue
Wesley Conference Centre
220 Pitt St
Sydney

 
 

Women and financial planning consumer seminar

Partnering with ANZ, the FPA Sydney Chapter will be running a series of seminars designed for women and aimed at helping you be more confident when it comes to your finances.

Whether it’s taking the first steps to investing and growing your wealth, planning for retirement or protecting your assets, these sessions will help
you build your knowledge, and understand how financial planning can assist you to achieve your goals. The session will be focusing on a range of topics such as:
  • Budgeting and cash flow planning
  • Investing wisely
  • How to plan for the future
  • Looking after the family
  • Tax effective ways to receive your retirement income
  • Goal setting
  • Planning for unexpected life changes

Click here to register or for more information

NT
Date and location FP Week activities

No events available at this time. 

QLD
Date and location FP Week activities
Toowoomba/Darling Downs
Sat 23 May
9.00am – 5.00pm
Grand Central Shopping Centre, corner of Margaret and Dent Street Toowoomba
 

Financial planning information day
grand central shopping centre

The FPA Toowoomba/Darling Downs Chapter will provide financial planning information at the Grand Central Shopping Centre. Come and speak to a local financial planner, have your questions answered and learn more about your financial situation. The Chapter extends the invitation to everyone in the community to attend.

More information will be available soon.
 

Toowoomba/Darling Downs
Fri 29 May
7.00am – 8:30am
City Golf Club, 254 South St. Toowoomba

Property investing and financial implications of the recent federal budget consumer breakfast seminar

To mark Financial Planning Week, the FPA Toowoomba/Darling Downs Chapter will host a consumer breakfast seminar to help you build your financial knowledge, and understand how professional financial planning can assist you to achieve your goals.
 
Learn about:

  • Residential and commercial property investing - guest speaker Leon Carlile, Darling Downs president of the Real Estate Institute of Queensland
  • The Federal Budget: what are the financial implications? - guest speaker Ian MacFarlane MP

More information will be available shortly.
 

Brisbane
Tue 26 May
Extend / Secure seminar
5.00pm - 6.00pm
 
Thur 28 May
Organise seminar
5.00pm - 6.00pm
 
Venue
The Brisbane Club
210 Adelaide St
Brisbane

Women and financial planning consumer seminar

Partnering with ANZ, the FPA Sydney Chapter will be running a series of seminars designed for women and aimed at helping you be more confident when it comes to your finances.

Whether it’s taking the first steps to investing and growing your wealth, planning for retirement or protecting your assets, these sessions will help
you build your knowledge, and understand how financial planning can assist you to achieve your goals. The session will be focusing on a range of topics such as:
  • Budgeting and cash flow planning
  • Investing wisely
  • How to plan for the future
  • Looking after the family
  • Tax effective ways to receive your retirement income
  • Goal setting
  • Planning for unexpected life changes

Click here to register or for more information

SA
Date and location FP Week activities
Adelaide
Wed 27 May
Extend / Secure seminar
5.00pm - 6.00pm
Hilton Hotel
230 Victoria Square
Adelaide
 
Thur 28 May
Organise seminar 
6.00pm - 7.00pm
Next Generation
War Memorial Drive
North Adelaide

Women and financial planning consumer seminar

Partnering with ANZ, the FPA Sydney Chapter will be running a series of seminars designed for women and aimed at helping you be more confident when it comes to your finances.

Whether it’s taking the first steps to investing and growing your wealth, planning for retirement or protecting your assets, these sessions will help
you build your knowledge, and understand how financial planning can assist you to achieve your goals. The session will be focusing on a range of topics such as:
  • Budgeting and cash flow planning
  • Investing wisely
  • How to plan for the future
  • Looking after the family
  • Tax effective ways to receive your retirement income
  • Goal setting
  • Planning for unexpected life changes

Click here to register or for more information
  

  
Adelaide
Tues 26 May
6.00pm - 7.00pm
Marion Bowling Club – 262 Sturt Rd Marion

Tue 26 May
6.00pm - 7.00pm
Modbury Bowling Club Jack High Lane Ridgehaven

Wed 27 May
6.00pm - 7.00pm
Professional Investment Services – Level 1/81 Fullarton Rd Kent Town
 

Good advice is money well spent consumer seminar

The Adelaide Chapter will be holding a series of seminars on the value of seeking financial planning advice.

Click here for the full details.
 
Sunraysia
9 June

Consumer seminar

More information will be available soon.
 

TAS
Date and location FP Week activities

No events available at this time

VIC
Date and location FP Week activities

Albury Wodonga
Tue 26 May
4.30pm - 7.30pm
Commercial Club, “Auditorium”, 618 Dean Street, Albury.
(Enter via Rear of Club up the stairs and through the Piano Room).

 

Quality of advice consumer seminar
 
Now is a great time to take control over planning your financial life. The FPA Albury Wodonga Chapter will celebrate Financial Planning Week by promoting to the public the benefits of talking to a financial planner. The Chapter is inviting you to a free seminar which is aimed at helping you make smarter financial decisions to plan for your financial future.
 
Program:

4.30 – 4.35 pm Welcome: Wayne Barber – FPA Albury Wodonga Chapter Chair

4.35 – 5.15 pm Economic Update: Nick Blue – BT Financial Services

5.15 – 5.55 pm Aged Card: Alex Denham – Challenger Financial Services

5.55 – 6.10 pm Light Refreshments

6.10 – 6.50 pm Property Update: Steve Martin – President NSW Real Estate Institute

6.50 – 7.30 pm Smart Investing in times of Uncertainty: Robin Bowerman – Vanguard Investments

You are welcome to invite a friend if you wish. Please phone through your confirmations by Friday 22 May to Megan McGrath on 02 6056 8777.
 

Melbourne
Mon 25 May
Organise seminar
5.00pm - 6.00pm
 
Tue 26 May
Extend / Secure seminar 
5.00pm - 6.00pm
 

Venue
Karstens at CQ
123 Queen St
Melbourne
 

 

Women and financial planning consumer seminar
 
Partnering with ANZ, the FPA Sydney Chapter will be running a series of seminars designed for women and aimed at helping you be more confident when it comes to your finances.

Whether it’s taking the first steps to investing and growing your wealth, planning for retirement or protecting your assets, these sessions will help
you build your knowledge, and understand how financial planning can assist you to achieve your goals. The session will be focusing on a range of topics such as:
  • Budgeting and cash flow planning
  • Investing wisely
  • How to plan for the future
  • Looking after the family
  • Tax effective ways to receive your retirement income
  • Goal setting
  • Planning for unexpected life changes

Click here to register or for more information
  

Melbourne
Mon 25 May 
12.00pm - 2.00pm and
6.30pm – 8.30pm
Venue: Yarra Council
Edinburgh Gardens Community Room, Brunswick St, North Fitzroy
Presenter: Adam Carmody CFP®


Tue 26 May
12.00pm – 2.00pm 
Venue: Stonnington Council
Tooral Library Meeting Room 340 Toorak Rd South Yarra
Presenter: Adam Carmody CFP®

Wed 27 May
2.00pm – 3.30pm
Venue: Maribyrnong Council Footscray Town Hall Reception Room, Cnr Hyde and Napier St Footscray
Presenter: Michelle Brisbane CFP®
 
Wed 27 May
5.00pm - 7.00pm
Venue: St Kilda Town Hall Auditorium - Cnr Carlisle St and Brighton Rd St Kilda
Presenter: Michelle Brisbane CFP®

 
Wed 27 May
12.00pm – 2.00pm and
6.30pm – 8.30pm
Venue: Kingston Council
ALlan McLean Hall, Cnr Lewis and Albert St, Mordialloc
Presenter: Bruce ChisolmCFP® and Adam Carmody CFP® 
 
Thur 28 May
6.30pm -8.30pm
Venue: Stonnington Council
Tooral Library Meeting Room 340 Toorak Rd South Yarra
Presenter: Adam Carmody CFP®
 
Thur 28 May
1.00pm - 3.00pm
Venue: St Kilda Town Hall Auditorium - Cnr Carlisle St and Brighton Rd St Kilda
Presenter: Michelle Brisbane CFP®
 
Fri 29 May
12.00pm – 2.00pm
Venue: Monash Council
1a Atherton Rd, Oakleigh (old Oakleigh Council Chambers building)
Presenter: Julian Place CFP®

The value of quality financial planning advice consumer seminar

The FPA Melbourne Chapter is pleased to present  'The value of quality financial planning advice' consumer seminar. The proposed presentation will focus on the following key issues:

  • When is the appropriate time to seek advice?
  • What does a financial planner do?
  • How do you find the right financial planner?
  • How do you tell if you are getting good advice?
  • What will advice cost?
  • Where can you get good financial advice?

Attendees will gain an understanding of the importance and relevance of financial planning and the impact on their affairs. Case studies will be used to demonstrate the value of good advice. Attendees will also be given the opportunity to ask questions at the conclusion of the presentation.
Tea and coffee facilities will be available. This is a free community event

To register or for more information please contact gina.tickner@fpa.asn.au

 

WA
Date and location FP Week activities
Perth
Mon 25 May
6:30pm - TBC
Elizabeth Jolley Lecture Theatre (Building 210), entry via Kent Street Main Entrance, Curtin University, Bentley
Presenter: Kevin Bailey CFP®

Consumer seminar: Teaching your children to save and behave and why obtaining financial advice is money well spent

There are lots of ways we can help our kids at every age and stage of development, and there has never been a more urgent need to get them on the path to prosperity.

Baby boomers were raised by a generation that survived depression and war and as a result were taught the value of a dollar. Today however,  generations 'x and y' that have been raised in an atmosphere of abundance and easy credit. Gen X and Y children have never lived through a recession or credit contraction and are ill equipped to stand on their own two feet as this one hits. 

On conclusion of the session there will be an opportunity for you to meet a Financial Planning Association of Australia member and discuss how they may be able to assist you.

Tickets available through Ticketek, click here 
 

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