Sydney Chapter
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Upcoming Events
Bulletproof Financial Planning Roadshow – Free of charge, earn 1 CPD point!
EXTRA SESSION ANNOUNCED DUE TO DEMAND
Is your financial advice bulletproof? Could you use some help navigating your way through FoFA? Our bulletproof roadshow will help!
Building on our sell out webinar series we are pleased to bring you our Bulletproof Financial Planning Roadshow - a not-to-be-missed opportunity to put your own FoFA questions to the FPA experts and learn more about what you need to do to prepare for 1 July. You will receive the very latest, up to the minute information on FoFA.
Gain 1 CPD point whilst you learn how to:
- Adapt to rapidly changing regulatory developments
- Uphold your professional obligations in compliance with the new legislation
- Maintain best practice standards in your business
- Use the FPA Bulletproof Financial Planning Toolkit to get prepared for post-FoFA
PLUS: Take away with you a complimentary 'Guide to Bulletproof Financial Planning’ - a collection of easy reference guides that clearly map out the key elements of the FoFA reforms and what these mean for your day-to-day professional obligations.
Session 1: Tuesday 4 June, 7:45 - 9:00am FULLY BOOKED
Session 2: Tuesday 4 June, 10:30 - 11:45 am EXTRA SESSION ADDED!
Venue: Swissotel Sydney, 68 Market Street, Sydney
Mark these dates in your diary now!
- Member Breakfast: Friday 16 August Hilton Sydney
- 'Elev8' Young Planner Evening: Thursday 22 August
- Future2 Foundation BBQ Evening: Thursday 16 September, AMP, Circular Quay
- Corporate Golf Day: Tuesday 12 November, Oatlands Golf Club, Oatlands
- Christmas Lunch & Auction: Friday 6 December, Hilton Sydney
Congratulations to the latest CFP professionals in the area
Congratulations to Dennis Souksamlane CFP®, (Equity Trustees), Mohammad Hussein CFP® (State Super Financial Services) and John Hart CFP®, (Hanuman Private Wealth) for recently receiving CFP Certification.
Congratulations to the latest FPA practitioner member!
Congratulations to the latest FPA practitioner member who has recently achieved the AEPS Accredited Estate Planning Strategist designation -Peter Blematl CFP® (Solutions F Pty Ltd).
Get involved - Join the FPA’s LinkedIn Community
Get involved in the latest member-led discussion and debate, by joining your professional peers on the ‘members only’ FPA LinkedIn group. Click here to join the group.
We are always looking for feedback, new ideas and suggestions on what you would like to see in your local area. To have your say, please get in touch.
Leave a comment
FPA Members - please log in on the top right corner of the page if you would like to post a comment here.Eddy Wai Ming Lau - 8/02/2013 4:01:05 PM
Elev8 Young Planner Evening is a good learning and networking event in a relaxed setting. Worthwhile to attend.
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Updated Friday, 17 May 2013
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Thursday, 16 May 2013The terms “financial planner / adviser” are one step closer to enshrinement under law following the overnight tabling of a Parliamentary Joint Committee (PJC) report in Canberra.
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Tuesday, 14 May 2013Tonight’s Federal Budget announcement avoided further big ticket superannuation system tinkering - a point welcomed by the Financial Planning Association (FPA).
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Monday, 29 April 2013The Financial Planning Association (FPA) has responded to the long awaited Government responses to the Parliamentary Joint Committee (PJC) Trio inquiry and the Richard St John report on Friday.
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CFP®, CERTIFIED FINANCIAL PLANNER®, and 
are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Planning Association of Australia Limited is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.