Newcastle Chapter

FPA National Roadshow: Monday 5 May, 12:30pm - 2:30pm

Are you unsure what TASA (Tax Agent Services Act) is and how it will affect you? Do you need to know how the recent improvements to the FoFA regulations will affect you and your clients? We are pleased to bring you the FPA National Roadshows – a not to be missed opportunity to put your questions to the FPA experts and learn more about what you need to do to be ready for TASA  and what the changes to FoFA mean for you. 

At this complimentary breakfast event you will learn:

  • What TASA is and who are the TPB (Tax Practitioners Board)
  • What you need to do to be ready for 1 July 2014
  • The latest information about FoFA and changes to the regulations

You are welcome to attend either the Newcastle roadshow or the Sydney roadshow. At the Sydney roadshow Kerr Neilson, Platinum Asset Management’s founder and managing director will also present on current global opportunities with a focus on the key themes and companies Platinum are investing in.

These events are also open to non FPA members  – please extend this invitation to any of your colleagues who may find this of interest.






Date & Time: Monday, 5th May, 12:30pm-2:30pm

Venue: Crowne Plaza Newcastle, Cnr Wharf Rd & Merewether Street, Newcastle

Cost: Free for FPA members and non members. Includes lunch

CPD: 2 CPD Points

Congratulations to the latest CFPs in the area
Congratulations to Andrew Shakespear CFP® (JSA Financial Planning Group) and Michael Williams CFP (JSA Financial Planning Group) for recently receiving CFP Certification.

Congratulations to the latest LRS practitioner member in the area
Congratulations to Luke Manselll AFP® (Strategic Wealth Solutions) who has recently achieve the Life Risk Specialist Designation.

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.


Your FPA contact
Di Bungey, Chapter Relationship Co-ordinator
Tel: 02 9220 4503  Email:

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