Doing PY right: setting your new advisers up for success
As a profession, we’re all aware of the necessity for more financial planners in Australia. Bringing new graduates into businesses to complete their professional year (PY) is the established pathway for advisers to boost the numbers of advisers to the profession but it’s not a guarantee. To ensure graduates are successful in their PY, advice […]
Why these advisers are choosing to train in aged care advice
Specialist aged care-qualified advisers are growing in number. We talk to three who have recently completed specialised education in the area to meet client demand. We have an ageing population, with aged care legislation that continues to change and increase in complexity. Whether it’s for current clients, their parents, or for new clients, there is […]
Three times a winner
Last year Capital Partners WA won the FAAA Professional Practice of the Year Award for the third time. “This recognition is significant. It reflects the incredible dedication of our team and, just as importantly, the trust and confidence of our clients,” said Capital Partners managing director Charmaine Lamprecht. “Awards like this are not achieved in […]
Coaching and advising clients going through divorce
Dominique Bergel-Grant, of Leapfrog Life, is always focused on learning to better support her clients. She is a specialist divorce financial planner, a collaborative coach, mediator, CDC Certified Divorce Coach®, and CDC Transition & Recovery Coach®. She says supporting clients through divorce is her niche now, and is an area that was much needed and […]
50 years on and still going strong
There are few practices that have celebrated half a century advising Australians and Nowak Financial Services is one of them, celebrating its 50th anniversary in June. The Brisbane-based practice started with Joe Nowak (former AFA President) in 1975; Joe had been a life agent since 1970. Now run by his youngest son Michael Nowak CFP®, […]
Australian advisers ahead of peers in AI adoption
Financial Planning Standards Board (FPSB) research released this month has found that globally two in three financial planners report their firm is using AI or planning to in the next 12 months. However, 82% of Australian-based planners are either using AI or planning to in the next 12 months. The FAAA is not surprised at […]
Albums: FAAA Events
March and April were a busy time for FAAA members, with a great turn out for our annual FAAA Roadshow, which visited 10 locations around the country. The album below gives you a flavour of these events. April also saw this year’s International Women’s Day celebrations around the world. We’re delighted to share some fabulous […]
Albums: FAAA Golf Days
Golf is certainly a popular pastime with FAAA members. Our golf days are always busy events so we’re delighted to feature those members who came along to have fun and mix and mingle with like-minded colleagues. Enjoy the albums! If you’re running or attending an FAAA event and would like your pictures featured in a […]
The Accommodation Brokers
Simple to use Perth is beckoning! The FAAA Congress is only six months away and it’s time to start booking accommodation. To help with your planning, the FAAA events team have worked with The Accommodation Brokers to negotiate rates for a range of hotels our delegates can choose from. Simply visit the congress event webpage […]
Katherine Hayes on finding her niche
It’s been more than 17 years since Katherine Hayes found her niche in the financial planning world – and since her focus on insurance advice she’s never looked back. It was an unfortunate confluence of events within a six-month period that led her to insurance advice. Firstly, her husband’s mate was running in the Canberra […]
