FAAA Congress 2024 photo galleries
Congress 2024 galleries – featuring the Congress exhibition, gala dinner and FAAA Awards.
Staying vigilant for financial elder abuse
Financial advisers may be in a good position to spot signs of elder abuse (or suspected abuse) and could help clients avoid it. FAAA Roadshow 2025 will be running a session on Protecting the Vulnerable: Tackling Financial Abuse with Ethics and Action, with Danae Lacey, senior director of client services, ACT Public Trustee and Guardian. […]
Helping clients understand the costs of IVF
Awkward discussions about reproduction early in the financial planning process might help avoid money worries adding to reproduction issues down the track. Costs of assisted reproduction including IVF are considerable which should be taken into account when making financial plans around starting a family. “For me, I find this comes up when talking to clients […]
Showcasing the opportunities for advisers in collaborative practice
Opportunities for financial advisers to work with lawyers in collaborative practice can offer a big boost to business, according to financial adviser Sophie Atkinson CFP®, who will be talking about her experiences at Roadshow 2025. Sophie Atkinson has been a financial adviser since the late 1990s but recently she has moved into collaborative financial advice […]
Big mo’s and big smiles to raise money for charity
It’s always good to see our members supporting a worthy cause and when it brings a smile to our faces it’s even better. Growing a moustache for Movember certainly does that. Here are some of our Movember supporters taken at the end of November at the FAAA Congress. Movember was founded in 2003 to raise […]
Member benefits to help you buy a new car
Buying a new car can be a tough job. First there is the choice of car – will it suit you, your family, your needs and your budget. Then where will you get the best deal and finally, what extras can you expect? All these decisions can be made easier with the FAAA member benefit […]
Confidence secures win for Bianca
Launching a podcast to help women understand more about their finances might have been the x-factor which helped Bianca Musico CFP® win the 2024 FAAA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award. The Cracking Mum Maths podcast is a community service that has her in conversation with producer Natalie Lynch helping women prioritise their […]
Making a career change pay off
To coincide with FAAA’s push to attract career changers to the financial planning profession as part of our Better off campaign, we spoke with four members about their career change journeys. Taking a pay cut, sacrificing time with family and friends and starting down the career ladder (again) are the hard parts of changing careers […]
Pro-bono Financial Advice Network community grows in Brisbane
The community spirit really kicked in at the FAAA Congress in Brisbane for PFAN (Pro-bono Financial Advice Network). “Every year I think it’s the best one, but this year felt the community feeling came through a lot more,” says PFAN chair Nicola Beswick CFP®. This is the second year that PFAN has had a stand […]
Women become the focus of this team
Carolyn O’Reilly is a financial adviser at Perpetual Private which, late last year, launched its “Advice for women, by women” initiative. She is one of seven female advisers who are dedicated to building a supportive and inclusive environment for female clients to reach their full potential, particularly focusing on divorce, inheritance and retirement. The new […]