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 […]
Recognising our FAAA Honarary Award winners
The FAAA recognised the hard work of a number of members when presenting them with FAAA Fellow and FAAA Distinguished Service Awards (DSA) during the 2025 FAAA Roadshow series. FAAA Fellow Award A fellow award is made to outstanding financial planning practitioners who have made a selfless contribution to the profession and the community, have […]
From gym owner to financial adviser: our emerging professionals
New entrants to financial advice don’t always know what they’re in for, whether they’re swapping barbells for bar charts like Joel Perryman or moving from building pools to helping clients finance pools like Joshua Merritt. But the Emerging Professionals Committee (EPC) is all about changing that – with a re-energised committee ready to make a […]
Paraplanning as a career destination
All financial planners will be working with paraplanners at some point in their career – but what makes a great paraplanner and why do they do what they do? Some people are paraplanners on their way to becoming financial planners, but others have chosen paraplanning as a satisfying career with no intention of becoming an […]
Marc Whitworth joins rank of Gwen Fletcher Award winners
Congratulations to Marc Whitworth of Macquarie Bank who was awarded the Gwen Fletcher Memorial Award for the 2025 summer semester by the FAAA, joining 25 others in the Hall of Fame. Marc is a private banker at Macquarie Bank based in Melbourne. He holds a Bachelor of Commerce with a major in Financial Planning and […]
Police officer to financial planner: My 25-year journey protecting others
By Brett Schatto Life rarely follows a straight path. Mine has twisted through three distinct careers, each shaping who I am today. As I reflect on my 25 years as a financial planner, I can see how my unconventional journey created the foundation for work that has become more than a career – it’s become […]