This engaging event will give advisers the latest updates and views on the profession, including regulatory changes, technology advancements, and shifting client expectations.
You’ll hear from FAAA CEO Sarah Abood, FAAA Chair David Sharpe CFP® and General Manager Policy, Advocacy and Standards Phil Anderson as they unpack the key issues shaping the profession, including:
- AML/CTF Reforms and implications for financial advisers
- DBFO status and expectations
- Key policy goals including access to the ATO portal
- Principles of Good Practice
- CSLR – reforms and expectations
- 2026 Federal Budget
- Key Project Updates
- Education Reforms
- Member Awards
- Shield and First Guardian and consequences for the financial advice profession
The full day program, which has been designed by advisers, for advisers, will also include several practical sessions aimed at supporting advisers in their day-to-day work:
- Business Efficiency: Beyond AI Filenotes – Unlock the next wave of efficiency in financial advice: In this collaborative session, three tech providers will discuss where tech is now and how advice firms are maximising automation today. This session is tech tool agnostic and will provide advisers with practical ways to enhance the client experience and scale their advice offering.
- Advising with Confidence – Working Through Ethical Conflict: In the adviser-led workshop, participants will work through real-world scenarios designed to help identify and resolve complex ethical challenges using a structured framework.
- Hear from award-winning advisers. At each Roadshow session, an FAAA award-winning adviser will share their insights, their path to success and what makes their business and practice unique.
This year’s keynote speaker is Jacqui Cooper OAM, Australia’s most decorated aerial skier, who will talk about “A Championship Attitude”, reflecting on the mindset, resilience and determination required to perform at an elite level. Jacqui is a five-time Winter Olympian and World Champion but her session will highlight that you don’t need to be an Olympian to think like one.
There’s also the opportunity to meet and network with our Roadshow supporters at the Roadshow Exhibition at each event (excluding Canberra).
The roadshow will visit:
- Brisbane – 28 April
- Canberra – 30 April
- Melbourne – 5 May
- Sydney – 7 May
- Adelaide – 13 May
- Perth – 15 May
Tickets are $175 for members (including GST) and for non-members $349 (including GST). Bookings of two or more people by FAAA members receive a further 10 per cent discount on all tickets. Up to 4.25 CPD hours are available to attendees.
