Friday 23 May 2025
12:00pm – 2:00pm AEST
The Royal Hotel – 770 Esplanade, Mornington VIC 3931
The FAAA SE Melbourne Chapter Committee invite you to attend their Professional Development Lunch Event on Friday 23 May for a delicious Asian inspired set menu lunch at The Royal Hotel in Mornington.
The rising cost of education isn’t just a statistic, it’s a reality for every parent, grandparent and soon to be families. This session is designed to create a safe, engaging space where Financial Advisers and their professional networks can openly explore how and when an Education Bond becomes suitable.
We will unpack key trends from Futurity‘s annual Cost of Education Report, and hear a candid interview with a fellow adviser, sharing how they intuitively identify education bond opportunities, through life events, legacy and estate conversations, and future family planning. Hear from our guest speaker:
Amy Parsons
Business Development Manager, Futurity Investment Group
BIO: Amy is a distinguished professional with over 20 years’ experience in Financial Services, having excelled in a range of roles from Front of House to executive positions including sales, business development, key accounts, State Manager and Head of Alliance Management. Her career is marked by her ability to challenge traditional approaches within the financial advisory sector, leveraging her deep knowledge and perseverance to create growth opportunities for Advisers.
$38 for FAAA members
$48 for non-members
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