MenuCFP® Professional Connect
Facilitating opportunities for our CERTIFIED FINANCIAL PLANNER® Professionals to unite
CFP® Professional Connect events are exclusive to CFP Professionals. Our next 10 events will run in conjunction with the annual FAAA Roadshow visiting Geelong, Melbourne, Port Macquarie, Sydney, Canberra, Hobart, Brisbane, Cairns, Perth & Adelaide. Join us for a breakfast event in a location near you!
For more than 30 years the CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to the highest ethical standards that require them to put their clients’ interests first.
Deep Dive into Advice Excellence
Join industry experts from Holley Nethercote, leading specialists for an in-depth exploration of cybersecurity and scams, with a unique focus on client impact and ethical considerations.
This exclusive CFP-only session will examine crucial protective measures, real-world scenarios, and best practices to safeguard your clients in an increasingly digital financial landscape. Not featured elsewhere in the Roadshow agenda, this engaging session provides a rare opportunity to enhance your professional expertise in this critical area.
Ticket price $25 per person (incl GST)
Meet your Holley Nethercote speakers
Paul Derham
Melbourne, Port Macquarie, Canberra
Bio
Paul Derham is the Managing Partner at Holley Nethercote. He helps participants in the financial services industry to meet their legal and compliance obligations. Paul regularly assists businesses acquire their Australian financial services licences (AFSLs), and build robust governance systems to help them stay out of court, and out of the hands of regulators. He works closely with global payments, crypto, derivatives, FX and advisory groups, as well as fintech startups. He’s involved in regulatory reform work in Australia and on a global scale, consulting in person to International Standards-Setting bodies including the Financial Stability Board. He also sits on compliance committees for a large number of AFSL holders.
Samantha Hills
Geelong, Sydney, Hobart, Brisbane, Cairns
Bio
Sam provides legal support, licence application assistance and training to a wide range of financial services licensees. She has a particular interest in financial advice and insurance (both general and life insurance) – industries where she sees great capacity for positive human impact. She has considerable input into Holley Nethercote’s compliance templates and its monthly regulatory update, T-REX. Sam has been with Holley Nethercote for over 20 years, including the past few years as Partner.
Katherine Temple
Perth, Adelaide
Bio
Since her admission to practice in 2011, Katherine has worked in private practice and at the Australian Securities and Investments Commission. Katherine was also the Director of Policy and Campaigns for a consumer advocacy organisation, leading a team of legal and policy experts who contributed to significant reforms in credit and financial services law in recent years.
Katherine has regularly appeared in the media to discuss consumer law and finance issues, including interviews with the Australian Financial Review, 7.30 Report and A Current Affair. Katherine has been a member of various panels and forums, including ASIC’s Consumer Advisory Panel and the RBA’s Payments Consultation Group.
Her experience is primarily in the practice of consumer credit, competition and consumer, and financial services laws. Katherine provides advice to credit and financial services licensees about complying with their regulatory obligations and engaging fairly with consumers. Katherine also regularly provides advice to startups about whether a credit or financial services licence is required for their business, and potential regulatory risks.
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