MenuCFP® Professional Connect
Facilitating opportunities for our CERTIFIED FINANCIAL PLANNER® Professionals to unite.
CFP® Professional Connect events and activities are exclusive to CFP Professionals and those enrolled in the CFP Certification program.
CFP® Professional Connect events provide a forum to share and exchange experiences, further develop expertise and network with fellow CFP professionals.
Designed for passionate financial professionals, these events deliver cutting-edge insights that keep you at the forefront of our profession. Explore emerging technologies, gain expert perspectives on legislative updates, and dive deep into critical areas like aged care, estate planning, and retirement strategies. Connect with industry leaders, stay ahead of evolving trends, and enhance your professional skills through meaningful discussions and expert-led sessions that empower your financial planning journey.
For more than 30 years the CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners.
Upcoming CFP® Professional Connect Events
Professional Study Tour
America - September or October 2025
This carefully curated week-long experience combines attendance at a premier industry conference with specialised workshops led by global experts, site visits to innovative financial firms, and valuable networking opportunities. Designed specifically for CFP® professionals seeking to expand their global perspective, this all-inclusive experience will balance professional development with cultural immersion and networking. Limited spaces will be available – full itinerary and pricing details coming in May 2025.
Breakfast Session
FAAA Congress - 18 November 2025
Join us for our next breakfast event from 8:00am-10:00am on the first day of Congress in Perth. This is an excellent opportunity to network with colleagues and prepare for the main conference. Full details including venue, time, and agenda will be announced soon. Express your interest to receive updates and secure your spot.
Previous CFP® Professional Connect Events
The Psychology of Advice
FAAA Congress - November 2024
Facilitated by Dr. Paul Moran and featuring Dr. Meghaan Lurtz, the session delved into the intersection of psychology, counselling, and financial planning. Participants examined the psychological aspects of client decision-making, explored common biases in financial advice, and gained insights from “Psychology in Practice: Financial Planner Essentials”.
"The combination of technical knowledge, peer discussions, and soft skill development created a comprehensive learning experience that addressed both the science and art of financial advice."
Attendee feedback, Brisbane 2024
Deep Dive into Advice Excellence
FAAA Roadshow - March & April 2025
Facilitated by experts from Holley Nethercote, this session involved an in-depth exploration of cybersecurity and scams, with a unique focus on client impact and ethical considerations. This exclusive session not featured elsewhere in the Roadshow agenda provided a rare opportunity to enhance professional expertise in this critical area.
"Beyond the valuable presentation on cybersecurity and scams, the networking opportunity was incredible. The small, intimate format encouraged open discussion where we shared ideas to implement.''
Attendee feedback, Sydney 2025
Join our new digital group exclusively for CFP® Professional members...
A new dedicated space has been created in the FAAA Portal to foster collaboration, knowledge sharing, and meaningful professional connections. The CFP® Professional community forum provides a platform where you can:
- Exchange industry insights and best practice
- Discuss challenging issues and solutions
- Share valuable resources and articles
- Collaborate with fellow CFP® professionals
- Stay updated on industry developments
CFP® 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.
CFP® Professional Connect
Facilitating opportunities for our CERTIFIED FINANCIAL PLANNER® Professionals to unite.
CFP® Professional Connect events and activities are exclusive to CFP Professionals and those enrolled in the CFP Certification program.
CFP® Professional Connect events provide a forum to share and exchange experiences, further develop expertise and network with fellow CFP professionals.
Designed for passionate financial professionals, these events deliver cutting-edge insights that keep you at the forefront of our profession. Explore emerging technologies, gain expert perspectives on legislative updates, and dive deep into critical areas like aged care, estate planning, and retirement strategies. Connect with industry leaders, stay ahead of evolving trends, and enhance your professional skills through meaningful discussions and expert-led sessions that empower your financial planning journey.
For more than 30 years the CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners.
Join our new digital group exclusively for CFP® Professional members...
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)
Geelong
Tuesday 4 March
8:30am-9:30am
Presidents North Room
GMHBA Stadium
Melbourne
Thursday 6 March
7:30am-8:30am
Room TBC
Melbourne ConventionCentre
Port Macquarie
Tuesday 11 March
8:30am-9:30am
Bayside 1
Rydges Port Macquarie
Sydney
Thursday 13 March
7:30am-8:30am
C3.2
ICC Sydney
Canberra
Tuesday 18 March
8:30am-9:30am
Westend Room
The Boat House
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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