Upcoming event

The FAAA Brisbane Financial Advice Careers Success Event will be held on Thursday 17 September at the Australian Retirement Trust Brisbane office.

Designed for university students, recent graduates, career changers, and emerging professionals, this event offers valuable insights, practical advice, and networking opportunities to help you build a successful career in the financial advice profession.

The event is packed with high-quality content, including:

1. Advice for those looking to boost their career.
2. Exploring the day in the life of a financial adviser working in the industry and hear client stories
3. Panel Style – an opportunity to hear from professionals working in these roles and participate in a Q&A session:
   • Associate Advisers
   • Paraplanners
   • Client Services Officers
   • Intra-fund advisers
   • Holistic Advisers
4. Requirements for starting and completing the Professional Year.
5. Preparation for the Financial Adviser Exam workshop.
6. Find Your Ideal Role in the Financial Advice Profession workshop. This interactive Q&A session is designed to help you prepare for and succeed in securing your ideal role within the profession.
7. Opportunities to Network with students and professionals.

 Empty heading

Meet our speakers

Evan Poole, Australian Retirement Trust – Welcome and opening address
Pedro Marin CFP® – A day in the life of a financial adviser: Real client stories and career insights careers panel discussion
Shayn Danker – Intra-Fund Adviser
Mark Malhi – Holistic Financial Adviser
Aldo Boccalatte – Provisional Year and Financial Adviser Exam Information Session
Christine Jenner – Recruitment Insights and Q&A with a Financial Services Recruiter

Agenda

11:30am to 12:00pm – Event Registration

12:00pm to 12:15pm – Welcome Address

12:15pm to 1:00pm – Networking game & lunch is served

1:00pm to 1:45pm – Adviser ‘day in the life’ & client stories

1:45pm to 2:30pm – Careers Panel

2:30pm to 3:00pm – Afternoon tea break

3:00pm to 4:00pm – Break into two rooms: 
Room 1 = Recruitment Q&A & Room 2 = PY exam with Aldo Boccalatte

4:00pm to 4:15pm – Closing address

4:15pm to 5:00pm – Networking with advisers and Canapes

Catering – A catered lunch pack, along with nibbles and drinks, will be provided.