Upcoming event

The FAAA is pleased to invite members to register their interest in a proposed FAAA Cebu (Philippines) Study Tour in August 2026. This international study tour is designed to provide members with practical, first‑hand insight into how leading advice practices are structuring their operations to improve capacity, consistency and sustainability — while maintaining strong governance, compliance and client outcomes.

This proposed FAAA study tour will take members to Cebu, Philippines, to gain practical insight into how offshore support models are being used by Australian advice practices — not as a cost‑cutting exercise, but as a strategic response to capacity, compliance and growth challenges.

The 3.5-day program (excluding travel) will include small‑group office visits with the key offshore service providers, facilitated discussions and conference‑style sessions, alongside opportunities for peer learning and cultural immersion.

Who should attend?

This tour is designed for:

• Financial Planners seeking to spend more time on advice and less time on administration
• Practice Managers responsible for workflow, people and delivery
• Practice Owners and Licensees focused on scalability, risk and sustainability

It will be relevant for practices new to outsourcing, as well as those already using offshore support and looking to refine or scale their approach.

What will you gain?

Participants will gain:

• First‑hand insight into how offshore advice support teams operate in practice
• A clearer understanding of what to outsource, what to retain onshore, and why
• Practical examples of workflow design, role clarity and quality control
• Insight into governance, data security and risk management considerations
• Greater confidence to make informed decisions about future operating models

The focus is on education and informed decision‑making, not promotion of any single solution.

Key outcomes

By the end of the study tour, participants will be better equipped to:

• Assess whether offshoring is appropriate for their practice
• Identify opportunities to improve efficiency, turnaround times and adviser capacity
• Strengthen client outcomes through better operational design
• Apply learnings within their own practice, regardless of size or stage of growth

Expression of Interest

If you would like to learn more, please register below for more information. Places are limited so please register your interest quickly. The Expression of Interest will assist the FAAA in confirming demand and finalising program details. Further information, including final costs and a detailed itinerary, will be provided shortly to members who register their interest. If you have any questions re the study tour, please email Tania Milnes or call 1300 337 301.