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FAAA Sunshine Coast Chapter Professional Development Day

Overview

The FAAA Sunshine Coast Chapter invite you to join them for their Professional Development Day on Friday 22 May at the Mooloolaba Surf Club. 

Please join us and your fellow Chapter Members for morning tea and lunch, whilst hearing from our guest speakers.

CPD hours will be awarded for this event. Tickets are limited so register now to avoid disappointment. 

We look forward to seeing you there!

FAAA Sunshine Coast Chapter Committee

Meet your speakers

Phil Anderson (by video link)

GM Policy, Advocacy & Standards, FAAA

Phil will provide an update on the key policy and advocacy issues affecting the advice profession, including DBFO reforms, AML/CTF changes, the CSLR, and the implications of the Shield and First Guardian collapses.

Marshall Ross

Partner Education Manager, Acenda

Marshall will cover business insurance, including buy/sell and key person arrangements, supported by practical case studies.

Orla Cowan

General Manager, Investment Governance, Insignia Financial

Orla will discuss evolving compliance challenges, including ASIC’s tightening oversight of MDAs, the fallout from Shield and First Guardian, diverging super‑trustee rules, and increased due‑diligence expectations.

Sam Janssen

Lawyer (Associate level) & General Manager, Estate First Lawyers

Sam will provide a practical session exploring how to manage estate planning issues with clients who may be losing capacity.

Stuart Riddle

Co-Founder, Claras.AI

Stuart’s presentation will show you how to incorporate AI into your practices, increasing efficiency and improving the client experience.

Cost

$50 for FAAA Members & FAAA Student Members, $75 for non-members

Thank you to our event supporters