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FAAA Sydney Gen Next Event – Prospering throughout the Professional Year

Overview

The Professional Year (PY) is a critical pathway that all future Financial Advisers must undertake. With less than 15,000 licenced Advisers now in Australia, it’s never been more important for PY candidates and their supervisors to get the most out of the experience together.

In this upcoming event from the Sydney GenNext Committee, we’ll uncover the tips to help you prosper throughout the PY. Join us for an interactive panel session where you’ll hear from PY candidates, supervisors and PY experts. We’ll explore how to navigate the PY together, how to approach the Financial Adviser exam and provide an open forum to learn from the experiences of those who have trodden the PY path before.

The event will conclude with informal networking over light refreshments & canapes, providing a chance to form new relationships for those seeking to tread the PY path together.

Be sure to register in advance, as spots are limited.

Agenda

5:15pm: Registration opens
5:30pm – 6:00pm: Registration and pre-event networking
6:00pm – 7:00pm: Interactive panel discussion
7:00pm – 7:30pm: informal networking over light refreshments & Pizza
7:30pm – Event Concludes 

We look forward to seeing you there!

FAAA Sydney Gen Next Committee

Panel of Speakers

Rajat Baria

Provisional Financial Adviser, Apex Wealth Services

Rajat brings a raft of experience working in various fields with his most recent experience in wealth services. He currently holds qualifications in marketing and a Postgraduate Diploma in Financial Planning. Rajat is passionate and motivated about developing strategies to help clients with their advice needs.

Blake Cullen

Senior Financial Adviser, Evalesco Financial Services

Blake is passionate about helping successful individuals and families – high income earners, business owners and professionals – who lead busy lives throwing themselves into their passions. His role is to be a sound board for smart financial decisions and to help them uncover their true financial potential, allowing them to have the flexibility to enjoy their lives through holidays, experiences and spending time with their families.

Louise Trevaskis

Head of University and Student Programs, FAAA

Louise is a professional with over 20 years of experience in financial advice and education. Her role is to encourage students to enter the financial advice profession through university and student initiatives, to grow the number of new advisers entering the profession.

Jackson Raddysh

Financial Adviser, Apollo Private Wealth

Jackson is a Sydney based Financial Adviser who has recently completed his professional year. An advocate for financial empowerment, he serves on various FAAA Committees and enjoys mentoring for community organisations.

Cost

FAAA Members $20 Incl GST & FAAA Student members attend free
Non-members $40 Incl GST

Catering – Nibbles and Drinks to be provided on the night

Student members: To access the discount code, please email students@faaa.au

If you are interested in becoming a student member ($0 Membership Fee) please contact students@faaa.au 

Thank you to our event supporters