Thursday 22 May 2025
5:30pm-8:30pm
The Oxford Scholar Hotel, 427 Swanston St, Melbourne VIC 3000
Join the FAAA Melbourne Metro Community Gen Next Committee for an interactive panel session designed to elevate your client engagement skills and set you apart in the financial advice industry. Our three distinguished panellists will share insights on building trust, personalising advice, simplifying complex concepts, and leveraging technology to create deeper client connections. Gain practical strategies to shape a successful future in financial advice while networking with like-minded professionals. Don’t miss this chance to learn, grow, and connect with the next generation of Australia’s advice community!
5:30pm – 6:00pm: Registration and pre-event networking
6:00pm – 6:45pm: Panel discussion
6:45pm – 7:00pm: Questions for the panel
7:00pm – 8:00pm: Networking over drinks and canapes
Natallia Smith
Director and Principal Financial Adviser, TruWealth Advice
Natallia Smith, director of TruWealth Advice, aids women in achieving financial security, independence, and confidence. Natallia believes her life experience as a mother, wife and daughter has provided her with a deeper understanding of the reason every individual needs financial security. She believes it is never too early to be prepared for the uncertainties of family life. With education in psychology as well as her knowledge and experience in the financial industry, Natallia now works closely with her financial advice clients to develop strategies for building confidence, motivate, educate, and provide security. Natallia specialises in helping and educating pre-retiree single women (never married / widowed / separated / divorced) to manage their financial affairs and achieve financial independence and security.
Robert Rich
Financial Adviser, Unite Wealth
Unite Wealth is not your typical financial advice firm and Robert Rich is not your average financial adviser. They are focused on getting the right team of professionals around the families they work with. Their vision is to provide the highest calibre of service while also supporting charities working with kids with disabilities. Behind the scenes, Robert lives with his wife and their three boys in Melbourne’s Outer-East.
Jess Santiago
Financial Adviser, Apt Wealth Partners
Jessica Santiago is a Financial Adviser at Apt Wealth Partners, who has been with the company since 2018 and has over 7 years of experience in the industry. She holds a Master of Financial Planning and a Bachelor of Business (Economics and Finance). Jessica has drawn on her knowledge and mentors to successfully complete her professional year in 2024 and continues to build her skillset and confidence over time. She is passionate about supporting peers with their professional journey and helping people make the complex simple to achieve lifestyle and financial success. Outside of the office, Jessica is an avid traveller who enjoys cultural immersion and culinary exploration. She cherishes the great outdoors, maintains a commitment to fitness, and values quality time with family and friends.
$20 FAAA members
$40 Non members
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