Upcoming event

Name: Professional development lunch – AI file notes for advisers
Start: 2025-05-27T12:30:00+10:00
End: 2025-05-27T13:30:00+10:00
Location: Everalls Wealth Management, 224 Bunda Street, Canberra ACT

Professional development lunch - AI file notes for advisers

Tuesday 27 May 2025

12:30pm-1:30pm (registration from 12:00pm)

Boardroom, Everalls Wealth Management – Level 5, 224 Bunda Street, Canberra City ACT 2601

Code of Conduct

Overview

Are you keen to save yourself 10 hours per week from writing file notes, post meeting emails and paraplanning requests?

The FAAA ACT Chapter Committee invite you to join them for their exclusive masterclass on AI-powered file notes, on Tuesday 27 May. Lunch will be provided.

Meet your speaker

Stuart Riddle

Co-Founder, Claras.AI

In this session, presented by Claras.AI, you’ll be shown how to:

Convert your existing file note templates into Claras.AI in seconds, or use current templates
Privacy & Compliance: how AI strips personal identifiable information while maintaining accuracy
Future of AI in Advice: Paraplanning requests, fact finds, and engagement agreeemtns (now in beta)
Flexible input options: Upload transcripts, voice recordings, or their embedded voice recording system. It is also fully intergrated with Microsoft Teams
Best practices: Drive consistent, quality file notes across your team with shared templates.

Cost

FAAA members – $20

Non-members – $50

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Professional Development

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Upcoming event

Professional development lunch - AI file notes for advisers

Overview

Meet your speaker

Cost

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