Upcoming webinar

Advice and Licensing Issues for Aged Care – With Insights from the Accommodation Pricing Review

Tuesday 28 July 2026

12:00pm – 1:00pm AEST

Up to 1 CPD hour available 

Register now

For guidance on creating your FAAA Learn account, click here

Session Overview

Aged care advice continues to present significant opportunities for financial advisers, but it also raises important questions around licensing, authorisations, advice boundaries, and compliance obligations.

In this webinar, we will explore the key advice and licensing considerations when assisting clients with aged care decisions, including the distinction between providing information and personal advice, the scope of AFSL authorisations, and common compliance pitfalls advisers should be aware of. We also examine the findings and recommendations from the recent Accommodation Pricing Review and the potential implications.

Key topics include:

  • Understanding advice versus information in an aged care context
  • Common compliance issues and best-practice approaches
  • An overview of the Accommodation Pricing Review findings
  • Potential impacts on RADs, DAPs and accommodation funding strategies

 

How advisers can provide efficient aged care advice.

Meet your speakers

LouiseB

Louise Biti CFP®

Director, Aged Care Steps

Louise is the co-founder and Director of Aged Care Steps, the leader in aged care financial advice and empowering financial advisers to deliver expert advice on aged care.

As a thought leader and one of the foremost experts in the field, Louise has spent almost 30 years analysing legislation and simplifying technical strategies for advisers and their clients, with a skill for making complex aged care issues more accessible.

With extensive industry experience, Louise has served as a director on the FAAA (formerly FPA) and SMSF Association Boards and was a member of the Aged Care Financing Authority, a former government statutory body.

Assyat

Assyat David

Director, Aged Care Steps

Assyat has over 30 years’ experience in the financial services industry.  She is co-founder and director of Aged Care Steps with responsibility for growth and direction of the business, aiming to help advisers to build and develop a profitable aged care advice service.

Her career commenced as an investment specialist and developed into more strategic and executive management roles.

Assyat was also co-founder and previously a director of Strategy Steps. Prior to establishing Strategy Steps and then Aged Care Steps, she was Executive General Manager, Financial Services at Trust Company (a listed trustee company) where she was responsible for the businesses servicing retail and intermediary clients. The divisions included in these businesses included financial planning, estates and trusts, estate planning, philanthropy, personal injury, Trust Lifestyle Care (a power of attorney service) and funds management.