Upcoming webinar

Navigating the Financial Adviser Professional Year

Thursday 20 August 2026

12:00pm – 1:00pm AEST

Up to 1 CPD hour available 

Register now

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Session Overview

Navigating the Professional Year (PY) can seem overwhelming at first brush with the program. From finding the right firm as a PY candidate, understanding how to approach it as an employer, or knowing how to structure its core milestones; there are many considerations throughout PY that you must be across. However, it is an experience that you don’t have to go through alone.

In this session, members of the FAAA Emerging Professionals Committee (EPC) will explore the core requirements as part of PY, clarify some of the misconceptions about PY, and answer your burning questions from those undertaking the PY across different firms and stages of the PY.

Meet your speakers

Jackson Raddysh

Financial Adviser, Apollo Private Wealth

Jackson is a Sydney based Financial Adviser. An advocate for financial empowerment, he has served as a member of the FAAA Emerging Professionals Committee and enjoys mentoring for various community organisations in his spare time.

Montana Ledgar

Associate, Centaur Financial Services

Montana is an Associate at Centaur Financial Services on the Gold Coast and is currently in the second quarter of her Professional Year. She began her career in the financial planning industry as a receptionist in 2015 and completed her Diploma of Financial Planning in 2017. While continuing to work full-time, Montana went on to complete her Bachelor of Commerce finishing in 2026, majoring in Financial Planning with a minor in Finance.

Rocco Liuzzi

Principal Financial Adviser, Your Wealth Journey

Rocco Liuzzi is the Principal Financial Adviser at Your Wealth Journey (YWJ), where he provides tailored, client-first advice focused on long-term outcomes. With a background in corporate finance, Rocco is known for his clear communication, genuine care, and ability to simplify complex financial decisions. Rocco feels very fortunate to be part of a new wave of advisers entering the industry, bringing a fresh, client-centric approach to financial advice. He is passionate about building lasting relationships and guiding clients through every stage of their financial journey with confidence and clarity.