BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Financial Advice Association Australia - ECPv6.16.4//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Financial Advice Association Australia X-ORIGINAL-URL:https://faaa.au X-WR-CALDESC:Events for Financial Advice Association Australia REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:Australia/Sydney BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20250405T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20251004T160000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20260404T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20261003T160000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20270403T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20271002T160000 END:DAYLIGHT END:VTIMEZONE BEGIN:VTIMEZONE TZID:Australia/Brisbane BEGIN:STANDARD TZOFFSETFROM:+1000 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20250101T000000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260721T123000 DTEND;TZID=Australia/Sydney:20260721T143000 DTSTAMP:20260619T182459 CREATED:20260615T033927Z LAST-MODIFIED:20260615T034558Z UID:10000369-1784637000-1784644200@faaa.au SUMMARY:FAAA Melbourne Metro Community Professional Development Lunch Event - Budget Busted and DIV 296 Client Conversations DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/faaa-melbourne-metro-community-professional-development-lunch-event-budget-busted-and-div-296-client-conversations/ LOCATION:Westpac BT Panorama – Level 12\, 150 Collins Street\, Melbourne CATEGORIES:Melbourne Metro Community Events ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2025/07/Can.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260721T120000 DTEND;TZID=Australia/Sydney:20260721T130000 DTSTAMP:20260619T182459 CREATED:20260604T230051Z LAST-MODIFIED:20260619T033916Z UID:10000364-1784635200-1784638800@faaa.au SUMMARY:Webinar: Introducing the FAAA's Principles of Good Practice (Part 4) DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/webinar-introducing-the-faaas-principles-of-good-practice-part-4/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/04/Principles-Good-Practice.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260716T150000 DTEND;TZID=Australia/Sydney:20260716T180000 DTSTAMP:20260619T182459 CREATED:20260609T011459Z LAST-MODIFIED:20260609T012146Z UID:10000366-1784214000-1784224800@faaa.au SUMMARY:FAAA Gold Coast Chapter New Financial Year Networking Event DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/faaa-gold-coast-chapter-new-financial-year-networking-event/ LOCATION:Top Golf Gold Coast\, Cnr. Roadshow Way and Entertainment Drive\, Oxenford QLD CATEGORIES:Gold Coast Chapter ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/06/Inspire-Brisbane-1.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260716T140000 DTEND;TZID=Australia/Sydney:20260716T150000 DTSTAMP:20260619T182459 CREATED:20260319T024214Z LAST-MODIFIED:20260319T025040Z UID:10000320-1784210400-1784214000@faaa.au SUMMARY:Webinar: Retirement portfolio construction in the age of lifetime income DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/webinar-retirement-portfolio-construction-in-the-age-of-lifetime-income/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/03/Website-Events-Feature-Image-4.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260715T163000 DTEND;TZID=Australia/Sydney:20260715T173000 DTSTAMP:20260619T182459 CREATED:20260615T021327Z LAST-MODIFIED:20260615T033938Z UID:10000368-1784133000-1784136600@faaa.au SUMMARY:FAAA ACT Chapter Professional Development Event - Just because you can DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/faaa-act-chapter-professional-development-event-just-because-you-can/ LOCATION:Level 13 (entrance via level 12)\, 224 Bunda Street\, Canberra City ACT 2601 CATEGORIES:ACT Chapter ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/06/PDDay-1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260708T120000 DTEND;TZID=Australia/Sydney:20260708T150000 DTSTAMP:20260619T182459 CREATED:20260430T034006Z LAST-MODIFIED:20260501T034153Z UID:10000350-1783512000-1783522800@faaa.au SUMMARY:2026 FAAA Brisbane State of Origin Lunch DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/2026-faaa-brisbane-state-of-origin-lunch/ LOCATION:Brisbane Convention & Exhibition Centre CATEGORIES:Brisbane Metro Community ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/04/SOO-Brisbane-Event-Image.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260703T160000 DTEND;TZID=Australia/Sydney:20260703T200000 DTSTAMP:20260619T182459 CREATED:20260609T044017Z LAST-MODIFIED:20260609T044446Z UID:10000367-1783094400-1783108800@faaa.au SUMMARY:FAAA Gippsland Chapter End of Financial Year Celebration DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/faaa-gippsland-chapter-end-of-financial-year-celebration/ LOCATION:Momo Traralgon\, 103 Seymour Street\, Traralgon VIC CATEGORIES:VIC & TAS Regional Community Events ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/06/Momo.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260626T160000 DTEND;TZID=Australia/Sydney:20260626T190000 DTSTAMP:20260619T182459 CREATED:20260601T004942Z LAST-MODIFIED:20260601T005403Z UID:10000361-1782489600-1782500400@faaa.au SUMMARY:FAAA Wide Bay Chapter End of Financial Year Networking Event DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/faaa-wide-bay-chapter-end-of-financial-year-networking-event/ LOCATION:Bert’s Restaurant and Bar\, 163 Bourbong Street\, Bundaberg\, QLD\, 4670 CATEGORIES:QLD & NT Regional Community Events,Wide Bay Chapter ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/06/Networking-Event.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260625T180000 DTEND;TZID=Australia/Sydney:20260625T213000 DTSTAMP:20260619T182459 CREATED:20260525T061042Z LAST-MODIFIED:20260525T061819Z UID:10000360-1782410400-1782423000@faaa.au SUMMARY:2026 FAAA South Australia End of Financial Year Quiz DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/2026-faaa-south-australia-end-of-financial-year-quiz/ LOCATION:​The Elephant British Pub\, 1 Cinema Place\, Adelaide SA CATEGORIES:South Australia State Community Events ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/05/Quiz-NIght.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Brisbane:20260612T080000 DTEND;TZID=Australia/Brisbane:20260612T170000 DTSTAMP:20260619T182459 CREATED:20260518T021141Z LAST-MODIFIED:20260519T010003Z UID:10000355-1781251200-1781283600@faaa.au SUMMARY:Start your day right: 2026 FAAA Gold Coast Chapter Coffee & Connect Event Series DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/start-your-day-right-2026-faaa-gold-coast-chapter-coffee-connect-event-series/ LOCATION:Canteen Social\, 1 Corporate Ct\, Bundall\, QLD\, 4217 CATEGORIES:Gold Coast Chapter ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/05/Cafe.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260611T120000 DTEND;TZID=Australia/Sydney:20260611T130000 DTSTAMP:20260619T182459 CREATED:20260518T044013Z LAST-MODIFIED:20260603T004132Z UID:10000357-1781179200-1781182800@faaa.au SUMMARY:Webinar: AFCA Case Studies: Risk Advice DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/webinar-afca-case-studies-risk-advice/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/05/Website-Events-Feature-Image-6.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260610T120000 DTEND;TZID=Australia/Sydney:20260610T140000 DTSTAMP:20260619T182459 CREATED:20260522T003728Z LAST-MODIFIED:20260609T060210Z UID:10000359-1781092800-1781100000@faaa.au SUMMARY:FAAA Sunraysia Chapter Networking Event DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/faaa-sunraysia-chapter-networking-event/ LOCATION:Trilogy Financial Group – 158-164 Langtree Ave Mildura\, VIC 3500 CATEGORIES:VIC & TAS Regional Community Events ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/05/Mildura.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260610T120000 DTEND;TZID=Australia/Sydney:20260610T124500 DTSTAMP:20260619T182459 CREATED:20260409T231045Z LAST-MODIFIED:20260505T001836Z UID:10000338-1781092800-1781095500@faaa.au SUMMARY:Webinar: ASIC Report 824: Review of SMSF Establishment Advice DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/webinar-asic-report-824-review-of-smsf-establishment-advice/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/04/audit-website.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260609T120000 DTEND;TZID=Australia/Sydney:20260609T124500 DTSTAMP:20260619T182459 CREATED:20260420T065245Z LAST-MODIFIED:20260519T021622Z UID:10000343-1781006400-1781009100@faaa.au SUMMARY:Webinar: Introducing the FAAA's Principals of Good Practice: Part 3 DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/webinar-introducing-the-faaas-principals-of-good-practice-part-3/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/04/Principles-Good-Practice.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260605T150000 DTEND;TZID=Australia/Sydney:20260605T180000 DTSTAMP:20260619T182459 CREATED:20260402T030609Z LAST-MODIFIED:20260402T030609Z UID:10000334-1780671600-1780682400@faaa.au SUMMARY:FAAA Brisbane INSPIRE GROW Series 2026 - Brand with confidence - Session Two DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/faaa-brisbane-inspire-grow-series-2026-brand-with-confidence-session-two/ LOCATION:The Parlour\, 209 Brunswick Street\, Fortitude Valley CATEGORIES:Brisbane Metro Community ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/04/Inspire-Brisbane.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260604T120000 DTEND;TZID=Australia/Sydney:20260604T131500 DTSTAMP:20260619T182459 CREATED:20251215T051807Z LAST-MODIFIED:20251215T051807Z UID:10000281-1780574400-1780578900@faaa.au SUMMARY:Masterclass: Ethical decision-making\, professional boundaries & adviser wellbeing DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/masterclass-ethical-decision-making-professional-boundaries-adviser-wellbeing/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2025/12/12.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260603T120000 DTEND;TZID=Australia/Sydney:20260603T130000 DTSTAMP:20260619T182500 CREATED:20260519T003627Z LAST-MODIFIED:20260527T222917Z UID:10000358-1780488000-1780491600@faaa.au SUMMARY:Webinar: Suspicious Matter Reporting (SMR) Reforms & Suspicious Activity Indicators for Item 54 Financial Advice Providers DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/webinar-suspicious-matter-reporting-smr-reforms-suspicious-activity-indicators-for-item-54-financial-advice-providers/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/05/AUSTRAC.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260602T120000 DTEND;TZID=Australia/Sydney:20260602T130000 DTSTAMP:20260619T182500 CREATED:20260401T230359Z LAST-MODIFIED:20260413T011107Z UID:10000331-1780401600-1780405200@faaa.au SUMMARY:Webinar: Reclaiming your time with AI DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/webinar-reclaiming-your-time-with-ai/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/04/istockphoto-2208322869-AI-timesaver.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260528T173000 DTEND;TZID=Australia/Sydney:20260528T200000 DTSTAMP:20260619T182500 CREATED:20260508T044917Z LAST-MODIFIED:20260527T061538Z UID:10000352-1779989400-1779998400@faaa.au SUMMARY:SOLD OUT - FAAA Sydney INSPIRE Networking Event DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/faaa-sydney-inspire-networking-event/ LOCATION:Betashares\, Level 46\, 180 George Street\, Sydney CATEGORIES:Inspire Community,Sydney Metro Community Events ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/05/Inspire-event-image.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260528T120000 DTEND;TZID=Australia/Sydney:20260528T131500 DTSTAMP:20260619T182500 CREATED:20251215T051711Z LAST-MODIFIED:20251215T051711Z UID:10000280-1779969600-1779974100@faaa.au SUMMARY:Masterclass: Tax\, superannuation\, centrelink & business succession DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/masterclass-tax-superannuation-centrelink-business-succession/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2025/12/11.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260527T113000 DTEND;TZID=Australia/Sydney:20260527T150000 DTSTAMP:20260619T182500 CREATED:20260326T235501Z LAST-MODIFIED:20260521T232247Z UID:10000323-1779881400-1779894000@faaa.au SUMMARY:Sold out - 2026 FAAA Sydney Metro Community State of Origin Lunch DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/2026-faaa-sydney-metro-community-state-of-origin-lunch-2/ LOCATION:The Fullerton Hotel\, 1 Martin Place Sydney NSW CATEGORIES:Sydney Metro Community Events ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/03/Website-Featured-Image.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260526T120000 DTEND;TZID=Australia/Sydney:20260526T124500 DTSTAMP:20260619T182500 CREATED:20260420T064020Z LAST-MODIFIED:20260519T021511Z UID:10000342-1779796800-1779799500@faaa.au SUMMARY:Webinar: Introducing the FAAA's Principals of Good Practice: Part 2 DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/webinar-introducing-the-faaas-principals-of-good-practice-part-2/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/04/Principles-Good-Practice.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260522T090000 DTEND;TZID=Australia/Sydney:20260522T140000 DTSTAMP:20260619T182500 CREATED:20260430T023144Z LAST-MODIFIED:20260430T030349Z UID:10000346-1779440400-1779458400@faaa.au SUMMARY:FAAA Sunshine Coast Chapter Professional Development Day DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/faaa-sunshine-coast-chapter-professional-development-day/ LOCATION:Mooloolaba Surf Club\, The Esplanade\, Mooloolaba\, QLD\, 4557 CATEGORIES:QLD & NT Regional Community Events,Sunshine Coast Chapter ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/04/PDDay.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260521T120000 DTEND;TZID=Australia/Sydney:20260521T131500 DTSTAMP:20260619T182500 CREATED:20251215T051554Z LAST-MODIFIED:20251215T051608Z UID:10000279-1779364800-1779369300@faaa.au SUMMARY:Masterclass: Legal & estate planning implications (with or without a will) DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/masterclass-legal-estate-planning-implications-with-or-without-a-will/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2025/12/10.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260521T073000 DTEND;TZID=Australia/Sydney:20260521T084500 DTSTAMP:20260619T182500 CREATED:20260430T032711Z LAST-MODIFIED:20260430T033140Z UID:10000349-1779348600-1779353100@faaa.au SUMMARY:FAAA Brisbane Networking Events: FAAA & MFAA Breakfast Event Series (Chermside) DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/faaa-brisbane-networking-events-faaa-mfaa-breakfast-event-series-chermside/ LOCATION:Kedron Wavell Services Club\, 21 Kittyhawk Drive\, Chermside\, QLD\, 4032\, Australia CATEGORIES:Brisbane Metro Community ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/04/Website-Events-Feature-Image-5.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260520T120000 DTEND;TZID=Australia/Sydney:20260520T130000 DTSTAMP:20260619T182500 CREATED:20260316T052630Z LAST-MODIFIED:20260316T230534Z UID:10000318-1779278400-1779282000@faaa.au SUMMARY:Webinar: AFCA: The Consumer Experience DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/webinar-afca-the-consumer-experience/ CATEGORIES:Virtual ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/03/Website-Events-Feature-Image-3.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260520T073000 DTEND;TZID=Australia/Sydney:20260520T084500 DTSTAMP:20260619T182500 CREATED:20260430T031523Z LAST-MODIFIED:20260430T032303Z UID:10000347-1779262200-1779266700@faaa.au SUMMARY:FAAA Brisbane Networking Events: FAAA & MFAA Breakfast Event Series (Carina) DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Introducing the FAAA's Principles of Good Practice (Part 4) \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 21 July 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEST \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n As part of the FAAA’s commitment to supporting advisers in their ethical duties\, we are proud to introduce the FAAA Principles of Good Professional Practice. This guide has been developed with extensive feedback from the financial advice community and illustrates “good practice” for advisers\, as a solid foundation for advisers to apply their professional judgement and meet the best interests of their clients. In this 6-part series\, we will be delving into the principles and explore how it can assist you in your day-to-day practice. The FAAA Principles of Good Professional Practice should not be viewed as a check list\, but as one of the many tools in your toolbox for you to use to provide high quality outcomes for your clients In this session\, we will review the first two stages of the advice process\, including engagement and researching the client’s circumstances. We will examine how the principles address these stages of the advice journey\, and explore case studies that illustrate the importance of individual aspects of the outcomes provided and how they can make or break successful delivery of advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Robert Kimberley \n \n \n \n Head of Professional Standards & Accountability \n \n \n \n Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally\, working in both the public and private sectors\, for wealth management firms\, top tier banking groups and regulatory bodies\, specialising in dispute resolution and advice review.  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Shayne Sommer CFP® \n \n \n \n Private Wealth Advisor\, Shadforth Financial Group \n \n \n \n Shayne holds a Bachelor of Arts (Journalism/Psychology)\, Graduate Diploma of Financial Planning and has attained the CERTIFIED FINANCIAL PLANNER® designation. She provides holistic financial advice to private clients primarily across the areas of cash flow\, superannuation\, investment and personal insurance. Shayne contributes to the education of financial professionals via the CFP® designation\, and contributes to financial planning courses as provided by Kaplan Professional. Shayne’s thoughts and commentary have been included in publications such as No More Practice\, Australian Financial Review\, Mozo.com\, Money & Life magazine and Kaplan Professional. Shayne holds a second dan black belt in karate\, and is currently a student of Korean martial art\, Hapkido. In 2022 Shayne was recognised as the Financial Adviser of the Year at the Women in Finance Awards. URL:https://faaa.au/event/faaa-brisbane-networking-events-faaa-mfaa-breakfast-event-series-carina/ LOCATION:Carina Leagues Club\, 1390 Creek Road\, Carina\, QLD\, 4152 CATEGORIES:Brisbane Metro Community ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/04/Website-Events-Feature-Image-5.webp END:VEVENT END:VCALENDAR