These extraordinary times have shone a spotlight on the value of financial planning advice and the role that financial planners play in improving the lives of clients.
The Keynote Event of the 2020 FPA [Virtual] Congress showcases and celebrates this.
During COVID-19, financial planners have been on the front lines helping Australians manage the economic fallout and the impact on their lives, livelihoods and retirement savings.This turmoil and uncertainty has put the spotlight on how Australians are equipped to cope with unexpected financial stress.
Unsurprisingly, those who have a relationship with a financial planner are proving to be better placed and more resilient, therefore extending the value of advice beyond just the financial.
Join us for this 90 minute event to explore the value of financial planning advice.
Featuring:
Award winning journalist Helen Dalley as the host
More about Helen Dalley
Helen is a Walkley Award-winning journalist and broadcaster with decades of experience in television journalism, reporting and interviewing. She was a reporter and presenter for almost 20 years on the Nine Network, including on the award-winning Sunday Show, and was an inaugural reporter on Business Sunday. More recently Helen was host, presenter and interviewer of several politics and business interview programs on Sky News Australia and Sky Business Channels, including Business View and Trading Day Live.
She has reported extensively across news affecting the financial planning profession, such as the recent Financial Services Royal Commission and during FoFA and its various amendments. She has also interviewed many in the financial planning and wealth management sectors over the last decade in her work as a broadcast journalist and host.
Helen is creator and Host of the freely available podcast series Build It. They’ll Come. focusing on the entrepreneurial journey of innovators, visionaries and entrepreneurs.
She is a Non-Executive Director of the Aurora Education Foundation, a Governor on the Cerebral Palsy Alliance Research Foundation and Patron of Osteoporosis Australia. Helen is a graduate of the Australian Institute of Company Directors Company Directors course.
Special guest appearance from CHOICE CEO Alan Kirkland
More about Alan Kirkland
Alan Kirkland has been CEO of consumer organisation CHOICE since 2012.
Alan has a background in access to justice, having worked as CEO of Legal Aid New South Wales, Executive Director of the Australian Law Reform Commission and Chair of the National Legal Assistance Advisory Body. He has also been a part-time member of a number of state and federal tribunals.
Alan was a member of the panel for the Ramsay Review, which led to the establishment of the Australian Financial Complaints.
Paul Clitheroe AM
More about Paul Clitheroe AM
Paul Clitheroe AM is a Chair of Financial Literacy Macquarie University and Chair Ecstra Foundation. He was also previously Chair of the Australian Government Financial Literacy Board. Paul has been an active advocate of financial literacy for many years.
Paul is probably best known for his stint as the host of the Nine Network show Money, a financial and investment program that aired from 1993 to 2002, and has also appeared as occasional specials, the latest in 2006.
Paul has written for numerous financial publications and was the president of the Financial Planning Association of Australia in 1993-94.
Dr Pamela Hanrahan
More about Dr Pamela Hanrahan
Dr Pamela Hanrahan is a lawyer, legal academic and author who specialises in corporate law, corporate governance, financial services regulation, data governance and business ethics.
She is Professor of Commercial Law and Regulation at the University of New South Wales (UNSW) Business School, a Senior Fellow of the Melbourne Law School, a member of the Centre for Law Markets and Regulation at UNSW, an associate of the Centre for Corporate Law and Securities Regulation at the University of Melbourne, and founding director of the Cybersecurity and Data Governance Research Network at UNSW Sydney. She is also a founding member of the Society of Investment Law (USA), a Fellow of FINSIA, a solicitor member of the Law Society of New South Wales and in 2019 is a Glasgow Law Fellow at the University of Glasgow School of Law.
Pamela is a member of the Executive Board of the Business Law Section of the Law Council of Australia, a member of the National Corporate Governance Committee of the Australian Institute of Company Directors, and a non-executive director of Landcom. In 2010-11 she was the Queensland Regional Commissioner of the Australian Securities and Investments Commission (ASIC) and in 2013-15 served as the Registrar of Community Housing for New South Wales. In 2016-17 Pamela was an appointed member of the ASIC Enforcement Review Taskforce and in 2018 she was an adviser to the Hayne Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry.
To find out more and register for the full 2020 FPA [Virtual] Congress package visit the [Virtual] Congress home page.