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Roadshow 2025
Register before 14 February and save with Early Bird pricing!
Our full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for professional growth and networking with colleagues. With a dynamic program created by advisers for advisers, it’s a great opportunity to enhance your skills and connect with peers – view the program!
Hear from 2024 attendees below on why you should attend…
Pricing
FAAA members
Early bird – $149*
Standard – $175
A discount of 10% applies to bookings of two or more^
Non-members
Early bird – $269*
Standard – $295
*Early bird pricing ends Friday 14 February 2025
^Group booking discount only accessible for FAAA members, non-members will be contacted with membership information
Take advantage of our Roadshow early bird pricing today and why not bring your team and save even further with our exclusive practitioner bulk Roadshow ticket discount offer. Buy 2 or more tickets together and save an additional 10% off each early bird ticket. This offer can be used to purchase tickets for any class of membership, as well as non-member tickets so you can bring the whole team.
Agenda - Metro Locations
Adelaide, Brisbane, Melbourne, Perth & Sydney
Agenda - Regional Locations
Cairns, Canberra, Geelong, Hobart & Port Macquarie
| 7:30am-8:30am | CFP Connect Breakfast |
| 8:30am-8:55am | Registration - arrival tea & coffee in exhibition |
| 8:55am-9:10am | Welcome & FAAA Board update |
| 9:10am-9:40am | FAAA CEO Update |
| 9:40am-10:10am | Showcasing Best Practice |
| 10:10am-10:40am | Policy & Advocacy Update |
| 10:40am-11:10am | Morning tea in exhibition |
| 11:10am-12:10pm | Regulatory & Effective Compliance Panel Discussion |
| 12:10pm-12:55pm | Collaborative Advice Session |
| 12:55pm-1:40pm | Lunch in exhibition |
| 1:40pm-2:40pm | Business Improvement Session |
| 2:40pm-3:25pm | Ethics Session – Financial Abuse Focus |
| 3:25pm-3:30pm | Wrap up & close of day |
| 3:30pm-4:30pm | Networking and refreshments in exhibition |
| 8:30am-9:30am | CFP Connect Breakfast |
| 9:30am-9:55am | Registration - arrival tea & coffee |
| 9:55am-10:10am | Welcome & FAAA Board update |
| 10:10am-10:40am | FAAA CEO Update |
| 10:40am-11:10am | Showcasing Best Practice |
| 11:10am-11:40am | Policy & Advocacy Update |
| 11:40am-11:55am | Morning tea |
| 11:55am-12:55pm | Regulatory & Effective Compliance Panel Discussion |
| 12:55pm-1:40pm | Collaborative Advice Session |
| 1:40pm-2:10pm | Lunch |
| 2:10pm-3:10pm | Business Improvement Session |
| 3:10pm-3:55pm | Ethics Session – Financial Abuse Focus |
| 3:55pm-4:00pm | Wrap up & close of day |
| 4:00pm-4:30pm | Networking and refreshments |
Programs are subject to change
Speaker Zone
Sarah Abood
Chief Executive Officer
FAAA
All locations
Bio
Sarah has over 25 years’ experience working in the financial services industry and she is a passionate advocate for financial planning. Sarah has a deep understanding of the financial planning profession, and the demands of running a financial planning practice. This was gained from her nine years as CEO of Profile Financial Services, a privately-owned and self-licensed financial planning firm and FAAA Professional Practice.
Prior to commencing as FAAA CEO, Sarah held the position of chief operating officer at HOPE Housing Funds Management. She has also worked in senior change and transformation, and marketing roles for some of Australia’s leading financial institutions. Sarah holds a BA from the University of Sydney, an MBA from Macquarie University (MGSM) and is a Graduate of the Australian Institute of Company Directors.
Phil Anderson
GM Policy, Advocacy & Standards
FAAA
All locations
Bio
Phil Anderson is the General Manager Policy, Advocacy & Standards of the Financial Advice Association Australia (FAAA). Phil had spent over 10 years at the Association of Financial Advisers (AFA), including most recently as CEO before the successful vote to merge with the Financial Planning Association (FPA).
He has previously worked for Netwealth as General Manager Governance and Advice, and Colonial First State, where he was the Head of Risk Management & Compliance for the CFS Advice business. Phil has been in the financial services industry for over 25 years, having also worked with AMP, MLC and Perpetual.
Phil has been responsible for policy, including the Quality of Advice Review, and the implementation of the requirements of the Professional Standards legislation and the Royal Commission Recommendations. Phil has previously been integrally involved in the FoFA, TASA, Education/Professional Standards and the Life Insurance Framework debates including driving the development of submissions to FASEA, Treasury, ASIC, the Tax Practitioners Board and Parliamentary Committees. Phil is a CPA and has a Bachelor and Masters of Commerce along with the DFP and ADFP.
David Sharpe CFP®
Chair
FAAA
Melbourne, Sydney, Brisbane, Perth, Geelong, Port Macquarie, Cairns
Bio
David is Chair of the FAAA Board and has been a financial planner and FAAA member since 2003. He is a CERTIFIED FINANCIAL PLANNER® professional, has completed a Diploma in Financial Planning and holds a Bachelor of Commerce (Distinction) from Curtin University. David runs his own self-licensed financial planning firm, Globe Financial Planning, based in West Perth. In 2016 he was shortlisted for the FAAA CFP® Professional of the Year Award.
Prior to being elected onto the board David spent four years on the WA FAAA Chapter, including two years as Chapter Chair. David can often be found in various media roles (TV, radio and print) advocating strongly for the value of advice.
David chairs the Governance and Remuneration Committee, and is a member of the Board Finance, Risk and Audit Committee.
Michelle Veitch
Deputy Chair
FAAA
Adelaide, Canberra, Hobart
Bio
Michelle has over 25 years financial services experience as a Senior Financial Adviser and is the founding principal and Managing Director of her South Australian based practice, Mybluesky. At the AFA she was the Vice President and served the AFA community in various leadership roles for over 10 years including State Chair and South Australian Director.
Michelle is a Fellow Chartered Financial Practitioner (FChFP), Member of the Australian Institute of Company Directors (MAICD) and Certified NLP Practitioner (Bus. Comms). Michelle is a member of the Board Finance, Risk and Audit Committee of the FAAA.
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Thank you to our 2025 Roadshow supporters
