Early Bird Roadshow tickets now available!
Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This 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, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Register now
FAAA Members, register and purchase your tickets as a group to receive a further 10% discount on all tickets. This FAAA Member offer covers both members and non-members tickets, so as a member you can bring your whole team at the member rates and save.
$149 incl GST - Member Early Bird Ticket
$269 incl GST - Non-Member Early Bird Ticket
With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Attendees must attend 80% of each session to qualify for that session’s CPD. CPD certificates will be sent out by 31 May. Register now!
Update from the FAAA Board
Join David Sharpe CFP® / Michelle Veitch as they provide an overview on FAAA membership and the industry as a whole.
Join FAAA CEO Sarah Abood as she provides an update on a number of key member initiatives that the FAAA are currently working on.
POLICY & ADVOCACY UPDATE
Roadshow participants will receive a thorough briefing on the current priorities and focus of the FAAA Policy & Advocacy team.
ASIC will be providing an update on some of the key legislative areas for the financial planning profession.
BUSINESS EFFICIENCIES FOR BUSINESS IMPROVEMENT
Growing our financial advice businesses and being sustainable in our delivery of advice to our clients, requires creative solutions and being smarter and faster with adopting emerging technology.
In this practical workshop for members, we are bringing together a Compliance expert and a Technology productivity expert, to review some of the compliance challenges financial advisers have and how the technology and AI we have at our fingertips, can be used to save time, and streamline the advice process.
SHOWCASING BEST PRACTICE
Each Roadshow will feature a unique session showcasing best practice as we recognise and highlight the 2023 FAAA Award Winners.
Hear first-hand from our award-winning members as we celebrate commitment, talent and passion within our profession.
ETHICAL GROWTH IN BUSINESS – EXPLORING THE ETHICAL DILEMMAS IN DELIVERING ADVICE
This session provides a reflective, inspiring, opportunity for ethical business and personal growth. Sustainable long-term growth is achieved through ethical growth strategies. In 2024, as always, growth hinges on two key pillars: Your people and technology.
This session will apply ethical decision-making frameworks you can increase efficiencies in. We will unpack the implications of different staffing models, tools for staff engagement, and the implications of technology and AI on financial planning practices and clients. This interactive session will deliver key take-aways that you can implement in your business to improve business efficiency and achieve client best practice outcomes.
Chief executive officer, FAAA
Sarah Abood is Chief Executive Officer of the Financial Advice Association Australia (FAAA). She 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 FPA Professional Practice.
Prior to commencing as FAAA CEO, Ms Abood 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.
Managing Director, Burcheart
Sacha Burchgart, an award-winning financial adviser with over a decade of experience and founder of Burcheart, champions empowerment and financial literacy. Her strategy-first approach prioritises clients' financial well-being, fuelling her thriving practice through strong relationships and referrals. Sacha shares her insights through speaking engagements, panels, and podcasts, renowned for her unwavering commitment to excellence.
Travis Carter is a business owner and mentor with a big passion for technology and the vital role it plays for small and mediumsized businesses. Travis is personally driven to improve the lives of our customers through his work to increase productivity, efficiency gains, and improved security. As Director for Retrac, Travis leads a motivated team that empowers their customers to adapt to the ongoing changes and enables them to service their customers better. Retrac’s Microsoft Gold Partnership recognises growth in the professional services industries and capabilities with the Microsoft 365 solutions which we all use today.
Boutique advisers, private wealth Managing Director
Gary is the Managing Director of Boutique Advisers Private wealth and works with highly successful individuals and families, specialising in business owners and family office clients. Gary has been in the Financial Advice industry for over 30 years and founded Boutique Advisers in 2003. Recently celebrating its 20-year anniversary, the team in Subiaco has grown to 25 staff and has developed a unique Value Proposition, seeing it win the FAAA professional practice of the year 2023. Gary is a CFP and an Accredited Advisor with the Family Business Association (FBA)
Dr Katherine Hunt
Managing Director, Ardentura Consulting
Dr Katherine Hunt combines her expertise in ethics with her passion for financial advice to lead global research projects with real world impact. Katherine holds a PhD in “The Law and Economics of Microfinance” from Erasmus University of Rotterdam, University of Hamburg, and the University of Bologna. Katherine has a strategic view of important issues, granted by a Bachelor of Psychological Science, alongside her Bachelor of Commerce and First Class Honours in Finance. The author of dozens of peer-reviewed academic journal articles, textbooks, and book chapters, Katherine leads through example in her quest to share knowledge and make the world a better place. Katherine has co-authored the textbook “Everyday Ethics for Financial Advisers”. Katherine has undertaken field research in places such as Pakistan, Bhutan and Nicaragua, and has visited 66 countries (so far), and surfed in more than 20 of those.
Director, Alexis Compliance and Risk Solutions
Christina Kalantzis is the founding Director of Alexis Compliance and Risk Solutions, a financial services compliance and risk management firm based in Sydney. She has over 20 years experience in the financial services wealth management and distribution industry and extensive risk management and compliance experience. She provides advice to ASX listed companies on Financial Services Reform (“FSR”) and the Future of Financial Advice Reforms (“FOFA”) compliance, investment and risk management issues.
Martin McGrath CFP®
Chartered Accountant & Financial Planner, Financial Edge Group
Martin McGrath is a Certified Financial Planner based upon the Central Coast of NSW and founder of Financial Edge Group. With a background as a Chartered Accountant and a master’s degree in financial planning, Martin has over 15 years’ experience in the financial planning industry and is recognised as a specialist Retirement Adviser.
David Sharpe CFP®
David became chair of the FPA Board in May 2022 after a year as deputy chair and has been a financial planner and FPA member since 2003. He 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.
FAAA Deputy Chair
Michelle is the Deputy Chair of the FAAA Board. 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.
Financial Adviser, Verse Wealth
As a young Financial Adviser herself, Cara’s joy is in assisting clients to shift their lives for the better, ensuring they aren't waiting for retirement to live the life they desire! Cara is held in high regard by her peers and is a regular recipient of some of the industry’s most prestigious recognitions and awards.