Here we are into the first month of winter already and the last month of the financial year. In this newsletter we have highlighted a selection of winter warmer events for June.
You can check out what else is on by viewing our calendar HERE.
THE COMING WEEK
FAAA Masterclass Series ~ Professional Judgement 101
June 13 @ 12:00 PM – 1:30 PM
The 10th of 12 webinars in the Financial Advice Association Australia (FAAA) Masterclass Series 2023, this session is hosted by Robert Kimberley, Head of Professional Standards at the FAAA. It takes a deep-dive into the relationship between professionalism and judgement, and explores how financial planners can make ethically informed decisions in their professional practices.
The FAAA Masterclass Series 2023 provides up to 18 CPD hours across all legislated CPD areas.
Superannuation Risk 2023 Conference
June 14 – June 15
Hosted by IBR Conferences at the Novotel Central Sydney, and online, this hybrid two-day event examines how superannuation funds might prepare for the unknown. Featuring guest speakers from across the superannuation industry, it explores, ‘the issues affecting the back and middle office and ways to optimise investment operations and improve efficiency.’ More details
Financial Standard ~ Technical Services Forum
The Financial Standard Technical Services Forum is open to technical professionals, including technical services experts, paraplanners, research, policy and advice specialists. Held quarterly, in March, June, September and November, the Forum is led by industry technical experts, covering best practice retirement strategies, SMSF income streams, aged care, taxation and more. The June Forum will be held at the Fullerton Hotel in Sydney from 12:00-2:30pm. More details.
Adviser Innovation Summit 2023
The theme of this year’s Adviser Innovation Summit, hosted by Momentum Media’s Adviser Innovation, focuses on adaptation and economic evolution. The full-day Melbourne event will be held at the Grand Hyatt, and follows on from last week’s Sydney event. It speaks to the generational shifts in wealth management, with a program designed to offer insights into how advisers can rethink the way they deliver advice, to meet the changing needs of their clients, as they enter new life stages. More details.
Professional Planner Licensee Summit
June 19 – June 20
The Conexus Financial/Professional Planner annual, two-day Licensee Summit will once again be held in the Blue Mountains. The 2023 event, which runs from 19-20 June, will see licensees gather to meet and engage with peers and colleagues and discuss the issues that underpin the delivery of financial advice. More details.
FAAA Masterclass Series ~ An ethical lens on AFCA decisions webinar
June 20 @ 12:00 PM – 1:30 PM
The 11th of 12 webinars in the Financial Advice Association Australia (FAAA) Masterclass Series 2023, this session delves into the role of the Australian Financial Complaints Authority (AFCA) and explores the importance of applying an ethical lens to their decisions. Presented by Thomas Cavanagh, Special Counsel at Wotton + Kearney,
The FAAA Masterclass Series 2023 provides up to 18 CPD hours across all legislated CPD areas
Helping Clients Make Better Financial Decisions
June 21 @ 12:30 PM – 1:30 PM
Hosted by FINSIA, this webinar is designed to help financial advisers help their clients make better financial decisions, through the lens of behavioural finance. Participants may be able to apply 1 hour towards meeting their annual continuing professional development obligations.
Money Management 35th Annual Fund Manager of the Year Awards
June 22 @ 6:30 PM – 11:00 PM
ON THE HORIZON
FSC 24 Trans Tasman Strategic Leaders Summit
March 5-7, 2024
It is a long, long way on the horizon, but the Financial Services Council New Zealand (FSC NZ) and the Financial Services Council Australia (FSC Australia) have just announced that they have teamed up for an inaugural Trans-Tasman FSC Strategic Leaders’ Summit in Auckland from 5-7 March 2024. The Summit aims to collaborate, change and grow financial services regionally and internationally. More details.
Are you hosting a financial services event?
Our events calendar is a work in progress, so please do let us know if you would like to add to it.
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