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Financial Advice Association Australia - FAAA Australia's leading professional community of financial advisors and planners.

Transform your client identification process with our secure digital solution. FAAA SafeID is a fast, convenient, digita...
26/10/2026

Transform your client identification process with our secure digital solution. FAAA SafeID is a fast, convenient, digital tool for identifying and verifying your clients while protecting their data. For further information and to request a demo visit: https://ow.ly/kMnU50YGPoa

Starting out in financial advice? Give yourself a head start with practical Xplan skills that can help you hit the groun...
25/10/2026

Starting out in financial advice? Give yourself a head start with practical Xplan skills that can help you hit the ground running with your new employer.

As part of the FAAA’s Advice Academy partnership with Iress, we’ve launched five free Xplan training modules on FAAA Learn, covering:

• Introducing Xplan
• Xplan New User (Client Focus)
• Xplan WealthSolver
• Xplan Risk Researcher
• Xplan Xtools+/CALM for Individuals

You can also earn free CPD hours and a completion certificate for each module while building confidence with one of the profession’s leading wealth technology platforms. Whether you’re new to Xplan or looking to strengthen your skills, this is a great opportunity to get up to speed and make a strong start in your new role.

Get started today: Access the modules through Advice Academy https://ow.ly/hpnx50ZYNnB or log in to FAAA Learn and search Xplan here: https://ow.ly/T6I950ZYNnF

Join the FAAA Sydney Metro Committee for an afternoon of golf, networking, great food and friendly competition on Friday...
24/10/2026

Join the FAAA Sydney Metro Committee for an afternoon of golf, networking, great food and friendly competition on Friday 6 November at the iconic Moore Park Golf Driving Range.

Whether you’re a seasoned golfer or picking up a club for the first time, this event promises plenty of laughs, valuable connections and a little healthy rivalry. Gather your colleagues, challenge fellow advisers and industry professionals, and see who can claim bragging rights as the longest hitter or most accurate shot of the day!

Your ticket includes food and unlimited beverages throughout the afternoon, giving you plenty of time to unwind, catch up with familiar faces and build new connections while enjoying the atmosphere at one of Sydney’s premier golfing venues.

So, dust off your clubs, bring your competitive spirit and join us for an unforgettable afternoon of networking on the range! Register now: https://ow.ly/N1Pk50ZIwHQ

Join us on Thursday 5 November for the CPD Webinar - The future of retirement advice: Meeting the growing demand for age...
24/10/2026

Join us on Thursday 5 November for the CPD Webinar - The future of retirement advice: Meeting the growing demand for aged care advice.Australia’s ageing population, growing client expectations and significant aged care reforms are creating new challenges and opportunities for financial advisers. As more retirees and their families seek guidance through later-life transitions, aged care is increasingly becoming an integral part of the advice journey rather than a specialist niche.

This webinar explores the demographic trends driving demand for aged care advice and examines how the changing retirement landscape is reshaping adviser-client conversations. Attendees will gain a deeper understanding of the three phases of retirement, including the frailty years, and how these stages influence planning, decision-making and client outcomes.

The session will also examine the practical implications of the new aged care rules and what they mean for advisers seeking to deliver value while meeting professional and ethical obligations. Through practical tips, advisers will learn how to identify aged care needs, initiate meaningful client conversations, and develop advice processes that align with their business model.

Whether you intend to provide aged care advice directly or utilise specialist support, this webinar will provide practical strategies to become aged care ready and position your practice to meet growing client demand. Register via: https://ow.ly/jM6k50ZW8NK

in Money & Life this week, Martin McGrath writes about - Credit score basics every Australian needs to know.Did you know...
23/10/2026

in Money & Life this week, Martin McGrath writes about - Credit score basics every Australian needs to know.

Did you know that when you apply for a loan, credit card, bank account, or even a phone plan, the bank or provider checks your credit file first? It’s their way of seeing how you’ve handled money in the past, whether you pay bills on time, how much debt you already have, and how reliable you look as a borrower. Read the full article at Money & Life here: https://ow.ly/lCHL50ZX204

On Thursday 29 October join Stuart McMullen as he presents the CPD webinar - First home super saver scheme strategies.Th...
23/10/2026

On Thursday 29 October join Stuart McMullen as he presents the CPD webinar - First home super saver scheme strategies.

The First Home Super Saver Scheme can create valuable opportunities for eligible clients, but it also comes with important considerations. In this webinar, we’ll unpack the technical details of the scheme, explore advice case studies and strategic applications, and highlight common pitfalls advisers should avoid. Enhance your understanding and confidence when incorporating the scheme into client advice strategies. Register today via: https://faaa.au/event/webinar-first-home-super-saver-scheme-strategies/

Can't make it to Congress but would still like to attend the FAAA Awards Gala Dinner or CFP Professional Connect. Two st...
22/10/2026

Can't make it to Congress but would still like to attend the FAAA Awards Gala Dinner or CFP Professional Connect. Two standout events at FAAA Congress 2026 in Melbourne this November are now open for individual registrations. Whether you're looking to deepen your professional expertise or celebrate the achievements of our profession, Congress offers two exclusive experiences not to be missed.

FAAA Awards Gala Dinner
The perfect way to close out FAAA Congress 2026, the Awards Gala Dinner is where the profession comes together to celebrate, connect and have fun. Join colleagues, friends, and industry leaders for an evening of great food, entertainment, and celebration as we recognise the individuals, practices and emerging leaders shaping the future of financial advice. Whether you're supporting a finalist, celebrating with your team, or simply looking to enjoy a memorable night with peers, this is one of the most anticipated events on the profession's social calendar.

CFP® Professional Connect
This exclusive breakfast workshop for CFP® professionals explores how advisers can confidently support clients and their families through intergenerational wealth transfer, financial wellbeing, and vulnerability. Gain practical strategies, evidence-based insights and up to 2 CPD hours in a highly interactive session.

Members can purchase individual tickets to both the Awards Gala Dinner and CFP Professional via: https://events.faaa.au/2026-faaa-congress/member-social-event-only-tickets/Site/Register

Non-Members can purchase tickets to the Awards Gala Dinner via https://events.faaa.au/2026-faaa-congress/non-member-social-only-tickets/Site/Register

Tickets to Congress are also still on sale. Learn more and register: https://ow.ly/Jt4m50ZIwWG

The FAAA Riverina Chapter Committee invites you to join us for our annual Barefoot Bowls Networking Event on Thursday 29...
22/10/2026

The FAAA Riverina Chapter Committee invites you to join us for our annual Barefoot Bowls Networking Event on Thursday 29 October at the Wagga RSL Club.

Kick off your shoes, step onto the green and get ready for an afternoon of friendly competition, great conversation and valuable connections.

Whether you’re a seasoned bowler or trying barefoot bowls for the first time, this relaxed and social event is the perfect opportunity to connect with fellow FAAA members, industry colleagues and friends from across the region.

Enjoy a few laughs, test your bowling skills and strengthen your professional network in a fun and welcoming environment. It’s the ideal chance to catch up with familiar faces, meet new people and celebrate the strength of our local advice community.

Don’t miss one of the Riverina Chapter’s most popular networking events. Register now and join us for an afternoon of bowls, banter and connection! Register via: https://ow.ly/PKlx50ZTN8S

Looking to reconnect with colleagues, expand your network and stay connected with the WA financial planning community?Jo...
21/10/2026

Looking to reconnect with colleagues, expand your network and stay connected with the WA financial planning community?

Join us on Thursday 29 October at Long Neck Brewery for the FAAA WA State Community Sundowner Networking Event.

Hear from the FAAA WA Committee on current initiatives, future priorities and the continued growth of the profession in Western Australia, while enjoying an afternoon of conversation and connection with fellow members, industry professionals and supporters.

Whether you’re a long-time member, new to the profession or one of our valued industry partners, this is a great opportunity to connect, share ideas and celebrate the strength of our local community.

We’d love to see you there. For more info and to register visit: https://ow.ly/5bHQ50ZTN5O

The FAAA Geelong Chapter Committee is delighted to invite you to the 2026 FAAA Geelong Golf Day on Thursday 29 October.J...
21/10/2026

The FAAA Geelong Chapter Committee is delighted to invite you to the 2026 FAAA Geelong Golf Day on Thursday 29 October.

Join fellow Chapter members, colleagues, friends and industry peers for an outstanding day of golf, networking and friendly competition at the renowned 13th Beach Golf Links on the stunning Bellarine Peninsula. Consistently ranked among Australia’s premier golfing destinations, 13th Beach offers two championship courses, breath-taking coastal surrounds and an exceptional golfing experience.

Start your day with breakfast, networking and registration before taking on the course in our popular Ambrose-format sh***un start. For more details and to register visit: https://ow.ly/4EbE50ZIwJk

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Level 11, Suite 11. 02, 55 Clarence Street
Sydney, NSW
2000

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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