Financial Advice Association Australia - FAAA

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

FAAA Congress 2026 tickets now available for EOFY purchase Join us in Melbourne from 24–26 November 2026 for FAAA Congre...
25/06/2026

FAAA Congress 2026 tickets now available for EOFY purchase
Join us in Melbourne from 24–26 November 2026 for FAAA Congress 2026 – three dynamic days of ideas, insights, connection and celebration with Australia’s financial advice profession. and secure your place early today.

If you're planning to purchase before EOFY, tickets are now on sale. Keep an eye out for the full program, launching in July. Purchase your early bird tickets today. For more info visit: https://ow.ly/Fb1Z50Z2Zhf

Thinking about a career in financial advice? Come and see the FAAA at the Western Sydney Careers Expo 2026 until Saturda...
25/06/2026

Thinking about a career in financial advice? Come and see the FAAA at the Western Sydney Careers Expo 2026 until Saturday 27 June at the Sydney Showground and visit us at Stand #12. It’s been an incredible first day, with thousands of students stopping by to explore what a career in financial advice can offer. From pathways into the profession to the day-to-day life of a financial adviser, our members have been sharing their experiences and answering plenty of great questions.

Thanks to Sheila Cabacungan, Marriane Said, Michelle Cull, Greg Cunningham, Jackson Raddysh, and Josh Merritt for spending time speaking to the students and to our Team FAAA members Louise Trevaskis, Alex Savvides, Bagas Ariobimo, Carmelia Kossim and Niki Tranfield for joining us over the 3 days of the expo.

If you’re in Sydney, there’s still time to join us on Friday or Saturday. Stop by, have a chat with the team, and discover where a career in financial advice could take you. Find out more and register here: https://www.westernsydneycareerexpo.com.au/

Membership renewals for FY27 are open! Simply login to the FAAA Portal and click 'Renew now'. If we can be of any assist...
24/06/2026

Membership renewals for FY27 are open! Simply login to the FAAA Portal and click 'Renew now'. If we can be of any assistance, please reach out to the FAAA team by calling 1300 337 301, submitting an online enquiry or by emailing [email protected]. https://ow.ly/rvNp50ZetjN

Whether you’re an experienced adviser, a job seeker, or considering a career change, the FAAA Career Centre is your trus...
24/06/2026

Whether you’re an experienced adviser, a job seeker, or considering a career change, the FAAA Career Centre is your trusted destination for career growth and opportunity.

Discover resources, connect with employers, and explore this week’s featured roles.
🔗 https://ow.ly/cvHK50Z5pKx

Senior Financial Advisor
Mercer
Sydney, NSW: https://careers.faaa.au/jobs/view/senior-financial-advisor/84501778/
Mercer is seeking a Senior Financial Advisor to join their Sydney-based Financial Advice team in a hybrid role requiring at least three days in the office. The position involves delivering personalised financial planning and advice to high-net-worth clients, focusing on investments, retirement, tax, estate, and insurance strategies. The role emphasises building long-term client relationships, analysing financial data, and staying updated on market trends and regulatory changes.

Financial Planner
Euroz Hartleys Limited
Perth, WA: https://careers.faaa.au/jobs/view/financial-planner/84501775/
Euroz Hartleys Limited, a leading Western Australian financial services firm, is seeking a dedicated Financial Planner to join their dynamic team. This permanent, full-time role offers an excellent opportunity to collaborate with Private Wealth Advisers and deliver tailored financial strategies to a diverse client base, including individuals, families, and business owners. The firm values high performance, integrity, and relationship-building, providing a supportive environment with attractive benefits and work-life balance.

Financial Planner / Paraplanner
Smith McCarthy Wilson
Warragul, VIC: https://careers.faaa.au/jobs/view/financial-planner-paraplanner/84501774/
Join Smith McCarthy Wilson as a Paraplanner in Warragul VIC, with potential to advance into a qualified financial planning role. This full-time position involves supporting the delivery of comprehensive financial advice and maintaining strong client relationships, contributing to the firm's reputation for high-quality financial services.

It’s your last chance to nominate a deserving peer in the 2026 FAAA Awards, so act today. Do you or someone you know des...
23/06/2026

It’s your last chance to nominate a deserving peer in the 2026 FAAA Awards, so act today. Do you or someone you know deserve to be nominated for the 2026 FAAA Awards? By supporting the FAAA Awards, you can help us celebrate commitment, talent, and passion within our profession.

Nominate a peer before midnight tomorrow in the following categories:
• Certified Financial Planner® Professional of the Year
• Adviser of the Year
• Risk Adviser of the Year
• Professional Practice of the Year • Inspire Women – Excellence in Advice
• University Student of the Year • Gen Next Rising Star of the Year

All peer nominations must be finalised by 11:59pm on Thursday 25 June. To nominate a peer visit: https://ow.ly/VYkg50ZesWw

FAAA CEO Sarah Abood has been in Canberra this week meeting with Treasury and representatives from the Government, Oppos...
23/06/2026

FAAA CEO Sarah Abood has been in Canberra this week meeting with Treasury and representatives from the Government, Opposition, One Nation and the Greens to advocate on key issues affecting the financial advice profession.

Discussions covered the CSLR, education reform, the ATO portal and the Budget, along with a productive meeting with Sally Sitou Member for Reid, Chair of the new Committee on Cyber Security for Small to Medium Sized Businesses and Organisations. The conversation focused on strengthening cybersecurity and ensuring small businesses have the support they need in this increasingly important area.

The FAAA remains committed to championing the interests of members and advancing the profession through ongoing engagement with policymakers.

You’re invited to join the FAAA Gippsland Chapter for our End of Financial Year Celebration on Friday 3 July. Celebrate ...
23/06/2026

You’re invited to join the FAAA Gippsland Chapter for our End of Financial Year Celebration on Friday 3 July. Celebrate the close of another financial year with fellow members and colleagues in a relaxed setting at Momo Traralgon, a vibrant local venue known for its great atmosphere.

Enjoy complimentary drinks and delicious finger food while taking the opportunity to reconnect and catch up with peers from across the region. We look forward to celebrating with you and marking the year that’s been. Register now: https://ow.ly/Zk0K50Zaiqc

22/06/2026

Take Your Career to the Next Level with CFP® Certification. Semester 2 of CFPC starts 15 July 2026.

For over three decades, the CERTIFIED FINANCIAL PLANNER® certification has been the gold standard in financial planning in Australia. CFP® Professionals meet rigorous training, experience, and ethical standards—setting them apart in the profession.

If you have completed an undergraduate qualification under the current legislated education standards, you are able to complete the preparatory units known as FAAA Proficiency Units 1-4 via an online and on-demand form of study as your pathway to CFP Certification. These preparatory materials have had a comprehensive refresh, including the latest information with a fresh new look which are now available for purchase in FAAA Learn https://faaa.tahdah.me/account/registernew

Semester 2 starts 15 July. Applications to enrol for Semester 2 are now open via the FAAA member portal https://portal.faaa.au/login

Don’t miss the opportunity to elevate your professional standing. Learn more and apply today: https://faaa.au/cfp-certification/

Join us on Thursday 16 July for the free CPD webinar - Retirement portfolio construction in the age of lifetime income: ...
22/06/2026

Join us on Thursday 16 July for the free CPD webinar - Retirement portfolio construction in the age of lifetime income: A Practical Framework for Rethinking the Efficient Frontier. The retirement income landscape in Australia is evolving rapidly, with a growing range of lifetime income products now available alongside traditional account-based pensions.

As advisers consider where lifetime income solutions might fit within retirement portfolios – particularly in light of the growing policy focus on lifetime income – it naturally prompts a reassessment of traditional portfolio construction frameworks that treat volatility as the primary measure of risk.

In retirement, the risk that matters most to many clients isn’t volatility in its own right, but its consequences: the risk that income or accessible assets deteriorate or run out due to sequence risk, longevity, or product choices.

This webinar explores how advisers may start to think differently about retirement portfolio construction, combining investment portfolios, innovative income streams and traditional annuities to align with different client objectives. Register today: https://ow.ly/ZU4w50ZaiuH

Last days to nominate a peer for the 2026 FAAA Awards! Know someone making a real impact in financial advice? Now’s the ...
21/06/2026

Last days to nominate a peer for the 2026 FAAA Awards! Know someone making a real impact in financial advice? Now’s the time to recognise outstanding commitment, talent, and leadership in our profession. ✅ Nominate a peer by Thursday 25 June

Award categories include:
• Certified Financial Planner® Professional of the Year
• Adviser of the Year
• Risk Adviser of the Year
• Professional Practice of the Year • Inspire Women – Excellence in Advice
• University Student of the Year
• Gen Next Rising Star of the Year

Please note that once you have nominated a peer for an Award they will be notified by the FAAA and directed to complete their application by Thursday 30 July. Nominees will only be considered once their application has been received. https://ow.ly/sITZ50ZesWs

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