Financial Advice Association Australia - FAAA

Join the FAAA's Phil Anderson and Andrea Forbes tomorrow, Thursday 10 September for the webinar - Deep dive on proposed policy reforms: Shield & First Guardian response.

The Government’s response to Shield and First Guardian will be a significant focus of the policy and advocacy agenda in 2026. Following Minister Mulino’s 19 August National Press Club speech, expected to outline major reforms to the regulation of lead generators, platforms and aspects of financial advice, and the Budget’s tax changes, Phil Anderson and Andrea Forbes will provide an update on key policy reforms and the political and advocacy dynamics shaping the year ahead. Join the webinar for a broad policy and advocacy update and insights into what to expect for the remainder of 2026. Register now: https://ow.ly/pj4i50ZGnEJ

Join the FAAA Sydney Metro Committee for an afternoon of golf, networking, great food and friendly competition on Thursday 22 October 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/68Vr50ZIwHS

The FAAA Melbourne Metro Community is delighted to invite you and your colleagues to the 2026 FAAA Melbourne Inspire Lunch on Wednesday 21 October, our signature annual event celebrating and championing women in financial planning.

Held on Wednesday 21 October 2026 at the RACV City Club Melbourne, this inspiring afternoon will bring together FAAA members and professionals from across the financial planning community to connect, share experiences, and celebrate the achievements of women shaping the future of the profession.

Guests will enjoy a two-course plated lunch and hear from keynote speaker Jelena Dokic, whose powerful story of resilience, courage, and determination has inspired audiences across Australia and around the world.

This event provides a unique opportunity to hear an extraordinary personal journey, build meaningful professional connections, and join a community committed to supporting, empowering, and advancing women in financial planning. For more information visit: https://ow.ly/wTKM50ZGnfY

The FAAA Brisbane Financial Advice Careers Success Event will be held on Thursday 17 September at the Australian Retirement Trust Brisbane office.

Designed for university students, recent graduates, career changers, and emerging professionals, this event offers valuable insights, practical advice, and networking opportunities to help you build a successful career in the financial advice profession. For more information and to register visit: https://ow.ly/lrzl50ZBHW7

Two standout events at FAAA Congress 2026 in Melbourne this November are now open for registration, but don't wait too long. Early bird pricing for both closes on 30 September.
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.

Pricing:
• FAAA Members: $210 per person
• FAAA Member Table of 10: $2,000
• Non-Members: $275 per person
Learn more and register: https://ow.ly/jCkm50ZIwWL

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.

Pricing:
• CFP® Professional Members: $85 per person (includes a hot plated breakfast)

Both events are separately ticketed and available as part of the Congress registration process. Secure your place and take advantage of early bird pricing before 30 September.
Learn more and register: https://ow.ly/4N9n50ZIwWM

Join us on Tuesday 8 September for the CPD Webinar - The Nervous System of Money: How safety, stress and shame shape financial advice conversations.

Financial advice is not only a cognitive process; it is also shaped by the client’s nervous system, emotional history and sense of psychological safety. When clients feel threatened, overwhelmed or ashamed, their capacity to process information, weigh options, communicate openly and make considered financial decisions may be reduced.

This session explores how stress responses such as fight, flight, freeze and fawn can appear in financial advice conversations, including avoidance, indecision, defensiveness, people-pleasing and difficulty following through. It also examines the role of money shame and how adviser language, pacing and communication can either increase distress or support greater client engagement.

Participants will learn practical, trauma-informed strategies for creating safer and more effective advice conversations without moving beyond the adviser’s professional scope. The session will provide tools for recognising signs of dysregulation, reducing shame, supporting client
autonomy and adapting communication when clients are under financial or emotional pressure.

Advisers will leave with a clearer understanding of how nervous-system awareness can strengthen trust, informed decision-making and long-term client relationships. Register here: https://ow.ly/WqPv50ZGnFS

Join your fellow FAAA members and colleagues for a memorable day of golf and networking at the FAAA Tasmania Golf Day on Friday 30 October at Tasmania’s southernmost 18-hole championship golf course, Kingston Beach Golf Club.

This Ambrose-style event is designed for everyone, from seasoned golfers to complete beginners. Whether you’re looking to connect with peers, enjoy some friendly competition, or simply spend a day out of the office, this event promises to be a fantastic experience.

Your registration includes a day on the course, plenty of networking opportunities, competitions and prizes, and a sit-down lunch. It’s the perfect opportunity to reconnect with colleagues, meet new industry contacts and enjoy one of Tasmania’s premier golfing destinations. Register now: https://ow.ly/Te2750ZGnBK

Join us on Thursday 24 September for the FAAA Sydney Gen Next Event – Prospering throughout the Professional Year. The Professional Year (PY) is a critical pathway that all future Financial Advisers must undertake. With less than 15,000 licenced Advisers now in Australia, it’s never been more important for PY candidates and their supervisors to get the most out of the experience together.

In this upcoming event from the Sydney GenNext Committee, we’ll uncover the tips to help you prosper throughout the PY. Join us for an interactive panel session where you’ll hear from PY candidates, supervisors and PY experts. We’ll explore how to navigate the PY together, how to approach the Financial Adviser exam and provide an open forum to learn from the experiences of those who have trodden the PY path before.

The event will conclude with informal networking over light refreshments & canapes, providing a chance to form new relationships for those seeking to tread the PY path together.

Be sure to register in advance, as spots are limited. Register via: https://ow.ly/k6bX50ZGnGm

In Money and Life this week - Pulse checking your finances.

Your financial health is key to the health of your wellbeing, relationships, work and home life.

It’s important to have a regular checkup of your financial position to ensure you’re on track and to confirm your money is where you think it is, your investments are performing...

Read the full article from Julia Newbould here: https://ow.ly/OS0K50ZwR3V