FPA and AFA launch roadshow

Following the successful vote to combine the entities at the end of February, the new Financial Advice Association of Australia will run its first major event in May and June 2023 — the United Association Roadshow.

The associations said the official theme for the united roadshow is “Policy, Practice, People – A united pathway for members”.

The roadshow will travel to 10 cities across Australia: Hobart on 5 May, Newcastle on 11 May, Sydney on 15 May, Brisbane on 16 May, Melbourne on 18 May, Bendigo on 19 May, Adelaide on 23 May, Perth on 25 May, Canberra on 31 May, and Townsville on 2 June.

FPA chief executive Sarah Abood and chair David Sharpe, and AFA CEO Phil Anderson will address the roadshow on upcoming changes following the merger, as well as the policy and advocacy activities taking place.

Ms Abood said the roadshow would provide a full day of quality CPD content as well as networking opportunities with fellow practitioners and colleagues over lunch and post-event drinks for members of both organisations.

“We are looking forward to being able to meet and chat with members of the AFA and FPA, share updates on policy and advocacy efforts, as well as the progress on the implementation of the merger,” she said.

“The events are designed to keep members up to date with current trends and industry knowledge.

“Most of all it’s a great opportunity for peer-to-peer learning and acquiring new ideas and best practices.”

Mark “Squiz” Squirrell OAM, who has served with the Australian Special Forces as well as working across the globe as an international aid worker, including escorting food convoys through the Gaza Strip, is the keynote speaker for each event.

“Mark has a storytelling ability that will capture the audience and links into the themes of leadership, resilience, communication, trust, and problem solving under pressure, providing practical tips for financial advisers,” said Ms Abood.

Members who attend the roadshow and the CPD workshops focused on regulation, ethics, and client care will earn up to an estimated five CPD hours.