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The Financial Advisers Association of Australia (FAAA) roadshows will take place across Australia, visiting metro and regional areas between 4 March and 3 April.
Key sessions include:
“Protecting the Vulnerable: tackling financial abuse with ethics and action” with Greg Cunningham CFP from Cunningham Financial Services, who is currently completing a PhD focused on guardianship roles for financial advisers to mitigate elder financial abuse. In his session, Mr Cunningham will look at the role advisers can play as protectors and advocates of elderly clients
“Collaborative Advice” with Sophie Atkinson CFP of Visualise Wealth, who will talk about how to effectively collaborate with other professionals – including lawyers, accountants and therapists – to achieve better outcomes for clients, particularly those with complex needs.
The roadshow will visit:
Geelong – Tuesday 4 March
Melbourne – Thursday 6 March
Port Macquarie – Tuesday 11 March
Sydney – Thursday 13 March
Canberra – Tuesday 18 March
Hobart – Thursday 20 March
Brisbane – Tuesday 25 March
Cairns – Thursday 27 March
Perth – Tuesday 1 April
Adelaide – Thursday 3 April
Find out about venues and ticketing at the link below.