Events

Financial Planning Events Calendar – NSW 2012

In addition to the various training opportunities put on by the Institute the Financial Planning Chapter in NSW has a regular luncheon which is an opportunity for members of the Financial Planning Chapter to meet, network and hear a range of industry specialist speakers. The objective of these luncheon speakers is to provide insights and technical information of a practical nature. It is also an opportunity for the Institute to provide regular updates to financial planning members.

The Institute is looking to develop in collaboration with the State offices similar member run luncheons and networking opportunities where there is an interest.

Scheduled Events:

Financial Planning Luncheon March 2012 (New date TBA)
Financial Planning Luncheon 25 May 2012 
Financial Planning Luncheon 24 August 2012 
Financial Planning Luncheon 7 December 2012 

Past events and presentations:

Financial Planning Luncheon - 2 December 2011
View a copy of the present: Practice Market Trends
Presented by: Jason Phillips Director JNP Capital Pty Limited and former State Chair of the Institute’s NSW Regional Council. 

Financial Planning Luncheon - 26 August 2011
View a copy of the presentation: It is too RISKY to get your Client's Risk Profile wrong!!
Presented by: Josephine Smith CA, CFP, Member of our FP Chapter

Financial Planning Luncheon - 25 February 2011
View a copy of the presentation: 
Back to basics for multi-managers - How can they get back in touch with advisors and their clients?
Presented by: Jonathan Ramsay - March 2011

Financial Planning Luncheon - 27 May 2011
View a copy of the presentation:
FOS proofing your Business (insights from the inside)
Presented by: Claire Mackay

Article last updated 15 February 2012