CHAPTER EVENT REVIEW
REGIONAL ROUNDUP The past month saw FPA Chapters hold three Young Planner events. The Melbourne Chapter ran a presentation with Craig James, the Chief Economist at CommSec. James gave the 70 attendees his insight into Australia in 2030, focusing on the labour market, industry sectors, house prices and the changing demographic of Australia’s population.
The Sydney Chapter hosted a presentation on ‘A day in the life of an emotionally intelligent planner’. Helen Parker and Wayne Lear CFP® of Conscious Money illustrated how the words used by planners can be used to frame the conversation and hold-up the emotional space to inspire trust and confidence in all situations. (See article p22-25.) On the Sunshine Coast, Julie Berry, Managing Director of Berry Financial Services and former FPA Chair, presented her thoughts on how financial
planners will need to adapt to the changing professional climate.
On the policy front, Senator Mathias Cormann visited the Cairns Chapter and gave members an update on the Coalition’s opposition to the FoFA reforms. Members were given the opportunity to ask the Senator questions throughout the lunch event. The Senator has engaged with FPA members already in Perth, and his next visit will be Melbourne, where he is speaking at a breakfast on 8 September. It proved an active month for the Queensland Chapters. Far North Coast NSW Chapter ran an interactive half day workshop on FoFA. Focusing on the practical aspects, Stewart Bell from Elixir Consulting discussed what the reform means for financial planning practices. On the social front, Wide Bay Chapter members gathered together at
Spinnakers Bar in Bundaberg to celebrate the conclusion of another busy financial year, while the Toowoomba/Darling Downs Chapter held a premiere movie night for members and their partners.
Over in Western Australia, FPA Chair Matthew Rowe and the FPA Board hosted the latest Professionals Dinner. This was the third leg of the Board’s road trip – the next stop will be Sydney. Albury/Wodonga ran a breakfast focused on Retirement Living and Aged Care, while South East Melbourne Chapter invited marketing specialist and CFP, Tyron Cleine, to present on marketing strategies for financial planners. South East Melbourne Chapter ran a breakfast on direct investment options and members in Sunraysia attended a lunch on SMSF Borrowing, where they heard presentations from both a technical and lend perspective.
CHAPTER PROFILE: SOUTH AUSTRALIA As outlined in last month’s issue of Financial Planning magazine, a ball hosted by the FPA South Australia (SA) Chapter raised over $30,000 for local charities and the Future2 Foundation. The black tie event, themed Bulls & Bears, was held at the Adelaide Oval in June and attracted over 300 guests, said Chapter Chair Carl Wilkin CFP®. Half of the funds raised went to Bedford, an organisation that provides training and employment to disadvantaged people and those with disabilities. The SA Chapter was particularly interested in Bedford’s new financial skills development program. “Bedford is quite well-known in the Adelaide community and because there was a link to financial literacy, we thought it was a good cause to support,” said Wilkin. “They needed about $15,000 to get it off the ground, so we decided this would be our flagship charity.” The balance of the funds raised was split between Rotary
2 Melbourne Chapter Young Planner evening 1. Nick Hilton and Chief Economist at CommSec Craig James 2. Raffle prize winner Stephanie Patrick and Nick Hilton Rob Falconer, Brett Dalton, Tania Sweet, Matthew Rowe
causes and the Future2 Foundation. The event’s success means that it will now become an annual affair, with a date already set for next June. Over the next couple of months, the SA Chapter is hosting smaller events, during which Wilkin and FPA board chairman, Matthew Rowe CFP®, will discuss the various changes the FPA has implemented and what it means to be a profession. The Chapter has also planned educational events for members that will focus on ethics and professionalism.
THANK YOU TO OUR CHAPTER SUPPORTERS AMP Financial Planning Australian Unity IOOF Lifeplan Funds Management Lonsec Nab Russell Investments financial planning | SEPTEMBER 2011 | 45