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EVENTS AND PROFESSIONAL DEVELOPMENT CALENDAR: SEPTEMBER 2011 PROFESSIONAL DEVELOPMENT EVENTS Top Client Retention and Connection Strategies 16 September, 12.00pm-1.30pm - 1.5 CPD Points In this session, planners will be shown the nine most common retention drivers to keep connected to clients. The session’s facilitator, Rachel Staggs, will share more than 30 ideas on how and what to communicate to your clients to position yourself effectively in these changing times. Key learning outcomes include: • The critical elements that need to be in your retention plan; • The three most common retention mistakes and how to fix them; • What conversations to have with clients, when and how; • Practical ideas to keep connected with your clients; and • Positioning yourself in a new way with existing clients. ETFs - Integrating ETFs in portfolios 20 September, 12.00pm-1.30pm - 1.5 CPD Points Alpha and beta strategies in portfolio construction have been significantly enhanced through the development of the Exchanged Traded Funds (ETFs) market. In this session, the following topics will be covered: • A recap of ETFs usage; • Maximising Portfolio construction strategies; • Asset class solutions; • ETFs and derivatives; • ETFs and SMSFs; and • Developing protection strategies.


Advanced Aged Care and A-Z of Retirement Homes Brisbane 6 September, Melbourne 13 September, Sydney 14 September 9.00am-5.00pm - 8 CPD Points This comprehensive full day program brings together two of our most popular sessions to help you to expand your advice proposition into the increasing domain of aged care advice. In the morning, leading industry expert Louise Biti will provide you with the technical strategies and practical steps on how to advise your aging clients. In the afternoon, Richard Andrews will focus on retirement homes and how to guide your clients and their families through the pitfalls of the villages and purchase negotiations. You can elect to attend either the morning or afternoon session, or receive a discount for attending both.

CHAPTER EVENTS 1 September Gold Coast – Member Lunch 5 September Geelong – Member Lunch 6 September Ballarat – Member Lunch 8 September Melbourne – Breakfast with Senator Mathias Cormann 9 September Sydney – Central Coast Half Day Seminar 9 September Mid North Coast – Breakfast Seminar 12 September Sydney – Professionals’ Lunch 13 September Bendigo – Member Lunch 13 September ACT – Technical Workshop 22 September Newcastle – Golf Day 26 September Melbourne – AFL Grand Final Lunch 29 September South Australia – Breakfast with Senator Mathias Cormann

The FPA congratulates the following members who have been admitted as CERTIFIED FINANCIAL PLANNER® practitioners. NSW ®

Ian Ornelas CFP Local Government Super Sarah Yim CFP® Suncorp Group Matthew Peter Meehan CFP Agbis Financial Planning



Najeeb Farfoud CFP Wealth and Lifestyle

Lucette Thompson CFP® Macquarie Private Wealth Peter Cheadle CFP® WHK Horwarth Daniel Cheung CFP® Pace Rowlands Bell Jarryd Vinton CFP® Finance Control Sudhir Iyer CFP® Prudent Wealth Management Daniel Perkins CFP® National Australia Bank Megan Aikman CFP® National Australia Bank 46 | financial

planning | SEPTEMBER 2011

Michael Morritt CFP® National Australia Bank

Peter Hawcroft CFP® GH Investment & Financial Advisers

Megan Bartlett CFP® National Australia Bank

VIC Joan Berkery-Coleman CFP® Arrive Wealth Management

Sandy Lui Godfrey Pembroke Deborah Turvey CFP®

Matthew Parrella CFP® Finovia

Lawrence Law CFP® Commonwealth Financial Planning

Terry Hodge CFP® Commonwealth Financial Planning


Lee Henderson CFP® Godfrey Pembroke

Brent Giles CFP® Kennas Financial Services

Andrew Bell CFP® Morrows Private Wealth

Bohdan Burima CFP® WHK Darling Downs

Natalino Lidestri CFP® Commonwealth Financial Planning

Matthew Brown CFP® Josman Financial Group Tennille Renee Catchpole CFP Hillross Innisfail


Marcus Reade-Brown CFP® Patersons Securities


Kerrie Brearley CFP® SMA Wealth Management

David McArthur CFP® RSM Bird Cameron Financial Services

Lauren Clarke CFP® FMD Financial

Robyn Pearson CFP® Pearson robertson

Adrienne Rush CFP® Bendigo Financial Planning

Damien Foley CFP® Industry Fund Financial Planning Carl Creasey CFP® Muirfield Financial Services Melinda Planken CFP® Muirfield Financial Services Daniel Rose CFP® Financial Aspects Megan Christie CFP® Hesta Super Fund (Hest Australia)

WA Sarah Baldwin CFP® Kerron Holdings David McGregor CFP® N.C Bruining & Associates Geoff Pritchard CFP® Finovia Susan Broughton CFP® Natalie Butler CFP® Gibbscorp

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