FAAA Chapter Event Non-Member Registration

The FAAA Sunshine Coast Chapter Committee invite you to join them for their Professional Development Day on Friday 22 May at the Mooloolaba Surf Club.

Please join us and your fellow Chapter Members for morning tea and lunch, whilst hearing from our guest speakers:

• Phil Anderson, GM Policy, Advocacy & Standards, FAAA: Phil will provide an update on the key policy and advocacy issues affecting the advice profession, including DBFO reforms, AML/CTF changes, the CSLR, and the implications of the Shield and First Guardian collapses.

• Marshall Ross, Partner Education Manager, Acenda: Marshall will cover off on business insurance including buy / sell and key man, including working case studies

• Orla Cowan, General Manager, Investment Governance, Insignia Financial: Compliance issues including; ASIC’s tightening stance on small licensees running managed accounts or MDAs, the fallout from First Guardian & Shield, shifting super‑trustee rules that may increasingly diverge from platform investment menus, and heightened due‑diligence expectations for assets

• Sam Janssen, Lawyer (Associate level) & General Manager, Estate First Lawyers: Sam will provide a practical session exploring how to manage estate planning issues with clients who may be losing capacity.

• Stuart Riddle, Co-Founder, Claras.AI: Stuart’s presentation will show you how to incorporate AI into your practices, increasing efficiency and improving the client experience.

Event information

Date: Friday 22 May

RSVP: By Friday 15 May

Time: Registration from 8:30am, event from 9:00am - 2:00pm

Venue: Mooloolaba Surf Club - The Esplanade, Mooloolaba QLD 4557

CPD hours will be awarded for this event. Tickets are limited so register now to avoid disappointment.

We look forward to seeing you there!

FAAA Sunshine Coast Chapter Committee

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2026 FAAA Sunshine Coast Chapter Professional Development Day

Contact Details

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FAAA Chapter Event Non-Member Registration

2026 FAAA Sunshine Coast Chapter Professional Development Day

Contact Details

Preferred name for badge (if different from above)

Summary

Terms and Conditions

Payment

Thank you for your registration, you will receive a confirmation email shortly.

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