FAAA Agenda
Your complete schedule at a glance
Tuesday, November 18, 2025
| Time | Talk | Speakers | Location | Type |
|---|---|---|---|---|
| 8:00 AM - 10:00 AM | CFP® Professional Connect Breakfast - Ahead of the Curve: Global insights in financial planning | A 2-Hour Interactive Workshop for CFP Professionals NOTE: This session is not being recorded CPD: 2 hrs Client Care & Practice | Bianca Musico CFP® Chet Bennetts CFP® Mark Hedderman CFP® +1 more | Meeting Rooms 1 - 3 | SessionTrack 1 |
| 10:30 AM - 12:00 PM | Plenary One - CEO Opening Address / The Future Human: Decoding minds, behaviours and what comes next CPD: 0.25 hrs Reg. Compliance and Consumer Protection / 0.75 hrs General | Milo Wilkinson Sarah Abood | Riverside Theatre | SessionTrack 1 |
| 1:15 PM - 3:15 PM | Inspire Workshop - Digital with Heart: Expanding your impact and influence in advice CPD: 0.25 hrs Reg. Compliance and Consumer Protection / 1.75 hrs Client Care & Practice | Dawn Thomas CFP® Lisa Greensill Amie Baker +4 more | BelleVue Ballroom 2 | SessionTrack 2 |
| 1:15 PM - 3:15 PM | FAAA Professional Practice Workshop - Get succession ready: The right game plan CPD: 2 hrs Client Care & Practice | Steve Prendeville Tania Milnes Greg Cook CFP® +3 more | Riverview 4 & 5 | SessionTrack 4 |
| 1:15 PM - 3:15 PM | Gen Next Workshop - Communicating with confidence CPD: 2 hrs Client Care & Practice | Jakob Ayres Charmion Ingram Nicole Gardner CFP® +2 more | Meeting Rooms 1 - 3 | SessionTrack 3 |
| 1:15 PM - 3:15 PM | Technology Workshop - Velocity: The race to scale advice by 2030 CPD: 2 hrs Client Care & Practice | Travis Carter Pedro Marin CFP® | BelleVue Ballroom 1 | SessionTrack 1 |
| 4:00 PM - 5:15 PM | Plenary Two - The Road Ahead: Leading the profession CPD: 0.5 hrs General / 0.75 hrs Reg. Compliance and Consumer Protection | Phil Anderson George John David Sharpe CFP® +1 more | Riverside Theatre | SessionTrack 1 |
Wednesday, November 19, 2025
| Time | Talk | Speakers | Location | Type |
|---|---|---|---|---|
| 7:15 AM - 8:30 AM | FAAA Community Breakfast: Breaking the mould - Diana Mousina's journey from Analyst to Economic Influencer This session is NOT being recorded. CPD: 0.5 hrs General | Diana Mousina | Riverview 4 & 5 | SessionTrack 1 |
| 8:45 AM - 10:45 AM | Plenary Three - Minister & CEO: In Conversation / Staying Ahead: The evolution of advice CPD: 1 hr Reg. Compliance and Consumer Protection / 1 hr Client Care & Practice | Thabojan Rasiah Nadia Docker Angus Woods +3 more | Riverside Theatre | SessionTrack 1 |
| 11:15 AM - 12:15 PM | NAVIGATE: Money, Morals & Mental Load: Ethical advice when clients are in crisis CPD: 0.5 hrs Professionalism and Ethics / 0.5 hrs Client Care & Practice | Colin Jowell | Riverview 5 | SessionTrack 3 |
| 11:15 AM - 12:15 PM | DEVELOP: What I needed then. What I know now. The role of financial advice from a con man's last victim CPD: 0.75 hrs Client Care & Practice / 0.25 hrs Reg. Compliance and Consumer Protection | Tracy Hall | Riverside Theatre | SessionTrack 1 |
| 11:15 AM - 12:15 PM | STRATEGISE: The New World Order and implications for investment strategy CPD: 0.5 hrs General / 0.5 hrs Technical Competence | Diana Mousina John Pearce | Meeting Rooms 1 - 3 | SessionTrack 2 |
| 11:15 AM - 12:15 PM | EXPAND: The Offshoring Advantage: Proven strategies from industry leaders CPD: 0.75 hrs Client Care & Practice / 0.25 hrs Reg. Compliance and Consumer Protection | Danielle Cornelissen Brian Jones Jo Hall CFP® +1 more | Riverview 4 | SessionTrack 4 |
| 12:30 PM - 1:30 PM | HUB24’s connected ecosystem is redefining advice productivity CPD: 1 hr Client Care & Practice | Jason Entwistle | Riverside Theatre | SessionTrack 1 |
| 12:30 PM - 1:30 PM | Product Breakout - Unlocking Efficiency and Streamlining Advice with State Street ETF Model CPD: 1 hr Technical Competence | Kathleen Gallagher | Riverview 5 | SessionTrack 3 |
| 12:30 PM - 1:30 PM | Product Breakout - Acenda - Income protection needs of (small) business owners CPD: 1 hr Technical Competence | Marshall Ross | Riverview 4 | SessionTrack 4 |
| 12:30 PM - 1:30 PM | Product Breakout - Aware Super - Future- Focused Investing: Building Stability Through Diversification CPD: 1 hr Technical Competence | Michael Winchester | Meeting Rooms 1 - 3 | SessionTrack 2 |
| 2:30 PM - 3:45 PM | DEVELOP: The Future Proof-Adviser: How to build mental agility and wellbeing for long term success CPD: 0.5 hrs General / 0.75 hrs Client Care & Practice | Gihan Perera | Riverside Theatre | SessionTrack 1 |
| 2:30 PM - 3:45 PM | EXPAND: The Edge of Innovation: How three firms are shaping the future of financial planning CPD: 1.25 hrs Client Care & Practice | Corey Wastle Kathryn Creasy CFP® Troy MacMillan | Riverview 4 | SessionTrack 4 |
| 2:30 PM - 3:45 PM | NAVIGATE: Policy developments: Company collapses - FAAA leading the discussion CPD: 1.25 hrs Reg. Compliance and Consumer Protection | David Berry Phil Anderson Shail Singh +1 more | Riverview 5 | SessionTrack 3 |
| 2:30 PM - 3:45 PM | STRATEGISE: Riding the wave of super caps and balances in retirement CPD: 1.25 hrs Technical Competence | Justine Marquet | Meeting Rooms 1 - 3 | SessionTrack 2 |
| 4:30 PM - 5:45 PM | NAVIGATE: Making tax and AML/CTF exciting- What every adviser needs to know CPD: 0.5 hrs Tax (Financial) Advice / 0.75 hrs Reg. Compliance and Consumer Protection | Paul Derham David Barrett Phil Anderson +1 more | Riverview 5 | SessionTrack 3 |
| 4:30 PM - 5:45 PM | STRATEGISE: Risk Renaissance: Reimagining insurance advice CPD: 1.25 hrs Client Care & Practice | Jade Burford Phil Thompson Kieran Forde +1 more | Meeting Rooms 1 - 3 | SessionTrack 2 |
| 4:30 PM - 5:45 PM | EXPAND: Cyber Resilience and AI: How to navigate a practical journey for advice businesses CPD: 0.25 hrs General / 0.75 hrs Client Care & Practice / 0.25 hrs Reg. Compliance and Consumer Protection | Michael Connory Bastien Treptel | Riverview 4 | SessionTrack 4 |
| 4:30 PM - 5:45 PM | DEVELOP: Building better conversations through the science of curiosity and play CPD: 0.5 hrs General / 0.75 hrs Client Care & Practice | Dr. Kate Raynes Goldie | Riverside Theatre | SessionTrack 1 |
Thursday, November 20, 2025
| Time | Talk | Speakers | Location | Type |
|---|---|---|---|---|
| 8:45 AM - 9:45 AM | DEVELOP: Winning hearts & minds: The art of influence for financial advisers This session is NOT being recorded. CPD: 0.25 hrs General / 0.75 hrs Client Care & Practice | AJ Kulatunga | Riverside Theatre | SessionTrack 1 |
| 8:45 AM - 9:45 AM | STRATEGISE: Moving to or leaving Australia - Taxation Considerations CPD: 1 hr Tax (Financial) Advice | Rachel Pritchard Jemma Sanderson CFP® | Meeting Rooms 1 - 3 | SessionTrack 2 |
| 8:45 AM - 9:45 AM | NAVIGATE: Ethical alignment by design in practice CPD: 1 hr Professionalism and Ethics | Prof. Katina Michael | Riverview 5 | SessionTrack 3 |
| 8:45 AM - 9:45 AM | EXPAND: Getting clients invested - and keeping them there CPD: 0.5 hrs Technical Competence / 0.5 hrs Client Care & Practice | Greg B Davies PhD | Riverview 4 | SessionTrack 4 |
| 10:00 AM - 11:00 AM | NAVIGATE: One couple, two clients: Redesigning advice to ensure client safety CPD: 0.25 hrs Reg. Compliance and Consumer Protection / 0.25 hrs Professionalism and Ethics / 0.5 hrs Client Care & Practice | Catherine Fitzpatrick Julie Matheson CFP® Amanda Cassar | Riverview 5 | SessionTrack 3 |
| 10:00 AM - 11:00 AM | STRATEGISE: Champagne problems – the power of collaborative advice strategies to resolve and accelerate wealth creation for complex clients CPD: 0.25 hrs Tax (Financial) Advice / 0.75 hrs Technical Competence | Naomi Mee-Martino CFP® Danielle Fagents | Meeting Rooms 1 - 3 | SessionTrack 2 |
| 10:00 AM - 11:00 AM | EXPAND: A tumultuous but bright future: Demographic trends shaping financial advice CPD: 1 hr General | Simon Kuestenmacher | Riverview 4 | SessionTrack 4 |
| 10:00 AM - 11:00 AM | DEVELOP: Redefining mental health: Brave conversations and stronger connections CPD: 0.75 hrs General / 0.25 hrs Client Care & Practice | Tim Hewson | Riverside Theatre | SessionTrack 1 |
| 12:00 PM - 1:30 PM | Plenary Four - Ahead of the Game: Cricket & financial planning — lessons from the legends | Mel Jones OAM David Sharpe CFP® Adam Gilchrist AM +1 more | Riverside Theatre | SessionTrack 1 |