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NSW Financial Planning Workshop - October 2019


Join us for this informative and interactive workshop which will be delivered in two parts, by our guest speaker Bronny Speed CA, Financial Advice Leader at CA ANZ:
1. Financial Advice Industry Update: Making sense of FASEA
This session will provide you with an industry update as well as guidance on the integration of FASEA reforms into your business (including what you need to do to meet their requirements particularly in the areas of education, CPD, the exam and foreign qualifications). We'll also share how we can help.

2. Financial Advice Landscape
Through our work at CA ANZ, we are running a project to help drive reform in the provision of SMSF and superannuation advice. We understand that the regulatory regime for limited licensees has become difficult, costly and impractical. In this interactive session, we'll ask you to look into the crystal ball to help develop the 'ideal' solution for the provision of advice in the future. This will be a great opportunity to share your thoughts on the challenges our industry faces and help shape the financial advice landscape of the future.
12.30 - 2pm
Registration and light lunch from 12pm
Bronny Speed CA
Bronny Speed is a Chartered Accountant, Certified Financial Planner and qualified maths teacher with over 25 years’ experience in the accountancy and advice professions. 

She is the Founding Director of AccountantsIQ Pty Ltd, a firm that specialises in assisting accountants who provide SMSF advice under an AFSL, and was the Chief Financial Adviser at Mercer (Aust) Pty Ltd. 

At Chartered Accountants ANZ, Bronny is the Financial Advice Leader. In this role, Bronny consults on policy, thought leadership, advocacy and provides assistance for both licensed and unlicensed accountants impacted by the new regulatory regime. 

She is passionate about education, financial advice and accounting which is evident in her work with CA ANZ, her active industry contribution and her ongoing work assisting accountants integrate financial planning into their accountancy businesses.
Chartered Accountants Australia and New Zealand
33 Erskine Street
Sydney NSW 2000

EVENT DETAILS


Topic: Financial Advisory and Superannuation

Sub-Topic: Financial Planning & Advisory

Format: Workshop

Proficiency Level: All

CPD: 2.5 hours