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Financial Standard Technical Services Forum 2021

Financial Standard Technical Services Forum

The Financial Standard Technical Services Forum will commence in March 2021, and will run four sessions in the year, one per quarter.

The forum is open to professionals including technical services experts, paraplanners, research, policy and advice specialists.

The Financial Standard Technical Services Forum will cover retirement income strategies, SMSF income streams, aged care and other leading industry issues.

We are excited to announce that Generation Life will be partnering with us for the Technical Services Forum throughout 2021.

This forum will be FPA accredited.

  Date Location Time
Thursday March 25 Four Seasons hotel Sydney, Gallery Room 12pm - 2:30pm
Thursday June 03 Four Seasons hotel Sydney, Gallery Room 12pm - 2:30pm
Thursday September 09 To be confirmed 12pm - 2:30pm
Thursday 11 November To be confirmed 3pm - 5:30pm
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Technical Services Forum Session Two, June 03

Speakers to be announced shortly.

Previous Presentations

April 02 - 2020

Click here to view Andrew Lowe's presentation - Challenger; Conversations with advisers about retirees client's concerns in volatile times.

Click here to view Alex Koodrin's presentation - Clearview Wealth Limited; Estate Planning, Life Insurance & Divorcee sector

June 4 - 2020

Click here to view Claudine Siou's presentation - OnePath Australia; Technical Services | Estate Planning

Click here to view Melanie Dunn's presentation - Accurium; Techniques for assessing retirement income strategies

September 10 - 2020

Click here to view Jeremy Cooper's presentation - Challenger; A better understanding of longevity risk

Click here to view Alex Dunnin's presentation - Super under attack? What's going on?

November 12 - 2020

Click here to view Michael Mclean's presentation - Challenger; Centrelink income tests for pre-retirees and retirees

Click here to view Rachel Alembakis' presentation - FS Sustainability; Michael Mclean's presentation - Challenger; Centrelink income tests for pre-retirees and retirees

CPD Information

The Financial Standard Technical Services Forum is accredited by the Financial Planning Association (FPA) for CPD hours aligned to FASEA learning areas and ASIC Knowledge Requirements.

The 2021 Financial Standard Technical Services Forum has not yet been accredited by the FPA and the learning hours have not been confirmed. In 2019 the program was accredited by the FPA for 2 learning hours per session.

If you are after additional professional development content or would like to access the CPD content from other Financial Standard Events check out Financial Standard's CPD program FS Aspire CPD

In order to claim CPD learning hours, attendees must remain for the entirety of the event and fill in an online evaluation available to them on the day.

A CPD certificate will be issued to all attendees who submit their evaluation within a week of attending the event. Membership to the FPA is not required to claim CPD learning hours.

Details surrounding the specific FASEA learning areas and ASIC Knowledge Requirements that will be covered over the course of the event will be listed here once the details become available.

Generation Life is the exclusive event partner to the Technical Services Forum

About Generation Life

Generation Life is now Australia's leading investment bond provider. As the pioneer of Australia's first truly flexible investment bond,
Generation Life has been at the forefront of providing innovative investment solutions for over 17 years.
Their investment solutions are built on simplicity, innovation and value and cater for a wide range of wealth accumulation needs.