Events

Join us at our next Brisbane Member Breakfast as we explore one of the biggest topics shaping advice firms today: Advice Technology. We’re pleased to welcome Jaxon King, Managing Director of Scion Private Wealth, who will lead a practical discussion on: 

From CRM to Advice Tech: What’s Working, What’s Not and What’s Next

This interactive session will cover CRM systems, workflow tools and adviser technology solutions, including lessons learned, common challenges and opportunities for firms looking to improve efficiency and client outcomes.

📅 9 October 2026
🕖 7.00am for a 7.15am start
📍 United Service Club, Spring Hill

Prospective members are welcome to attend.

RSVP by 2 October: chris@humphreywealth.com.au

Responsible Manager Essentials: Governance, Obligations & Regulatory Expectations

Presented by:      Rhett Das, Managing Director, Integrity Compliance
Date:                    Thursday, 3 September
Time:                    12:00 PM AEST
Cost:                    Complimentary for BFP Members

This practical and informative session is designed for advisers, Responsible Managers, and professionals seeking a stronger understanding of compliance, governance, and regulatory expectations under an AFSL.

Learning Outcomes

Participants will:

  • Understand the responsibilities and expectations of a Responsible Manager.
  • Identify key compliance and governance obligations under an AFSL.
  • Recognise common compliance failures and regulatory risks.
  • Apply practical strategies to strengthen oversight and accountability.

CPD Points Available

Both registration and attendance will attract CPD points, making this an excellent opportunity to enhance your professional knowledge while meeting your ongoing CPD requirements. As this event is being fully funded by BFP, there is no cost to attend for members.

 

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