The Ethics of Advice Documents

The Financial Advice Association of Australia (FAAA) is the leading body representing financial planning and financial advice professionals in the Southern Hemisphere. We deliver high-quality learning experiences designed to drive real-world-results for professionals. With thousands of professionals benefiting from our Continuing Professional Development (CPD, PD, CPE, CE) webinars, we’ve helped lawyers, accountants, financial planners, financial advisers, solicitors, fund managers, financial coaches, government officials, insurance and mortgage brokers and many more professionals enhance their skills, stay informed, remain compliant and advance in their careers. We bridge the gap between theory and practice, offering content curated by industry experts to equip you with practical knowledge in high-demand areas. Investing in the FAAA’s professional development content means choosing quality, convenience and credibility. We delve into current issues often with live case studies presented by professionals who walk the talk. Our webinars are not only informative but also practical, providing you with actionable insights that you can apply in your daily practice. Our speakers are from various backgrounds, including law, accounting, finance and more. We specialise in practical training in areas such as Ethics, Regulatory & Compliance, Expat- Tax, Client Care and Technical Competence. Whether you are a professional, recent graduate, manager or lifelong learner, you’ll find practical courses to advance your career with confidence.

Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function.   He has over 15 years’ experience in the financial services industry in Australia and internationally, working in both the public and private sectors, for wealth management firms, top tier banking groups and regulatory bodies, specialising in dispute resolution and advice review. 

Cheyenne has worked in the financial services industry for over 30 years and has held senior roles with a number of major licensees and other smaller national dealer groups. Her experience in financial services has focused on corporate governance roles, while holding positions as a director and in company secretarial roles for both private and public companies. She has previously worked as an authorised representative, which allows her to have a commercial, practical approach to AFSL and ACL compliance. Cheyenne has been a member of the Financial Planning Association of Australia (FPA) since 1997, including representing licensees through the Partnership Program. She is a current member of the FPA Professional Standards Committee and worked on the FPA Code of Professional Practice. She has been on various working committees within organisations implementing FSR, FoFA, and LIF, including with the Governance, Risk and Compliance Institute. She has been a judge since 2018 with the PlanPlus Global Financial Planning Awards, where financial planners across the globe showcase how they have changed their clients’ lives. Cheyenne won the ifa Excellence Award for Compliance Consultant of the Year in 2020 and was a finalist in 2019 and 2021.