Empower your clients to save thousands on global money transfers. Learn how to strategically navigate foreign exchange and offer superior value beyond traditional banking.
In this webinar, we will explore the foreign exchange (FX) markets and why it's essential for you to understand how your clients are moving money internationally. We'll discuss key scenarios, including expatriate relocation, international property transactions, and repatriating pensions from the UK to Australia.
For business clients, we’ll highlight the importance of paying overseas staff and purchasing materials abroad, emphasizing how using specialised FX providers can save clients 2–4% compared to traditional banks—potentially saving $30k on a $1M transaction.
We'll also delve into the benefits of partnering with an FX provider, offering your clients better rates and service, which enhances your value as an adviser.
Additionally, we'll explain how clients can hedge FX risk using forward contracts and provide practical tips for effectively referring clients to an FX provider, ensuring optimal financial outcomes.
Australia's Leading Professional Association for the Financial Advice Profession
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.
Alliance Manager / Enterprise & Partnerships at OFX
Tim Sandroussi is a seasoned financial professional with over 10 years of experience in wealth management and foreign exchange (FX). Tim currently oversees the ANZ professional services partners at OFX, where he has been a key contributor since joining the company in 2021. Before OFX, Tim served as a financial adviser, offering comprehensive, full-service advice to clients across various financial disciplines. His expertise is backed by a strong educational foundation, including a Bachelor of Business and Commerce with a major in Finance and Financial Planning and a Master’s in Professional Accounting. Tim is also RG146 certified in personal FX financial advice and holds the Accredited Derivatives Adviser (ADA) qualifications 1 & 2. Tim’s extensive background and qualifications uniquely position him to provide expert guidance in the FX market, helping clients and partners achieve optimal financial outcomes.
