Events

AGBA Events

A major benefit of being a member of AGBA is the chance to network with adviser and fund managers who are committed to goals based advice and investing. We hold regular events around Australia and welcome existing members and those considering joining to participate at these forums

To get receive invitations to future events, email us at events@goalsbased.com.au

View the full AGBA events calendar here.

Next Event

Roundtable Events – August 2017

Roundtable Events – August 2017

AGBA’s next Roundtable events will be held in Melbourne on Tuesday 15th August, and Sydney on Wednesday 16th August. These Roundtable events will focus on overcoming the barriers to implementing goals based investing and advice.
The workshops address the advice journey, starting from building a website, planning the first meeting and fact finding, to designing a portfolio, presentation & implementation, and the review process. We will explore the unique issues arising in each of these steps, and tools to streamline this process.
To register your interest for the event, please advise us through return email to events@goalsbased.com.au. Further information will then be provided to you, including the venue address. RSVP is essential in order to reserve your place at this session.

If you are an Adviser who would like attend this session, please register your interest by emailing events@goalsbased.com.au

For a greater understanding of what to expect, take a look at one of our past Roundtables events thanks to Evolution Media.


Other Events

National Conference – 8 to 9 November 2017

AGBA will be holding it’s inaugural National Conference on 8 – 9 November 2017, at Doltone House, Jones Bay Wharf, 32 Pirrama Road, Pyrmont in Sydney. This 2 day event will showcase the best of breed industry practitioners and investment managers. The... read more

Meet the Manager – 4 May, 2017

The AGBA Meet the Manager session held on 4 May in Melbourne was hosted by Centuria, and saw representatives from Centuria and Harvest Lane give presentations to AGBA Adviser members.

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