Young mortgage brokers, financial advisers and accountants join forces for industry-first event


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SYDNEY: 22 March, 2019 - Young finance professionals took part in an industry-first event on Thursday 21 March to foster greater collaboration and strengthen resilience in the face of an increasingly challenging professional environment.

Anticipated regulatory changes, weak property markets, an underperforming economy, and a Royal Commission have combined to create a period of uncertainty for the finance industry and present unique challenges for the younger generation seeking to establish themselves as leading finance professionals.

On Thursday night at the Young Professionals of Finance professional development and networking event, under-35-year-old members of the Association of Financial Advisers (AFA), the Mortgage & Finance Association of Australia (MFAA) and the Certified Practicing Accountants Australia (CPA Australia), came together to share their ideas and learn from each other’s experiences. The event was designed to help develop leadership capabilities and skills that will allow them to better navigate industry headwinds.

Over the course of the evening, the young professionals heard from leading guest speaker Roh Singh who spoke about leading with confidence and mastering their mindset. Attendees also had the opportunity to network with their inter-industry peers from the financial advice, accounting and finance broking sectors.

“With so much change occurring in the industry, we want to do everything we can to support and encourage the next generation of young professionals, while providing opportunities that will empower them to embrace the future with confidence,” event partner, Kaplan Professional’s CEO Brian Knight said.

“Events like this are incredibly worthwhile for those who want to establish relationships beneficial to their professional practice. We’re delighted and proud to support the event.”

AFA Genxt NSW Chair and 2017 AFA Rising Star, Mia Taylor, said the event encouraged greater collaboration which would in turn result in better outcomes for financial service clients.

“The event allowed young professionals to build awareness of each other’s challenges, but more importantly, it highlighted the great opportunities which collaboration can bring, ultimately leading to better client outcomes,” Ms Taylor said.

MFAA member and award-winning broker Dylan Salotti added, “As a young finance professional and business owner, it’s critical to collaborate with other like-minded professionals across other services to get greater insight into what’s happening in other areas of the industry, to identify potential synergies and build mutually beneficial relationships with experts outside of our field.”

The Young Professionals of Finance professional development and networking event was held at CPA Australia's, Sydney offices on Thursday, 21 March.

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About the AFA

The Association of Financial Advisers Limited (AFA) has been the authentic voice on the value of financial advice for over 70 years. Today, the AFA is a vibrant, innovative association, where the underlying driver of policy is the belief that great advice transforms lives. To this end the AFA is striving to achieve the vision of Great Advice for More Australians. The AFA’s ongoing relevance as a professional association is derived from our success in engaging with the major stakeholders in financial advice including advisers, consumers, licensees, product and service providers, and the regulator and government. Culturally we believe in the value of collaboration to create powerful outcomes and this drives how we achieve influence and work towards our vision.