Navigate the complex ethical landscape of professional conflicts. Learn to identify, classify, and mitigate conflicts of interest through practical case studies, safeguarding your integrity.
As a continuation of A Guide to Navigating Conflicts Masterclass Series 1, we delve into the complex world of conflicts in financial planning, exploring ethical principles that guide their resolution. Join Phillip Davies, Deputy Chair of the FAAA Conduct Review Commission, as he unravels in-depth case studies and illustrates real-life scenarios, shedding light on the challenges faced by financial advice practitioners.
Join us for a thought-provoking and interactive session to gain practical tools for your practice and learn how to apply effective conflict management principles with integrity and professionalism in your practice.
By attending this session, you will learn:
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.
Head of Professional Standards | Financial Advice Association Australia (FAAA)
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. 
Deputy Chair of the FAAA Conduct Review Commission
Phillip Davies is the Deputy Chair of the FAAA Conduct Review Commission. He is also currently the Tolling Customer Ombudsman and a former Senior Partner with Mallesons Stephen Jaques / King & Wood Mallesons. Phillip brings significant legal experience to his roles. He combines business experience as the Chief Executive of Advanced Paediatric Life Support, a not-for-profit company, with decision-making roles on the Victorian Building Appeals Board, the Hearing Panel for the Veterinary Practitioners Registration Board of Victoria, and the Disciplinary Boards of both Greyhound Racing Victoria and the Education Department of Victoria. Phillip is a graduate of the AICD Company Directors Course and a member of the Law Institute of Victoria. He is also a Fellow of the Tax Institute of Australia, the Financial Services Institute of Australia, and the Centre of International Legal Studies.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
