This hybrid event is for FBA Advisor Members only.
Advisor Connect is a monthly event designed to support your ongoing professional development in family business advising, while building connections with fellow FBA Advisor Members across multiple disciplines.
Each event centres on a key theme which shapes the speakers, discussions, and learnings throughout the session. It’s an opportunity to deepen your understanding of others’ expertise, share insights, and uncover collaborative opportunities that will benefit you and the family businesses you support.
This hybrid event will be held in-person at KPMG, Docklands and also online. To join online the link will be provided when you register.
Watch this space, more details to come on session topic.
Speaker
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James Smith |
Providence is an Australian owned investment advisory group licensed through ASIC, providing comprehensive wealth management advice and investment strategies to high-net-worth individuals, families and non-profit organisations. With a 25-year track record over varied financial cycles, an unwavering commitment to exceptional client service with institutional rigor whilst, maintaining a boutique approach to client relationships, our advice is supported by one of the most experienced investment committees in Australia. Providence has offices in Sydney, Melbourne and Adelaide servicing our clients. I believe in the separation between advice and product, and the highest standards of client service. With 30 years of financial market experience, I relish the opportunity to work with individuals and families seeking exceptional service with deep relationships and going on an investment journey with our clients. I also have a passion for and genuinely believe in the importance of investment education be it for Gen #1, #2, #3 or beyond and run our young adult education series programs at Providence and also run bespoke programs for families.
Why Attend Advisor Connect
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Expand your network and connect with like-minded professionals who share your passion for supporting family businesses.
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Gain practical insights and strategies from experienced speakers on topics that matter most in family business advisory.
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Explore opportunities and collaborate with other advisors to strengthen the services you provide and challenge your way of thinking
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Stay ahead, keeping up-to-date with evolving best practices in advising family businesses.
As an FBA Advisor Member you are eligible to attend any advisor events across Australia and New Zealand
Not an FBA Family Business Accredited Advisor?
Becoming an FBA Accredited Advisor gives you the essential knowledge, skills, and practical tools to confidently support family businesses as they navigate growth, succession, and complex dynamics.
By engaging with a trusted community of professionals, you’ll stay informed on best practices, share experiences, and continue to grow your capability as an advisor. You’ll also be part of a supportive network dedicated to helping family businesses thrive for generations to come.
Learn more and become an Accredited Advisor today.
