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SPONSORSHIP PACKAGESMaximum exposure for your brand and your message

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THE FPA AUDIENCE IS YOUR AUDIENCE

MAXIMUM EXPOSURE FOR YOUR BRAND

SPONSORSHIP PACKAGES

Contents

FPA SPONSORSHIP | 1

THE FPA AUDIENCEIS YOUR AUDIENCE

THE FPA IS THE PROFESSIONAL BODY FOR FINANCIAL PLANNERS IN AUSTRALIA. THROUGH THE FPA YOU WILL REACH MORE QUALITY FINANCIAL PLANNERS: TO BE A PRACTITIONER MEMBER OF THE FPA, YOU NEED TO MEET THE HIGHEST PROFESSIONAL STANDARDS.

CERTIFIED FINANCIAL PLANNER® PROFESSIONALSAs the sole licensing body for the international CFP® Certification in Australia, the FPA is home to all financial planners who have achieved the highest standard of education, experience, ethics and professionalism in

financial planning, recognised around the world. It is only through the FPA that you can access all of these elite professionals at the same time. As at May 2012, we have over 5,500 CFP profesionals as members.

OTHER FINANCIAL PLANNING PRACTITIONERSTo be a practitioner member of the FPA, financial planners need to meet professional standards that are higher than the law requires. As at May 2012, we have over 2,000 Financial Planner AFP® members with authorised representative status and who have at least one year’s supervised experience.

FPA AFFILIATESThe FPA serves a valuable purpose in keeping other industry professionals abreast of developments and news. Those individuals are affiliates of the Association and include paraprofessionals, future and new planners, students as well as those working in related roles such as compliance, technical and training. As at May 2012, we have over 2,000 FPA affiliates.

FPA PROFESSIONAL PRACTICESThese financial planning practices represent over 200 high quality businesses that are endorsed to use the FPA brand. In order to be awarded FPA Professional Practice status, these businesses have met strict criteria and ongoing audit requirements, grounded in the FPA Code of Professional Practice, to hold themselves out as high quality professional financial planning businesses in their community.

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30%

3%

23%

17%

10%

11%

6%

Business owner

CEO

Senior Manager

Employee

BDM

Prac�toner

Other

55%

2%

8%

0%

3%

3%

14%

4%

1%

9%

Financial Planner

Paraplanner

AFS Licensee / management

Insurance - Risk / General

Training / Compliance

Prac�ce Manager / Support Staff

Fund Manager Employee

Industry Supplier

Technical / Research

Other

FPA EVENTS AUDIENCETHE FPA IS DEDICATED TO DEVELOPING A VARIETY OF EDUCATION, NETWORKING AND SOCIAL EVENTS THROUGHOUT THE YEAR THAT WILL FOSTER LEARNING AND PROVIDE OPPORTUNITIES TO MEET WITH OTHER PROFESSIONALS AT BOTH A LOCAL AND NATIONAL LEVEL. THE FPA DELIVERS OVER 100 EVENTS PER YEAR THROUGH OUR EXTENSIVE CHAPTER AND NATIONAL MEMBER NETWORKS.

EMPLOYMENT TYPE

INDUSTRY CATEGORY

NSW34%

VIC29%

QLD17%

WA9%

SA7%

TAS2%

ACT2%

NT0%

LOCATIONS

ATTENDEE DEMOGRAPHICS

80%

20%

3%

24%33%

26%

14%

91%

9%

1Male Female Under 30 30 - 39 40 - 49 50 - 59 Over 60 Member Non Member

AGEGENDER MEMBERSHIP

FPA SPONSORSHIP | 3

MAXIMUM EXPOSURE FOR YOUR BRAND AND YOUR MESSAGEALL FPA EVENTS ARE MARKETED ACTIVELY TO OUR MEMBER BASE, UTILISING A WIDE RANGE OF COMMUNICATIONS CHANNELS.

The various channels may involve:

This integrated approach creates a strong synergy between the communications and provides a powerful opportunity for sponsors to gain additional exposure when their brand is integrated into the promotion efforts from the beginning of the campaign.

• Digital marketing through the FPA website which attracts up to 150,000 hits from 35,000 visitors per month,

• Targeted and personalised e-mail marketing to up to 10,000 members and affiliates with an average open rate of 30%+,

• Push messages through our new FPA Event App to add value to delegates, network, interact with the presenters and provide feedback,

• Social media, in particular our Twitter account with over 450 followers and our members-only LinkedIn forum with over 1,300 participants,

• Promotion in our highly respected Financial Planning magazine rated by FPA members in our October 2011 survey as providing the most useful information compared to the major trade press titles

• Press releases and other media relations activity resulting in coverage across industry print, broadcast and digital media

• Other press and online advertising where appropriate,• Promotion directly to major corporates via our 40+ FPA

Professional Partners and 200+ FPA Professional Practices, and in turn, to the financial planners in these businesses.

This is a web-app that works from your device’s browser whether it’s an iPhone, Blackberry, Android, Windows, and even a tablet, laptop or desktop computer.

The app will showcase the program, attendee list, speakers’ bios, feedback forms and question submission. All delegates will be encouraged to download the app prior to arriving onsite.

Branding opportunities are available for sponsors on the mobile event app.

To download the FPA Events app, visit: http://eventmobi.com.au/fpa/ or scan the QR code below.

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FPA EVENTS APPWE ARE DELIGHTED TO BRING TO YOU AN INNOVATIVE APP THAT ENABLES YOU TO MAKE THE MOST OF FPA EVENTS, BEFORE, DURING AND AFTER THE EVENT.

THE EVENT APP

To date over 900 visits have been made to the app, with 72% new visitors and 28% returning visitors. Visitors spend on average over 2 minutes on the app.

AUDIENCE

Each month Financial Planning delivers in-depth technical and issues-based articles that practitioners are unlikely to get elsewhere. These include articles on technical investment strategies, tax, compliance, practice management, education, training, policy and regulation.

Among Financial Planning’s readership are Australian Financial Services Licensees, financial planners, insurance professionals, banking professionals, financial product advisers and accounting, legal and share broking professionals.

EVEN MORE READERS ONLINE

Financial Planning magazine is distributed to the entire FPA database each month, with over 11,000 recipients.

In addition the magazine’s online home www.financialplanningmagazine.com.au attracts over 3,000 hits each month. The current and past issues, including the advertisements, are stored on the website and can be accessed by anyone.

FPA members rated Financial Planning magazine as providing the most useful information compared to the major press titles.*

*Source: FPA member survey, October 2011

FPA SPONSORSHIP | 5

FINANCIAL PLANNING MAGAZINETHE OFFICIAL PUBLICATION OF THE FPA IS DISTRIBUTED BY MAIL TO OVER 11,000 MEMBERS AND AFFILIATES OF THE FPA.

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• Sentweeklyto10,000FPAmembersandaffiliates

• 30%+openrates• Dedicatedcommunicationsto40+FPA

ProfessionalPartnersand200+FPAProfessionalPractices.

• DigitalMarketingattractingupto150,000hitsfrom35,000visitorseverymonth

• 550+Twitterfollowersandgrowingdaily• Upto30tweetsaweek• Over1400participantsonourLinkedIn

discussiongroup@AustraliaFPA

FPA EXPRESS

WEBSITE

SOCIAL MEDIA

FPA COMMUNICATIONSSPEAK DIRECTLY TO THE FPA AUDIENCE

FPA SPONSORSHIP | 7

SPONSORSHIPPACKAGES TO SUIT EVERY BUDGET

SPONSORS CAN ENJOY A VARIETY OF BENEFITS RANGING FROM BRANDING OPPORTUNITIES THROUGHOUT INTEGRATED PROMOTION CAMPAIGNS TO HIGH VISIBILITY AT EVENTS. THE FPA WELCOMES THE OPPORTUNITY TO PROVIDE YOU WITH A CUSTOM PACKAGE THAT MEETS YOUR SPONSORSHIP OBJECTIVES.

awards2012 BEST PRACTICE• Brisbane

Stamford Plaza Brisbane – Friday 9 November 2012• Melbourne

Melbourne Convention & Exhibition Centre – Friday 16 November 2012 • Adelaide

Mercure Grosvenor Hotel – Friday 23 November 2012• Sydney

Hilton Sydney – Friday 7 December 2012• Perth

Perth Convention & Exhibition Centre – Thursday 13 December 2012

ADVANCED CPDTECHNICAL WORKSHOPS

To commemorate the FPA’s historical two decade milestone, we are delighted to announce a unique 20th Anniversary program that will replace our signature National Conference for 2012 only. The 20th Anniversary events will take place in Capital City locations during November and December.

This half day afternoon workshop series will showcase CPD delivered by our strategic alliance partners. Delegates will participate in a half day workshop featuring high quality education and CPD opportunities. In addition, a small exhibition space will be on hand so sponsors can demonstrate new technologies or business solution products to planners.

The day will be capped off with a Champagne Reception and the annual FPA Awards presentation. The awards showcased are the FPA 2012 Best Practice Awards, with presentations being made to the award winners who have demonstrated the highest standards of advice. In addition, the reception will recognise the pioneers, role models and exceptional contributors to the profession while celebrating two decades of progress in our professional journey.

Dates and locations are listed below. The workshops and Champagne Reception will take place on the same date and at the same venue.

Sponsorship packages available:

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ADVANCED CPD TECHNICAL WORKSHOPS

PLATINUM SPONSOR

This level of sponsorship provides unrivalled premium exposure for your brand to our members and professional community through an extensive range of promotions before, during and after the celebration dinners. Preferential pricing is also available to your organisation if you wish to take up additional sponsorship of the Advanced CPD technical workshops. Limited to one sponsor.

Pre-event marketing

• Sponsorship reference included in Financial Planning magazine

• Acknowledgement in Best Practice Awards communications

• Branding on all promotional emails to members and affiliates, FPA Professional Partners and Professional Practices

• Branding and/or mentions on event website, registration form, media releases and FPA event tweets

• Branding on event smartphone app

• Access to the consenting delegate list for a pre-event email communication.

At the event

• Representative to introduce one of the Best Practice Award categories

• 20 complimentary attendees to each event

• Complimentary exhibition sponsorship

• Promotional items given to each attendee. Items provided by sponsor

• Signage and banners throughout the venue

• Promotional items given to each attendee

• Branding on slides

• Short (2 – 5 mins) promotional video played

• Acknowledgement throughout the event from MC

• Mentions in FPA event tweets to 450+ followers.

After the event

• Branding in post-event wrap up featured on the FPA website and Financial Planning magazine

• Option to be featured in an edition of Financial Planning magazine in an article*

• Branding on event smartphone app for participants to complete feedback survey

• Branding on feedback survey emails

• Access to the consenting delegate list for a post-event email.SOLD

FPA SPONSORSHIP | 9

SOLDWORKSHOP ROOM SPONSOR

The Workshop Room Sponsor will have the opportunity to chair one room during the workshop sessions in all 5 event locations. This opportunity is limited to 3 sponsors.

Pre-event marketing

• Branding on all promotional emails to members and affiliates, FPA Professional Partners and FPA Professional Practices

• Branding and/or mentions on event website, registration form

• Branding on event smartphone app

• Access to consenting delegate list for a pre-event email communication.

At the event

• Signage and banners with allocated room

• Brochures or other promotional items handed out within the room

• Branding on slides

• Nominate MC for the duration of the workshop to open/close each session and facilitate Q&A when required

• Opportunity to run any competitions during the event, e.g. business card drop

• 2 complimentary attendees.

After the event

• Branding on event smartphone app for participants to complete feedback survey

• Branding on feedback survey email

• Acknowledgement in post-event wrap up in Financial Planning Magazine

• Access to the consenting delegate list for a post-event email.

Investment: $15,000 (inc.GST) for 5 events

HURRY!LAST CHANCE!

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EXHIBITION SPONSOR

Exhibition sponsors will have the opportunity to promote their brand in a small exhibition space outside the workshop rooms. Sponsors will be allocated a table and space for one banner, delegates will enjoy lunch and afternoon tea in the exhibition area.

(Limited to 15 sponsors per location)

Pre-event marketing

• Branding on all promotional emails to members and affiliates, FPA Professional Partners and FPA Professional Practices

• Branding and/or mentions on event website, registration form

• Branding on event smartphone app

• Access to consenting delegate list for a pre-event email communication.

At the event

• Table located in the exbition area

• Signage or banners at each table

• Opportunity to provide promotional materials to delegates via the exhibition area

• Opportunity to run any competitions during the event, e.g. business card drop

• Access to the workshop event

• 2 complimentary attendees.

After the event

• Branding on event smartphone app for participants to complete feedback survey

• Branding on feedback survey and CPD certificate email

• Access to the consenting delegate list for a post-event email

• Branding on any websites offering post-event material or web streaming.

Investment: $8,000 (inc.GST) for all 5 eventsFlexible option: $2,000 per event (choice of event location)

COLLATERAL SPONSORS

Collateral Sponsors will have the ability to highlight their brand onsite to delegates by providing various items which will be given out to each delegate at all 5 events. Sponsors will need to provide branded items to approximately 900 delegates by 1 November 2012.

(Limited to 1 sponsor per item)

Investment: $2,000 (inc.GST) per item

Items on offer:Satchel Sponsor

Pen SponsorSatchel Insert

LIMITED AVAILABILITY

FPA SPONSORSHIP | 11

Company name (to be displayed):

Legal entity name:

ABN:

Head office address:(Physical address,no GPO or PO Box)

Suburb: State: Postcode:

SPONSORSHIP CONTACTThe person listed below will liaise with the FPA in the lead up to the event. All communication will be sent to person listed below. If there is more than one person that will need to receive this information please include details below.

Contact name:

Position:

Email: Phone: Mobile:

SPONSORSHIP APPLICATION FORM

Please select your sponsorship packages below: (all prices are listed inc. GST)

ABN 62 054 174 453

This form becomes a tax invoice on payment. Please retain a copy for your records. All prices are listed as inclusive of GST.

Anniversary CPD Workshop Program☐ Workshop Room Sponsor $15,000☐ Exhibition Sponsor $8,000 (all 5 events)☐ Exhibition Sponsor $2,000 (1 event, please select your location below)

☐ Pen Sponsor $2,000☐ Satchel Sponsor $2,500

☐ Brisbane ☐ Adelaide ☐ Sydney ☐ Melbourne ☐ Perth

☐ Satchel Insert $2,000

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PAYMENT DETAILS

Please make all cheques payable to: FINANCIAL PLANNING ASSOCIATION OF AUSTRALIA.☐ Visa ☐ Mastercard ☐ AMEX ☐ EFT ☐ Cheque

Credit card number: Expiry: CCV:

Cardholder’s name:

Signature: Date:

Completed forms can be returned via fax to 02 9220 4580, email events@fpa.asn.au, or by post to GPO Box 4285, Sydney NSW 2001.

ABN 62 054 174 453GPO Box 4285Sydney NSW 2001

Phone 02 9220 4500Fax 02 9220 4580

Members call 1300 337 301Consumers call 1300 626 393

fpa@fpa.asn.auwww.fpabestpractice.com.au