CONNECT WITH ADVICE2TALENT THIS MAY 2026
Meet us at the FAAA Roadshow
We’ll be on-site at the Melbourne Roadshow this September, ready to share practical strategies that help financial advice firms increase capacity, streamline operations, and retain top talent. Stop by our stand, meet our team, and continue the conversation in person!
We're Proud to Support the Financial Advice Community
Advice2Talent is proud to support the Financial Advice Association Australia (FAAA), the peak body representing financial advice professionals across the country.
The FAAA advocates for the profession, delivers accredited continuing professional development (CPD) programs, and connects advisers through events, education, and networking opportunities.
Carolina is attending the Melbourne Roadshow to share practical insights on building high-performing hybrid teams, attracting senior advisers, and leveraging offshore support — helping advice firms navigate workforce challenges while maintaining service quality, compliance, and sustainable growth.
The Workforce Challenge Facing Advice Firms
A limited pool of experienced advisers
We work with your business to define the role, required skills, and ideal candidate profile.
Rising salary expectations across the profession
Our team identifies qualified independent contractors in the Philippines, conducts initial screening, and shortlists the best matches.
Increasing administrative workload
We provide a curated shortlist of top candidates with detailed profiles, so you can make informed hiring decisions.
Pressure to scale without increasing overheads
Once hired, the candidate is fully handed over to you. You manage onboarding, payroll, and day-to-day operations, with our support available if needed.
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Offshore
Operational support, paraplanning preparation, administration.
MELBOURNE FAAA ROADSHOW SPEAKER
Meet Carolina Castillo
Carolina Castillo, founding director of Advice2Talent, is speaking in Melbourne to show financial advice firms how to attract senior advisers, implement equity and bonus structures, and integrate offshore support to scale efficiently.
She helps firms boost capacity, streamline operations, and maintain compliance while keeping client service high — all strategies you can discuss in person at the Melbourne Roadshow.
Carolina Castillo
Founder & CEO of Advice2Talent
Let's Continue the Conversation
If you’re attending the FAAA Roadshow 2026, we’d love to connect.
Whether you’re exploring offshore support or thinking about how to structure a scalable advice team, we’re happy to share insights.
Best Recruiter - Financial Services, VIC 2022
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