Advice, Wealth and Super Rewired 2024

previously Platforms, Wraps and Advice Technology

After more than a decade of disruption and escalating costs the delivery of financial advice is on the cusp of change as the Government seeks to open the gates for superannuation funds to deliver advice which is scalable, accessible and affordable.

But, at the same time, financial advice licensees and platforms are already leveraging the best of technology, including artificial intelligence, to drive down costs and deliver advice solutions matching the needs of consumers.

It is against this background that Financial Newswire’s Advice, Wealth and Superannuation Rewired Conference in the Hunter Valley will address the direction of Government policy, the major regulatory developments, technology and product design to evaluate the environment in which financial advisers are likely to find themselves working in the next five years.

*This event is CPD Accredited with 6+ hours (pending final evaluation)

WHERE

Chateau Elan at the Vintage
Vintage Drive, Rothbury NSW 2320

WHEN

8th-10th May 2024

Wednesday 8^th May: 12.30 pm Golf (Optional)

Thursday 9^th May: Conference Day 1

Friday 10^th May: Conference Day 2

AGENDA

DAY ZERO: Wednesday 8th May 2024

TIME

WEDNESDAY 8TH MAY

11:30 am

Golf check-in
Golf Club at the Vintage, Rothbury

12:00 pm

Golf tee-off

5:00 pm

Networking Drinks

DAY ONE: Thursday 9th May 2024

TIME

THURSDAY 9TH MAY

8:20 am

Registrations open

8:50 am

Chairperson’s Introductory Remarks

Mike Taylor, Managing Editor and Publisher, Financial Newswire

9:00 am

Keynote: Padua Solutions

If Data is the New Oil, It’s Time to Move to Texas!

In this engaging and thought-provoking presentation Padua Solutions Co-Founder & Co-CEO Matthew Esler delves into the transformative potential of data within the financial advice sector in Australia. Esler highlights key data risks and opportunities that advisers need to navigate to stay ahead in the industry, including:

1. Understanding client advice data, including CRM & portfolio information gaps
2. Data-driven platform and investment management decision-making
3. Technical advice recommendations and the role of data; &
4. Maximising value-creation for advised clients.

Speakers:

Matthew Esler, Co-founder and Co-CEO, Padua Solutions

9:40 am

Keynote: Wealth Data

The Financial Adviser Landscape

Speakers:

Colin Williams, Founder, Wealth Data

10:00 am

Keynote: Compensation Scheme of Last Resort (CSLR)

Speakers:

Jo-Anne Bloch, Chair, Compensation Scheme of Last Resort Limited (CSLR Limited) Board

10:30 am

Panel: Financial Advice

Decoding the Future: Qualified Advisers may be prove to have been a bureaucratic or ministerial staffer brain fade but with what will the new advice delivery environment look like?

Advisers, CEOs, super fund executives, and licensee heads discuss the evolving structure of financial planning.

Speakers:

Paul Cahill, CEO, NESS Super
Darren Steinhardt, Managing Director, Infocus
Neil Younger, CEO, Fortnum Private Wealth
Matthew Rowe, CEO, Super Concepts
David Bignall, Head of Advice, MineSuper

11:10 am

Morning Tea

11:40 am

Keynote: Fiducian Group

Speakers:

Robby Southall, Executive Chairman, Fiducian Financial Services

12:10 pm

Panel: Platforms

Competition Unleashed: CFS, BT Panorama and AMP North vs. HUB24 and Netwealth

Speakers:

Jason Entwistle, Director – Strategic Development, HUB24
Michael Lowndes, Head of Strategy & Governance, BT
Edwina Maloney, Group Executive, Platforms, AMP North
Robbie Koorey, Business Development Manager – Platform Distribution, Fiducian Financial Services
Matthew Esler, Co-CEO, Padua Solutions

12:50 pm

Networking Lunch

1:50 pm

Keynote: Polen Capital

Staying or Going? Home country bias persists around the world across all investor types. Proponents argue currency exposure, tax advantages and familiarity make going offshore a waste of time. In this keynote, Roger Montgomery will unpack the merits of staying onshore vs going offshore and explore timing of each.

Speakers:

Roger Montgomery, Founder and Chairman, Montgomery Investment Management

2:20 pm

Panel: Superannuation

Finding the Balance: Superannuation fund executives and investment managers discuss pros and cons of internalising investment management

Speakers:

Russell Mason, Trustee Director, State Super
Seamus Collins, Chief Investment Officer, Mine Super
Paul Cahill, CEO, NESS Super
Simon Gregory, Investment Specialist, Polen Capital
Pauline Vamos, Non-Executive Director, Mercer Superannuation Trust

3:00 pm

Afternoon Tea

3:20 pm

Fireside Chat: Value Partners and Antipodes

China in Focus: Explore China’s position in investment priorities

Speakers:

Gordon Ip, Co-Chief Investment Officer, Value Partners; Portfolio Manager, Antipodes Asia Income Fund
Jonathan Wu, Investment Director – Asia, Antipodes

4:00 pm

Keynote: AMP

Navigating the Aftermath: The future of the financial advice business post the BOLR class action settlement

Speakers:

Matt Lawler, Managing Director – Advice, AMP

4:30 pm

Keynote: SQM Research

Insights into the Australian Property Market

Speakers:

Louis Christopher, Managing Director, SQM Research
Louise Mason, Independent Non-Executive Director, GPT Group

5:00 pm

Closing Remarks and Day One Wrap-Up

7:00 pm

Networking Drinks

7:30 pm

Conference Dinner

DAY TWO

TIME

FRIDAY 10TH MAY

9:00 am

Chairperson’s Introductory Remarks

Mike Taylor, Managing Editor and Publisher, Financial Newswire

9:10 am

Keynote: Investment Trends

Industry Overview

Speakers:

Irene Guiamatsia, Global Head of Research, Investment Trends

9:50 am

Panel: Managed Accounts

Can Advisers really Manage their Managed Account Programs?: An in-depth discussion on the latest trends and challenges

Speakers:

Toby Potter, Chair, Institute of Managed Accounts Professionals (IMAP)
Frances Taylor, Executive Director, Managed Accounts, Colonial First State
Andrew Tracy, Head of Discretionary and Managed Accounts, JBWere
Michael Driessen, Senior Financial Planner, GDA Group

10:30 am

Morning Tea

11:00 am

Panel: Research and Ratings Houses

State of Play: A comprehensive discussion by representatives from Australia’s major research and ratings houses

Speakers:

Louis Christopher, Managing Director, SQM Research
Michael Malseed, Director, Manager Research, Morningstar
Paul Harding-Davis, General Manager, AdviceIQ
Matthew Rowe, CEO, Super Concepts

11:40 am

Keynote: Super Mergers

Speakers:

Nick Sherry, Chair, TWU Super

12:10 pm

Closing Remarks and Conference Wrap-Up

12:15 pm

Networking Lunch

PRICING AND REGISTRATIONS

Please use the links to purchase your selected package from those available below.

Complimentary passes are still available for financial advisers, covering conference admission and accommodation – please click the button below and select your preferred package.

Click here for complimentary adviser registrations

Please contact Yasmine Masi at if you have any registration queries.

PACKAGE ONE: $2,040 + GST

PACKAGE TWO: $1,940 + GST

Conference Admission – $1,500
2 nights accommodation at the Mercure Hunter Valley Gardens (Wednesday 8th to Friday 10th May) – $440
18-hole Golf Round at the Chateau Elan (Wednesday 8th May) – $100

Conference Admission – $1,500
2 nights accommodation at the Mercure Hunter Valley Gardens (Wednesday 8th to Friday 10th May) – $440

PACKAGE THREE: $1,820 + GST

PACKAGE FOUR: $1,720 + GST

Conference Admission – $1,500
1 night accommodation at the Mercure Hunter Valley Gardens (Thursday 9th May) – $220
18-hole Golf Round at the Chateau Elan (Wednesday 8th May) – $100

Conference Admission – $1,500
1 night accommodation at the Mercure Hunter Valley Gardens (Thursday 9th May) – $220

PACKAGE FIVE: $1,820 + GST

PACKAGE SIX: $1,720 + GST

Conference Admission – $1,500
1 night accommodation at the Mercure Hunter Valley Gardens (Wednesday 8th May) – $220
18-hole Golf Round at the Chateau Elan (Wednesday 8th May) – $100

Conference Admission – $1,500
1 night accommodation at the Mercure Hunter Valley Gardens (Wednesday 8th May) – $220

PACKAGE SEVEN: $1,500 + GST

Conference Admission – $1,500

No accommodation required

Event tickets are available for nominated wealth management industry individuals such as fund managers, funds management executives, financial advisers, superannuation executives and their guests.

Suppliers to the industry (e.g. solution providers to the banking, insurance and wealth management industry) must contact the Financial Newswire team for more information on vendor participation.

For more information, please contact Amy Barratt at or +61 449 137 096