Advice, Wealth and Super Rewired 2024

Golf check-in
Golf Club at the Vintage, Rothbury

Golf tee-off

Networking Drinks

Registrations open

Chairperson’s Introductory Remarks

• Mike Taylor, Managing Editor and Publisher, Financial Newswire

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. 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

Keynote: Wealth Data

The Financial Adviser Landscape

Speakers:

• Colin Williams, Founder, Wealth Data

Keynote: Compensation Scheme of Last Resort (CSLR)

Speakers:

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

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

Morning Tea

Keynote: Fiducian Group

Speakers:

• Robby Southall, Executive Chairman, Fiducian Financial Services

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

Networking Lunch

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

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

Afternoon Tea

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

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

Keynote: SQM Research

Insights into the Australian Property Market

Speakers:

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

Closing Remarks and Day One Wrap-Up

Networking Drinks

Conference Dinner

Chairperson’s Introductory Remarks

• Mike Taylor, Managing Editor and Publisher, Financial Newswire

Keynote: Investment Trends

Industry Overview

Speakers:

• Irene Guiamatsia, Global Head of Research, Investment Trends

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

Morning Tea

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

Keynote: Super Mergers

Speakers:

• Nick Sherry, Chair, TWU Super

Closing Remarks and Conference Wrap-Up

Networking Lunch

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

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

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