Advice, Wealth and Super Rewired 2024

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 8th May: 12.30 pm Golf (Optional)

Thursday 9th May: Conference Day 1

Friday 10th 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

12:10 pm

Golf tee-off

5:30 pm

Networking Drinks

DAY ONE: Thursday 9th May 2024

TIME

THURSDAY 9TH MAY

8:30 am

Registrations open

9:00 am

Chairperson’s Introductory Remarks

  • Mike Taylor, Managing Editor and Publisher, Financial Newswire

9:10 am

Keynote: Investment Trends

Industry Overview

9:40 am

Keynote: Padua Solutions

The Financial Advice Reality: What the data tells us about the health of the profession

10:25 am

Platform Panel

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

Speakers:

  • Jason Entwistle, Director – Strategic Development, HUB24

11:05 am

Morning Tea

11:25 am

Keynote

Qualified Advisers and the shape of the financial planning profession amid the implementation of QAR

12:10 pm

Panel

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

12:50 pm

Networking Lunch

1:50 pm

Keynote: Polen Capital

The continuing need for external investment expertise amid superannuation fund in-sourcing

2:20 pm

Panel

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

3:00 pm

Afternoon Tea

3:20 pm

Keynote: Value Partners

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

Speakers:

  • Gordon Ip, Co-Chief Investment Officer, Value Partners

4:00 pm

Panel

Navigating Managed Accounts: An in-depth discussion on the latest trends and challenges

4:30 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

5:00 pm

Keynote: SQM Research

Insights into the Australian Property Market

Speakers:

  • Louis Christopher, Managing Director, SQM Research

5:30 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

Ratings House Panel

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

*Agenda updates coming soon!

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.

Twin share accommodation is also available at an extra cost – please contact us for more details.

Contact Us

PACKAGE ONE: $2,040 + GST

PACKAGE TWO: $1,940 + GST

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

PACKAGE SEVEN: $1,500 + GST

Conference Admission – $1,500

No accommodation required

Click here for paid registrations

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

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