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Advice, Wealth and Super: Rewired 2025

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On the eve of the May Federal Election Financial Newswire’s Advice Wealth and Super Conference will examine whether the Government has actually addressed what the Assistant Treasurer and Minister for Financial Services, Stephen Jones, described as a ‘hot mess’ just before the last Federal poll in 2022.

It will examine what has been delivered via the Delivering Better Financial Outcomes legislation derived out of the Quality of Advice Review and what, if there is a change of Government, can be expected from a Liberal/National Party Coalition Government.

On the agenda are the continuing key issues of the cost of delivering advice, including the cost of the Compensation Scheme of Last Resort as well as the substance of submissions to the current Senate Economics Committee inquiry into the collapse of Dixon Advisory.

The 2025 Advice Wealth and Super Conference will also deliver keynotes from the senior executives who have been integral to the changing shape of the financial planning landscape, particularly the AZ-NGA/Entireti acquisition of the AMP financial planning businesses.

It will also traverse the way in which technology is helping drive financial advice efficiency and the manner in which the platforms technology provides have sought to make themselves a ubiquitous element.

Where superannuation is concerned, the conference will examine whether the superannuation performance test can actually accurately and fairly assess choice superannuation funds and what will be the future for the small to medium funds remaining in the sector.

WHERE

Chateau Elan at the Vintage
Vintage Drive, Rothbury NSW 2320

WHEN

26th to 28th March 2025

Wednesday 26th March:  Golf Day (Optional)

Thursday 27th March: Conference Day 1

Friday 28th March: Conference Day 2

AGENDA

DAY ZERO: Wednesday 26th March 2025
TIME
SESSION

11:30 am

Golf check-in
The Vintage Golf Club, Rothbury

12:00 pm

Golf tee-off

5:00 pm

Networking Drinks

DAY ONE: Thursday 27th March 2025

TIME

SESSION

8:20 am

Registrations open

8:50 am

Chairperson’s Introductory Remarks

  • Mike Taylor, Managing Editor and Publisher, Financial Newswire

9:00 am

Keynote

  • Paul Barrett, Group CEO, AZ NGA

9:40 am

Keynote: Padua Solutions

  • Matthew Esler, Co-Founder and co-CEO, Padua Solutions

10:20 am

Panel: CEOs

  • Paul Barrett, Group CEO, AZ NGA
  • Richard Press, General Manager, Professional Standards, Fiducian Financial Services
  • Jonathan Christie, Managing Director, Oreana Partnerships
  • Paul Harding-Davis, General Manager, AdviceIQ

11:00 am

Morning Tea

11:30 am

Panel: Women in Financial Advice

  • Nicola Beswick, Managing Principal and Founder, White Rabbit Advisory
  • Nicole Gardner, Founder and Principal Financial Adviser, Stellar Wealth
  • Michelle Stone, Founder and Director, Feel Good Financial Planning
  • Jaime Johns, Managing Director, Avanzare Group

12:10 pm

Panel: Superannuation

  • John Livanas, CEO, State Super
  • Russell Mason, Board Member, State Super
  • Meg Heffron, Managing Director, Heffron Consulting
  • Matthew Rowe, CEO, SuperConcepts

12:50 pm

Networking Lunch

1:50 pm

Keynote

  • Colin Williams, Data Manager, Wealth Data

2:20 pm

Panel: Platforms

  • John Keating, Executive Director, Platform Growth, Colonial First State
  • Greg Hansen, Executive, Group Strategy, HUB24
  • Edwina Maloney, Group Executive, Platforms, AMP
  • Andy Forbes, Chief Technology Officer, SuperConcepts

3:00 pm

Afternoon Tea

3:30 pm

Keynote

  • Roger Montgomery, Founder and Chairman, Montgomery Investment Management

4:00 pm

Keynote: Fiducian Financial Services

  • Richard Press, General Manager, Professional Standards, Fiducian Financial Services

4:30 pm

Keynote: SQM Research

  • Louis Christopher, Founder and Chief Executive, SQM Research

5:00 pm

Closing Remarks and Day One Wrap-Up

7:00 pm

Networking Drinks

7:30 pm

Conference Dinner

DAY TWO: Friday 28th March 2025

TIME

SESSION

9:00 am

Chairperson’s Introductory Remarks

  • Mike Taylor, Managing Editor and Publisher, Financial Newswire

9:10 am

Keynote

  • Nada Siratkov, Chief Experience Officer, State Super

9:50 am

Panel: Managed Accounts

  • Toby Potter, Chair, Institute of Managed Accounts Professionals (IMAP)
  • Frances Taylor, Executive Director, Managed Accounts, Colonial First State
  • Brendan Dempsey, Head of Retail Investment Sales, MLC Asset Management
  • Julie Ballard, Director – Channel Management, S&P Global

10:30 am

Morning Tea

11:00 am

Panel: Research and Ratings Houses

  • Louis Christopher, Founder and Chief Executive, SQM Research
  • Matt Olsen, Director of Manager Research Ratings, Morningstar

11:40 am

Keynote

  • Ajita Tynan, Business Development Manager, Investment Trends

12:10 pm

Closing Remarks and Conference Wrap-Up

12:15 pm

Networking Lunch

LEAD SPONSOR

GOLD SPONSORS

Fiducian

DINNER SPONSOR

COFFEE SPONSOR

FINANCIAL PLANNING

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ASIC proposes naming AFSLs on breach dashboards

Adviser exam graduates boost FAR numbers

SUPERANNUATION

Industry funds urge super onboarding advertising limits

Payday super will ameliorate, not cure unpaid super

Superannuation and Cyber Security – Are you safe?

ACCOUNTING

ATO out of step with APRA on pension treatment

ATO needs to focus on collecting older, larger debts

IPA laments lack of Budget support for small business

INVESTMENT

March continues crypto slide as market sentiment tanks

History says REITs now due for strong uplift: American Century

What a US-China “trade war” could mean for investors: deVere

FINTECH

HUB24 adds high-profile PMs to entry-level investor platform

Industry’s laggard breach remediation process can be resolved with technology

Single platform strategies but no exits