11:30 am
Advice, Wealth and Super: Rewired 2025
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 and the strategy deployed by Insignia Financial.
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.
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
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: Padua Solutions
- Matthew Esler, Co-Founder and co-CEO, Padua Solutions
9:40 am
Panel: Licensee CEOs
- Paul Barrett, Group CEO, AZ NGA
- Scott Hartley, CEO, Insignia Financial
- Robby Southall, Executive Chairman (Financial Planning), Fiducian Financial Services
10:30 am
Panel: Financial Advice
- Nicola Beswick, Senior Financial Adviser, FMD Financial
- Nicole Gardner, Founder and Principal Financial Adviser, Stellar Wealth
- Michelle Stone, Founder and Director, Feel Good Financial Planning
11:10 am
Morning Tea
11:40 am
Keynote: Fiducian Financial Services
- Robby Southall, Executive Chairman (Financial Planning), Fiducian Financial Services
12:10 pm
Panel: Platforms
12:50 pm
Networking Lunch
1:50 pm
Keynote
2:20 pm
Panel: Superannuation
3:00 pm
Afternoon Tea
3:20 pm
Keynote
4:00 pm
Keynote
4:30 pm
Keynote: SQM Research
- Louis Christopher, Managing Director, 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
9:50 am
Panel: Managed Accounts
10:30 am
Morning Tea
11:00 am
Panel: Research and Ratings Houses
11:40 am
Keynote
12:10 pm
Closing Remarks and Conference Wrap-Up
12:15 pm
Networking Lunch
PRICING AND REGISTRATIONS
Please contact Yasmine Raso if you have any registration queries.
Contact Us
CONFERENCE PRICING
*THE FINANCIAL ADVISER SPECIAL!*
With the valid discount codes, registered financial advisers will receive complimentary conference admission and 50% off accommodation. Please get in touch with the Financial Newswire team for the codes to use when registering your attendance via the event portal.
Conference Admission
This fee covers full conference area access, speaker content, fantastic networking opportunities, and is inclusive of all food + drinks and the flagship conference dinner + drinks.
Admission: $2,500
Accommodation at the 5-star Chateau Elan – Limited capacity
Financial Newswire has a dedicated, run-of-house room block available for conference attendees, speakers and sponsors at the conference venue which will be designated at random. However, the venue has limited accommodation capacity so it is highly recommended to book quickly if you would like to stay onsite.
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- 1 night: $300
- 2 nights: $600
18-hole Golf Round at the Chateau Elan
Teeing off on Wednesday 26th March (time TBC), join the Financial Newswire team, other attendees, sponsors and speakers for a round of 18 out on the Greg Norman-designed The Vintage golf course.
Green fees plus shared cart: $110
*Club hire to be organised at golfer’s discretion at The Vintage Golf Club Pro Shop via phone (+61 2 4998 2610) or email.
**Prices exclusive of GST and processing fees
Register Now
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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