close
Early bird tickets ends in
  • Days
  • Hours
  • Minnutes
  • Seconds
Event logo
Event logo
Event logo

Wednesday, 8 May 2024
The Star, Sydney

Summit registration:
8:00am AEST

Our 2024 partners

About the Summit

Experience the forefront of change in the financial services landscape at the inaugural Australian Wealth Management Summit, a groundbreaking one-day conference navigating the intricate landscape of domestic and global economic affairs and setting the stage for transformative change in wealth management.

Gain a profound understanding of the economic dynamics shaping the wealth management landscape. Our summit provides a unique opportunity to explore the forces driving change in both domestic and global financial markets.

In collaboration with Australia’s foremost wealth publishing network, including Money Management, ifa, InvestorDaily, SMSF Adviser, and Super Review, we’re bringing you a conference with unparalleled insights and comprehensive coverage.

Discover how to drive better outcomes with channels that empower. Our event focuses on strategies that resonate with investment advisers, financial planners, professional investors, private wealth advisers, HNWIs, family offices, and the broader wealth management industry.

Our carefully curated agenda features weighted panels and astute keynote speakers, ensuring a day of unrivalled economic and fiscal learning.

Be part of the discussions on investment strategy that inspire innovative thinking and strategic insights.

Join us as we bring together industry leaders, experts, and professionals for a day of insightful discussions and networking opportunities.

Don’t miss this chance to be at the forefront of change in the financial services landscape. Secure your ticket NOW!

Read more Read less

Summit speakers

Blake Briggs
Blake Briggs
Chief Executive Officer ,
Financial Services Council
Mariana Paul, CAIA
Mariana Paul, CAIA
Investment Specialist Head of Sales and Distribution – SE Asia,
UBS
Justine Marquet
Justine Marquet
Head of Technical Services,
Allianz Retire+
Grant Hackett OAM
Grant Hackett OAM
Chief Executive Officer,
Generation Life
David Ho
David Ho
Head of Index Investments Group, Pacific (Australia & New Zealand) ,
FTSE Russell, LSEG
Daniel Bower
Daniel Bower
Chief Product Officer,
FinClear
Bill Keogh
Bill Keogh
CEO,
Transact1, a FinClear company
Yvonne Adele
Yvonne Adele
Master of Ceremonies
Alicia Gregory
Alicia Gregory
Deputy Chief Investment Officer,
Future Fund
Cassandra Crowe
Cassandra Crowe
CFA, Vice President,
T. Rowe Price Group, Inc., and T. Rowe Price Australia Limited
close

Ticket pricing

Australian Wealth Management Summit

First release - Sold out

$299

excl. GST

Second release

$420

excl. GST

Australian Wealth Management Awards

Single ticket

$499

excl. GST

Table of 10

$4,450

excl. GST

Combo ticket for Australian Wealth Management Summit and Awards

$649

excl. GST

Double pass for Australian Wealth Management Summit and Adviser Innovation Summit

$399

excl. GST

WHY YOU SHOULD ATTEND

Australian Wealth Management Summit 2024

why enter icon
Stay ahead of the curve by gaining insights into the latest economic trends and investment strategies to better serve your clients.
why enter icon
Explore opportunities and challenges in the financial services industry, equipping yourself with the knowledge to navigate complex markets.
why enter icon
Understand how economic shifts impact family wealth and discover strategies for optimising investment portfolios.
why enter icon
Whether you’re a seasoned professional or new to the industry, our summit offers valuable perspectives on current and future trends in wealth management.

Who should attend?

who icon

Investment advisers

who icon

Financial planners

who icon

Professional and HNWIs

who icon

Family offices

who icon

All wealth management professionals

About the awards

Held in May in Sydney, the black-tie gala event will showcase the depth of talent of the nation’s leading professionals and businesses in the wealth management industry while affirming the sector’s essential role in supporting the expansion of Australia’s economy. Secure your tickets NOW before they sell out.

The inaugural Australian Wealth Management Awards is here to bring you an unparalleled awards program that identifies the top businesses and professionals in the wealth management industry across the nation.

Winning an Australian Wealth Management Award is a desirable accolade for both individuals and businesses seeking to forge their role in the financial services industry and pinpoint professional development and innovation.

Network with the profession’s most senior ranks through to its rising stars, from start-ups to established or transformed businesses, including but not limited to asset and fund managers, super funds, insurance firms, innovative tech firms, dealer groups, custodians, ETF providers and financial advisers.

Get ready to celebrate in style at the 2024 black-tie gala event that will bring together leaders to celebrate the achievements and excellence of the industry’s best and brightest.

Read more Read less
Event Date: Wednesday, 8 May 2024
Venue: The Star, Sydney
Welcome reception: 6:30pm AEST
Official Event Start: 7:00pm
Dress: Black tie

Event produced by