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2025 dates to be announced.
Register your interest to be the first to know when tickets go on sale.

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Media Partners

Our 2024 partners

About the 2024 Summit

At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change in wealth management.

Attendees gained a profound understanding of the economic dynamics shaping the wealth management landscape, gaining a unique opportunity to explore the forces driving change in both domestic and global financial markets.

Attendees discovered how to drive better outcomes with channels that empower. The event focused 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 featured weighted panels and astute keynote speakers, ensuring a day of unrivalled economic and fiscal learning.

Join us in 2025! Register your interest today and be among the first to know when tickets go on sale.

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2024 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
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WHY YOU SHOULD ATTEND

Australian Wealth Management Summit 2025

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Stay ahead of the curve by gaining insights into the latest economic trends and investment strategies to better serve your clients.
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Explore opportunities and challenges in the financial services industry, equipping yourself with the knowledge to navigate complex markets.
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Understand how economic shifts impact family wealth and discover strategies for optimising investment portfolios.
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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?

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Investment advisers

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Financial planners

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Professional and HNWIs

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Family offices

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All wealth management professionals

About the 2024 awards

Held in May in Sydney, the black-tie gala event showcased 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 delivered an unparalleled awards program that identified 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.

Keen to get involved in 2025? Register your interest today and be the first to know when submissions open.

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