IMAP's Adviser Roadshow for 2021
focusing on
"Professionalism under Adversity"
Now more than ever, Australian investor clients need professional investment advice from financial advisers, (both older investors nearing or in retirement, and younger investors).
The IMAP Adviser Roadshow speakers will help champion professionalism through sharing their experiences on building & operating successful advice practices, & charting a pathway through ongoing regulatory reform.
Registration provides a free Conference App for detailed agenda, and access to presentations and videos of all sessions
FASEA CPD Accredited
Please Note that Registration is Restricted to the following:
1. Advice businesses (those whose daily activities relate to the business of giving advice, in a client facing or back of house capacity).
2. Investment researchers, asset consultants, and those actively involved in investment management
3. IMAP Sponsors and their guests
If you are unsure or don’t meet the definition and would like to attend, please contact us by email
Conference Program
Conference Program
Welcome & introduction to the Conference
What I learned from 15 years advising through managed accounts
Tim Fuller - Nucleus Wealth & Jana Kumaralingham - Vostro (Melb)
Martin Crabb - Shaw & Partners & John McIlroy - Crystal Wealth Partners (Syd)
and moderated by Martin Morris - Praemium
“Barbell” strategies for Managed Account Portfolios
(Bris only)
How we give advice on Managed Accounts
Brent Kelly, Kelly Wealth
and moderated by Jason Brown - BT
(Melb & Syd)
New Business Models (Adviser, Wealth Manager, Administrator, Full service provider) Which one fits your capabilities and your clients' needs?
Chris Wrightson - Ironbark
and moderated by Toby Potter - IMAP
(Bris)
Managing the journey to self licensing
(Melb & Syd)
How we give advice on Managed Accounts
In Sydney we welcome
Aaron Chew, Bongiorno Wealth Management
Daniel Stojanovski, Centrepoint Alliance
Joe Stadler, Bell Partners Advisory
and in Melbourne we welcome
Maria Doyle, Bongiorno Wealth Management
& Glenn Calder, Viridian Advisory
Communicating with clients on ESG
Leah Willis, Australian Ethical
Shamir Popat, Evergreen Consultants (Bris)
Angela Ashton, Evergreen Consultants (Syd/Melb)
moderated by Alan Logan - Marcona Partners
How to transition to a new Managed Account program
Steven Jessop, Lonsec (Syd/Bris)
& Glenn Calder Viridian Advisory (Melb)
Chris Schroder, Lonsec (Melb)
Damien Jordan, Jordan Financial Solutions (Melb)
Michael Bova, Family Wealth Advisory (Syd)
moderated by Russ Hanlon, AMP (Bris), George Klisaris - AMP (Melb), and Toby Potter - IMAP replacing Staten Janes - AMP (Syd)
(Bris)
New Business Models (Adviser, Wealth Manager, Administrator, Full service provider) Which one fits your capabilities and your clients' needs?
Chris Wrightson- Ironbark
moderated by Toby Potter - IMAP
(Mel & Syd)
Managing the journey to self licensing
TINA – are there alternatives?
Why Larger Advice Practices prefer MDA Programs
Jesse Vermiglio - Holley Nethercote (Bris/Melb)
Michael Mavromatis - Holley Nethercote (Syd)
moderated by Toby Potter - IMAP
Meet our Conference Presenters & Panelists
at Marcona Partners
Lonsec
Chris Schroder
Business Development Manager at Lonsec
Chris joined the Lonsec team in 2006 and is responsible for overall business development of Lonsec’s suite of investment research services, managed accounts and consulting services. Chris works with financial planners in both Victoria and Tasmania in identifying and implementing various investment solutions aligned to the objectives of the planning practice. Previously Chris held various roles in the UK as part of his overseas adventures as well two years in settlements for mortgage lender Liberty Financial.
& Director - Praemium
Martin Morris
Head of Distribution & Director - Praemium
Evergreen Consultants
Ironbark
Jordan Financial Solutions
Damien Jordan
Director at Jordan Financial Services
Damien is the founding director of Jordan Financial Solutions (JFS), which has been operating since 2002 in the south eastern suburbs of Melbourne. JFS is one of AMPFPs premier financial planning firms that comprehensively advise individuals, families and small owners towards realising their financial dreams and life goals.
Damien has completed a Diploma of Financial Planning and is a Certified Financial Planner™
Damien has a post-graduate Master’s Degree in Financial Planning, his passion for quality advice and taking a lead in the industry has seen him serve as a Director of the AMP Financial Planning Association and Chairman for 5 years, finishing up in February 2020. Damien is married with 2 children and enjoys keeping himself involved with sports in his local community. Damien still plays competitive cricket and coaches the Dingley Cricket Club.
Vostro Private Wealth
Janahan Kumaralingam CFP®
Private Client Adviser & Director - Vostro Private Wealth
Jana is a key member of the Vostro Private Wealth team as well as coming on board as a director as of 1 October 2016.
As a financial planner, Jana advises wealth accumulators (including young professionals and business owners) as well as clients who are considering retirement. He also brings a host of experience and technical knowledge from his previous roles as an adviser in a boutique financial planning firm and a fund administrator within a retail superannuation fund.
Jana looks beyond the standard client service to provide real value to clients. Clients describe Jana as knowledgeable, passionate and willing to go the extra mile to help.
On the weekends, Jana can be found out-and-about with his wife and young daughters, or at the football cheering on his beloved Hawks. Jana holds a B BusCom , ADFS, CFP®
Zenith Investment Partners
Dugald is responsible for leading Zenith's research output on a wide range of asset classes in public and private markets, with a strong focus on real assets and ESG. His experience incudes extensive roles in investment research, compliance and stakeholder management.
He is Chair of the Zenith Responsible Investment Committeeand his previous role at Zenith was as Senior Investment Analyst Investment analyst focussed on managed funds research across all global asset classes. Areas of specialization in private real assets and listed investment vehicles. Prior roles include working for PIR - Property Investment Research, and Adviser Edge Investment Research. He holds a B.Bus in Agricultural Management and a cert Foundations in Responsible Investment from PRI Academy.
Holley Nethercote
- Jesse was Head of Legal Services for a compliance and enforcement team within ASIC responsible for a team of lawyers that provided advice on ASIC compliance activity, investigations and conducted litigation.
- Jesse has extensive experience in financial services law, consumer credit law, commercial and commercial litigation, having held senior legal roles at ASIC, worked in the Victorian government and in private practice over the past 17 years.
- Jesse became a Partner of the firm in October 2017.
- Jesse was the Senior Lawyer in ASIC’s Credit Team responsible for the implementation of the national consumer credit reforms. During this period, Jesse was seconded to the Department of Treasury to assist in the development of the national consumer credit regime.
- While at the Victorian Department of Justice, Jesse was appointed to the Australian Attorney General’s expert consultative committee on Personal Property Securities Reform.
- Jess holds a Master of Laws (University of Melbourne), a Bachelor of Laws (University of Melbourne) and a Bachelor of Commerce (University of Melbourne)
Findex Group
Kieran Canavan
Chief Investment Officer for the Findex Group
Kieran began working in the financial services industry in 1992 as a Financial Adviser for premier clients of The Standard Bank. By 1997 he was heading up special projects within Standard Bank, specifically focused on mortgage securities.
In 1997 Kieran immigrated to Australia to head up a major international manufacturing, import and redistribution company based in Sweden; Poseidon AB.
In late 2002 Kieran moved back into the Financial Services industry in the field of mortgage origination and joined Centric Wealth in late 2003. Kieran roles in Centric included Head of Lending, Head of Treasury Services and subsequently Head of Products and Services.
Kieran joined the Findex Group Management Team as a result of its 2014 acquisition of Centric as Chief Investment Officer for the Findex Group.
Kieran’s other responsibilities include: - Vice Chairman of the Findex Asset Allocation and Investment Committees - Responsible Manger of the Group Funds Management business and Responsible Entity - Senior management and administration roles in community based volunteer and not for profit organisations.
Kieran’s studies include a Bachelor of Commerce in Accounting and Financial Management, Diploma in Lending, and various industry qualifications including RG 146 and AFMA Responsible Manager Qualifications. Kieran is also a graduate member of the Australian Institute of Company Directors
LaVista Licensee Solutions
Mike Pope
Chief Executive Officer - LaVista Licensee Solutions
LaVista Licensee Solutions provides services and support to the boutique AFSL market.
Mike has more than 25 yrs experience in the financial services industry and worked in management and leadership teams across the industry including ClearView Financial Advice, Executive Director and Responsible Manager for Millennium3 and AXA Australia. These roles involved supporting the growth and development of adviser businesses included research, product development and strategic planning of licensee services.
Varria Personal Financial Advisers
Founding Managing Director of Varria Personal Financial Advisers
Australian Ethical
Betashares
Vinnie Wadhera
Executive Director - Institutional and Adviser Business - Betashares
Vinnie is responsible for BetaShares’ client service and portfolio solutions to institutional investors and financial advisory groups. As Co-Head of Distribution he oversees the Adviser and Institutional Services teams at BetaShares. Vinnie has extensive experience in the investment management industry working in Sydney, New York and London. He has held senior roles with ING Australia, Allianz Dresdner Asset Management and Third Link Investment Managers. Prior to that he was Head of Research at AMP Financial Services responsible for fund manager selection & review and model portfolio construction. Vinnie has attained the Certified Investment Management Analyst (CIMA®) designation and holds a Bachelor of Commerce degree
Holley Nethercote
Michael Mavromatis
Special Counsel - Holley Nethercote
Directly involved in all stages of the design and development of managed accounts solutions across a number of platforms, including advising on the structuring of those products and all required legal agreements
Frequent liaison with regulators, securities exchanges and financial services industry groups, IDPSs, managed accounts and financial services generally
Member of the Australian management committee for a foreign financial services provider
Implementation of fund manager rebates and rebate frameworks
Advising responsible entities, investment managers, platform operators and trustees of superannuation funds on their legal and regulatory obligations
MLC Asset Management
He has 21 years investment experience and is passionate about developing and managing innovative solutions aligned with investor objectives and helping everyday Australians secure their investment journey.
Anthony joins MLCAM from Australian boutique Clime Investment Management, where he had overall responsibility for Clime’s investment team, strategies and performance outcomes. Here Anthony launched a suite of objective based SMA model portfolios.
Previous roles include State Street Global Advisors including Senior Portfolio Strategist – Asia Pacific, Head of Active Australian Equities and Senior Portfolio Manager. He has significant experience in domestic and international equities, return enhancing and risk reducing overlays and objective based strategy development.
Anthony holds a Bachelor of Mathematics and Finance degree with First Class Honours from the University of Technology, Sydney, and is a CFA charterholder. He is involved in the community supporting Sylvanvale Disability Services and Tour de Cure.
Shaw & Partners
Family Wealth Advisory
Michael Bova
Founder & Managing Director of Family Wealth Advisory
Michael’s passion is working with clients to help them take control of their cash flow, to grow their investments and to create financial freedom for their families. Bespoke financial plans equipped with personalised investment advice, tax minimisation, asset protection and risk mitigation strategies, ensure our clients are best positioned to achieve financial independence and live a magnificent life
Michael holds degrees in Law & Accounting, combined with his accreditation as a Chartered Accountant and Financial Planner underwrite his current practice as a Strategic Wealth Advisor. Added to these impressive credentials is an experience base that encompasses his role as Senior Tax Consultant with KPMG and his position as Tax Manager with JP Morgan Chase
Nucleus Wealth
Tim Fuller CFP
Head of Advice at Nucleus Wealth
Tim helped start Nucleus Wealth to build an investment product that was comprehensive enough to maximise global opportunities, whilst being simple enough to explain to a friend at a BBQ on the weekend.
Having spent quite a few years with majors like AMP and Mercer, along with a boutique specialising in self managed super, Tim wanted to combine all the benefits in an investment solution together to create a best of breed product he would have no issues recommending to family and friends. He firmly believes that great investment is a key part of a happy life.
Tim has considerable experience in investment platforms and spearheaded the structuring and advice part of the Nucleus offering. Under Tim’s watchful eye we have created an investment product that provides tax benefits, ethical customisation and full transparency.
On top of his engineering degree and MBA, Tim is a Certified Financial Planner
Bongiorno
He is a member of the Financial Planning Association, and holds a B. Com(Accounting and Finance), B Laws and ADFS
Evergreen Consultants
Shamir has 12 years of industry experience and joined Evergreen as a Senior Investment Analyst in November 2020. He began his career at Momentum Collective Investments in South Africa before moving to Momentum Investments Consulting and ultimately co-founding Boutique Investment Partners, an investment consulting firm based in Johannesburg.
Shamir holds a Bachelor of Computing from Deakin University and a Bachelor of Finance from La Trobe University.
Crystal Wealth Partners
John McIlroy
Executive Director of Crystal Wealth Partners
John has written four books on superannuation, including the best-selling ‘Superannuation Explained Simply’, and held key management roles within organisations including Bain and Company, Deutsche Bank and AXA/AMP.
Throughout his career, John has held numerous industry positions and qualifications including being a former Chairman and Director of the Small Independent Superannuation Funds Association (SISFA) and former member of the ATO Superannuation National Tax Liaison Group.
John is a Certified Practising Accountant, member of the Australian Institute of Company Directors, member of the Institute of Managed Account Professionals, member of the Taxation Institute, registered tax agent and a Justice of the Peace.
Finclear
Tony Lynch
Chief Commercial Officer at Finclear
Bongiorno Wealth Management
Maria has worked in banking and finance since 2001 where she specialised in financial planning for Private Bank and medical specialist clients.
She is experienced in providing financial planning advice across a wide range of strategies and is passionate about designing and delivering advice business strategies that grow and protect customers’ wealth, while also driving acquisition and retention.
The Bongiorno Group opened its doors in 1964. Since then we have proudly helped tens of thousands of medical, dental and high net worth individuals grow.
BT Platforms
Jason leads the national team of BDMs who support Asgard, BT Wrap, and BT Panorama. His team deal with thousands of advisers each year, partnering with them to grow their businesses and increase their efficiencies.
Prior to his 12 years with BT he has worked in funds management, insurance, and corporate super across large institutions and start-up companies, but throughout his 30 years in the industry has remained focused on financial advisers and the important role they play in helping clients achieve their financial goals.
Jason has a Bachelor of Business, is a Certified Investment Analyst, and a Graduate of the Australian Institute of Company Directors.
AMP
George Klisaris
State Sales Manager for Vic/Tas - AMP
George has over 25 years’ experience in the financial services industry, including roles in Sales and Marketing with National Mutual, AXA and AMP. George is now the State Sales Manager for Vic/Tas leading a team of BDMs, accountable for AMP’s platform products, working with AMP’s aligned advisers and external adviser channels.
George holds an Advanced Diploma of Financial Planning
Centrepoint
Daniel Stojanovski
Head of Research at Centrepoint
Daniel joined Centrepoint Alliance in October 2020 as Head of Research. Daniel has over 9 years of investment experience and joins Centrepoint Alliance from IOOF, where he was previously a Portfolio Manager in their Research team. Daniel had been at IOOF for five and a half years, and was responsible for the management of IOOF’s model portfolios, managed accounts, investment philosophy, investment strategy and asset allocation. He also held several responsibilities in research at IOOF, across managed funds, equities, and portfolio research.
Previously to IOOF, Daniel spent two and a half years with Challenger Limited, working across numerous funds at Challenger, under their Fidante Partners Business. Prior to his role at Challenger he also worked at Morgan Stanley within their Investment Management division.
Daniel holds a Bachelor of Commerce degree majoring in Economics and Business Law, from The University of Wollongong and a Master of Finance degree from the University of Technology, Sydney
AMP
Staten Janes
Staten has been in the financial services industry for more than 20 years. He has worked with various providers in corporate super, margin lending, institutional banking, insurance and platforms, and is currently the NSW State Manager for Wealth Management Distribution at AMP Australia.
AMP Wealth Management
With close to 30 years’ experience in the financial services industry, primarily working within the delivery of advice and superannuation solutions throughout his career.
He has held a number of senior positions including National Manager Corporate Superannuation at Suncorp Life Ltd, National Client Service Manager at Sunsuper and State Manager Queensland at Equity Trustees Ltd.
Russell has a Bachelor’s Degree in Management from Queensland University of Technology with post graduate studies at Macquarie University as well as being a qualified Financial Planner. Russell is also a current committee member on ASFA’s QLD Executive Advisory Committee.
Tynans
George Tynan
Adviser and Director at Tynans
Following this, he joined a boutique private wealth firm in Brisbane as a Senior Adviser providing strategic advice and ongoing wealth management to successful private clients.
George specialises in advising private clients on superannuation & defined benefit funds, taxation, estate planning, portfolio construction and ongoing wealth management.
BT Financial
Chris is an experienced financial services professional with 20 years’ experience in both Australia and the United Kingdom. In July 2018 Chris was appointed Head of Distribution within the BT Platforms & Investments business. Prior to this, Chris held a number of senior roles within the Westpac Group including Head of Institutional Business Development, National Head of Transitions and Implementation and various managerial roles within Key Accounts and relationship management.
Chris has played a pivotal role in BT’s Panorama development program, particularly in launching the accounting, SMSF and private client offers to the marketplace. Throughout his time at BT, Chris has acted as both a platform and client experience subject matter expert. He also has strong expertise and experience within the Managed Accounts space including practice adoption, responsible entity services, managed discretionary accounts and asset management.
Chris holds a Communications degree from the University of Wollongong as well as post graduate qualifications in advice, business management and strategy. Chris is a father of two (6-year-old William and 4 year old Alexandra) and his personal interests include surfing, playing guitar, watching WSL and WQS, and regular HIIT sessions. He is also a chapter member of the volunteer Taskforce for St Vincent De Paul Redfern.
.
Viridian
Glenn Calder CFP
Chief Executive Officer - Viridian
Glenn takes the company vision and makes it reality through rigorous strategy development, research and governance.
Having worked for 10 years with Westpac Banking Corporation, in 2015 Glenn co-founded Viridian. Now a company of over 350 staff, with 28 office locations around Australia, looking after approximately 7,000 clients.
Glenn is passionate about the company, the financial services industry and bringing innovation and technology to the fore. He believes that building and nurturing trusted relationships and consistently helping clients meet their financial goals are the foundation for a successful financial advice business. Both within the workplace and outside it, Glenn loves the practice of continually learning – ask him about the best podcast he has heard this week or his favorite app right now.
Glenn holds a Master’s in Business Administration, is an Accredited Derivatives Adviser (Level 1 and 2) and is a Certified Financial Planner.
Centaur Financial Services
He heads up the financial advice team for Centaur Financial Services and his vision is all about creating greater awareness about the benefits of financial advice and how it can help everyday Australians live a higher quality of life and have greater confidence in achieving their goals.
Hugh is a Certified Financial Planner, holds a Master of Financial Planning, an MBA, a degree in International Finance, and is an SMSF Specialist.
IMAP
IMAP - Chair
His experience in the wider investments market is extensive and his advice and experience is frequently sought after for his breadth and detail, plus his knowledge of the people in the industry. His working experience includes key roles for NAB, IOOF, Morningstar, Managed Accounts, SFG Australia
Your Financial Guide
Brent spent 11 years as a Financial Adviser with the Westpac Bank and moved into private practice with Magnitude in 2007. Brent specialises in providing holistic financial advice focused on achieving his clients’ financial goals and dreams.
He provides advice concerning investment, wealth creation, wealth preservation, personal insurance and retirement planning for a wide range of clientele. Brent’s main areas of expertise are centered on businesses, Self-Managed Super Funds, redundancy advice and retirement planning.
Brent is a Certified Financial Planner and holds a Diploma of Financial Planning. He is a member of the Financial Planning Association of Australia Limited and Kelly Wealth Services is a FPA Professional Practice.
He is also a member of the Australian Institute of Company Directors and Australian Institute of Management
.
Fitzpatricks Private Wealth
Peter has worked in financial services for 30+ years in senior management roles covering technical & strategic advice, plus funds management with highly respected Australian and global firms.
He moved into Financial Planning in 2004 and has advisied individuals, senior executives and businesses owners in investment, superannuation, self-managed superannuation funds, retirement planning, strategic planning, estate planning strategies, insurance, taxation strategies, and business and investment structuring.
Peter’s qualifications include Certified Financial Planner, Specialist SMSF Adviser (SPAA), Bachelor of Commerce, Master of Commerce (majoring in Financial Planning), and Diploma of Financial Planning.
Peter has been recognised nationally through his participation in the 2009, 2010 and 2011 (Australian Financial Review) Smart Investor Masterclass for Financial Planning. This is a list of the Top 50 Certified Financial Planners in Australia according to a technical competence test.
Lonsec
Steven has held State and National Manager roles over this period including appointments with AMP, Macquarie, Quilla and for the last 2 years with Lonsec as Head of IFA and Licencee sales.
Since returning to Australia 3 years ago after 10 year stint in the UK, Steven has worked hand in hand with financial advisors helping them transition to various managed account solutions.
Bell Partners Advisory
He specialises in all areas of Retirement Planning, including Approach & Retirement, SMSF (Self Managed Super Fund) and Estate Planning for Executives, Professionals, Business Owners and Self-Funded Retireeses.
Joe won the Financial Planning Association’s National Award for the Value of Advice in 2009
Joe's qualifications in Retirement Planning are Certified Financial Planner ®, Self Managed Super Fund Specialist Adviser ™ and Accredited Estate Planning Strategist ®, plus he is currently working towards his Masters in Financial Planning
Venue Information for IMAP's Adviser Roadshow 2021 being held in Brisbane, Melbourne and Sydney
Venue Details - SYDNEY NSW 18th May 2021
IMAP's Adviser Roadshow 2021 in Sydney is being held at Dockside, Cockle Bay, Darling Harbour and is just a short walk to the Sydney CBD.
Dockside has parking facilities at Wilson Parking in Cockle Bay Wharf, offering under cover access just moments from the venue.
Cabs are also easy to take to and from the venue, and there is plenty of hotel accomodation close by.
Wheelchair access is available.
Contact details for the venue can be found on their website
https://docksidegroup.com.au/venues/dockside
Event Venue's Address:
Covid Safety Plan for Dockside Sydney Conference Venue
IMPORTANT INFORMATION REGARDING COVID-19:
Guests attending will be required to provide their name and contact details so that they can be used for contact tracing.
Guests will be required to sign in upon arrival, using the Venue QR Code.
Where it is a restriction or condition of the current public health order, a person who is required to record information must:
- a)Record and keep the name and contact details (either a phone number or email address) of every person including staff, customers and contractors, entering their premises for a period of at least 28 days
b) Ensure the information recorded is stored confidentially and securely and only used for the purpose of tracing COVID-19 infections- c) Upon request, provide the information to the Chief Health Officer.
Meet the IMAP Events Team
IMAP - Chair
Programme Manager IMAP
Chair Portfolio Management Group - IMAP
Amanda is Chair of the Portfolio Management Group and supports IMAP's other investment related initiatives.
Amanda's background is in funds management, being a founding partner of Arnhem Investment Management, after working as an Australian equities analyst at ABN AMRO Asset Management. Her experience also includes Australian equities, FX dealing and performance reporting for ABN AMRO's funds. Amanda has also worked as an analyst for AMP investment products as as account manager for dealer groups & platforms for Morningstar. Amanda is a Certified Financial Analyst, holds an MBA and a Veterinary Science degree.
IMAP Events Team Contact Details for Adviser Roadshow 2021
Please contact the IMAP Event team with any queries:
Email Address: support@imap.asn.au
Phone: +61 2 8003 4147