2024's Advice in Action puts the use of tech and digitisation in the spotlight for Advisers & Clients

Reaching "best practice" level in a digitalised advice business

Getting centred on platforms' roles in helping your business to grow

How to go paperless for new & emerging clients, and provide relevant service to existing clients

Helping the next generation be safer for their financial future

Making the most of multi-generational relationships with families.


23rd July 2024 - Melbourne CBD - "Zinc"
25th July 2024 - Sydney CBD - "Amora on Jamison"

Early Bird Registration
8.30am - 8.40am


Toby Potter (IMAP) introduces Mike Pope (La Vista Licensee Solutions) MC for this conference
8.40am - 8.55am
8.55am - 9.25am

Pitfalls and Opportunities of Outsourcing

Brent Bevan (MLC Asset Management) & Kyle Lidbury (Perpetual Private)
9.25am - 9.55am

ASIC Perspective on Advice & Managed Accounts (Sydney)/ Economic Update (Melbourne)

Leah Sciacca (ASIC) - Sydney / Paul Benson (Insight Investment) -Melbourne
9.55am - 10.25am
10.55am - 11.25am
11.25am - 11.55am

Customised Portfolios

Panel discussion iShares by Blackrock, North & Eleanor Menniti (Lonsec)
11.55am - 12.15pm
12.15pm - 12.30pm

Melbourne - How AI is used in Advice / Sydney - Optimising client engagement

Ramana Mysore (Datasenz) in Melbourne & Allan Whatmore (Growth Studio Agency) in Sydney
12.30pm – 1.00pm
1.00pm - 1.30pm

IMAP thanks our Event Sponsors

Introducing Our Conference Presenters

Mike Pope, CFP
Mike Pope, CFPGeneral Manager Licensee Solutions
Centrepoint Alliance
Brent Bevan<br>
Brent Bevan
Head of Investment Consulting (Managed Accounts) - MLC Asset Management
Damon Riscalla
Damon Riscalla National Head of Practice Development - Betashares
Eleanor Menniti CIMA<br>
Eleanor Menniti CIMA
Associate Portfolio Manager, Multi-Asset Portfolios
Kyle Lidbury, CFA<br>
Kyle Lidbury, CFA
Head of Investment Research, Perpetual Private
Leah Sciacca<br>
Leah Sciacca
Senior Executive Leader, Financial Advice & Investment Management - ASIC

Venue Details - Melbourne 23rd July 2024

IMAP's Advice in Action 2024 Conference in Melbourne is being held at "Zinc" located in Federation Square, Cnr Princes Walk & Russell Streets, Melbourne
Phone 03 8637 0333
Contact information and full details for the conference venue can be found on their website...  Link to Zinc's Website


Venue Details - Sydney 25th July 2024

IMAP's Advice in Action Conference 2024 is being held at The Amora Hotel in the Sydney CBD near Circular Quay and transport options. 

11 Jamison Street, off George Street Sydney CBD

Phone 02 9696 2500

Details for the venue can be found on their website




IMAP Contact Details

Email Address: support@imap.com.au

Phone: +61 2 8003 4147 

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0414 443 236