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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

8.45am - 8.55am

Welcome & introduction to the Conference

Opening Address by Toby Potter - IMAP Chair and introducing our MC Alan Logan of Marcona Partners
8.55am - 9.30am

What I learned from 15 years advising through managed accounts

Hugh Robertson - Centaur Financial Services & Peter Connolly - Fitzpatricks Private Wealth (Bris)
Tim Fuller - Nucleus Wealth & Jana Kumaralingham - Vostro (Melb)
Martin Crabb - Shaw & Partners & John McIlroy - Crystal Wealth Partners (Syd)
and moderated by Martin Morris - Praemium
9.30am - 9.55am
9.55am - 10.30am
(Bris only)

How we give advice on Managed Accounts

George Tynan - Tynans
Brent Kelly, Kelly Wealth
and moderated by Jason Brown - BT
9.55am - 10.30am
(Melb & Syd)
11.00am - 11.35am
(Bris)

Managing the journey to self licensing

Mike Pope, LaVista Licensee Solutions
11.00am - 11.35am
(Melb & Syd)

How we give advice on Managed Accounts

This session is moderated by Chris Mather, BT
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
11.35am - 12.15pm

Communicating with clients on ESG

Dugald Higgins, Zenith
Leah Willis, Australian Ethical
Shamir Popat, Evergreen Consultants (Bris)
Angela Ashton, Evergreen Consultants (Syd/Melb)
moderated by Alan Logan - Marcona Partners
12.15pm - 12.50pm

How to transition to a new Managed Account program

Peter Audet, Varria (Bris)
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)
12.50pm - 1.50pm
1.50pm - 2.25pm
(Bris)
1.50pm - 2.25pm
(Mel & Syd)

Managing the journey to self licensing

Mike Pope, LaVista Licensee Solutions
2.25pm - 2.50pm

TINA – are there alternatives?

Anthony Golowenko, MLC Asset Management
2.50pm - 3.10pm
3.10pm - 4.00pm

Why Larger Advice Practices prefer MDA Programs

Kieran Canavan - Findex
Jesse Vermiglio - Holley Nethercote (Bris/Melb)
Michael Mavromatis - Holley Nethercote (Syd)
moderated by Toby Potter - IMAP

Meet our Conference Presenters & Panelists

Alan Logan
Alan Logan Principal Consultant
at Marcona Partners
Chris Schroder
Chris Schroder Business Development Manager
Lonsec
Martin Morris
Martin MorrisHead of Distribution
& Director - Praemium
Angela Ashton
Angela AshtonDirector
Evergreen Consultants
Chris Wrightson
Chris WrightsonHead of Wealth Management
Ironbark
Damien Jordan
Damien JordanDirector
Jordan Financial Solutions
Janahan Kumaralingam CFP®
Janahan Kumaralingam CFP®Private Client Advise - Director
Vostro Private Wealth
Dugald Higgins
Dugald HigginsHead of Real Assets & Listed Strategies
Zenith Investment Partners
Jesse Vermiglio
Jesse VermiglioPartner
Holley Nethercote
Kieran Canavan
Kieran CanavanChief Investment Officer
Findex Group
Mike Pope
Mike Pope Chief Executive Officer - Director
LaVista Licensee Solutions
Peter Audet
Peter Audet Founding Managing Directors
Varria Personal Financial Advisers
Leah Willis
Leah Willis Head of Client Relationships
Australian Ethical
Vinnie Wadhera
Vinnie WadheraExecutive Director - Institutional and Adviser Business
Betashares
Michael Mavromatis
Michael Mavromatis Special Counsel
Holley Nethercote
Anthony Golowenko CFA
Anthony Golowenko CFAPortfolio Manager
MLC Asset Management
Martin Crabb
Martin CrabbChief Investment Officer
Shaw & Partners
 Michael Bova
Michael Bova Founder & Managing Director
Family Wealth Advisory
Tim Fuller CFP
Tim Fuller CFPHead of Advice
Nucleus Wealth
Aaron Chew
Aaron ChewSenior Adviser
Bongiorno
Shamir Popat
Shamir Popat Senior Investment Analyst
Evergreen Consultants
John McIlroy
John McIlroy Executive Director
Crystal Wealth Partners
Tony Lynch
Tony LynchChief Commercial Officer
Finclear
Maria Doyle
Maria Doyle Head of Financial Planning & Insurance
Bongiorno Wealth Management
Jason Brown
Jason BrownHead of Account Management
BT Platforms
George Klisaris
George KlisarisState Sales Manager Vic/Tas
AMP
Daniel Stojanovski
Daniel Stojanovski Head of Research
Centrepoint
Staten Janes
Staten Janes State Manager NSW/ACT
AMP
Russ Hanlon
Russ Hanlon State Manager QLD
AMP Wealth Management
George Tynan
George TynanAdviser and Director
Tynans
Chris Mather
Chris MatherHead of Distribution
BT Financial
Glenn Calder CFP
Glenn Calder CFPChief Executive
Viridian
Hugh Robertson CFP®
Hugh Robertson CFP®Managing Director & Senior Financial Adviser
Centaur Financial Services
Toby Potter
Toby PotterChair
IMAP
Brent Kelly CFP®
Brent Kelly CFP®Financial Adviser & Principal
Your Financial Guide
Peter Connolly CFP®
Peter Connolly CFP®Financial Adviser
Fitzpatricks Private Wealth
Steven Jessop
Steven Jessop Head of Licencee and IFA Sales
Lonsec
Joe Stadler CFP
Joe Stadler CFP Head of Advice
Bell Partners Advisory

Event Sponsors

Sponsors for the IMAP Adviser Roadshow 2021

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

 

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.
Dockside, Cockle Bay Sydney

Meet the IMAP Events Team

Toby Potter
Toby PotterIMAP - Chair
Jane McIlroy
Jane McIlroyNational Marketing & Events Director
Jenny Phimleut
Jenny Phimleut Program Manager IMAP
Amanda Munro
Amanda MunroChair Portfolio Management Group - IMAP

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 

Contact us

Email
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Phone
0414 443 236
 

 

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