Introduction
Intra and Inter-Generational Advice
Emerging Advice Technology
Keynote Speech - High Net Worth Clients & Managed Accounts
AI - Trends, opportunities and how advice practices can unlock enhanced efficiency and uplift their client experience
Best fit - Understanding your advice business
Pros and cons of in-house Managed Account portfolios
Lunch session: Utilizing Data for Advice Firms
A Case Study: Broadening the reach of managed accounts with a more practice-responsive approach
IMAP thanks our Event Sponsors
Principal Advice Sponsor
Introducing Our Conference Presenters
Portfolio Manager
Lonsec
Brook joined Lonsec Investment Solutions in 2018 and has more than 25 years’ experience across the Australian and European financial services industry.
In Brook‘s role he manages a number of bespoke Managed Accounts and also provides portfolio construction advice, including fund selection and asset allocation to Lonsec Investment Solutions Consulting’s clients including dealer groups, independent financial planning groups and industry super funds.
He previously managed the top quartile performing Italian Banca Generalli Controlled Volatility managed fund during most of his European consulting tenure.
Brook has considerable expertise in the following areas:
- Managed Accounts – Portfolio Manager and Management
- Portfolio construction
- Fund manager research and selection
- Member of the Security Selection and Portfolio Management Investment Committees
- Independent adviser at external investment committees.
Sector Head of Real Assets, Alternatives, & Multi-Asset SMAs - SQM Research
Chetan Trehan, MBA
Sector Head - Real Assets, Alternatives, & Multi-Asset Funds/SMAs
SQM Research
Chetan is an investment professional with 18+ years of experience in the Australian financial services sector. He is immensely passionate about the capital markets and investments, and has worked in a variety of roles within the investment research / financial advice / wealth management sector.
Chetan has worked with Financial Advisers to develop investment portfolios for a broad range of clients, including retail clients, SMSF trustees, high net worth individuals, and retirees. The investment portfolios were tailored as per client requirements / objectives, and included unlisted Managed Funds and listed ETFs/Shares.
Chetan holds Masters in Business Administration (MBA) - Finance degree from University of Technology, Sydney (UTS), Australia. Chetan also holds a Bachelors’ degree in Commerce (Honours degree), and has completed 4 modules of RG146/DFP
Betashares
Damon Riscalla
National Head of Practice Development
Betashares
Damon has over 26 years’ experience working with financial planning practices, including some of Australia’s leading financial planning firms.
In his role, he helps financial advice practices develop, refine and implement processes to enhance value for their clients.
Damon joined Betashares in 2017 and prior to taking on the Practice Management role I established the Victorian office.
Damon holds a Diploma of Financial Planning, a Bachelor of Business, a Grad Dip in Applied Tax and Financial Planning, and a Bachelor of Law.
Head of Managed Accounts
Colonial FIrst State
Senior Consultant
JANA
David Wilson
Senior Consultant – Sydney
|JANA
David joined JANA in March 2025 as a Senior Investment Consultant. In this role David works with JANA's wealth clients to provide advice and input into the portfolio construction process, encompassing asset allocation, fund research and selection across all asset classes.
Before joining JANA, David worked as a Principal, Senior Investment Consultant at Mercer Investments responsible for consulting to large institutional investors across various client segments including superannuation, endowments & foundations, insurance and government in Australia and New Zealand.
Prior to Mercer, David worked at Lonsec Investment Solutions as a Senior Investment Consultant with a focus on managed accounts and consulting to financial advice groups.
David holds a Bachelor of Commerce (Economics & Finance) from Griffith University and a Master of Applied Finance from Macquarie University.
Director Education, Engagement, & Events
Colonial First State
Jackie Clark -
Director of Education, Engagement, and Events
Colonial First State
Jackie is the Director of Education, Engagement, and Events at Colonial First State, having been in this role for over six years. With extensive experience in both education and financial services, Jackie brings a wealth of knowledge and insight to the team.
Her passion for financial literacy and education has been a driving force throughout her career. After working in the financial planning sector for over 15 years, Jackie retrained as an economics and business studies teacher in 2008. She holds a Bachelor of Arts in Economics, a Diploma of Financial Planning, and an Adult and Secondary School Teaching degree.
In her current role, Jackie leverages her expertise to enhance the educational programs at Colonial First State. One of her key responsibilities is CFS 10x, an adviser-led program focused on helping advice businesses solve business challenges. More recently, 10x partnered with Microsoft and together launched an AI workshop focused on the financial planning industry.
Following the success and huge demand for these sessions, 10x ran a follow up series of masterclasses. Jackie is excited is excited to share her experiences and insights on how AI can be effectively used within a financial planning business to drive better outcomes and enhance client engagement.
Chief Commercial Officer
DASH
Mark Papendieck
Chief Commercial Officer
DASH
With over 20 years of C-suite experience spanning platform innovation, fintech, asset management and financial planning, Mark is a seasoned leader at the intersection of wealth management and technology.
From the founding CEO of Australia’s first ‘online-only’ wrap platform to serving as the COO/CCO of advice groups and private wealth solutions and now as the Chief Commercial Officer at DASH —he has played a pivotal role in reshaping digital wealth solutions.
With deep industry expertise and a proven track record of driving meaningful change, Mark is uniquely positioned to help wealth management businesses leverage technology to navigate and lead our industry's inexorable transformation.
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Head of Centric
Martin Morris
Head of Centric
Martin has 35 years of Financial Services experience, joining the industry as a trainee Business Development Manager in London in 1990.
Passionate about the industry, Martin has since that time held executive roles in Distribution, AFSL Management, combined with non-executive Director experience. He has also spent time working within advice businesses, including his own, and held the CEO role of an SMSF administration and technology business. This experience has allowed Martin to build his knowledge and expertise in client engagement and strategic planning and working with financial advisers to build engaged and profitable clients.
Immigrating to Australia in 2000, Martin has, and always, challenges his knowledge and experience and searches for new ways to learn and add value. As such, he has undertaken his MBA, is a graduate of the Australian Company Directors Course and is a certified Behavioural Sales Coach through the US based Management Research Group.
Joining Centric in February 2024 as Chief Client Officer and then promoted to Head of Centric in October 2024, Martin is responsible for the growth and strategic direction of the business, across platform and investment solutions. Martin is focused on using this experience to assist the team in delivering truly disruptive solutions in the Australian Financial Services market and to assist advisers to build stronger relationships with clients by enhancing their value proposition.
Head of JANA Wealth
JANA
Head of JANA Wealth - Sydney
JANA
Michael leads JANA Wealth, managing sector engagement, including Family Offices. Michael is also chair of the JANA's Wealth Asset Allocation Committee.
He has a total of more than 36 years of industry experience. Prior to joining JANA, Michael was a Head of Private Investment Consulting at NAB.
He previously held the role of Head of Asset Allocation at UBS Global Asset Management in Australia and Global Head of Asset Allocation and Investment Strategy at Aberdeen Asset Managers in London.
He graduated with a BEc from the University of Adelaide, and subsequently joined the Department of Treasury in Canberra
Director & State Manager NSW
Colonial FIrst State
Michelles' prior roles include BT, Macquarie, AMP Capital.
She holds a double business major from University of Technology, and is currently studying for the Kaplan Diploma in Finacial Planning
Managing Director
SuitabilityHub
Managing Director
SuitabilityHub
Recep Peker founded in 2021 to enable advisers to take a more holistic approach to Best Interest Duty when choosing products.
SuitabilityHub is a specialist product research software that provides unparalleled transparency into managed account providers’ investment approach and platforms’ adviser- and client-facing propositions.
Recep has over 16 years of experience in researching the financial services industry, including more than a decade leading the wealth management research at Investment Trends.
Earlier in his career, Recep gained first-hand experience in the advice industry in a boutique financial planning firm, giving him a practical grounding that continues to inform his work today.
He holds a Bachelor (Hons), Finance & Economics from the University of Technology Sydney
Executive Director - Enterprise Systems
Colonial First State (CFS)
Executive Director of Enterprise Systems & Business Applications
Colonial First State (CFS)
Sean oversees the delivery and ongoing management of key corporate systems, including finance, HR, risk and compliance, enterprise data platform, and business process automation.
More recently, he has been focusing on the execution of CFS’ AI strategy, with a focus on building internal capability, streamlining operations, and exploring opportunities to enhance both customer and employee experiences.
With over 15 years of experience across Australia, Hong Kong, and Singapore, Sean has worked in a range of roles in technology, innovation, and operational excellence at Prudential PLC, Eastspring Investments, EY, and BT Financial Group.
Sean is passionate about embedding practical automation solutions, fostering a culture of continuous improvement, and promoting the responsible adoption of AI across the enterprise.
Sean holds a Master of Business Administration, a Bachelor of Commerce, and a Diploma of Financial Planning.
Principal, Asset Consulting
Evidentia
Shailesh Jain
Principal, Asset Consulting
Shailesh is a highly experienced investment management and asset consulting professional with over 21 years of experience in investment markets. Shailesh’s broad experience in the investment management industry spans multiple asset classes including fixed income, equities, alternatives, and private markets across analyst, researcher, and senior investment consultant roles.
Prior to joining Evidentia, Shailesh was a Senior Investment Consultant with Zenith Investment partners for 4 years advising some of the firm’s largest Private Wealth clients.
Shailesh also spent over 11 years with Lonsec Research in various roles and was most recently the Deputy Head of Active Manager Research and Head of Australian Equities. Shailesh started his finance career at NAB in a credit analyst capacity.
As Principal, Asset Consulting, Shailesh’s role at Evidentia is to work with leading Private Wealth firms predominantly in the Melbourne market to collaboratively design, build and then manage tailored investment programs designed to drive superior business and client outcomes.
Principal Consultant
Infinity Data
Tony Carter
Principal Consultant
Infinity Data,
Tony has extensive experience in data and business intelligence and a strong focus on data-driven decision-making and technology leadership.
Previously Tony was Head of Business Transformation at Az Nga, where he led organizational change initiatives and implemented new processes. He was Head of Data at Cirrus Media. Building on experience at Cirrus Media. Other experience includes technology roles at Vero Insurance and Hollard Insurance Group.
Tony holds a Bachelor of Applied Science (B.A.Sc.) from the University of Technology Sydney
Head of Tailored Solutions
Lonsec
Veronica Klaus
Head of Tailored Solutions
Lonsec
- Portfolio construction
- Fund manager research and selection
- Member of the LIS Asset Allocation, Security Selection, Portfolio Manager Oversight and Portfolio Management Investment Committees
- Independent adviser at external investment & APL governance committees
Meet the IMAP Team
Toby Potter
IMAP Chair
Toby has championed IMAP's mission for a number of years and is a key contributor for IMAP (along with others) in the representation to ASIC on recent changes to the MDA regulations and ongoing regulatory matters.
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
Jenny Phimleut
IMAP Program Director
Jenny manages IMAP's program of conference events, webinars and publication, and liaises with sponsors, speakers
Jenny supports and organises IMAP special interest groups i.e. The Regulatory Group, and the Data Standards Group, and works closely with Toby, David and the IMAP team.
She is responsible for maintaining IMAP's digital presence, as well processes and policies as well as developing promotional material.
Jenny's Financial Services background covers Next Financial working in Product and Portfolio Management and Shadforth Financial Group.
Lucie Bradley
Events & Comunications
IMAP
Lucie is a versatile professional with a strong background in events management.
She joined the IMAP team in early 2022 as an events and communications associate working closely with Jenny Phimleut and the rest of IMAP's team on our conferences, webinars and the FPA Congress managed account zone.
Lucie's role now includes social media such as IMAP's Linkedin profile, posts, and communications, the IMAP Independent Thinking podcast series, plus developing & supporting IMAP's services.