“Meeting the needs of a HNW Client Base”
Australia is experiencing the largest intergenerational wealth transfer in its history as the post World War II baby boomers and their children (many in their 60s and 70s themselves) pass on their investment and housing assets to the next generations.
Meeting the needs of clients with substantial assets – for advice, portfolio management, personal guidance – and extending the relationship to the next generation is the overarching challenge for advisers.
The IMAP Advice in Action 2026 conference presents:
- Case studies in successfully building a practice to cater to HNW families
- Understanding what it takes to chair a Family Office worth over $500m
- How the regulatory environment is challenging the use of managed accounts
- How the latest Budget changes the recommendations you’ll make
- How to integrate Private Market investments into portfolios
- Finding the managed account structure that best suits your practice
Come along to IMAP’s Advice in Action Conference in Sydney on Tuesday 28th July 2026 to hear from practitioners on how to make a success in this valuable segment
Legislated CPD Accredited for 5 hours (approx)
Registration
Conference Program
IMAP thanks our Event Sponsors
Principal Advice Sponsor
Introducing Our Conference Presenters
Partner
Herbert Smith Freehills Kramer
Andrew Bradley
Partner
Herbert Smith Freehills Kramer
Andrew is an expert in all aspects of financial services regulation and has a keen interest in partnering with clients to drive innovation in the financial services industry.
Andrew has particular expertise in the areas of superannuation, life insurance and wrap platforms and acts for the full spectrum of clients in the financial services industry.
Before entering to private practice in 2006, Andrew spent seven years with one of Australia’s largest financial services businesses in a range of non-legal roles, giving him a deep understanding of how financial services businesses operate in practice.
Andrew brings tremendous energy and enthusiasm to his work and especially enjoys working collaboratively with clients to help solve complex problems. Andrew is passionate about taking the time to truly understand his client’s needs and providing clear, practical advice that is focused on achieving commercial outcomes.
Founder & CEO
Stockspot
Chris Brycki
Founder & CEO
Stockspot
Chris has over 25 years of investment experience. He spent much of his early career as a Portfolio Manager at UBS. He has previously served on the ASIC Digital Advisory Committee and the Investment Committee for the NSW Cancer Council.
Chris holds a Bachelor of Commerce in Accounting and Finance from UNSW as part of the Co-op Scholarship Program. He is a regular contributor to the Australian Financial Review and Money Magazine.
Chris hosts a popular YouTube channel where he breaks down investing in a clear and practical way.
He focuses on long term wealth building and cutting through market noise. On the Stockspot blog he writes about asset allocation, ETFs, superannuation, behavioural finance and market cycles.
His goal is simple. Help everyday Australians build wealth with discipline and avoid the mistakes that hold investors back.
Centric
Martin Morris
Head of Centric
With 35 years in financial services, originally the UK and the last 25 years in the Australian market, I am enjoying my current role as Head of Centric (Investment Platform and Funds Management Business), leading the C-Suite to optimise business results through prudent financial management and focused business strategy.
With significant experience in working with Financial Advisers and accountants, from within AFSL management, executive roles in product distribution and CEO positions, I have been lucky to have participated and influenced the success of a number of entities. I retain deep relationships with ex-clients and team members, always the best way to assess whether you made a personal impact during growth periods.
My corporate experience is supported by my desire to ensure I am benchmarking myself with my peers, as such I have completed my MBA and Company Directors course, through the AICD. The combination of both, educational and work history, has honed my expertise in client strategy, operational leadership, and market disruption and ensures I am committed to fostering meaningful change, leveraging deep industry insights to drive growth, enhance value, and redefine the wealth management experience.
Founder & Managing Director
Family Wealth Advisory
Michael Bova
Founder and Managing Director
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.
Chairman & Director
Peter Brannighan
Chairman & Director
A result oriented professional Chairman and Director with extensive senior management and Public and Private Company Board experience in both Australia and the UK.
Peter has a proven track record of delivering significant results in key strategic and governance positions for a range of international and national organisations.
Demonstrated sound business judgement in managing and leading organisations through the change process with particular emphasis on corporate activity including turnarounds, mergers, acquisitions and divestments consistently resulting in increased profitability and growth.
Peter has vast experience in adapting to a quickly changing business environment with sound technical understanding, vision and excellent communication skills.
Industry experience
• FAMILY OFFICE• FMCG
• PROPERTY
• WINE
• BUSINESS SERVICES
• TECHNOLOGY
• CUSTOMER EXPERIENCE
• LOGISTICS AND TRANSPORT
Investments Head
Count
Simon Jeffery-Bilich
Investments Head
Count
Simon has a significant background in developing and leading financial advice networks and practice development initiatives. In their current capacity, they oversee investment strategies. Previously, Jeffery-Bilich led the development of TAL's 'Digital Adviser' marketing platform, aimed at enhancing digital engagement for financial advisors. They also held a leadership role at TAL focused on market development, with the objective of increasing the company's market share within the Australian life insurance sector. Earlier, Jeffery-Bilich was instrumental in leading Aon's aligned financial advice business, managing a substantial network of advisers and driving practice growth.
Further experience includes developing strategies to improve the performance and growth of AMP licensees and aligned financial planning businesses, and leading the creation of licensee service offers for AMP Financial Planning and Hillross adviser networks. Jeffery-Bilich also managed AMP Financial Planning's NSW and ACT network, guiding a team to achieve sales and growth targets. Their expertise extends to acting as a primary account manager, advising on sales and marketing, recruitment, and mergers and acquisitions. Jeffery-Bilich also provided financial advice strategy and client engagement guidance to AXA's advisers and led their paraplanning team. Their career began with formulating investment strategies and developing financial advice recommendations for high-net-worth clients at UBS
Venue Details - Sydney
Tuesday 28th July 2026
The IMAP Advice in Action Conference 2026 is being held at the Paradox Sydney located at 66 Pitt Street, Sydney CBD NSW 2000
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.
IMAP Contact Details
Email Address: support@imap.com.au
Phone: : +61 or 0485 528 687