“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
Evidentia Private
Emily Barlow, CFA
Senior Asset Consultant
Evidentia Private
Emily Barlow is a senior investment professional at Evidentia Private, where she works with financial advisers to design and implement tailored managed account portfolios for their clients. Her focus spans portfolio construction, managed account structures, and the practical application of investment frameworks within advice businesses, helping advisers build scalable, well-governed solutions across a range of client segments.
Emily brings broad industry experience spanning asset management, asset consulting, and wealth management, having worked across Australia and the UK. Before joining Evidentia she was National Investment Director for Perpetual Private, partnering with financial advisers to build investment portfolios for wholesale and not-for-profit clients with a focus on responsible investing. Earlier in her career, she worked at Mercer as a Senior Investment Consultant to superannuation funds, NFPs, wealth managers, and insurance companies, covering portfolio construction alongside more specialised work in investment governance, financial wellness, and retirement outcomes.
Emily holds the Chartered Financial Analyst (CFA) designation, the CFA Certificate in Sustainable Investing, the Investment Management Certificate (IMC) from CFA UK, and a Master's degree from the University of Oxford. She is also the host of the IMAP Independent Thought podcast.
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.
Executive Director Managed Accounts
CFS
Francy Taylor
Executive Director of Managed Accounts
Colonial First State Investments
Francy is the Executive Director of Managed Accounts at Colonial First State Investments Ltd. Francy has extensive experience in working with advisers, licensees, asset consultants focussing on building platforms and managed accounts functionality including, the commercialisation of these offers. Currently she oversees $23 bn in Managed Account solutions on the FirstChoice and CFS Edge platforms. Prior to joining CFS, Francy developed Managed Accounts on AMP North and worked alongside the founders of HUB24 to develop and take to market that platform including the managed account offer.
Consultant
Glenn Poynton
Consultant
Chief Growth Officer
DASH
James Louw
Chief Growth Officer
DASH
James brings extensive commercial growth and business transformation leadership experience across the wealth management and financial advisory industry to his role at DASH.
Previously at Morningstar, he led their business development and go-to-market initiatives to the Australian wealth management industry. James directed the national team’s strategic sales execution, market expansion and client-centric solution delivery to help advice businesses further empower their practice success.
At Shadforth Financial Group, James was a member of the national executive leadership team shaping group-wide strategy, advice philosophy, operational excellence, and scalable client engagement models.
He led the strategic, operational, and commercial performance of 3 integrated advice businesses.
Head of Centric
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 founded Family Wealth Advisory in 2009 to do advice differently — to sit alongside families as a trusted custodian of their wealth, not just their portfolio. With degrees in Law and Accounting and accreditation as both a Chartered Accountant and a Financial Planner, he brings a rare blend of technical depth and strategic perspective to every relationship. His earlier career — as a Senior Tax Consultant at KPMG and in tax and investment banking roles at Chase Manhattan Bank and JP Morgan Chase —shaped the way he thinks about structuring, protecting, and growing wealth across generations.
Today, as a Strategic Wealth Adviser and accredited SMSF Specialist, Michael works closely with high-net-worth families, family-business owners and senior executives who want their wealth managed with discipline, care and discretion. His focus is helping clients harness the power of their cash flow and capital — through bespoke planning, tax minimisation, asset protection, and intergenerational strategy — so they can achieve genuine financial independence and live a magnificent life. He has been recognised among Australia’s FS Power 50 Most Influential Advisers and Barron’s Top 150 Financial Advisers.
Head of JANA Wealth
JANA
Michael Karagianis
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.
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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
Principal Wealth Management Investment Solutions
Mercer
Rebecca Jacques
Principal & Head of Wealth Management Investment Solutions
Mercer
Rebecca is the Head of Investment Solutions for the Wealth Management client segment in the Pacific. Rebecca is responsible for leading the the Portfolio Solutions Group which is responsible for Mercer’s Managed Account business, and the Advance Diversified Multi-Manager Funds and Mercer Indexed Diversified Funds.
Rebecca is a member of the Pacific Asset Allocation Committee, the Pacific Public Markets Investment Committee and the Pacific Private Markets Investment Committee and is also a member of the Asia Pacific Mercer Research Ratings Review Committee (“RRC”).
Ms. Jacques has been in the financial services industry since 1997, focusing on portfolio construction, multi asset and multi manager portfolios since 2001. Previously, she worked at Norwich Union Navigator, Sealcorp Holdings, Deutsche Asset Management, and Vertex Capital Management across Manager Research, Alternative Assets and Quantitative Analysis. Ms Jacques has also led her own consultancy business providing investment and portfolio construction advice to independent financial planning firms, and dealer groups, as well as product and asset management consultancy to asset management firms.
Rebecca Jacques holds a Bachelor of Arts (Honours HIIA), majoring in Economics and Politics, from Monash University and a Graduate Diploma in Applied Finance and Investments from the Securities Institute of Australia. Ms Jacques has also been named in the Who’s Who of Australian Women 2007, 2008 & 2009.
Executive Director - Enterprise Systems
Colonial First State (CFS)
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
Snr Technical Services Specialist
IFPA
Stuart Sheary, CFP
Senior Technical Services Specialist,
IFPA
Stuart Sheary has 20+ years of experience in the financial services sector, and brings a wealth of technical knowledge to the IFPA team, further enhancing the Institute of Financial Professionals Association's ability to deliver high-quality technical support to its members.
Sheary's career includes roles at Insignia Financial and Colonial First State, where he provided technical support to advisers on superannuation, SMSFs, and social security.
A regular author and presenter, Sheary's expertise will be invaluable in delivering high-quality technical resources to IFPA members.
He holds a Bachelor of Economics and a Bachelor of Arts and is both a Certified FinanciaI Planner {CFP) and SMSF Specialist Advisor (SSA).
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
IMAP Contact Details
Email Address: support@imap.com.au
Phone: : +61 or 0485 528 687