IMAP's 2026 Advice in Action Conference Theme
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.
These 2 client segments are looking for advice and assistance with management of these assets but also the change transition through these sometimes difficult later stages in life. Not least is the challenge of achieving a secure income stream, and security of housing in times of volatile investment markets, inflation and geopolitical crises.
The challenge also arises of how best to assist the younger generations secure their future when they are facing inflation, expensive housing, the increased costs of raising a family, and an uncertain world outlook.
The strong growth in both the Family Office and HNW adviser businesses are testament to the above pressures.
IMAP's Advice in Action 2026 conference explores case studies of successful practices in these 2 HNW client segments, and draws on the experiences of those who advise and those who provide investment management tin these key client segments
Come along to IMAP’s Advice in Action Conference in Sydney on Tuesday 28th July 2026 to hear from practitioners, and providers in this valuable segment
Legislated CPD Accredited for 5 hours (approx)
Registration
Conference Program
IMAP thanks our Event Sponsors
Principal Advice Sponsor
Venue Details - Sydney
Tuesday 28th July 2026
The IMAP Advice in Action Conference 2026 is being held at the Paradox Sydney located at 27 O'Connell 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