Events

Step into the dynamic world of financial advice, where the convergence of regulatory upheaval, digital disruption and business innovation are redefining the landscape for advice firms.

Join the 2024 Adviser Innovation Summit for an exclusive experience tailored to financial advisers. Delve into insights from the Quality of Advice Review, presented by industry experts. Discover transformative strategies, business insights, and cutting-edge ideas to revolutionise client engagement.

Delve into the two-tiered advice system, explore streamlined statements of advice, harness technology for smoother practices, and master strategies for connecting with clients across generations, focusing on personalised intergenerational wealth transfer journeys.

Navigate economic trends, and regulatory changes, reimagine risk advice, explore the use of alternative investments for optimal outcomes, and learn the characteristics of a successful business.

At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change in wealth management.

Attendees gained a profound understanding of the economic dynamics shaping the wealth management landscape, gaining a unique opportunity to explore the forces driving change in both domestic and global financial markets.

Attendees discovered how to drive better outcomes with channels that empower. The event focused on strategies that resonate with investment advisers, financial planners, professional investors, private wealth advisers, HNWIs, family offices, and the broader wealth management industry.

Our carefully curated agenda featured weighted panels and astute keynote speakers, ensuring a day of unrivalled economic and fiscal learning.

Join us in 2025! Register your interest today and be among the first to know when tickets go on sale.

Held in May in Sydney, the black-tie gala event showcased the depth of talent of the nation’s leading professionals and businesses in the wealth management industry while affirming the sector’s essential role in supporting the expansion of Australia’s economy. Secure your tickets NOW before they sell out.

The inaugural Australian Wealth Management Awards delivered an unparalleled awards program that identified the top businesses and professionals in the wealth management industry across the nation.

Winning an Australian Wealth Management Award is a desirable accolade for both individuals and businesses seeking to forge their role in the financial services industry and pinpoint professional development and innovation.

Keen to get involved in 2025? Register your interest today and be the first to know when submissions open.

Recognising the top businesses and professionals in the financial services industry across the nation

The most anticipated awards program of the year, the ifa Excellence Awards, returned for 2023 and once again delivered an unparalleled awards program that identified the top businesses and professionals in the financial services industry across the nation.

Winning an ifa Excellence Award is a highly desirable accolade for both individuals and businesses seeking to forge their role in the finance industry and pinpoint professional development and innovation.

Keen to get involved in 2024? Register your interest today and be among the first to know when submissions and nominations open.

Recognising the women leading the charge in the financial services sector

The national awards program was designed to recognise and acknowledge the leading women influencing the Australian finance industry.

This is the benchmark for excellence around Australia, and year after year recognises the outstanding contribution made to the profession, propelling the industry forward.

This year, we will once again celebrate the best of the best over a range of categories, from entrepreneurs to CEOs, from accounting and banking and finance, and much more.

Register your interest to be among the first to know when submissions and nominations open in 2024.

Join us at the Women in Finance Summit 2023 as we reshape the landscape of the Australian financial services industry by shattering the glass ceiling and supporting women in building thriving financial services businesses.

While there has been a significant decline in the gender pay gap since 2015, dropping from 37.5 per cent to 28.6 per cent, there is still work to be done. The financial services industry still has one of the highest pay gaps in Australia, second only to the construction industry.

Our inaugural Women in Finance Summit 2023 is here to spark discussion on the key issues facing women in the financial services sector and consider solutions to make it a more equitable industry.

Together, we aim to set a new precedent for the profession by learning from the experiences of Australian women who are leading the way and understanding how our collective influence can bring about lasting change in both societal and professional norms.

The most anticipated awards program of the year, the Super Fund of the Year Awards, once again delivered an unparalleled awards program that identified the top businesses and professionals in the sector, bringing together super fund trustees and executives, group insurance executives and custodians to reward the best of the best.

Winning a Super Fund of the Year Award is an outstanding and valuable accolade for institutions and super funds as well as individuals.

The awards are open to every organisation and professional that supports the Australian superannuation industry, from the biggest institutions and funds to the boutique challengers and from the most senior professionals through to the rising stars.

Keen to get involved in 2024? Register your interest today and be the first to know when submissions and nominations open.

The Fund Manager of the Year Awards is the most anticipated awards program of the year for the funds industry – the one setting the standard for the top fund managers and professionals in the Australian marketplace marking its 35th year in 2023.

Winning a Fund Manager of the Year award is a huge accolade. In a highly competitive and evolving funds sector, recognition at this prestigious event cannot be underestimated. With a reputation built over decades, the Money Management Fund Manager of the Year Awards is the Australian standard for excellence for advisers, institutions and investors.

Keen to get involved in 2024? Register your interest today to be among the first to know when submissions and nominations open.

If you’re ready for a career change and are looking for a rewarding and flexible role, mortgage and finance broking could just be the opportunity you’ve been waiting for.

In a rising cash rate environment, home loan borrowers need brokers more than ever, making mortgage and finance broking an in-demand profession.

Borrowers are spoilt for choice when it comes to choosing a loan but working out where to go and which product to choose is becoming increasingly stressful and confusing. It’s little wonder brokers have never been in greater demand!

This comprehensive workshop gives you all the information you need to discover why mortgage and finance broking is an outstanding career, what’s involved in getting started, and how to build a lucrative new business with outstanding outcomes for your clients.

It’s no secret that recent local and global events have placed greater pressure on responsible investing.

Consumer preferences continue to shift towards financial advice that has a greater consideration and an impactful incorporation of transparently sustainable, equitable, and environmentally progressive options.

Meeting the advice needs of your clients TODAY will serve to keep you better equipped to meet the needs of the clients of the future, many of whom will be Millennials that increasingly value sustainability, climate change, and gender parity.

Register your interest for our 2024 ESG Summit and be among the first to know when tickets go on sale.

Our ifa Future Forum is a one-day event jam-packed with the practical solutions you need to ensure the long-term relevance of your practice and advice in today’s industry.

Leading business coaches, thought leaders, and fellow advisers dissected the future of financial advice and provided practical solutions through high-touch, collaborative masterclasses.

With an influx of clients, capacity constraints, and increasing barriers to entry for new advisers, attendees gained insights into practical tips and take-home tools that they could implement in their practice operations immediately.

Register your interest for 2023 today to be among the first to know when tickets go on sale.