2024's Advice in Action puts the use of tech and digitisation in the spotlight for Advisers & Clients

Reaching "best practice" level in a digitalised advice business

Getting centred on platforms' roles in helping your business to grow

How to go paperless for new & emerging clients, and provide relevant service to existing clients

Helping the next generation be safer for their financial future

Making the most of multi-generational relationships with families.

WHEN & WHERE

23rd July 2024 - Melbourne CBD - "Zinc"
25th July 2024 - Sydney CBD - "Amora on Jamison"
 

Early Bird Registration
8.30am - 8.40am

Introduction

Toby Potter (IMAP) introduces Mike Pope (La Vista Licensee Solutions) MC for this conference
8.40am - 8.55am
8.55am - 9.25am

Pitfalls and Opportunities of Outsourcing

Brent Bevan (MLC Asset Management) & Kyle Lidbury (Perpetual Private)
9.25am - 9.55am

The role of advisers in monitoring underperformance (Sydney) / Economic Update (Melbourne)

Leah Sciacca (ASIC) - Sydney / Paul Benson (Insight Investment) -Melbourne
9.55am - 10.25am
10.55am - 11.25am
11.25am - 11.55am

Customised Portfolios

Panel discussion iShares by Uwe Helmes and Beatrice Yeo Blackrock, North & Eleanor Menniti (Lonsec)
11.55am - 12.15pm
12.15pm - 12.30pm

Melbourne - How AI is used in Advice / Sydney - Optimising client engagement

Ramana Mysore (Datasenz) in Melbourne & Allan Whatmore (Growth Studio Agency) in Sydney
12.30pm – 1.00pm
1.00pm - 1.30pm

Accommodating Illiquid Assets for your client

Adrian Vidotto (Strategic Wealth) & Duncan Smith (JANA Investment Advisers) in Melbourne / Danny Wong (Alteris) and Michael Karagianis (JANA Investment Advisers) in Sydney

IMAP thanks our Event Sponsors

Introducing Our Conference Presenters

Mike Pope, CFP
Mike Pope, CFPGeneral Manager Licensee Solutions
Centrepoint Alliance
Brent Bevan<br>
Brent Bevan
Head of Investment Consulting (Managed Accounts) - MLC Asset Management
Damon Riscalla
Damon Riscalla National Head of Practice Development - Betashares
Eleanor Menniti CIMA<br>
Eleanor Menniti CIMA
Associate Portfolio Manager, Multi-Asset Portfolios
Lonsec
Kyle Lidbury, CFA<br>
Kyle Lidbury, CFA
Head of Investment Research, Perpetual Private
Leah Sciacca<br>
Leah Sciacca
Senior Executive Leader, Financial Advice & Investment Management - ASIC

Venue Details - Melbourne 23rd July 2024

IMAP's Advice in Action 2024 Conference in Melbourne is being held at "Zinc" located in Federation Square, Cnr Princes Walk & Russell Streets, Melbourne
Phone 03 8637 0333
Contact information and full details for the conference venue can be found on their website...  Link to Zinc's Website


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Venue Details - Sydney 25th July 2024

IMAP's Advice in Action Conference 2024 is being held at The Amora Hotel in the Sydney CBD near Circular Quay and transport options. 

11 Jamison Street, off George Street Sydney CBD

Phone 02 9696 2500

Details for the venue can be found on their website

https://www.amorahotels.com/sydney/

 

www.hiltonsydney.com.au

IMAP Contact Details

Email Address: support@imap.com.au

Phone: +61 2 8003 4147 

Contact us

Email
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Phone
0414 443 236