Adviser Roadshow 2019
Find out more about how the future direction of advice can work using Managed Accounts
Turmoil seems to be all around at present and in particular dynamic changes are underway in the financial services industry. Many of the changes are positive for Managed accounts so come along to the IMAP Adviser Roadshow to hear the latest. Be informed and be prepared.
Please scroll down for the full program details, but here are a few highlights
- How to give advice on a managed account?
- What does a “Best interest” focus mean that is likely to improve client outcomes?
- What are Clients actually paying for?
- Discussion on the likely risks in the market in 2019
- How to build a managed account portfolio?
Come along to the IMAP Adviser Roadshow and find out more ...
Attendees qualify for CPD points from the FPA
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People to network with
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Great presenters
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Valuable sessions
Event Programme
- Adviser Roadshow Progamme
Practical and visionary speakers
Rick Di CristoforoDirector - KPMG
Rick Di Cristoforo is our MC for Adviser Roadshow 2019.
Rick is well known in the industry as strategic and engaging financial services professional with over 25 years’ experience in senior leadership roles (inc C-Suite) across both institutions and medium sized businesses. He has been involved in Managed Accounts since the beginning and actively contributes to thought leadership in the industry through public speaking engagements and connecting services, ideas and people in a positive collaborative way.
Bianca de MeloState Sales Leader NSW - Macquarie
Bianca De Melo is the NSW state sales manager for the wealth Intermediary Team in Macquarie Banking & Financial Services division. Her team is focused on working with Businesses to transform their practices and enable their growth strategies. Her previous roles was Head of Managed Account Product at Macquarie. Bianca has over 15 years’ experience at Macquarie in managed account roles including Head of Managed Account Operations and Managed Accounts Business Manager. Bianca is a responsible manager on the banks managed account license.
Mark MitchellDirector, Portfolio Manager Daintree Capital
Mark Mitchell established Daintree Capital in 2017. He has 20 plus years experience specialising in fixed income securities analysis and portfolio management including Head of Credit and Portfolio Manager at Kapstream Capital. Portfolio Manager/Senior Credit Analyst at Colonial First State Global Asset Management. Daintree has partnered with Perennial Investment Management Limited. Perennial oversee the Responsible Entity and back office support functions of Daintree Capital.
Brad DunnSenior Credit Analyst - Daintree
Brad Dunn commenced with Daintree in May 2017 as a Senior Credit Analyst. Prior to Daintree, Brad was with Ord Minnett for over 10 years, latterly as Senior Analyst and Portfolio Manager in the Fixed Income team. In this role, Brad was responsible for the portfolio management of an income orientated portfolio and providing modelling and valuation analysis on listed interest rate securities and undertakinge strategic asset allocation advice for Ord Minnett’s internal models.
Kelly PowerGeneral Manager, Product - Colonial First State
Kelly Power became General Manager, Product for Colonial First State in March 2018.
Previous roles included Head of Platforms at BT Financial Group. Other executive management roles within BT focused primarily on the management of Platforms.
Kelly holds a Bachelor in Communications (Major in Marketing) from UTS, a Diploma of Management from the Australian Institute of Management, a Diploma of Financial Services from Integratec and the Company Directors Course at the Australian Institute of Company Directors.
Charles StodartInvestment Specialist
Charles joined Zurich in 2015 and has over 20 years experience in the financial services
industry. Charles is responsible for providing support and investment commentary to financial
advisers and investors of Zurich’s managed funds.
Prior to joining Zurich, Charles was an Investment Analyst at Five Oceans Asset Management,
covering Asian equities and global telecom stocks. Prior to this, he was a Fund Manager at
Pengana Capital’s Asian Equities Fund, with additional responsibility for Telecom and
Technology sectors across Asia including Japan.
Patrick Noble Senior Investment Strategist - Zurich
Patrick joined Zurich in 2006 with 20+ years experience in Financial Services. He is responsible for Zurich’s diversified funds, which includes manager selection, asset allocation and chairing the funds’ Tactical Asset Allocation Committee. He is responsible for communicating Zurich’s investment management capabilities to the market and provides regular market commentary and investment outlooks through the media. Previous Investment Specialist roles were at Lend Lease Investment Management and Skandia.
Greg Newman Head of Distribution - HUB24
Greg Newman has 28+ years’ financial services experience covering Asset Management, Platforms, Banking and Dealer group management. Previous roles included Colonial First State Fund Managers and BT Asset Management. Greg was a founding executive with Avanteos (now Colonial FirstWrap).
Greg has held various dealer group roles as Head of Distribution GESB (Government Employees Super Board) and State Manager for BT Advice where he was responsible for 135 advisers across 3 states.
Tony NejasmicHead of Distribution and Marketing - managedaccounts.com.au
Tony has 25+ years of experience in the Australian wealth industry. He has been Head of Distribution and Marketing for managedaccounts.com.au since May 2017.
Tony's previous roles include Count Financial Group and Sealcorp during the 1990s and joining Macquarie Bank in 2000 as one of the first sales team members in the Macquarie Wrap business helping grow FUM to over $60 Billion, becoming responsible for sales of the Managed Accounts business within Macquarie Wrap. Then joining Calastone as Head of Sales for Australia and NZ.
Simon Carrodus Senior Associate The Fold Legal
Simon has seen financial services from almost every angle - working for a regulator (ASIC), a fund manager, a big 4 bank and a large law firm. Now at The Fold, he brings his broad experience in financial services and regulatory advice to help our clients create cutting edge technology that’s both innovative and practical.
He’s honed his deep technical expertise while overhauling policies and systems, liaising with the regulator, managing disputes, drafting regulatory documents and negotiating complex contracts.
He’s honed his deep technical expertise while overhauling policies and systems, liaising with the regulator, managing disputes, drafting regulatory documents and negotiating complex contracts.
Andrew StanleyHead of Australian Equities - Ralton
Andrew's been with Ralton since inception in 2006 and leads the investment management of Ralton’s managed accounts. His 25+ years of funds management and investment banking experience includes senior positions with major investment banks in Melbourne, Hong Kong, Tokyo and New York, latterly as Executive Director of UBS’s Financial Structuring Group in Hong Kong. He's developed complex structured finance solutions for corporate clients across the bank’s investment banking, fixed income and equities divisions.
Will Riggall Portfolio Manager - Ralton
Will joined Ralton in 2018 as a Portfolio Manager and works alongside Andrew Stanley in managing portfolios. His 15+ years of funds management experience includes senior portfolio management roles within investment and superannuation organisations.
Previous roles included Senior Investment Manager at REST (Super Investment Management), responsible for portfolio construction, risk management and analysing Australian large and small-cap equities. Plus Wallara Asset Management as Senior Investment Manager and AMP Capital as Lead Portfolio Manager for the Sustainable Alpha Funds.
Andrew Braun General Manager Marketing - Investments & Superannuation
Andrew Braun is Head of Marketing at Netwealth. He oversees the entire marketing function at Netwealth, working closely and reporting to the Joint Managing Director. Marketing is responsible for brand, lead generation, retention strategies and sales support. Andrew has 15+ years working with digital technologies as a technician, strategist and marketer. He focuses on how the internet and new technologies influence us, our relationships and how we do business. He's studied Law/Commerce, Accounting, Economics, and Intellectual property.
David Wright Managing Partner - Zenith Investment Partners
David co-founded Zenith Investment Partners in 2002 and his role includes overall responsibility of the business and he is closely involved in servicing the Firm’s investment consulting clients with portfolio construction, management and monitoring advice.
Previously roles included Head of Research at IWL. Plus Associate Director and Head of Managed Funds research at Lonsdale Limited. He has researched assessed and rated many forms of managed investments including, unlisted managed funds, listed managed investments including LIC’s, ETF’s, ETMF’s and property syndicates.
Steven TangSenior Investment Consultant
Steven joined Zenith in 2008 as an investment analyst. Steven has extensive academic qualifications including a Bachelor of Pharmacy, Bachelor of Commerce, Graduate Diploma of Applied Finance and Investment and all 3 levels of the Chartered Financial Analyst (CFA) program. He has also completed both levels of the Chartered Alternative Investment Analyst (CAIA) program.
Damian Cilmi Head of Investment Managers and Governance - Praemium
Damien is responsible for appointment and monitoring of Model Managers for Praemium's Separately Managed Accounts since 2018. His prior roles included Netwealth - Investment & Superannuation. Senior Investment Research Analyst, Senior Manager Research for Sandhurst Trustees providing investment management and research services to Bendigo Financial Planning and Sandhurst Estates.Senior Manager Technical Solutions - Bendigo Wealth.
Mark Smith Group Executive - Perpetual Private
Mark joined Perpetual as Group Executive in 2012. He has since led the business to its leading position in providing accounting, legal, advisory and investment services to Professionals, Business Owners, Community Services and Indigenous sectors of Australia. Previous roles included member of BT Financial Group's Executive leadership team leading the Platform, Investment and Insurance businesses in Australiasia. Mark has an economics degree from Macquarie and has post graduate qualifications from Finsia and the AICD.
Jesse VermiglioPartner - Holley Nethercote
Jesse has extensive experience in financial services law, consumer credit law, commercial and commercial litigation, having held senior legal roles at ASIC, worked in the Victorian government and in private practice over the past 17 years. Jesse became a Partner of the firm in October 2017.
Peter HarperHead of Capital Markets
Peter is responsible for educating and assisting investors to achieve best execution and liquidity in Betashares Exchange Traded Funds. Prior to BetaShares, Peter worked in Equities and Derivatives Distribution Roles with Macquarie Bank and ABN AMRO (now Royal Bank of Scotland) . Peter has also held roles in Institutional/Corporate FX Sales with ABN AMRO and Fixed Interest with UBS. Peter holds a Bachelor of Economics degree.
Craig HigsonDirector – Adviser Business
Craig's responsible for growing and servicing BetaShares Adviser business clients across Queensland. He's focused on educating advisers about the role and benefits of ETF’s in client portfolios, and sharing updates on the expanding range of strategies available across the BetaShares product suite. Previous roles included Regional Manager for Russell Investments in Queensland, along with roles with Superconcepts, Citigroup and Aviva. Craig began his career in financial advice and spent time as an Adviser with KPMG.
Tom BignillManaging Director - Mason Stevens
Thomas co-founded Mason Stevens in February 2010. Having been involved with managed accounts since their infancy in Australia, Thomas has a strong vision for the growth and development of the managed accounts industry. Thomas and his team are committed to enhancing the investment and client service models of financial advisory practices in Australia. Prior to Mason Stevens, Thomas was Head of Equity Market Services & Direct Clients at Next Financial, and was part of the original team at Next Financial that built over A$2billion book of clients prior to its acquisition by Wilson HTM in 2009.
Jonathan Hoyle CEO – Stanford Brown
Jonathan is the CEO of multi-award winning wealth management group, Stanford Brown.
Privately owned, with its own licence and some 50 staff, Stanford Brown has served high net worth families in Sydney and Melbourne for over three decades.
The company operates in four business lines – Wealth Management, Personal Insurance and Mortgage Broking, as well as consulting to a variety of blue-chip companies on their Employee Benefits packages.
Jonathan is passionate about building a great workplace culture and providing Stanford Brown’s clients with heroic service.
Phil AndersonNational Business Development Manager – - Stanford Brown
Phil has an extensive Funds Management Sales background notably with Macquarie Bank and more recently with Challenger across a broad range of asset classes. Always looking for ways to improve client outcomes, he is a big believer in developing strategies to enable financial planners to better assist their clients. Phil is now looking to utilise his range of skills and business contacts in the Multi Asset Managed Account service offering.
Vincent O'NeillDirector of Private Wealth - Stanford Brown
Vincent is a Senior Adviser and Private Wealth specialist focusing on providing financial advice to high net worth clients on wealth creation, retirement planning and self-managed superannuation funds.
In his role as Head of the Private Wealth Division, Vincent manages a team of highly qualified advisers each with their unique professional experience and areas of core expertise. This diversified skill set allows the Private Wealth team deliver advice which is knowledgeable, current and a source of genuine value add for their clients.
Alan KennyHead of Client Solutions - IronBark
Alan is responsible for trustee services, product strategy and investment governance functions at IronBark. His 24+ years experience in financial services includes roles as CEO Federation Alliance, a managed account platform distribution joint ventured with Australian Unity, GM Product & Investment Services at Colonial First State for platform, investment and superannuation products & FirstChoice Multimanager. Prior roles include Head of Product & Pricing in AMP’s SMSF division and State Street (in Boston and Australia).
Andrew BakerGeneral Manager of Advice - Perpetual Private
Andrew leads a team of State Managers and Advice Professionals as part of Perpetual’s high net worth advisory business, Perpetual Private. Andrew is the chair of Perpetual’s Reconciliation Action Plan working group and a member of the Perpetual Trustee Company Ltd Board.
He joined Perpetual in 2005 as a Senior Financial Consultant responsible for new high net worth clients.
Andrew career started in independent financial planning group before relocating to London and then Hong Kong to work in funds management. Returning to Australia, he held roles both as a financial adviser and Head of Premier Services NSW at a large Australian retail bank.
Brad Bugg Head of Multi Asset Portfolio Management - Morningstar
Brad Bugg's responsible for the Multi Asset SMA portfolios. Since 2009 he's played a leading role in developing & evolving the Morningstar Managed Account portfolios. He leads research on key issues & developments associated with investing in Asia Pacific fixed income markets for the global investment management team. His Committee participation includes Asia Pacific Investment Policy, Global Best Practice Groups, Asset Allocation, Manager & Security Selection, and Portfolio Construction.
Terry BellPartner & Co-founder - Business Health
Terry helped establish Business Health in 2000, which has evolved into one of Australia's leading practice management groups and now has clients mainly in USA, Canada and New Zealand.
Business Health provides specialist services including profit improvement programs, client surveys, workshops, key note presentations, research, coaching, adviser surveys, lead generation, sales and marketing advice, business valuations and a compliance technology platform. In 2018 noteably worked with IMAP and Colonial in a valuable project to apply it's Practice Benchmarking methodology to advisory practices using Managed Accounts
Laura CranagePrivate Wealth Adviser - Cranage
Laura joined the business over 11 years ago, initially working as a Senior Paraplanner and Operations Manager before joining the advisory team in 2012. Laura’s attention to detail and technical knowledge make her an excellent specialist in complex strategies, including aged care. She looks forward to a rewarding career in the financial services industry as both a business owner and Private Wealth Adviser.
John BartonDirector and CEO MGD Group
John is CEO and Director of MGD Group, a privately owned and proudly self-licensed multi-disciplinary financial services firm. MGD has dedicated specialists across wealth management, taxation and accounting, self-managed superannuation fund administration, advisory, risk and succession.
Jonathan BayesManaging Director Wealth / CIO - Prime Financial Group
Jonathan joined Prime in 2013 as Chief Investment Officer and was appointed Head of Wealth in early 2018. Prime has a significant SMA base. HIs previous roles include
Executive Director - Asian Equity Sales at Nomura International, Senior Portfolio Manager
for Trafalgar Capital Management, 11 years with Credit Suisse Australia & Europe.
Damon Bensein Head of Private Wealth - Elston
Damon has been with Elston for 10+ years and is a Certified Financial Planner. His background includes roles as Investment Adviser with Wilson HTM Woolworths, and CBA. Damon leads a team of successful professional advisors and works to ensure they have the skills, tools and resources to enable clients to make informed decisions through the delivery of customised, professional advice.
LIsa FuentesPractice Manager
Lisa has worked in the financial services industry since 2001 and joined the team at Affinity Wealth Services in 2003 as a client services manager. Lisa previously specialised in investment, superannuation and retirement fund administration and was the client services team leader before moving into her current role as the practice manager.
Lisa’s focus is to provide the client services and advice team with the support they require to deliver the highest quality service to our clients. Lisa also manages the internal processes and systems within the business
Brett SandersChief Executive - Philo Capital
Brett has 30+years experience in financial services focused on investment management / research, investment planning and portfolio administration. His previous roles included Chairman and Director roles at Centric Wealth, Chief Executive - AG Private Advisory, Chief Executive Grove Research & Advisory, Managing Director - Wealthpoint, Director and senior roles at ASSIRT.
Robert Talevski Founder and MD of Activus Investment Advisors
Robert is responsible for servicing Activus’s clients, and investment activities including asset allocation strategy, investment manager recommendations and the portfolio construction process. He has 20+ years experience and his prior roles include founding Brightstone Capital Advisors (providing investment advisory services to superannuation, institutional and HNW investors), and managing the $1b Global Private Markets and $2.5b Global Shares portfolios for Australia's largest corporate super fund. Other roles were Investment Consultant at JANA Investment Advisors and in London with INVESCO, IMS (Investment Manager Selection), and Threadneedle Investments.
Laurence PoulterFinancial Adviser - Partners Wealth Group
Laurence joined Partners Wealth Group in 2013 after migrating to Australia from the United Kingdom. Through a combination of study and employment, Laurence has been involved in both global economics and financial services since 2005 and he is genuinely passionate about helping clients secure their own financial futures through the provision of highly personalised and quality advice
Bala Shastri Risk and Compliance Manager – Praemium
Bala has 10 +years experience in financial services strategic risk managment. He has helped, deliver regulatory change programs, business transformations and strategic initiatives. His experience covers distribution, asset management, operations, custody, insurance and superannuation. Bala has strong expertise in designing & implementing risk and business management frameworks to optimise organisational performance and culture through a strong focus on business outcomes, strategy and compliance. Bala has held a number of senior risk advisory roles at NAB.
Stephen RomicPrincipal, Head of Research DFS Advisory
Stephen has over 25 years experience in the financial advisory industry and is the Head of Investment Research and a Principal of DFS.
Stephen has established strong networks in the investments and funds management industry, with institutional relationships built up over many years. Stephen is recognised as an industry leader and participates in many forums and advisory boards.
Stephen leads a team of 3 employees and 2 external consultants. Our employees are highly specialised and dedicated to maintaining and improving the DFS Investment Process
Toby PotterIMAP - 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
Jane McIlroyNational Marketing/Events Director
Jane is a Director of IMAP and very focused on ensuring that IMAP's conferences, events and webinars continue to succeed as they have over recent years.
She brings a wealth of knowledge and experience in the investments market and the people that make it all happen.
Jane also brings her experience as current Marketing and Events Manager for the self-managed Independent Superannuation Funds Association
Jenny Phimleut Programme Manager IMAP
Jenny manages IMAP's digital presence as well as its program of conference events, webinars and publications and works closely with Jane and Toby. She is responsible for maintaining IMAP's processes and policies as well as developing promotional material. Her Financial Services background covers Next Financial working in Product and Portfolio Management and Shadforth Financial Group.
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Information on the Brisbane, Sydney and Melbourne Venues
Venue Details - BRISBANE 12th March 2018
Situated on the highest point in Brisbane’s Central Business District, Hotel Grand Chancellor Brisbane is convenient for business and leisure travellers. Discover an engaging blend of contemporary design, modern amenities and gracious hospitality, at a 4.5 star Brisbane hotel dedicated to the perfect guest experience - ideal for a relaxing corporate trip, family holiday or weekend getaway.
Overlooking the picturesque Roma Street Parklands with commanding views of the city skyline, surrounding mountains or Brisbane River, and only a short walk to the city or 15 minute walk to Suncorp Stadium.
Overlooking the picturesque Roma Street Parklands with commanding views of the city skyline, surrounding mountains or Brisbane River, and only a short walk to the city or 15 minute walk to Suncorp Stadium.
Event Venue's Address:
23 Leichhardt Street (Cnr Wickham Terrace)
BRISBANE
QLD 4000
Contact details for the Hotel Grand Chancellor Brisbane
https://www.grandchancellorhotels.com/hotel-grand-chancellor-brisbane
Phone (07) 3831 4055
Email:
BRISBANE
QLD 4000
Contact details for the Hotel Grand Chancellor Brisbane
https://www.grandchancellorhotels.com/hotel-grand-chancellor-brisbane
Phone (07) 3831 4055
Email:
Venue Details - SYDNEY 14th March 2019
Adviser Roadshow 2019 is being held at the Amora Hotel, which is in the heart of Sydney's CBD, 5 star Amora Hotel Jamison Sydney offers full conference amenities and has spacious, boutique guest rooms with separate bath and shower, along with a service that sets the standard for Sydney hospitality.
An easy walk from Circular Quay, The Rocks, Barangaroo and Opera House, and only a few minutes from Wynyard train station makes Amora one of the most desired locations for those travelling on either business or leisure.
Contact details for the hotel venue can be found on their website
https://www.amorahotels.com/hotels/amora-hotel-jamison-sydney
Event Venue's Address:
11 Jamison Street, Sydney CBD, NSW 2000
Access to the hotel on Jamison Street by car is via York Street
Please note George Street road blocks are being progressively closed to general traffic for light rail construction.
Venue Details - Melbourne 19th March 2018
Adviser Roadshow 2019 - MELBOURNE is being held at the Marriott Hotel in the centre of Melbourne's CBD.
Contact information and full details for the hotel venue can be found on their website
https://www.marriott.com/hotels/travel/melmc-melbourne-marriott-hotel/
Event Venue's Address:
Melbourne Marriott Hotel
Corner Exhibition & Lonsdale Streets
Melbourne, 3000 Australia
Phone: (03) 9662 3900
Corner Exhibition & Lonsdale Streets
Melbourne, 3000 Australia
Phone: (03) 9662 3900
