Our partners

Diamond Partners

Banking and Financial Services (BFS) comprises Macquarie’s financial services and retail banking businesses, providing a diverse range of wealth management, personal and business banking products and services to retail clients, advisers, brokers and business clients. As at 31 March 2018, the group had total BFS deposits1 of $A45.7 billion, an...


https://www.macquarie.com/au/personal

netwealth was founded in 1999 to provide astute investors and advisers with a better way to invest and protect their current and future financial wellbeing. netwealth is part of netwealth Group Limited, one of Australia’s largest privately owned wealth management companies, and provides a range of innovative and award-winning investment,...


https://www.netwealth.com.au/web


Gold Partners

The Fiducian Group is a specialist financial services organisation providing financial planning, funds management, superannuation, investment platform administration, information technology and accounting/accountancy resourcing services. Its securities are quoted on the ASX under the code FID. Management is committed to working towards the following: Our Mission : To help people build wealth...


http://www.fiducian.com.au/

FinEx Wealth is the only user interface your firm needs to create, manage and administer your clients’ investment portfolios. We provide our customers with access to a range of solutions built on the latest technology platforms, to giving you operational efficiency, simple audit and compliance, and improved speed to market. ...


finex.com.au

FinPal is the future of financial planning software. A complete business management and client engagement solution, it has been designed from the ground up to help financial advice businesses deliver a compelling, client-centric, experience to a greater number of clients, at lower costs. Building on the power of Microsoft’s Dynamics...


http://finpal.com.au/

Moelis Australia Asset Management originates and manages investment opportunities for sophisticated and institutional investors in real estate, credit, private equity and venture capital, with more than $3 billion assets under management. We are a principal investor in our funds, ensuring strong partnerships and aligned objectives with our growing base of...


https://moelisaustralia.com/


Event Partners

BetaShares is a leading manager of ETFs and other Funds that are traded on the Australian Securities Exchange (‘ASX’). Our aim is to provide intelligent investment solutions, which help Australian investors meet their financial objectives. With a broad range of products now trading on the ASX, our range of Funds...


https://www.betashares.com.au/

For more than 25 years IRESS has been the principal technology partner to wealth management and financial market businesses and professionals, providing connectivity, trading, wealth management and market data solutions. IRESS XPLAN is the pre-eminent and most comprehensive suite of integrated wealth management software in Australia and for 11 consecutive...


https://www.iress.com/au/

Jigsaw provides self-licensed financial advice businesses who value choice and control, with a comprehensive AFSL back-office service. Through compliance, technology and education solutions, Jigsaw makes it easier to run a practice. This means license owners can focus on growth, reducing risk and gaining efficiencies. Since 2002 Jigsaw has helped clients to: • Obtain...


https://www.amp.com.au/jigsawsupport


Association Partner

The Association of Independently Owned Financial Professionals (AIOFP) was registered in 1998 by a group of independently owned Advisers to differentiate their practices in an institutionally dominated market place. To be a member, the practice must not have any institutional ownership, be of good fame and operate its own AFSL....


https://www.aiofp.net.au/


Event Supporter

For over a decade, Elixir Consulting has helped grow hundreds of advice businesses through our independent business coaching and consulting services. Our team of experienced consultants love working with financial advisers, risk specialists, licensees and product providers to improve their business. Whether you're looking for assistance with your business strategy, sorting...


http://www.elixirconsulting.com.au/


Corporate Partners

About Invictus Games Sydney 2018: The Invictus Games is an international adaptive sporting event for wounded, injured and ill service men and women, both active duty and veteran. The Games use the healing power of sport to inspire recovery, support rehabilitation and celebrate the crucial role played by family and...


https://www.invictusgames2018.org/

Momentum Connect is a creative content and experience marketing agency.   We help businesses to become dynamic media enterprises in their own right – maximising the effectiveness of their content, events, experiences, blogs, social media, podcasts, videos, webinars, native advertising, media relations, email marketing and influencer outreach.


Brought to you by

Momentum Media connects audiences to information. Across Australia's professional and financial services sectors, Momentum Media Group plays an integral role delivering insightful market intelligence via multiple platforms, including digital, events, social, print, broadcast and research.
momentummedia.com.au