6 September - Rydges South Bank Brisbane, QLD8 September - Montage, Sydney, NSW13 September - Crown Melbourne, VIC
The Adviser’s New Broker Academy aims to equip prospective brokers with the knowledge, skills and mindset to succeed in a booming property market. Record levels of Australians have been taking out mortgages to buy their dream homes this year, making 2022 a great time for new brokers to succeed. With more borrowers to service, more products to choose from, and more tech tools to utilise, there has never been a better time to harness opportunity and create a thriving brokerage practice. The Adviser’s New Broker Academy 2022 aims to equip you with all you need to know to not only survive the changing environment, but also thrive in it.
Wednesday, 9 November 2022 • Montage, Sydney • Pre-drinks: 6:30pm • Official Start: 7:00pm • Black Tie
The most anticipated awards program of the year, the ifa Excellence Awards, is back and is once again bringing you an unparalleled awards program that identifies the top businesses and professionals in the financial services industry across the nation.
Winning an ifa Excellence Award will be a desirable accolade for both individuals and businesses seeking to forge their role in the finance industry and pinpoint professional development and innovation. Take the first step to being recognised at a national level and build a reputation for excellence.
The awards are open to all businesses operating in Australia supporting the industry, from the profession’s most senior ranks through to its rising stars, from start-ups to established to transformed businesses.
Thursday, 3 November 2022 • The Star, Sydney • Welcome reception: 11:00am • Official start: 11:30am AEDT • Cocktail
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.
Take the first step to being recognised at a national level and build a reputation for excellence. The awards are open to all female professionals and businesses operating across Australia.
Register your interest for 2022
Announcing the inaugural ifa Future Forum We’re excited to announce the launch of ifa’s brand-new event: the ifa Future Forum! This free-to-attend conference coming to Sydney in November provides financial advisers a platform to discuss and debate under the Chatham House rule on detrimental issues plaguing the industry, particularly around accessibility and affordability.
2023 DATES TO BE ANNOUNCED
Our ESG Summit is designed specifically for advisers to cast a spotlight on the strategies, trends, products, services, people and companies that are helping shape the future of Australia’s environmental, social and corporate governance.Visit esgsummit.com.au to learn more and to register your interest for our next event.
2023 dates to be announced
Our Adviser Innovation Summit 2022 provided the tools to succeed, with sessions exploring the latest trends in fintech, innovation, and digital transformation.
During this full-day, jam-packed, face-to-face summit, industry leaders dived into the new financial buzzwords - ‘Metaverse’, ‘DeFi’, ‘finfluencers’ and much more. Attendees gained insights into the very REAL impacts these terms have on the way they operate, helping them to future-proof their business.
Our summit uncovered the threats and opportunities unique to advisers as they navigate the finance landscape and taught them how they can actively support and educate their clients now and in generations to come.
Keen to attend in 2023? Register your interest today to be among the first to know when tickets go on sale.
Every challenge presents an opportunity to grow and the challenges of 2020 were no exception. In the aftermath of black swan events and regulatory changes, firms must rise from the ashes and adapt to the new normal. In this year’s “ifa Business Strategy Day”, you will hear from your peers and leaders in the financial advice sector as we discuss strategies to navigate a new digital-first world and gear your firm to succeed in a post-pandemic environment. Hear from your industry peers who have overcome the challenges of managing a remote practice while meeting the shifting needs of clients. Learn how you, too, can lead through volatility and adapt your firm to meet the impending cost, efficiency and compliance challenges 2021 will present.
Are you providing the best possible service to your clients? Want to know what your clients really think about you? Join us as our experts deep-dive into the latest consumer data and reveal key findings that will help you truly cement your current relationships, provide ways to drive new ones and give you a clear competitive advantage. Don’t miss the annual ifa Client Experience Workshop – a truly unique, live, FREE-TO-ATTEND broadcast. Across two packed days from 28 to 29 October, ifa will reveal the latest insights from its annual Advice Client Experience survey to help you create a deeper understanding of your existing and prospective clients. Each expert-led session will explore findings from this proprietary research to help you understand what is driving client behaviour, how to deepen your relationships with your existing clients and how to attract prospective clients under the pressures of COVID-19.
Wraps, Platforms and Masterfunds is Australia’s original and only conference specifically designed to deliver a greater understanding of the threats and opportunities facing the sector. It is a platform that facilitates discussion and debate, ongoing growth and unrivalled connectivity.
Our conferences represent Australia’s best professional development days for financial advice practices, helping advisers to wade through the noise and develop more profitable, client-centric and tech-enabled businesses.
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