Events

Event date: Thursday, 31 July 2025
Venue: Sofitel Wentworth, Sydney
Welcome reception: 6:30pm AEST
Official start: 7:00pm
Dress: Black tie

The second annual Australian Wealth Management Awards is here to bring you an unparalleled awards program that identifies 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.

Network with the profession’s rising stars through to its most senior ranks, from start-ups to established or transformed businesses, including but not limited to asset and fund managers, super funds, insurance firms, innovative tech firms, dealer groups, custodians, ETF providers, and financial advisers.

Get ready to celebrate in style at the 2025 black-tie gala event that will bring together leaders to celebrate the achievements and excellence of the industry’s best and brightest.

Tue 17 June, Watersedge, Brisbane    
Thu 19 June, Le Montage, Sydney
Thu 26 June, Sofitel Melbourne on Collins    

Uncover a new world of opportunity at the New Broker Academy 2025
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 the past 12 months, demand for broker services has hit a record high, with 76 per cent of home loan borrowers now using a broker for their mortgage needs. Record numbers of borrowers have realised that brokers can be more than intermediaries – they can be trusted partners that provide excellent credit advice. And with technology advancing in leaps and bounds, there has never been a greater opportunity to succeed as a broker.

It’s clear that the profession is enjoying an unprecedented window of opportunity. But is it the right opportunity for you?

The New Broker Academy is dedicated to helping you answer this question.

We’ll show you what a career in mortgage and finance broking really looks like, with candid advice from brokers who have made the decisions you are facing. We’ll show you what’s possible, and be honest about the steps you need to take to earn your success.

You’ll leave with a clear vision of whether this is the right career choice for you. If it is, you’ll know exactly what to do next.

Attending the New Broker Academy is free. There is no reason not to entertain your curiosity and make the possibility of an outstanding career in mortgage and finance real today.

Event date: Thursday, 26 June 2025
Venue: Shangri-La, Sydney
Welcome reception: 6:30pm AEST
Official start: 7:00pm
Dress: Black tie

Held in June in Sydney, the black-tie gala event brings together the industry’s top performers and stand-out fund managers. Celebrate with the who’s who of the Australian financial services industry.

Individuals are encouraged to nominate a colleague or submit themselves into the category they are eligible for, while group finalists will be chosen through meticulous judging criteria through our research partner Lonsec.

Lonsec Research & Ratings is positioned at the nexus of Australia’s financial advice and investment industry, enabling them to provide practical, actionable insights that add real value to our investment and advice solutions. Lonsec Research & Ratings connects financial advisers, fund managers and super funds with the tools, data and insights to make better investment decisions, grow their funds, engage better with members, and meet their best interest obligations. Comprising Lonsec Research, SuperRatings and iRate, Lonsec Research & Ratings rates over 2000 investment funds and equities and 500 plus superannuation products and is one of Australia’s fastest-growing managed accounts providers.

Get ready to celebrate in style at our five-star night of nights celebrating excellence in Australia’s funds management industry. Secure your tickets now!

MELBOURNE

Event date: Wednesday, 4 June 2025
Venue: Pullman Melbourne on the Park

SYDNEY

Event date: Wednesday, 11 June 2025
Venue: Amora Hotel Sydney

Navigating the new world of financial advice

Underlying shifts in our technological bedrock have fragmented the financial advice landscape. The integration of functional AI is uprooting established service models and represents a fundamental shift in the ways advice is delivered. While this new interplay of technology and experience creates opportunities for more personalised, holistic advice, it also harbours unforeseen risks for advisers and clients alike.

Returning in June 2025 for its 11th year, the Adviser Innovation Summit will prepare you to navigate these challenges by participating in a leading exchange of new technologies and ideas. Developed in deep consultation with financial experts, our agenda interrogates the key political, technological, and social forces affecting your profession.

Reserve your spot today!

Event date: Friday, 2 May 2025
Venue: Doltone House Jones Bay Wharf, Pyrmont
Registration starts: 11:30am
Official start: 12:00pm
Dress: Business casual

Dine against the backdrop of one of Sydney’s most striking locations and be empowered by the company you keep and the people you will meet.

This event was willed into existence when attendees of the Women in Finance Summit asked us for more opportunities to network with like-minded individuals. We listened and tailored an environment for forging partnerships and strengthening existing bonds with the brightest minds in finance.

At this singular event, camaraderie and connectivity take centrestage. But this event isn’t just about networking; it’s a growing movement of dedicated professionals who aspire to lead and champion transformative change in finance. Each year, we invite a keynote speaker whose lived experiences promise to fuel this movement.

This year, that speaker is none other than two times world champion and four times Commonwealth champion Jana Pittman.

Jana’s achievements as an athlete are infamous. When continual injuries spelled retirement, she moved boldly from the track to the ice to become the first Australian female to compete in both the Summer and Winter Olympic games. Today, Jana is an obstetrics and gynaecology registrar, an ambassador for the Australian Cervical Cancer Foundation, and a mother of six. Her exclusive keynote address promises to both resonate and inspire.

We hope you can join us for this premium event on Friday, 2 May in Sydney.

This event will sell out fast, so don’t miss your chance to be part of this growing community.