Events

Event date: Friday, 22 August 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.

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.

2026 dates to be announced

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

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

Lonsec Research & Ratings was positioned at the nexus of Australia’s financial advice and investment industry, enabling them to provide practical, actionable insights that added real value to our investment and advice solutions. Lonsec Research & Ratings connected 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 rated over 2000 investment funds and equities and 500-plus superannuation products and was one of Australia’s fastest-growing managed accounts providers.

The individual awards were open to all eligible professionals and fund managers operating in Australia supporting the industry, and they were encouraged to participate for their chance to be recognised as an award winner. Finalists were shortlisted through a meticulous judging process, and winners were revealed on the night through further judging metrics.

Group award finalists were selected directly by our research partner Lonsec Research & Ratings.

This program covered the industry's finest, from the rising stars and leaders of tomorrow to the most senior professionals, boutique funds and heavyweights.

Guests celebrated in style at our five-star night of nights honouring excellence in Australia’s funds management industry.

Register your interest today to be the first to know when the Fund Manager of the Year Awards returns in 2026.

2026 dates to be announced

Navigating the new world of financial advice

Underlying shifts in our technological bedrock had fragmented the financial advice landscape. The integration of functional AI had uprooted established service models and represented a fundamental shift in the ways advice was delivered. While this new interplay of technology and experience created opportunities for more personalised, holistic advice, it also harboured unforeseen risks for advisers and clients alike.

Held in June 2025 for its 11th year, the Adviser Innovation Summit prepared attendees to navigate these challenges by facilitating a leading exchange of new technologies and ideas. Developed in deep consultation with financial experts, the agenda interrogated the key political, technological, and social forces that affected the profession.

We will return in 2026. Register your interest today to be the first to know when tickets go on sale.

2026 dates to be announced

Attendees dined against the backdrop of one of Sydney’s most striking locations and felt empowered by the company they kept and the people they met.

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

At this unique event, camaraderie and connectivity took centre stage. But it wasn’t just about networking—it became a growing movement of dedicated professionals who aspired to lead and champion transformative change in finance. Each year, we invited a keynote speaker whose lived experiences were chosen to fuel this movement.

In 2025, that speaker was none other than two-time world champion and four-time Commonwealth champion Jana Pittman.

Jana’s achievements as an athlete were widely known. When continual injuries led to retirement, she boldly transitioned from the track to the ice, becoming the first Australian female to compete in both the Summer and Winter Olympic Games. At the time, Jana was an obstetrics and gynaecology registrar, an ambassador for the Australian Cervical Cancer Foundation, and a mother of six. Her exclusive keynote address resonated deeply and inspired all in attendance.

We were proud to host this premium event on Friday, 2 May in Sydney.

The Women in Finance Lunch will return in 2026. Register your interest today to be the first to know when tickets go on sale.

Event date: Friday, 22 August 2025
Venue: Sofitel Sydney Wentworth
Registration starts: 8:00am AEST
Official event start: 8:30am
Dress: Business casual

As market conditions remain unpredictable and traditional asset classes face pressure from macroeconomic uncertainty, the Australian Wealth Management Summit returns in 2025 to examine the rising role of alternatives in shaping portfolio construction.

Held over one day, the summit will bring together senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments – from private equity and real assets to private credit, infrastructure, and digital assets – are playing a more central role in institutional and wholesale strategies.

This year’s program focuses on how advisers and asset managers can position portfolios in a climate of elevated interest rates, sticky inflation, and subdued growth – conditions that are reshaping the traditional risk-return playbook. Sessions will also address China’s shift towards AI-led growth, capital flows into semiconductors and robotics, and the growing relevance of tokenised assets and digital currencies in diversified portfolios.

Developed in partnership with leading voices across the financial services sector, the summit delivers a full-day agenda of analysis, discussion, and insight, tailored for professionals navigating the changing face of global capital markets.

2025 DATES TO BE ANNOUNCED

Nationally recognising independent financial advice individuals and firms

The most anticipated awards program of the year, the ifa Excellence Awards, returned in 2024 delivering an unparalleled awards program that identified the top businesses and professionals in the financial services industry across the nation.

Winning an ifa Excellence Award is a desirable accolade for both individuals and businesses seeking to forge their role in the finance industry and pinpoint professional development and innovation.

The awards were open to all businesses operating in Australia supporting the industry, from the profession’s most senior ranks through to its rising stars, and from start-ups to established to transformed businesses.

We'll be back in 2025. Keen to get involved? Register your intertest today to be the first to know when submissions open.

2024 dates to be announced

It’s no secret that recent local and global events have placed greater pressure on responsible investing.

Consumer preferences continue to shift towards financial advice that has a greater consideration and an impactful incorporation of transparently sustainable, equitable, and environmentally progressive options.

Meeting the advice needs of your clients TODAY will serve to keep you better equipped to meet the needs of the clients of the future, many of whom will be Millennials that increasingly value sustainability, climate change, and gender parity.

Register your interest for our 2024 ESG Summit and be among the first to know when tickets go on sale.

2023 dates to be announced

Our ifa Future Forum is a one-day event jam-packed with the practical solutions you need to ensure the long-term relevance of your practice and advice in today’s industry.

Leading business coaches, thought leaders, and fellow advisers dissected the future of financial advice and provided practical solutions through high-touch, collaborative masterclasses.

With an influx of clients, capacity constraints, and increasing barriers to entry for new advisers, attendees gained insights into practical tips and take-home tools that they could implement in their practice operations immediately.

Register your interest for 2023 today to be among the first to know when tickets go on sale.