Investment Magazine & Professional Planner

Retirement Conference

March 31, 2020

The Fullerton Hotel
Sydney, NSW

With financial advisers and superannuation funds separately and in some cases simultaneously developing
solutions for retirees – both those in retirement and those preparing for wealth transfers – this new one-day
conference will aim to bring together best ideas from the retail, wholesale and institutional investment and
advice worlds in a new one-day retirement event.

The first half of the day will deliver on essential investment retirement principles and the second half of the day will be split into two streams, with one stream focusing on the issues prevalent in the financial advice, and the other dealing with issues facing super funds.


Networking - supported by the high -calibre of attendees who were attracted to the conference

Michael Bergsenior consultant, Rice Warner

Topics discussed were very topical and the speakers were quite
open in their presentations

David Hartleychair, investment committee, Australian Catholic Superannuation and Retirement Fund

Re-emphasised to the audience that financial advice is about identifying
your clients goals and helping them achieve the goals

Tamim Marialassociate adviser, Centric Wealth

Keeping up to date with current issues and concerns that are affecting other advisers

Stephen Boydfinancial planner, Telstra Super

Definitely the speakers, discussions around the retirement information
and the issue around gender equality was also really great

Jo Scholzdirector, financial planner, Blue Moon Financial Consultants

Overall content and expertise to add depth to knowledge and practical meaning

Vicki Martinfinancial adviser, Objective Solutions


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