Investment Magazine & Professional Planner

Retirement Conference

March 31, 2020

The Fullerton Hotel
Sydney, NSW

The joint Investment Magazine and Professional Planner Retirement Conference discusses the regulatory issues, approaches to portfolio construction, product design and best practice for advice needed in order to provide a dignified retirement for all Australians.

This one-day event is designed for chief executives, chief investment officers, heads of retirement, portfolio managers, financial advisers, heads of advice, research teams, and consultants.


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


Upcoming events



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Real Estate Conference

February 26, 2020

Park Hyatt, Melbourne, VIC, Australia



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Conexus Financial and Chant West Superannuation Awards

May 14, 2020

Ivy Ballroom, Sydney, NSW Australia

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