Venue
Amora Hotel
Amora Hotel, 11 Jamison St, Sydney NSW 2000, Australia

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Event Date Wed Mar 20 AEDT (over 2 years ago)
In your timezone (EST): Tue Mar 19 5:00pm - Wed Mar 20 2:00am
Location Amora Hotel
11 Jamison St, Sydney NSW 2000, Australia
Region APAC
Details

History’s frontier-breakers always ensured they had fuel, food and fortitude. The journey into retirement has historically focused on investment strategies and technical advice – but are clients adequately prepared for the mental challenges that come with this new territory?

Finding and maintaining the balance between investments, technical knowledge and the client’s mental outlook – the holy grail of retirement – can be tricky. What can advisers do to assist their clients
in this little-discussed but important area, so that they can make optimal decisions with regards to their investment strategies?

The leading Retirement Conference for financial advisers will help you guide your clients through the transition from employment to retirement.

Speakers

2019 Speakers

ADVISORY BOARD:

Wade Matterson
Practice Leader, Australia, Milliman

Jason Andriessen
Director, Coredata Consulting

Louise Biti
Director, Aged Care Steps

Sarah Broady
Financial Planner, the Retirement Advice Centre

Alan Freshwater
Financial Adviser, Ri Advice

Andrew Keay
Director, Aged Care Planners

Jeff Rogers
Chief Investment Officer, Ipac

SPEAKERS:

Jo Fox
Director, Strengthening Practice

Miriam Herold
Head of Research, Centrepoint Alliance

Philipp Hofflin
Portfolio Manager, Lazard Asset Management

Veronica Klaus
Head of Investment Consulting, Lonsec Research

Wade Matterson
Practice Leader, Australia, Milliman

Deborah Ralston
Chair, Smsf Association

Sharon Taylor
Associate Professor, Western Sydney University

Jason Andriessen
Director, Coredata Consulting

Joanna Bird
Executive Director, Wealth Management, Australian Securities and Investments Commission

Louise Biti
Director, Aged Care Steps

Sarah Broady
Financial Planner, the Retirement Advice Centre

Dianne Chalk
Principle, Hillross Fairy Meadow

Lisa Chambers
General Manager, Advice Monitoring Wealth, Nab

Dante De Gori
Chief Executive, Financial Planning Association of Australia

Paul Evans
Partner, Makinson D’apice Lawyers

Andrew Fisher
Manager, Asset Allocation, Sunsuper

Alan Freshwater
Financial Adviser, Ri Advice

Eraj Ghafoori
Behavioural Economist, Australiansuper

Michelle Gortan
Director - Philanthropy, Mutual Trust

Christina Hobbs
Founder and Chief Executive, Verve Super

Liz Hughes
Certified Financial Planner, Wealthspring Financial

Andrew Keay
Director, Aged Care Planners

Deborah Kent
Director, Integra Financial Services

Jacqui Lennon
Head of Customer Experience and Product, Allianz Retire+

Ben Marshan
Head of Policy and Standards, Financial Planning Association

Graeme Mather
Director and Head of Distribution, Schroders

Paul Saliba
Managing Director and Founder, Evolutionary Portfolio Services

Colin Tate
Chief Executive, Conexus Financial

Sponsors & Partners

2019 Sponsors

GOLD SPONSORS:
• Allianz Retire+
• Lazard Asset Management
• Milliman
• Schroders

SILVER SPONSOR:
• MLC