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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.
Event date: Thursday, 5 December 2024
Venue: The Fullerton Hotel, Sydney
Welcome reception: 6:30pm AEDT
Official event start: 7:00pm
Dress: Black tie
Nationally recognising independent financial advice individuals and firms
The most anticipated awards program of the year, the ifa Excellence Awards, is back and once again bringing you an unparalleled awards program that identifies the top businesses and professionals in the financial services industry across the nation.
Winning an ifa Excellence Award will be a desirable accolade for both individuals and businesses seeking to forge their role in the finance industry and pinpoint professional development and innovation. Take the first step to being recognised at a national level and build a reputation for excellence.
The awards are 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.
Get ready to celebrate in style at the 2024 black-tie gala event that will bring together leaders to celebrate the achievements and excellence of the industry’s best and brightest.
Don’t miss your chance to win this coveted award and reap the benefits of a prestigious accolade.
Event date: Friday, 15 November 2024
Venue: Hyatt Regency, Sydney
Welcome reception: 6:30pm AEDT
Official event start: 7:00pm
Dress: Black-tie
Recognising the women leading the charge in the financial services sector
This national awards program was designed to recognise and acknowledge the leading women influencing the Australian finance industry.
This is the benchmark for excellence around Australia, and year after year recognises the outstanding contributions made to the profession and those propelling the industry forward.
This year, we will once again celebrate the best of the best over a range of categories, from entrepreneurs and CEOs to those working in accounting, banking, finance, and many more.
Take the first step to being recognised at a national level and build a reputation for excellence. The awards are open to all female professionals and businesses operating across Australia.
Keen to be involved in 2025? Register your interest now and be the first to know when submissions open.
Friday, 15 November • Hyatt Regency, Sydney • Registration: 8:00am AEDT • Official start: 8:45am • Business dress
After the inaugural Women in Finance Summit sold out in record time in 2023, we returned for 2024 with a bigger and better program providing women in financial services in Australia with a platform to grow.
Supported by Australia’s foremost financial services publishing network, including The Adviser, Mortgage Business, ifa, InvestorDaily, Accountants Daily, SMSF Adviser, Money Management and Super Review, we’re delivered a conference with unparalleled insights, networking and strategy.
Attendees engaged with visionary CEOs, groundbreaking finance professionals, and inspiring thought leaders at the Women in Finance Summit 2024, uncovering new and innovative ways for those in the financial services space to explore solutions to foster a more equitable industry while encouraging more women to join this vibrant community.
The 2024 summit sparked conversations about the pivotal issues facing women in the financial sector and showcase those reshaping finance’s future.
We'll be back in 2025. Register your interest today to be the first to know when tickets go on sale.
2025 dates to be announced
The most anticipated awards program of the year, the Super Fund of the Year Awards, once again delivered an unparalleled awards program that identified the top businesses and professionals in the sector, bringing together super fund trustees and executives, group insurance executives and custodians to reward the best of the best.
Winning a Super Fund of the Year Award is an outstanding and valuable accolade for institutions and super funds as well as individuals.
The awards are open to every organisation and professional that supports the Australian superannuation industry, from the biggest institutions and funds to the boutique challengers and from the most senior professionals through to the rising stars.
Keen to get involved in 2025? Register your interest today and be the first to know when submissions and nominations open.
2025 dates to be announced
At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change in wealth management.
Attendees gained a profound understanding of the economic dynamics shaping the wealth management landscape, gaining a unique opportunity to explore the forces driving change in both domestic and global financial markets.
Attendees discovered how to drive better outcomes with channels that empower. The event focused on strategies that resonate with investment advisers, financial planners, professional investors, private wealth advisers, HNWIs, family offices, and the broader wealth management industry.
Our carefully curated agenda featured weighted panels and astute keynote speakers, ensuring a day of unrivalled economic and fiscal learning.
Join us in 2025! Register your interest today and be among the first to know when tickets go on sale.
2025 dates to be announced
Held in May in Sydney, the black-tie gala event showcased the depth of talent of the nation’s leading professionals and businesses in the wealth management industry while affirming the sector’s essential role in supporting the expansion of Australia’s economy. Secure your tickets NOW before they sell out.
The inaugural Australian Wealth Management Awards delivered an unparalleled awards program that identified 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.
Keen to get involved in 2025? Register your interest today and 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.
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