FinTech, Platforms & Wraps - The Future of Wealth Technology

And that's a wrap! 
The FinTech Platforms & Wraps Conference was a great success with delegates coming together to debate on the latest changes in the fintech space.

Australia’s ‘must attend’ event for wealth management executives focused on the upcoming regulatory changes and the emerging technology and innovation trends shaping the market today.

Arguably the largest and most prestigious event on the wealth management executive’s calendar, this event will bring together key decision-makers from the industry including CEOs, CIOs, CTOs and Divisional Heads.

The conference will provide unparalleled networking opportunities for delegates and drive dynamic conversation around the opportunities and challenges shaping the market today. This will also enable attendees to map out tomorrow's innovative advancements in business-enabled technology. 

The conference will address questions such as: 

  • How are the regulatory changes affecting Platforms & Wraps?
  • How will FinTech change the way you manage your business? 
  • Have platforms evolved sufficiently to cater for a changed wealth industry?
  • Who is setting the pace in platform delivery and development?
  • What are the next steps and opportunities in FinTech beyond platforms and wraps?



Day 1 - Thursday 4 August 2016

8:00am - 9:00am


9.00am – 9.10am

Welcome Address by Conference Chairman

9.10am – 9:40am

Opening Keynote

Speaker: Aaron Klein, Co-founder & CEO, Riskalyze

9:40am - 10:05am

Platforms & wrap trends & developments - Tapping into the UK market

Speaker: Darren Stevens, Director Product Management & Strategy, Bravura Solutions

10:05am - 10:35am

Investment Trends Update - How is the Marketing Evolving?

  • Client Engagement
  • Innovative Processes in the Advice Space
  • Top-ranking Platforms
  • Technology Development.

Speaker: Recep Peker III, Head of Research Wealth Management, Investment Trends

10:35am - 11:05am

Morning Tea

11:05am - 11:50am

Panel Discussion: Dealer Group Insights on FinTech

  • Defining the disconnect between platform providers, dealer groups and the independent financial advisors
  • What are the pros and cons of using FinTech?
  • Looking into the diversified future – where are dealer groups going and why?

Moderator: Mike Taylor, Managing Editor/Editorial Director, Money Management, Super Review, FST Media


Ray Miles, Executive Chairman, Fortnum Financial Advisors
Rod Bristow, Managing Director & CEO, Infocus Wealth Management
Grahame Evans, Managing Director, GPS Wealth
Paul Harding-Davis, Head of Advice and CEO Premium Wealth Management, Australian Unity Personal Financial Services Ltd


11:50am - 12:10pm

Onstage Interview: The future of wealth management technology – What is next for National Australia Bank?

Moderator: Mike Taylor, Managing Editor/Editorial Director, Money Management, Super Review, FST Media


Anne Bennett, General Manager Wealth Digital and Direct Servicing, National Australia Bank
Kathy Vincent, General Manager Retail Platforms, National Australia Bank


12:20pm - 12:40pm

Platinum Sponsor Session

12:40pm - 1:40pm


1:40pm - 2:25pm

Panel: Platforms owners – Setting the industry up for change

  • Improving efficiency through offering a variation of platform tools to advisors
  • Supporting advisors by introducing a suite of managed risk strategies
  • Making platforms more useful and relevant to advisors
  • Being responsive to changes in adviser needs


Indy Singh, Managing Director, Fiducian
Kelly Power, Head of Platforms, BT Financial Group
Peter Chun, General Manager Product & Investments, Colonial First State
Michael Chisholm,
Chief Executive Officer, Crestone Wealth Management 

2:25pm - 2:55pm

Keynote: ASIC's priorities in funds management

  • How will proposed MDA policy changes affect Wealth Managers?
  • Advising in light of ASIC's recent MDA consultation
  • Reaching a new level of efficiency through innovative platform implementation technology
  • Tapping into portfolio efficiency through the correct infrastructure

Speaker: Greg Tanzer, Commissioner, ASIC

2:55pm - 3:25pm

Afternoon Tea

3:25pm - 4:10pm

Keynote: Trending changes and implications of MDA regulation on the industry

Speaker: Charlie Haynes, Co-founder, Paragem

4:10pm - 4:50pm

FinTech Showdown – What is the distinguishing power of FinTech start-ups?

  • How FinTech start-ups established success
  • How they differentiate from traditional banking
  • Can effective collaboration between banks and Fintech firms drive innovation?
  • Looking into the future of FinTech – the next steps and opportunities

Introduction by: Andrew Davis, Ambassador, Stone & Chalk

Participating FinTechs:
Mark Setchell, Founder, Follow the Money
Dev Sinha, Director, Macrovue
Dilip Sankarreddy, Founder & Chief Executive Officer, QuietGrowth
Derek Condell, Managing Director, Mafematica

4:50pm - 5:00pm

Closing Remarks and Day 1 Wrap-up

6:30pm - 11:00pm

Conference Dinner


Day 2 - Friday 5 August 2016

8:45am - 9:00am


9:00am - 9:10am

Welcome Address by Conference Chairman

9:10am - 9:40am

Panel: Platform product development & placement - The right choice for scaled advice

  • Legal responsibilities and compliance risks
  • Creating transparency for advisers and clients
  • Selection criteria of investment products
  • How scaled advice impacts future menu structures and investment decisions

Moderator: Mike Taylor, Managing Editor/Editorial Director, Money Management, Super Review, FST Media


Leanne Bradley, Head of Tailored Investment Solutions Multi Asset Group, AMP Capital
Cecilia Storniolo, Director Advisory, KPMG
Adrian Verdnik,
Partner, Hall & Wilcox


9:40am - 10:00am

Silver Sponsor Session by Colonial First State

Speaker: Peter Chun, General Manager Products & Investments, Colonial First State

10:00am - 10:30am

Panel: The future of SMA – Are the Managed Accounts over now the big players are in?

  • The entry of the majors – what does it mean?
  • SMA or MDA, which do you support and who does each suit?
  • Conflicted remuneration – will you pay? 

Moderator: Toby Potter, Chairman, IMAP

10:30am - 11:00am

Morning Tea

11:00am - 11:30am

Panel: Stepping up to the changing retirement market

  • Adapting service models & products to service pre-retirees & post-retirees
  • How to manage sustainable income levels and investment risk through platforms and wraps
  • Navigating the challenge of securing essential income alongside managing market exposure


Andrew Ward, Managing Director, SelfWealth
Andrew Connors, Managing Director, Fincast
Stephen Huppert, Partner, Deloitte

11:30am - 11:50am

Silver Sponsor Session

11:50pm - 12:20pm

Panel: Capitalising on the potential of FinTech in the advice space

  • What emerging opportunities will automated platforms offer wealth managers?
  • Leveraging digital opportunities to engage challenging demographics
  • FinTech now and where it’s going in Australia 

Moderator: Mike Taylor, Managing Editor/Editorial Director, Money Management, Super Review, FST Media


Ben Heap, Founding Partner, H2 Ventures
Christopher Bate, Founding Director, Canopy Private
James Millard, Director, YOLO Financial Services
Matthew Esler, Co-founder, Padua Financial Group

12:20pm - 12:30pm

Conclusion - Key Outakes

  • Closing remarks and conference wrap-up
  • Rundown of the key themes and outtakes from the conference 

12:30pm - 1:30pm



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FinTech, Platforms & Wraps - The Future of Wealth Technology