This year's IMAP Advice in Action Conference focusses on "Sustainable Business Models for Advice"

Now is the best time to be reviewing your business strategy and plans for the next 24 months or more

Our speakers address how advice business can be stay relevant to and attract tomorrow's clients whilst servicing existing clients.

We look closely at the investment needs of the large Not For Profit sector, HNW clients.

We examine the best of business models making use of managed accounts.

This year we are offering an optional Masterclass on HNW clients and managed accounts for advisers only - please see details below. 


18th July 2023 - Melbourne Exhibition & Conference Centre
20th July 2023 - Sydney - Amora on Jamieson Sydney
25th July 2023 - Brisbane - Grand Chancellor Hotel

8.00am - 8.10am


Toby Potter (IMAP) and Mike Pope (Centrepoint Alliance), Conference MC
8.10am - 8.45am

Breakfast Keynote: Earn tomorrow's clients

James Kingston (BlackRock)
8.45am - 9.15am

How did the Managed Account Improve my Business?

Peter Monahan (EJM) and George Klisaris (North) - Melbourne
Manny Damianakis (PSK) and Staten Janes (North) - Sydney
Peter Audet (Varria) and Russ Hanlon (North) - Brisbane
9.15am - 9.45am

What does a sustainable HNW client offer look like?

Toby Potter, IMAP Will Riggall - Melbourne, James Trude - Sydney and Brisbane (Clime Investment Management) and Michael Karagianis (JANA Investment Advisers)
9.45am - 10.15am
10.15am - 10.45am

How to talk to your clients about ESG investing

John Burton (Lonsec) with Jessica Harris (MGD Wealth - Sydney & Brisbane) and Mark Rowell - (Annex Wealth - Melbourne)
10.45am - 11.15am

Dealing with NFP Clients

Emily Barlow (Perpetual Private)
11.15am – 11.45am
11.45am - 12.30pm

Practice management and business strategy

Kieran Canavan (Centric Wealth), Matthew Swieconek (Findex) & Damon Riscalla (Betashares)
12.30pm - 1:00pm

What do Licensees have to do to continue to offer their own portfolios?

Toby Potter (IMAP), Alex Donald (Ironbark) & Matt Hattersley (SQM Research)
1.00pm - 1.30pm

Lunch Keynote: Differentiating your advice service with managed accounts

Speaking for Praemium: Samantha Hawkins in Melbourne, Andrew Mathie in Sydney, and Matt van Dijk in Brisbane

IMAP thanks our Event Sponsors

Introducing Our Conference Presenters

Mike Pope
Mike PopeGeneral Manager
LaVista Licensee Solutions
Alex Donald
Alex Donald Head of Funds Management, Director - Ironbark Asset Management
Andrew Mathie
Andrew Mathie Regional Manager New South Wales - Praemium
Damon Riscalla
Damon Riscalla National Head of Practice Development - Betashares
 Emily Barlow, CFA
Emily Barlow, CFAInvestment Director - Senior Living & NFP - Perpetual
George Klisaris
George Klisaris State Manager for Vic/Tas - AMP
James Kingston
James KingstonHead of Wealth Solutions, Australasia - Blackrock
James Trude
James TrudeChief Client Officer - Clime Investment Management
Jessica Harris
Jessica HarrisClient Adviser, MGD Wealth
John Burton
John Burton Head of Sales
Manny Damianakis
Manny Damianakis Director
Insight Investment Consultants
Mark Rowell
Mark RowellPrivate Wealth Manager Annex Wealth
Matt Hattersley
Matt HattersleyHead of Dealer Group Engagement SQM Research
Matthew Swieconek
Matthew SwieconekHead of Investment Relations
Matt Van Dijk
Matt Van DijkRegional Manager Queensland Praemium
Michael Karagianis
Michael KaragianisSenior Consultant - JANA Investment Advisors
Peter Audet
Peter Audet Founding Managing Director - Varria Personal Financial Advisers
Peter Monahan
Peter MonahanGeneral Manager
JM Financial Services
 Russ Hanlon
Russ Hanlon State Manager QLD Wealth Management Distribution - AMP
Samantha Hawkins
Samantha Hawkins Southern Regional Manager - Praemium
Staten  Janes
Staten JanesState Manager NSW/ACT
Will Riggall
Will RiggallChief Investment Officer - Cllime Investment Management

Meet the IMAP Team

Toby Potter
Toby PotterChair
Jenny Phimleut
Jenny Phimleut Program Director
David McDonald, CFA
David McDonald, CFAInvestment Specialist

IMAP Contact Details

Email Address:

Phone: +61 2 8003 4147 

Contact us

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0414 443 236