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 could 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? 



Agenda Header Text: 

Day 1 - Thursday 4 August 2016

8.00am - 9.00am


9.00am - 9.10am

Welcome and Address by Conference Chairman

9.10am - 9.40am

International opening keynote address: The client engagement model of the future

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

9.40am - 10.05am

Platforms & wrap trends and 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 market evolving?

In this session our presenter will cover:

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

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

10.35am - 11.05am

Morning Tea

11:05am – 11.50am

Panel discussion: Dealer group insights on FinTech

In this session our expert panel will discuss:

  • 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?


Ray Miles, Executive Chairman, Fortnum
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 – Evolving platforms for change, from buying to experiencing

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


Kathy Vincent, General Manager Retail Super & Platforms, MLC

12.10pm – 12.40pm

The 4 essential building blocks of customer satisfaction

  • What clients actually value, versus what they consider to be basic requirements
  • Revealing how to create satisfaction and value in the client’s mind
  • Utilising simple and cost-effective technology to engage with the client

Speaker: Paul Eldridge, Co-Founder & Chief Executive Officer, CPDone

12:40pm – 1.40pm


1.40pm – 2.25pm

Panel discussion: 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

  • Culture and conduct
  • ASIC's approach to Fintech and innovation
  • Emerging issues in MDA regulation
  • Next steps in fees and costs regulation

Speaker: Greg Tanzer, Commissioner, ASIC

2.55pm – 3.25pm

Afternoon Tea

3.25pm – 3.55pm

Keynote: A managed account alternative – the past, the present and the future

  • Where we were: model portfolios of managed funds & direct equities
  • Where we are: managed portfolios & SMAs
  • Where you want to be: the evidence is compelling

Speaker: Charlie Haynes, Co-Founder, Paragem

3.55pm – 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 & Co-founder, Macrovue

Sid Sahgal, Founder & CEO, 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 and address by Conference Chairman

9.10am – 9.45am

Panel: Platform product development & placement – Catering to future demand for scaled advice

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

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
Adrian Verdnik, Partner, Hall & Wilcox

Matthew Esler, Co-founder, Padua Financial Group


09.45am – 10.05am

Retirement platform of the future

Platforms have come a long way, evolving from basic investment portfolio administration and reporting, to forward-thinking holistic ecosystems, incorporating complex functionality and integrated technology. The retirement platform of the future will:

  •        Generate deep, rich insights about client behaviour
  •        Use scale and expertise to partner with software and technology providers
  •        Put the customer’s needs first, providing innovative retirement income solutions to capitalise on the ‘retirement tsunami’ 

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

10.05am – 10.45am

Panel discussion: What impact is the rapid growth of Managed Accounts having on industry dynamics?

  • Are investment management margins at risk?
  • The entry of the majors – what does it mean?
  • Are there greater incentives for aligned advisers to seek independence?

Moderator: Toby Potter, Chairman, IMAP


Andrew Varlamos, Commercial Director, Praemium

Benjamin Abell, National Manager Wrap Solutions & Distribution, Colonial First State
Regan van Berlo, 
National Manager - Adviser Distribution, Morningstar Investment Management

10.45am – 11.15am

Morning Tea

11.15am – 11.50am

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

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


Andrew Ward, Managing Director, SelfWealth
Stephen Huppert,
 Partner, Deloitte
Anthony Serhan, 
Managing Director Research Strategy Asia-Pacific, Morningstar 

11.50am – 12:25pm

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

12.25pm –12.30pm

Conference Close

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

12.30pm - 1.30pm