An Agenda Packed with Learning, Networking, and Fun

Explore the key sessions, networking opportunities, and social events that will make the 2025 Congress an unforgettable experience.

Our Agenda: Beyond the Expected

Dive into a program designed to challenge conventional thinking and open new possibilities. From inspiring keynotes and thought-provoking panels to networking sessions and social events, every part of the agenda is built to help you grow, connect, and take your practice further.

Monday 3 November 2025

8:00 AM – 11:00 AM Registration in Astral 3
11:00 AM – 11:30 AM Welcome Address
Keith Cullen and Hamish McLachlan
11:30 AM – 12:30 PM Keynote Address | Going Beyond
Hamish McLachlan
12:30 PM – 1:30 PM Lunch
1:30 PM – 3:00 PM In Conversation
Hamish McLachlan and Emma McKeon
3:00 PM – 5:00 PM Free time
5:00 PM – 10:00 PM Sunset Masquerade | TAL Welcome Party by the Pool
Crown Towers Enclave Pool Area

Tuesday 4 November 2025

7:30 AM – 8:30 AM Melbourne Cup Moments and Sweep Draw Breakfast
Hamish McLachlan
8:30 AM – 9:30 AM Free time
Get dressed for Ascot
9:30 AM – 10:15 AM Coach transfer
Crown to Ascot
10:30 AM – 5:00 PM Zurich & OnePath Melbourne Cup Day with Fashions on the Field at Ascot
5:00 PM – 5:45 PM Coach transfer
Ascot to Crown
5:45 PM – Onwards Free time
Dine at leisure

Wednesday 5 November 2025

6:00 AM – 7:30 AM Morning Activities | Milliman Yoga Session, Macquarie Strength & Fitness Class, Russell Investments River Run, Trellia Wealth Partners Ice Baths
7:30 AM – 9:00 AM Breakfast at leisure/free time
9:00 AM – 9:45 AM Selling Value versus Advice
Bob McCarthy, Integrity Solutions
9:45 AM – 10:45 AM The Data Advantage, Unlocking the power of data in advice
Sophie Firminger, Netwealth
10:45 AM – 11:00 AM Morning tea break
11:00 AM – 11:45 PM AIA Super/Tax IQ Quiz: Powered by Mentimeter
Benjamin Martin, AIA
11:45 PM – 12:30 PM Duration-based Pricing in Risk
Scott Hoger, TAL
12:30 PM – 1:30 PM Lunch in Astral 3
1:30 PM – 2:30 PM Reimagining Risk Advice
Kieran Forde, Zurich
2:30 PM – 3:15 PM Navigating Global Markets: Implications for Investors and Advisers
Pete Gunning, Russell Investments
3:15 PM – 3:45 PM Afternoon tea 
3:45 PM – 4:45 PM The Future of File Review: Consistency, Clarity, Confidence | AI Demo
WT Financial Group
4:45 PM – 6:00 PM HUB24 & myprosperity Afternoon Drinks
Astral 1, 2, 3 Foyer
6:00 PM – Onwards Free time
Dine at leisure

Thursday 6 November 2025

6:00 AM – 7:30 AM Morning Activities | Milliman Yoga Session, Macquarie Strength & Fitness Class, Russell Investments River Run, Trellia Wealth Partners Ice Baths
7:30 AM – 9:00 AM Breakfast at leisure/free time
9:00 AM – 9:45 AM Behaviour Styles
Bob McCarthy, Integrity Solutions
9:45 AM – 10:30 AM Reimagining the 60/40 portfolio using ETFs
Campbell Stevens, Van Eck
10:30 AM- 10:45 AM Morning Tea break
10:45 AM – 11:30 AM Data Driven Disability Cover – Supporting clients through TPD
Marshall Ross, Acenda
11:30 AM – 12:30 PM SMILE Through Retirement: Tackling the top 5 retirement risks with confidence
Julian Place, North
12:30 PM – 1:30 PM Lunch in Astral 3
1:30 PM – 2:30 PM M&A Panel
David McLean, Titan Advice Group, Olivia Ellis, Macquarie Bank and David Haintz, Merchant Wealth Partners
2:30 PM – 3:00 PM Closing session
Keith Cullen and Hamish McLachlan
3:00 PM – 6:00 PM Get ready for gala dinner
6:00 PM – 11:00 PM Casino Royale | AIA Gala Dinner & Awards
Crown Towers Ballroom

Friday 7 November 2025

6:00 AM – 7:30 AM Morning Activities | Milliman Yoga Session, Macquarie Strength & Fitness Class, Russell Investments River Run, Trellia Wealth Partners Ice Baths
7:30 AM – 9:00 AM Breakfast and program wrap 
9:00 AM – 11:00 AM Pack up and check out of hotel
11:00 AM – Onwards Transfers Crown to airport (if applicable)
Weekend extensions (if applicable)

Monday 3 - Friday 7 November 2025
Crown Perth, Western Australia


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Our Event Partners

Thank you to our event partners for helping to make the Wealth Adviser 2025 Congress possible.

Zurich One Path
onepath
AIA
acenda
TAL Logo
Russell
netwealth
North
vanEck
MLC
Milliman
macquarie