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
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 TAL | Welcome Cocktail Party
Crown Towers Enclave Pool Area

Tuesday 4 November 2025

7:30 AM – 8:30 AMMelbourne Cup Moments and Sweep Draw Breakfast
Hamish McLachlan
8:30 AM – 9:30 AMFree time
Get dressed for Ascot
9:30 AM – 10:15 AMCoach transfer
Crown to Ascot
10:30 AM – 5:00 PMZurich | Melbourne Cup at Ascot
5:00 PM – 5:45 PMCoach transfer
Ascot to Crown
5:45 PM – OnwardsFree time
Dine at leisure

Wednesday 5 November 2025

6:00 AM – 7:30 AMMorning activities
7:30 AM – 9:00 AMBreakfast at leisure/free time
9:00 AM – 9:45 AMSelling Value versus Advice
Bob McCarthy, Integrity Solutions
9:45 AM – 10:45 AMThe Data Advantage, Unlocking the power of data in advice
Sophie Firminger, Netwealth
10:45 AM – 11:00 AMMorning tea break
11:00 AM – 11:45 PMAIA Technical Pop Quiz
Benjamin Martin, AIA
11:45 PM – 12:30 PMDuration-based Pricing in Risk
Scott Hoger, TAL
12:30 PM – 1:30 PMLunch in Astral 3
1:30 PM – 2:30 PMReimagining Risk Advice
Kieran Forde, Zurich
2:30 PM – 3:15 PMNavigating Global Markets: Implications for Investors and Advisers
Andrew Pease, Russell Investments
3:15 PM – 3:45 PMAfternoon tea 
3:45 PM – 4:45 PMAI Demo
WT Financial Group
4:45 PM – 6:00 PMHUB24 | Afternoon Drinks
Astral 1, 2, 3 Foyer
6:00 PM – OnwardsFree time
Dine at leisure

Thursday 6 November 2025

6:00 AM – 7:30 AMMorning activities
7:30 AM – 9:00 AMBreakfast at leisure/free time
9:00 AM – 9:45 AMBehaviour Styles
Bob McCarthy, Integrity Solutions
9:45 AM – 10:30 AMReimagining the 60/40 portfolio using ETFs
Campbell Stevens, Van Eck
10:30 AM- 10:45 AMMorning Tea break
10:45 AM – 11:30 AMData Driven Disability Cover – Supporting clients through TPD
Marshall Ross, Acenda
11:30 AM – 12:30 PMSMILE Through Retirement: Tackling the top 5 retirement risks with confidence
Julian Place, North
12:30 PM – 1:30 PMLunch in Astral 3
1:30 PM – 2:30 PMM&A Panel
David McLean, Macquarie Bank and David Haintz, Merchant Wealth Partners
2:30 PM – 3:00 PMClosing session
Keith Cullen and Hamish McLachlan
3:00 PM – 6:00 PMGet ready for gala dinner
6:00 PM – 11:00 PMAIA | Gala Dinner & Awards
Crown Towers Ballroom

Friday 7 November 2025

6:00 AM – 7:30 AMMorning activities
7:30 AM – 9:00 AMBreakfast and program wrap 
9:00 AM – 11:00 AMPack up and check out of hotel
11:00 AM – OnwardsTransfers 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