Rich decisions: An insight into the HNW investor
Wednesday 11 November from 1.00-2.00pm AEDT
Australia’s wealthy investors are changing. Wealth is growing, investment behaviours are evolving, and expectations of advice are becoming more sophisticated. Join Praemium’s Matt Walsh as he discusses new research into the preferences, priorities and decision-making of high-net-worth investors. Discover where the fastest growth is occurring, how affluent investors are positioning their portfolios, the opportunities they’re pursuing, and what they value most from advice, technology and investment solutions.
Matt Walsh, General Manager Distribution, Praemium
Matt has extensive experience in working with the HNW advisory market and has worked with family offices, wealth management executives, brokers and advisers to gain a rich understanding about their business needs and how platform and investment solutions can support both client needs and market demands. In his 20-year career in financial services, he has worked at Bell Potter, Goldman Sachs JBWere and in the UK at Bennelong Asset Management and GLG Partners which are part of the Man Group.
Legislated CPD: 1.0 Client care & practice
Knowledge Area: 1.0 Generic Knowledge
Webinar – Rich decisions: An insight into the HNW investor
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
SIAA Connecting Young Professionals, Brisbane event
Wednesday 18 November from 4.30-6.30pm AEST
Morgans Financial Office, Level 29 Riverside Centre, 123 Eagle Street, Brisbane
Looking to grow your professional network and build connections that can support your career journey and personal development? Join us for a short presentation by Praemium followed by a relaxed evening of networking and conversation with fellow young professionals.
Maria Lykouras, CEO, SIAA
Appointed SIAA CEO in December 2025, Maria is an accomplished executive with over 25 years of experience in financial services, having held leadership roles in wealth management, private banking, risk, and compliance. In July 2022, she became the first woman to be appointed CEO of JBWere Australia. Prior to this, Maria spent a decade at the Commonwealth Bank of Australia, serving as General Manager of CommPrivate Advice and Licensee Services. She is a strong advocate for inclusivity and financial independence, particularly for women in wealth management.
Denis Orrock, Acting CEO, Praemium
Denis is Acting CEO at Praemium and joined as Chief Strategy Officer in November 2022. He has over 30 years of experience in financial services including as CEO at GBST Broker Services and Head of Capital Markets at FNZ. Denis has a strong track record of leading organisations through periods of strong growth to help them reach their corporate ambitions.
SIAA Connecting Young Professionals
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $0.00
Member-Practitioner: $0.00
Compliance and risk management in MDAs: keeping advice and portfolios within the lines
As managed discretionary accounts grow and regulatory attention on managed accounts increases, compliance and risk management are becoming central to how firms run their advice and investment processes. This session looks at what compliant investment advice requires in practice, the compliance considerations when advisers also act as portfolio managers, and the conflict of interest issues regulators are focused on. It also explores what a compliance monitoring system needs to do and how firms keep client portfolios within what has been agreed with clients. This session is general in nature and does not constitute legal or compliance advice.
Andy Robertson, Director, Chelmer
Andy’s career has been in financial markets and financial services with a technology focus. Committed to providing elegant solutions, Andy has been a Director on Chelmer’s Board for over 24 years and was previously CEO for 18 years. With a focus on shaping the future of investing and wealth management, Andy plays a vital role in setting the product direction for Chelmer’s wealth technology platform, Myriad, looking at opportunities and working with fintech businesses.
Legislated CPD: 1.0 Regulatory compliance & consumer protection
Knowledge Area: 1.0 Generic Knowledge
Beyond the AI search box: practical AI for your working day
Wednesday 3 February 2027 from 1.00-2.00pm AEDT
Already using AI to ask questions and get answers? This practical webinar will help stockbrokers, investment advisers, compliance professionals, operations teams and business leaders get more from AI. Discover how it can support client meeting preparation, document reviews, regulatory monitoring and routine administration, freeing you to focus where your expertise matters most. Helen will explore scheduled workflows, automated alerts and repeatable processes that go beyond individual prompts to support your working day, with appropriate human review and oversight. Helen will also share local and global financial services examples, including a brief demonstration of SIAA’s DART platform.
Helen Tanner, CEO and Founder, DATA3
With a background in financial services and a passion for technology, Helen helps organisations turn data and AI into practical improvements that increase revenue, improve profitability and reduce risk. DATA3 has delivered more than 300 data and AI projects for over 100 clients, reporting a 4:1 return on investment and a Net Promoter Score of +92. Its approach is technology-agnostic, with solutions built on clients’ infrastructure and the resulting intellectual property owned by the client.
Legislated CPD: 1.0 Professionalism & Ethics
Knowledge Area: 1.0 Generic Knowledge
Webinar – Beyond the AI search box: practical AI for your working day
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
If you experience any difficulty with your online registration, please call our office on (02) 8080 3200.
Supporters
Thanks to the following organisations who are supporting SIAA’s webinar program.