SIAA accredited CPD webinars are offered free to Principal, Practitioner and Affiliate members. Content will be delivered via panels, interactive discussion, presentations and quizzes and to be eligible for CPD you will need to participate in the webinar live.
SIAA 2026 Conference | Investing in growth and resilience
Tuesday 19 and Wednesday 20 May 2026
Park Hyatt Melbourne, 1 Parliament Place
Over two engaging days in Melbourne, delegates will exchange ideas, hear from influential voices, and explore the forces shaping the future of our industry. The conference offers practical insights into professionalism, ethics, continuing education, policy developments, regulatory change, and market trends. It also provides valuable networking opportunities, bringing together individuals and organisations from across the sector to spark collaboration. The conference celebrates the vital role advisers and brokers play in Australia’s capital markets.
The Park Hyatt Melbourne is located at 1 Parliament Street, overlooking St Patrick’s Cathedral and Fitzroy Gardens. Each guest room blends art deco elegance with modern comfort and is 48 square metres in size, featuring one king bed and an en-suite bathroom with double vanity. Parliament Station is a three-minute walk from the hotel, and delegates can access discounted parking and accommodation rates. At the close of day one, delegates are invited to unwind and connect at the SecuritEase Networking Drinks, held in the Trilogy Room and Garden at the Park Hyatt.
Register four or more (Organisation Member or Non-member) and receive a $200pp discount. Email [email protected] to register four or more.
Conference Delegate
Student Affiliate Member: $375.00
Organisation Member: $1,150.00
Non-Member: $1,450.00
Member-Practitioner: $950.00
The HALO trade and its growing relevance in today’s landscape
Wednesday 27 May from 1.00-2.00pm AEST
This webinar explores the “HALO trade” — Heavy Assets, Low Obsolescence — and its growing relevance in today’s investment landscape. As higher interest rates, geopolitical shifts and supply chain realignment reshape markets, capital-intensive industries are regaining prominence. We will examine how infrastructure, energy systems and industrial capacity create durable barriers to entry and long-term value. Attendees will gain insight into the structural drivers behind this shift and how global markets provide access to companies underpinning the physical foundations of economic growth.
Billy Leung, Senior Investment Strategist, Global X
Billy joined Global X in 2024 and is responsible for investment research and ETF analysis in the technology sector. Billy has over a decade of experience in financial services, focusing on equities and technology, previously working as Equity Analyst at Optiver in Sydney, and was the Director of Equity Research for China Internet at Haitong International in Hong Kong. Billy has been a top ranked equity analyst for regional software and internet by Asiamoney. Billy holds a Bachelor of Commerce from the University of Melbourne and is a qualified CPA Australia.
Professional standards CPD: 1.0 Technical competence
ASIC RG146: 1.0 Specialist knowledge – Securities
Webinar – The HALO trade and its growing relevance in today’s landscape
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
Beyond Coverage: How financial services firms can prove their security is getting stronger
Wednesday 10 June from 1.00-2.00pm AEST
Cyber threats targeting financial services are growing more sophisticated, and Australian regulators are raising the bar on how firms must respond. Yet most organisations are still measuring the wrong things. In this session, SecurityHQ CEO Feras Tappuni reframes how stockbrokers and investment advisers should think about cybersecurity, introducing Security Performance Engineering as a more effective approach, moving beyond coverage to continuously measurable, engineered security performance.
Feras Tappuni, CEO and Founder, SecurityHQ
As CEO and Founder, Feras is responsible for overseeing all the technical and financial aspects of the company. With over 25 years’ experience, he has dedicated his life to cyber security and is driven by the desire to offer his clients the highest degree of protection against today’s cyber threats. Feras has delivered complex security and engineering projects to prestigious clients globally. From harnessing the right technology, processes and people, he ensures that SecurityHQ delivers a truly enterprise grade experience.
Professional standards CPD: 1.0 Regulatory compliance and consumer protection
ASIC RG146: 1.0 Generic Knowledge
Webinar – Beyond Coverage: How financial services firms can prove their security is getting stronger
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
SMA vs MDA: Choosing the smarter managed account strategy for your business and clients
Wednesday 24 June from 1.00-2.00pm AEST
Industry experts compare Separately Managed Accounts (SMAs) and Managed Discretionary Accounts (MDAs), examining which structure best supports client needs and firm business models. The session explores when and why practitioners use each approach, with insights into client outcomes, efficiency, compliance and governance. Andy Roberson, Chief Innovation Officer at Chelmer, demonstrates how firms can automate portfolio management across SMA and MDA structures to scale advice delivery and improve operational efficiency.
Andy Robertson, Director & Chief Innovation Officer, 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.
Professional standards CPD: 1.0 Technical competence
ASIC RG146: 1.0 Specialist knowledge – Financial planning
Webinar – SMA vs MDA: Choosing the smarter managed account strategy for your business and clients
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
The case for Asia: Growth you can’t afford to ignore
Wednesday 8 July from 1.00-2.00pm AEST
Asia is no longer a satellite market – it is the engine of global growth. Yet many portfolios remain heavily underexposed. Cameron Robertson, Portfolio Manager of the Platinum Asia Fund Complex ETF (ASX:PAXX), explores why Asia’s combination of growth, valuation, and innovation is becoming increasingly difficult to ignore, highlighting opportunities from AI infrastructure through to the rise of the regional consumer and how investors can position portfolios to benefit.
Cameron Robertson, Portfolio Manager – Asia strategies, Platinum
Cameron joined Platinum in 2010, initially focusing on resources and industrial companies, and later on the technology and communications sectors. In early 2017, Cameron was appointed as co-manager of the Platinum International Technology Fund and was later the sector lead of the technology and communications team. In April 2021, Cameron was appointed a co-manager of Platinum’s Asia ex-Japan strategy and sole manager in March 2024. Prior to Platinum he worked as an equity analyst at CP2 (formerly Capital Partners) for several years.
Professional standards CPD: 1.0 Technical competence
ASIC RG146: 1.0 Generic Knowledge
Webinar – The case for Asia: Growth you can’t afford to ignore
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 during 2025.