The future of stockbroking and private wealth
Wednesday 28 October from 1.00-2.00pm AEDT
Discussion will cover why the economics of pure execution are quietly breaking down and what’s rising to replace them, the demographic tailwind reshaping who holds the wealth and who’s positioned to advise on it, and trust as the real asset defining who wins the intergenerational transfer of wealth. Peter Foster and Andrew Inwood will also address the platform and technology consolidation setting the ceiling on what firms can offer for the next decade, the strategic choice facing every firm between transaction only, pure advice or a hybrid of the two, and the talent and succession challenge firms need to focus on. Insights are based on new Netwealth and CoreData industry research.
Peter Foster, Sales Director, Netwealth
With more than 20 years’ experience in financial services, Peter has built his career across equity markets, institutional sales and wealth solutions. He began his career at Macquarie Bank before holding senior sales and distribution roles across St George Bank, Westpac Institutional Bank, Specialist Equity Lending and Kennedy Partners. Peter works closely with stockbroking and wealth management firms, helping them evolve their business models and deliver better outcomes for clients through technology, administration and wealth solutions.
Andrew Inwood, Global CEO, CoreData
Andrew is the founder and principal of CoreData and has more than 30 years’ experience in financial services. He began his career at Rothschild Australia Asset Management before spending over a decade at AMP Investments, including a secondment to Virgin Direct in the UK. He later held senior roles at Wizard Home Loans and Telstra before establishing CoreData, which now operates internationally. Andrew has authored more than 50 major research papers and is a respected keynote speaker on client behaviour and experience.
Legislated CPD: 1.0 Client care & practice
Knowledge Area: 1.0 Generic Knowledge
Webinar – The future of stockbroking and private wealth
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
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
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.