Events
IMAP's Advice in Action Conferences July 2025 Melbourne & Sydney
2025's Advice in Action presents the essential advice business toolbox for Advisers
Running a successful advice business is both challenging and complicated, and Advice in Action takes an in-depth look at the priorities to have in your tool box.
- Business optimisation,
- Emerging advice technology
- Analysing your practice
- Pros and cons of in-house portfolios
- High Net Worth clients
and more...
When and Where
Melbourne
Tuesday 22nd July 2025 – RACV Club
Sydney
Thursday 25th July 2025 - The Paradox Hotel (previously named Raddisson Blu)
The Conferences are each "Legislated CPD Accredited' for 5 hours (approx)
REGISTER BY FRIDAY 4th JULY 2025 FOR EARLY BIRD DISCOUNTS ON REGISTRATION
Entries now closed. Finalists to be announced on Monday 4th August
In it's 8th year the IMAP Managed Account Awards recognises excellence, client service, professionalism, and best practice in the Australian managed account industry.
IMAP encourages boutique and larger licensees, investment providers, and innovators to enter to showcase our industry to investment advisers, their clients and all participants in our industry
Award Categories are:
- Licensee Managed Account Portfolios (balanced portfolios)
- Boutique Licensee Managed Account Portfolios( balanced portfolios)
- Investment Asset Classes (Australian Equities / Australian Equities Small Cap
International Equities / Multi Asset / Fixed Interest) - Responsible Investing Portfolios (balanced portfolios)
- Retirement Portfolios
- Innovation in managed accounts
IMAP's Managed Accounts Zone exhibition is at the FAAA Congress 2025 in Perth
The 2025 Managed Account Central features
- Centric
https://www.centricwealth.com.au
(provides advisers with a comprehensive platform to configure, collaborate and manage client portfolios) - Elston Asset Management
https://www.elston.com.au
(provides advice, investment and wealth management services) - Infinity Capital Solutions
https://infinitycapitalsolutions.com.au
Infinity is part of the Viridian Financial Group, with a team of over 40 investment professionals havign significant expertise in investment and portfolio management and combined assets under management of A$5.0 bn
- Innova Asset Management
https://innovaam.com.au/
(Are professional portfolio managers working with financial adviser to provide advice and dealing services on the managed accounts and portfolios that they are engaged to manage). - InvestSense
https://www.investsense.com.au/
(partners with licensees and advisors to deliver managed account solutions for their clients) - Lonsec
https://www.lonsec.com.au/
(connect financial advisers, fund managers and super funds with the tools, data and insights to make better investment decisions) - Milliman
https://au.milliman.com/
(risk management and retirement experts) - North
https://www.northonline.com.au/adviser
(provides a wrap platform for advisers and their clients) - Philo Capital
https://www.philocapital.com.au/
(a third party MDA Provider, supplying advice businesses with tailored, and "off the shelf" managed discretionary account solutions) - Resonant
https://www.resonantam.com.au/
(Resonant is an Investment Consultant & specialist SMA Manager based in Sydney. Resonant provides institutional grade investment expertise to planners and wealth managers)