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About Us

Conexus Financial – a catalyst for a more informed world.

We harness our reputation and the reach of our publications and invitation-only business events to engage and connect leaders in institutional investment and financial advice. Our online publications, platforms and in-person conferences support the sharing of best practice ideas and innovative thinking, aimed at improving retirement outcomes for as many individuals as possible around the world.

Conexus Financial connects the dots between the ownership, management and distribution of capital.  We work alongside key influencers in government, public policy and academia to promote the idea that free markets were designed to work for the benefit of all peoples, not merely some peoples.

You can expect Conexus to continue to take a proactive position on the issues that matter:

  • the sustainable deployment of investors’ capital
  • embracing the power of diversity, in all its forms
  • access to retirement income that enables people to live with dignity and security
  • the reduction of excessive fees
  • rebuilding trust and integrity in financial services
  • the professionalisation of financial advice
  • the need to deliver affordable, accessible financial advice
  • supporting alignment between industry, government, regulators and academia

At Conexus Financial we see change as a motivating and energising force and we strive to be a catalyst for a more informed world.

Conexus Financial timeline


Investment & Technology magazine (est 2004), I&T News (est 2005), and the fifteenth annual Investment and Administration Conference merged to become Conexus Financial.

Investment Magazine launched to benefit the Australian institutional investment sector.


Professional Planner magazine launched to drive change in the Australian financial advice sector.

2008 launched to bring together the global community of international pension funds, sovereign wealth funds and other institutional investors, to promote best practice in asset ownership and management.


The Conexus Institute launched, dedicated to producing high quality research aimed at improving retirement outcomes for Australians. A not-for-profit organisation, The Conexus Institute works closely with policy makers, think-tanks and academics to influence and shape improved retirement outcomes for consumers.
An online community for the world’s large institutional investors, profiling best practice on investment strategy and implementation at pension funds, endowments and sovereign wealth funds.

Conexus Financial Political Connections

The Hon Anthony Albanese MP, Prime Minister of Australia, speaking at a Federal Labor Business Forum dinner, sponsored by Conexus Financial, on 1 March 2023.

The Prime Minister of Australia, with Conexus Financial founder and managing director Colin Tate AM, addressing the financial services industry at a Political Series lunch in Sydney on 22 August 2023.

Federal Treasurer Jim Chalmers speaking at the Conexus Financial Political Series in Sydney on 20 February 2023.

Shadow Finance Minister Jane Hume at the Conexus Financial Political Series lunch in Melbourne on 28 August 2023.

Former United States Secretary of State Condoleezza Rice, with Conexus Financial founder and managing director Colin Tate AM, attending the Fiduciary Investors Symposium at Stanford University on 19 September 2023.

The Hon Stephen Jones MP, Minister for Financial Services, speaking at the 2023 Retirement Conference at Old Parliament House, Canberra, on 8 August 2023.

The Hon Angus Taylor MP, Shadow Treasurer of Australia at the Conexus Financial Political Series lunch in Melbourne on 28 August 2023.