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Events

Conexus Financial hosts a series of annual invitation-only business events that engage and connect leaders in the Australian financial advice sector and in the global institutional investment industry. Our in-person conferences attract senior executives, academics, thought leaders and policy-makers who come together to share – best-practice ideas and innovative thinking, aimed at improving retirement outcomes for as many individuals as possible around the world.

If you would like to attend, or would like more information about our events, please email us at events@conexusfinancial.com.au

Download a Pdf version of the event calendar for 2024 here.

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  1. Events
  2. Professional Planner

6Dec2017
:
  • Professional Planner

Research Forum

Hilton Sydney, NSW Australia
6Dec2017

7Aug2018
:
  • Professional Planner

Best Practice Forum

Amora Hotel Jamison, NSW, Australia + Google Map
7Aug2018
9Aug2018
:
  • Professional Planner

Best Practice Forum

Online digital conference
9Aug2018

5Oct2018
:
  • Professional Planner

Professional Planner | Zenith Fund Awards

Ivy Ballroom, Sydney, NSW Australia + Google Map
5Oct2018

4Dec2018
:
  • Professional Planner

Researcher Forum

Amora Hotel Jamison, NSW, Australia + Google Map
4Dec2018

20Mar2019
:
  • Professional Planner

Retirement Conference – Retail

Amora Hotel Jamison, NSW, Australia
20Mar2019

3Jun
to
4Jun2019
:
  • Professional Planner

Licensee Summit

SUITABLE FOR: Licensee and dealer group heads. The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and...

Online digital conference
:
  • Professional Planner

Licensee Summit

Online digital conference
3Jun
to
4Jun2019

SUITABLE FOR: Licensee and dealer group heads.

The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.

Details

30Jul2019
:
  • Professional Planner

Best Practice Forum

SUITABLE FOR: Financial planning practice owners and principals. The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and...

Amora Hotel Jamison, NSW,, Australia
:
  • Professional Planner

Best Practice Forum

Amora Hotel Jamison, NSW, Australia + Google Map
30Jul2019

SUITABLE FOR: Financial planning practice owners and principals.

The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning.

Details

1Aug2019
:
  • Professional Planner

Best Practice Forum

SUITABLE FOR: Financial planning practice owners and principals. The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and...

Park Hyatt, VIC,, Australia
:
  • Professional Planner

Best Practice Forum

Park Hyatt, VIC, Australia + Google Map
1Aug2019

SUITABLE FOR: Financial planning practice owners and principals.

The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning.

Details

4Dec2019
:
  • Professional Planner

Researcher Forum

SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and...

InterContinental Double Bay, NSW,, Australia
:
  • Professional Planner

Researcher Forum

InterContinental Double Bay, NSW, Australia + Google Map
4Dec2019

SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.

The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

Details

31Mar2020
:
  • Investment Magazine
  • Professional Planner

Retirement Conference: Digital

SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds  

:
  • Investment Magazine
  • Professional Planner

Retirement Conference: Digital

31Mar2020

SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds

 

Details

2Jun2020
:
  • Professional Planner

Licensee Summit

SUITABLE FOR: Licensee and dealer group heads. The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and...

Online digital conference
:
  • Professional Planner

Licensee Summit

Online digital conference
2Jun2020
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
Details

4Aug2020
:
  • Professional Planner

Best Practice Forum

SUITABLE FOR: Financial planning practice owners and principals. The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry...

Online digital conference
:
  • Professional Planner

Best Practice Forum

Online digital conference
4Aug2020
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
Details

2Dec2020
:
  • Professional Planner

Researcher Forum

SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and...

Online digital conference
:
  • Professional Planner

Researcher Forum

Online digital conference
2Dec2020
SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.
The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.
Details

7Jun
to
8Jun2021
:
  • Professional Planner

Licensee Summit

SUITABLE FOR: Licensee and dealer group heads. The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and...

Blue Mountains, NSW
:
  • Professional Planner

Licensee Summit

Blue Mountains, NSW
7Jun
to
8Jun2021
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
Details

27Jul2021
:
  • Professional Planner

Best Practice Forum

SUITABLE FOR: Financial planning practice owners and principals. The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry...

Online digital conference
:
  • Professional Planner

Best Practice Forum

Online digital conference
27Jul2021
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
Details

1Dec2022
:
  • Professional Planner

Researcher Forum

The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

InterContinental Double Bay, NSW
:
  • Professional Planner

Researcher Forum

InterContinental Double Bay, NSW
1Dec2022

The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

Details
8Dec2022
:
  • Investment Magazine
  • Professional Planner

Political Series | Hon Stephen Jones MP

In this first event of the Conexus Political Series, Minister Jones will make his inaugural luncheon address to the financial services industry which focuses on the future of innovation in...

Four Seasons, Sydney NSW
:
  • Investment Magazine
  • Professional Planner

Political Series | Hon Stephen Jones MP

Four Seasons, Sydney NSW
8Dec2022

In this first event of the Conexus Political Series, Minister Jones will make his inaugural luncheon address to the financial services industry which focuses on the future of innovation in financial services and how the industry can leverage technology to further its capability.

Details

8Feb2023
:
  • Professional Planner

Advice Practitioner Summit

The Professional Planner | Financial Planning Association Advice Practitioner Summit taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning...

Four Seasons, Sydney NSW
:
  • Professional Planner

Advice Practitioner Summit

Four Seasons, Sydney NSW
8Feb2023
The Professional Planner | Financial Planning Association Advice Practitioner Summit taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
Details

19Jun
to
20Jun2023
:
  • Professional Planner

Licensee Summit

The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss...

Lilianfels, Blue Mountains, NSW
:
  • Professional Planner

Licensee Summit

Lilianfels, Blue Mountains, NSW
19Jun
to
20Jun2023

The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.

Details

28Aug2023
:
  • Investment Magazine
  • Professional Planner

Political Series | Shadow Finance Minister Hume and Shadow Treasurer Taylor

Park Hyatt, Melbourne VIC, Australia + Google Map
28Aug2023

For our third Political Series event on 28 August in Melbourne, I am excited to announce that we are hosting Senator the Hon Jane Hume, Shadow Finance Minister and the Hon Angus Taylor MP, Shadow Treasurer.

The discussion will be hosted by Conexus Financial managing director Colin Tate AM and editor-in-chief Aleks Vickovich.

Don’t miss this exclusive opportunity to put your questions to two senior members of the Opposition as together they critique the Albanese Government’s performance to date, including its management of the economy and its response to the Quality of Advice Review.

Details

5Dec2023
:
  • Professional Planner

Researcher Forum

The event is designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients. Register now. For...

InterContinental Double Bay, NSW
:
  • Professional Planner

Researcher Forum

InterContinental Double Bay, NSW
5Dec2023

The event is designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

Register now.

For content about the previous event, please visit our publication website. 

Details

18Jun
to
19Jun2024
:
  • Professional Planner

Licensee Summit

The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss...

Lilianfels, Blue Mountains, NSW
:
  • Professional Planner

Licensee Summit

Lilianfels, Blue Mountains, NSW
18Jun
to
19Jun2024

The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.

Email to register now.

For content about the previous event, please visit our publication website. 

Details

14Nov2024
:
  • Investment Magazine
  • Professional Planner

Political Series: Senator the Hon. Penny Wong

Join us for an exclusive opportunity to hear from one of Australia’s most influential voices on foreign policy and global affairs at the next Conexus Financial Political Series event. Registrations...

Sydney CBD, NSW, Australia
:
  • Investment Magazine
  • Professional Planner

Political Series: Senator the Hon. Penny Wong

Sydney CBD, NSW Australia + Google Map
14Nov2024

Join us for an exclusive opportunity to hear from one of Australia’s most influential voices on foreign policy and global affairs at the next Conexus Financial Political Series event.

Registrations closed.

Details

2Dec
to
3Dec2024
:
  • Professional Planner

Researcher Forum

The event is designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients. Register and view...

Lilianfels, Blue Mountains, NSW
:
  • Professional Planner

Researcher Forum

Lilianfels, Blue Mountains, NSW
2Dec
to
3Dec2024

The event is designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

Register and view the agenda here.

For content about the previous event, please visit our publication website. 

Details