Thursday, 29 October
Melbourne Cricket Ground (MCG)

About the Conference

With demand for advice accelerating and competitive pressure intensifying across member service, super fund advice is being reshaped around a clearer objective: delivering on the retirement promise. That promise can’t be fulfilled by activity alone, it must be proven through outcomes. The real measure of success is no longer how much advice was delivered, but what changed for the member: greater clarity, better decisions, and confidence in retirement.

Built around this outcome‑led lens, the conference brings together super fund and institutional advice leaders to hear directly from members, unpack lessons from complaints and misunderstandings, and collaborate on what good really looks like. Attendees will take part in practical discussions, experience live technology showcases, and explore how tools and advisers can work together to turn insight into impact, all while strengthening professional capability, sharing ideas with peers, and building connections across the advice community.

Conference Speakers

Jenny is an experienced independent Certified Financial Planner who operated her own Australian Financial Services licence for 10 years. She has worked in financial services in compliance, academia and risk management. Jenny is an appointed panel member for the Australian Financial Complaints Authority and a current member of ASIC’s Financial Services and Credit Panel as an expert representative for financial planners.

Dr. Jenny Diggle

Industry expert

Shail was appointed as an Ombudsman at the commencement of AFCA in 2018, and then the Senior Ombudsman (Investments and Advice) in 2021. From January 2022 he was the Acting Lead Ombudsman Investments and Advice until he was officially appointed to the role in May 2023. Shail has now worked in dispute resolution for over a decade and is a specialist in Investments and Advice complaints.

Shail Singh

Shail Singh, Lead Ombudsman, Investments and Advice - AFCA

Reserve your spot

Early Bird

$700
Ends Monday, 31 August 2026

Regular Pricing

$800
Ends Monday, 26 October 2026

Who should attend

Financial advice and education teams, and leaders of industry super funds.

Conference Sponsors

Platinum
Gold
Bronze

Event Program

8:30am
Registration & Networking
9:30 - 10:00am
Conference Opening
David Issa, IFS Chief Executive Officer
10:00 - 10:50am
Session 1: Understanding Members — What They Really Need From Advice
10:50 - 11:20am
Morning tea
11:20am - 12:10pm
Session 2: Best Practice Showcase
12:10 - 1:10pm
Lunch
1:10 - 2:00pm
Session 3: In conversation with AFCA - Supporting advisers and members 
2:00 - 2:50pm
Session 4: Inside IFS Advice Technology
2:50 - 3:20pm
Afternoon Tea
3:20 - 3:30pm
Income IQ Showcase
3:30 - 4:40pm
Session 5:  Helping Members Make Better Decisions
4:40 - 4:50pm
Address by Adrian Gervasoni, IFS Executive Manager, Advice Services
4:50 - 5:50pm
Tour of MCG
5:50 - 6:30pm
Pre-dinner Drinks & Networking
6:30pm
Dinner Session Opening
7:00pm onward
IFS Advice Excellence Awards
10:00pm
Conference Close

Highlights from Last Year

Want to find out more about the Conference, become a sponsor or simply speak to us about the organised sessions, reach out today!
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