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Congratulations to Australia's
​Top 100 Financial Advisers of 2020!

Barron's magazine has tracked and rated America's best advisers for 17 years. In partnership with The Australian, we created this fourth annual listing of Australian financial advisers, which features an expanded list of 100 leading advisers. We sincerely congratulate our outstanding top advisers who strive to deliver deep value and exceptional service for their clients.  

​We invite you to promote your recent achievement with the link to the listing and the logos provided below.  
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Who We Are

Barron's began ranking financial advisors in 2004 to promote the best aspects of the wealth management industry. We held our first summit a year later. In 2006, we expanded our rankings beyond traditional brokerages to include top women and top independent advisors. In the intervening decades, our community of top advisors has expanded to included a deeper pool or advisors from multiple countries, but we remain committed to our core values: raising the bar of service for wealth managers. ​

What can I expect from a Barron’s Summit?

Who You Will Meet
​

The Top Financial Advisers—honored each year in The Australian’s June issue—convene to lead the event’s sessions. Also invited are a select group of 150 additional advisers who have shown top-flight performance within their firms.
Why They Are Here
​

To meet and network with thought leaders in the financial advisery profession. Participating firms send their most highly-valued talent here as an effective avenue for developing professional skill sets.

Take advantage of this rare chance to commingle and build relationships with the upper echelon of financial advisers, right when they’re highly receptive to innovative thinking in navigating the markets.
Reasons to Attend
Barron’s Australia Summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.
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Networking

Our by invitation only conferences convene elite tier practitioners
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Thought Leadership

We pride ourselves in presenting the most forward-looking content
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Practice Management

The industry’s most successful advisors share their secrets
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Continuing Education

Many of our sessions are eligible for CE credits

The typical Barron’s Summit attendee has...

19​
years experience

99%​
client retention rate

22%​
5-year FUA growth

$4.5m​
average account size

 
The 2020 Barron’s Australia Summit took place on 24-25 February in Sydney.
​Below is the full agenda of the exclusive two-day event. 

Monday

2:00 pm – 3:00 pm Registration
3:00 pm – 3:10 pm Welcome Remarks
  Sterling Shea, Global Head, Wealth & Asset Management, Barron's Group

3:10 pm – 4:00 pm General Session
  Strategizing & Analysing Your Team’s Development
Paul Brady, Brady & Associates
Harry Mantzouratos, PGD Financial Services
Moderator: Vijay Srinivasan, Head of Strategic Accounts, Colonial First State

4:00 pm – 5:00 pm General Session
  Bullish vs. Bearish: Opinion Outlooks for 2020
Hari Balkrishna, Associate Portfolio Manager, Global Equities, T. Rowe Price
Andrew Canobi, CFA, Director, Australian Fixed Income, Franklin Templeton Investments
Moderator: David Simon, Integral Private Wealth

5:00 pm – 6:30 pm Cocktail Reception
6:30 pm – 8:30 pm Dinner & Speaker
  Keynote Speaker
Kevin Gaskell, Former Group CEO of BMW GB, Former CEO of Porsche GB, and Former CEO of Lamborghini GB
Interviewer: Sterling Shea, Global Head, Wealth & Asset Management, Barron's Group

8:30 pm – 9:30 pm Top Adviser Reception
  For Current & Past Top Ranked Advisers & Strategic Partners

Tuesday

8:00 am – 9:00 am Registration & Breakfast
9:00 am – 9:10 am Opening Remarks
  Sterling Shea, Global Head, Wealth & Asset Management, Barron's Group

9:10 am – 10:00 am General Session
  International Perspective: Insights & Best Practices from Top U.S. Advisers
Patti Brennan, Key Financial, Inc.
Adam Carlin, Morgan Stanley Private Wealth Management
Moderator: Sterling Shea, Global Head, Wealth & Asset Management, Barron's Group

10:00 am – 10:50 am General Session
  Macro Risks and Opportunities in Today’s Market
Rob Almeida, Global Investment Strategist, MFS Investment Management
Aiden Geysen, Head of Investment Strategy, Vanguard Australia
Jonathan Shead, Head of Investments, Australia, State Street Global Advisors
Moderator: Tim MacKay, Quantum Financial

10:50 am – 11:10 pm Refreshment Break
11:10 am – 12:00 pm General Session
  Setting a Strategic Vision for Your Firm to Achieve Organic Growth
Sue Dahn, Pitcher Partners
Charles Moore, Koda Capital
Moderator: John Sullivan, Head of Client Development, Macquarie Virtual Adviser Network

12:00 pm – 12:50 pm General Session
  Analysing the Geo-Political Environment and the Effect on the Market in 2020
Craig Vardy, Managing Director, Head of Australian Fixed Income, BlackRock Australia
Interviewer: Matt Nicholls, Executive Director, Head of Investment Solutions, Morgan Stanley Australia

12:50 pm - 2:00 pm Lunch
2:00 pm – 2:50 pm General Session
  Superior Service: How to Position Your Value to Your Clients
Paul Ashworth, Cameron Harrison
Keith Jones, Alteris Financial Group
Olivia Maragna, Aspire Retire
Moderator: Chris Mather, Head of Distribution, BT Financial

2:50 pm – 3:10 pm Refreshment Break
3:10 pm – 4:00 pm General Session
  ESG Implementation: Strategy, Selection, and Measuring Outcomes
Richard Brandweiner, Chief Executive Officer, Pendal Group Australia
Alex Duffy, Portfolio Manager, Global Emerging Markets Fund, Fidelity Fund
Moderator: Scott Carmichael, Escala Partners

4:00 pm – 4:50 pm General Session
  Understanding and Preparing for Exponential Technology
Ric Edelman, Edelman Financial Engines

4:50 pm – 5:00 pm Awards Ceremony for Top Ranked Advisers
5:00 pm – 6:30 pm Cocktail Reception

What are attendees saying about Barron’s Advisor Summits?

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The level of sharing is extraordinary. You will absolutely gain valuable, usable, actionable ideas that are worth more than the cost and time invested.
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Where else an you hear from the best in the business, sharing how steward family wealth in an completely unbiased and open forum? Easily the best conferences I attend each year.
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The agenda was just the right mix of industry and practice management.
The Barron’s Advisor team is truly a pleasure to work with and their event planning and execution team are very professional, thoughtful and detailed.
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Barron’s Advisor hosts exceptional events. I always come away feeling more educated and challenged at the same time.
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The quality of the advisers is excellent and the agenda includes wide-ranging and timely, topical sessions.
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2020 Summit Partners
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BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. As of 30 September 2018, the firm managed approximately US$6.44 trillion in assets on behalf of investors worldwide.
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Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come. As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long term investing objectives has been at the core of our business for over 50 years. Established in 1969 as the international arm of Fidelity Investments, which was founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and is today owned mainly by management and members of the original founding family.
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​Founded in 1937, T. Rowe Price is an independent investment management firm focused on helping clients meet their objectives and achieve their long-term financial goals. Today, we manage assets across a broad range of active equity, fixed income and multi-asset investment strategies. Our global client base includes many of the world’s leading corporations, public retirement plans, foundations and financial intermediaries.
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State Street Global Advisors serves governments, institutions and financial advisors with a rigorous approach, breadth of capabilities and belief that good stewardship is good investing for the long term. Pioneers in index, ETF, and ESG investing and the world’s third-largest asset manager, we are always inventing new ways to invest.
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Since launching the first index mutual fund for individual investors in 1976, Vanguard has strived to be the world’s highest-value provider of investment products and services. We have an unwavering focus on our clients with a commitment to champion what’s best for investors by offering outstanding service, while keeping costs low. Today, Vanguard has more AUD $8.3 trillion in assets under management (as of 31 August 2019), including more than AUD $1.6 trillion in ETFs, and is one of the world’s largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for more than 20 years.
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​For more than 90 years, MFS has actively managed investments — around the globe, across asset classes and through a myriad of economic and market environments. While the opportunities and challenges have changed, we have kept our long-term perspective and cultivated MFS Active IntelligenceSM — our robust investment platform. Founded on integrated research, fortified by collaborative thinking and supported by active risk management, our Active Intelligence drives information flow and effective decision-making. This is how we turn information into an analysis advantage, maintain our conviction and allow enough time for our insights to help create the long-term value that drives better outcomes for clients.
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By bringing together multiple, world-class investment teams in a single firm, Franklin Templeton Investments is able to offer specialised expertise across styles and asset classes, all supported by the strength and resources of one of the world’s largest asset managers. Having pioneered global investing over 70 years ago, our global perspective is shaped by local expertise. Today, our investment professionals are on the ground across the globe, spotting investment ideas and potential risks firsthand. Our experience, global resources and focus on investment excellence have helped us to become a trusted partner to millions of individual and institutional investors in more than 150 countries (as of 31 Dec 2018).
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  • Home
  • Summits
    • Teams
    • Australia
    • Independent
    • 100
    • Women
    • Regionals
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  • News