Oreana Partnerships
Conference 2026
01Setting the Stage: Industry Direction, Growth & Technology
Jonathan ChristieJon opens the conference with a look at the industry direction, growth opportunities and technology themes shaping the two days.
02Decoding the Data: CoreData's Adviser Insights
Andrew Inwood, Global CEO, CoreData ResearchVisit site ↗Andrew shares CoreData's latest research on the trends shaping adviser growth and client opportunities.
03Growth on Your Terms: Capacity, Change and Capability in the Modern Advice Business
Adviser panelAdvice business leaders, from sole practitioners to multi-adviser firms, share how they've grown and what it takes to sustain it: managing capacity, embedding training and choosing where technology adds real value. Whatever your business size, there's a lesson here worth taking home.
04Tax & Super Shake-Up: What Advisers Need to Know
Jennifer Brookhouse, MLC Expand TechConnectThe first half of the year has brought a wave of significant legislative announcements across superannuation and tax, with further changes on the horizon. Staying ahead of these developments is critical to refine client strategies and proactively manage expectations.
05AI for Advisers: From Adoption to Advantage
Adam Franklin, Bluewire MediaVisit site ↗Oreana advisers have embraced our AI deployment and demand for advice has never been higher. This session builds on that momentum, showing advisers how to pull ahead, enhance adoption and avoid the common adoption traps.
06Behind the Scenes: Oreana's 4 Pillar Technology Roadmap
Oreana TeamAn Oreana progress update, setting the scene ahead of the Technology Expo.
07Technology Expo: The Future of Advice
BT, Fin365, Finura, Iress, MLC Expand, My Prosperity, Netwealth, Opex iff, Plan.AI, Retire Map, Voyant, Power AutomateOreana's Technology Partners showcase how they are bringing our 4 Pillar Strategy to life. Discover innovations, roadmaps and practical solutions that will drive efficiency, capacity and better client outcomes. Whether you're fully embedded in Xplan, leveraging multiple platforms or exploring new technology, understanding Oreana's tech strategy and partner ecosystem is essential.
08Keynote Address: Mark Gallagher
Mark Gallagher, Formula 1 Executive and AuthorVisit site ↗Mark draws on his career in Formula 1 to explore how elite teams build performance culture, make fast decisions under pressure, and manage constant change, with parallels for advice businesses navigating their own high-change environment as our industry adapts to an intensifying rate of technology change.
09Giving Back: Cancer Council Australia
Ahmar Imam, Head of PhilanthropyA brief presentation from our fund-raising partner for 2026 and an overview of how you can participate in tonight's activities to give back.
01Day 2 Kick-Off: Reflection & Action
Jonathan ChristieA look back at Day One's key learnings and set-up for the day ahead.
02Insights: Future State of Business Valuations
Bob Neill, Seaview Consulting & Jonathan ChristieVisit site ↗The future sustainability of business valuations and the implications of Budget changes for CGT, future income tax and stamp duty practices. Bob shares how relief provisions and an evidence-based, independent valuation need to be handled correctly when preparing for and executing a transaction, to positively impact the net result.
03Advising Through Complexity: Ethical Focus on Family Wealth, Aged Care & Vulnerable Clients
Belinda Barclay led panelThis peer panel session explores how advisers apply an ethical overlay to three of the most demanding conversation types in practice: family trusts and next-gen engagement, aged care decisions, and supporting vulnerable clients.
04Capacity Over Complexity: A Business-First Path to Performance
Dan Lacy, The Capacity Coach & Simon Cutler, Director, Life PlanA practice case study showcasing the impact a deep business evaluation can have on real levers: data quality, process clarity and consistent adoption.
05Markets After the Midterms: Investment Insights for 2027
Isaac Poole, CIO, Ascalon & Cameron Gleeson, Senior Investment Strategist, BetasharesExplore how political shifts, including the US midterm elections, are likely to influence global markets, sector positioning and asset allocation. The panel covers near-term volatility risk, longer-term policy direction and where opportunities may emerge.
Option 1: Lifting the Lid, How Scion Advice Rebuilt Its Operating Model
Scion Advice: Simon Boom, Liz Sismore, Amber McMillanScion Advice lifts the lid on how they redesigned their operating model across the key processes underpinning the advice journey, with better data, CRM, AI and process design transforming how advisers and support teams work together to improve efficiency, consistency, client outcomes and business capacity.
Option 2: Masterclass, From First Conversation to Lifelong Client
Amy VamvoukisTurning first conversations into lifelong client relationships. Amy shares practical tips from her recent learnings on the Infinite Sales System program.
07TBD: Expert Presentation
Speaker to be confirmedDetails to follow.
08Conference Reflections & Conclusion
AllFeedback from the room on the top actions you will look to implement in your business.