Wednesday, 26 November 2025
Showtime Events Centre, Melbourne
Championing the development of the next generation of financial leaders
If you are ambitious and building your career in financial advice, or leading a team committed to developing the next generation, INFIN 2025 is designed to help you thrive.
Taking place in Melbourne on Wednesday 26 November 2025, this event is built around the skills that matter most for tomorrow’s leaders.
The day begins with the INFIN Forum, an immersive program of hands-on workshops and real conversations covering personal branding, client experience, technology, wellbeing and investment thinking. In the evening, the INFIN Awards and announcement of the insiders awards will spotlight excellence and innovation across the profession.
This is not your average CPD day. It is a high-energy experience where ideas are shared, networks are built and the future of advice takes shape.
Why attend?
Learn directly from industry leaders through short, focused keynotes.
Participate in hands-on workshops that turn ideas into practical skills.
Leave with actionable insights and connections that support your career and practice growth.
Build your professional network with peers, mentors and executives.
Celebrate the inaugural awards list.
Join the INFIN Awards and recognise the best in innovation, strategy, client service and more.
Themes include:Personal brand and next generation marketing
Client experience and engagement
The role of technology and AI in advice
Wellbeing, resilience and leadership
Investment thinking and portfolio construction
Event Partner
Supported by
Foundation Partner
INFIN Awards
The INFIN Awards will bring the day to a close with an energetic cocktail reception. The evening will celebrate those who are shaping the future of Australia’s financial services, from rising stars to established leaders.
Highlights include:
Announcement of the inaugural insiders awards list, recognising the next generation of talent across advice
Ten sub-category awards celebrating excellence in innovation, client outcomes, customer excellence, strategy, technology and more
Not your traditional sit-down awards night - think live food stations, drinks and music to continue building connections
The INFIN Awards are about recognition, momentum and celebrating the people moving our industry forward.
Awards shortlist and winner
In addition, there are ten sub-category awards that capture the diversity of talent across financial advice, investment, research, responsible investing, technology, community and client experience.
Together they highlight the creativity, ambition and professionalism that are shaping the next generation of advice.
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Recognising excellence in alternative asset allocation and innovative investment strategies. This award celebrates those delivering performance and differentiation through creative thinking.
Andrew Wilson, Pitcher Partners (Winner)
Daniel Kelly, Viola Private Wealth
Darragh Kennelly, LGT Crestone
Kane Baranow, Hamilton Wealth Partners
Patrick Carter, Koda Capital
Ryan Synnot, Arrow Private WealthSponsored by Coller Capital
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Rewarding contributions that drive positive change beyond financial outcomes, from inclusion and diversity initiatives to pro bono advice and wellbeing programs.
Abbie Gellatly, Apt Wealth Partners
Daniel Harris, Grimsey Wealth Pty Ltd
Daniel Palmer, Bold Wealth
Tahli Cavagnino, RASK (Winner)
Taymar Gordon, Koda Capital
Tom Robertson, Tas Ethical -
Recognising those who deliver outstanding client service, consistently setting benchmarks in engagement and experience.
Darcy Cleeve, Koda Capital
Monica Jia, The Wealth Connection
Ryan Stewart, Montara Wealth
Sam Meadowcroft, Unisuper (Winner)
Tess McIntosh, Hewison Private Wealth
Tiffany Duncan, Arrow Private Wealth
Sponsored by Zagga -
Celebrating advisers demonstrating creativity, growth and vision in business.
Angus Taylor, Sheffield Financial Group
Ethan Stein, Montara Wealth
Josh Lee, Link Wealth Advice (Winner)
Michael Fox, Outfox Financial
Ryan Loehr, Emanuel Whybourne & Loehr
Steven Roberts, BFD Financial PlanningSponsored by Striver
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Recognising commitment to continuous professional development and curiosity. Nominees invest in their own growth and bring fresh thinking to their work.
Don Nguyen, Eleven Edge Financial Planning
Emma Mckenzie, Rise Financial
Fei Kong, Link Wealth Advice
Jack Morley, Escala
Joshua Merritt, Sift
Kreston Leggett, Arrow Private Wealth (Winner)Sponsored by KeyInvest
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Recognising excellence in ethical and sustainable investment practices.
Fatuma Akalo, Aware Super
James O'Reilly, Northeast Wealth
Jannice Choo, Big Oak Financial Services
Michael Frewin, TurnKey Financial Consultants
Sangram Rana, Build Mywealth
Tom Robertson, Tas Ethical (Winner)Sponsored by Australian Ethical
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Recognising advisers who inspire peers through integrity, professionalism and leadership.
Cara Graham, The Wealth Designers
Hannah Elliott, Fierra Wealth
James Brien, Retirement Planning Solutions
Jaxon King, Scion Private Wealth
Jennifer Anne Goldsworthy, Goldsworthy Private Wealth Pty Ltd
Matthew Dunbar, Apt Wealth Partners (Winner)Sponsored by Striver
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Awarded to an adviser who demonstrates excellence in strategy, wealth management and client outcomes.
Alex Lee, McQueen Group
Daniel Harris, Grimsey Wealth
Ethan Stein, Montara Wealth
Josh Lee, Link Wealth Advice
Juliana Rajkovic, Escala (Winner)
Shannon Freney, Direct Wealth
Sponsored by Colonial First State -
Highlighting individuals or firms using technology and AI to transform advice, enhance client experience or streamline practice management.
Aaron Breed, Infinity Financial Consultants
Christopher Borg, Borg Financial
Dylan Pargiter-Green, Bold Wealth
Kris James, Escala
Luke Harlow, Queensland Financial Group (Winner)
Noah Langerak, WattleSponsored by Qualitas
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Highlighting individuals driving innovation and shaping industry thinking.
Brittney Brockhurst, Koda Capital
Josef Jindra, Mintwell
Josh Mcgrath, Verse Wealth
Kane Leersen, Regional Prosperity
Ryan Loehr, Emanuel Whybourne & Loehr (Winner)
Samantha Robinson, Pursue WealthSponsored by Striver
Keynote with Tom Boyd: Resilience in the Real World
Former AFL premiership star Tom Boyd brings a powerful perspective on performance, pressure and mental health. In this inspiring keynote, Tom shares his journey from elite sport to personal burnout and recovery - offering raw insights and practical tools for building resilience in high-stakes environments like financial advice.
This session will challenge how we think about wellbeing, leadership and success - and leave you with strategies to support yourself, your team and your clients with authenticity and strength.
INFIN Keynote speaker
INFIN 2025 is made possible with the support of leading organisations from across the financial services community.
Our partners share our commitment to developing the next generation of leaders and celebrating excellence in advice, investment and innovation.
Partners
Practice Partners and Advisory Committee
Speakers
Abbey Minogue
Account Director
Capital Outcomes
Courtenay Walker
Head of Advice
Fox & Hare
Jamie Nemtsas
Director
The Inside Network
Jessica Brent
Associate Director - Investor Relations
Metrics Credit Partners
Kane Leersen
Organisation Leader and Personal Financial Adviser
Regional Prosperity
Angus Taylor
Senior Financial Adviser
Sheffield Financial Group
Chris Mather
Executive Director, New Business
Colonial First State
Dylan Pargiter-Green
Director
Bold Wealth
Josh Lee
Director and Financial Adviser
Link Wealth Advice
Kohl Gianoli
Director
Insource Automation
Andrew Muston
Director, Head of Private Wealth Distribution
ROC Partners
Michael Turner
Director and Principal
Hamilton Wealth Partners
Ben Richards
Investment Analyst
Seneca Financial Solutions
Ethan Stein
Financial Adviser
Montara Wealth
Josh Rubera
Business Development Manager
Colonial First State
Mishan Dahia
Research and Investment Analyst
Atchison
Sean Ward
CEO, Founding Partner
Viola Private Wealth
Alisdair Barr
Founder and CEO
Striver Pty Ltd
Brayden Duckworth
Financial Adviser
Link Wealth Advice
Jaxon King
Director - Private Wealth Adviser
Scion Private Wealth
Mitchell Gunman
Managing Director
Apostle Funds Management
Bryce Leske
Co-Founder
Equity Mates
Holly Brenchley
Investment Analyst
Escala
Sebastian Mays
Deputy CEO
Shed Enterprises
Alec Renehan
Co-Founder
Equity Mates
Michael Kollo
Chief AI Transformation Officer
Qualitas
Owen Rask
Founder and CIO
Rask
Scott Carmichael
Investment Adviser and Partner
Escala
Delegate enquiries
Sponsorship enquiries
Angus Hill
Account coordinator
angus@theinside.network
+61 407 713 776
Ashley Ryburn
Head of community
ashley@theinside.network
+61 432 993 402
Thelis Moral-Abad
Head of sales
thelis@theinside.network
+61 423 615 827
Cassie Fisher
Head of partnerships
cassie@theinside.network
+61 466 975 185