Wednesday, 26 November 2025
Melbourne, VIC
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 new 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 40 Under 40 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.
Build your professional network with peers, mentors and executives.
Celebrate the inaugural insiders 40 Under 40 list.
Join the INFIN Awards and recognise the best in innovation, strategy, ESG, client service and more.
Leave with actionable insights and connections that support your career and practice growth.
The INFIN Forum is a fast-paced, interactive program designed to accelerate the development of emerging financial professionals. With short keynotes, structured group tasks, and collaborative workshops, the forum focuses on practical skills and leadership growth.
Themes include:
Personal branding and next generation marketing
Client experience and engagement
The role of technology and AI in advice
Wellbeing, resilience and mental health
Investment thinking and portfolio construction
Delegates will connect with peers and mentors, solve real-world challenges, and leave equipped with strategies that are relevant, actionable and future-focused.
INFIN Forum
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 40 Under 40 list, recognising the next generation of talent across advice
Nine awards celebrating excellence in innovation, client outcomes, ESG, strategy, technology and more
Networking, drinks and music to continue building connections
The INFIN Awards are about recognition, momentum and celebrating the people moving our industry forward.
INFIN Awards
There are nine award categories at INFIN 2025 that capture the diversity of talent across financial advice, investment, research, ESG, technology, community and client experience. Together they highlight the creativity, ambition and professionalism that are shaping the next generation of wealth management.
Categories
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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.
Sponsored by Coller Capital
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Celebrating professionals or teams leading the way in ethical, sustainable and impact investing. Nominees demonstrate a strong commitment to responsibility and long-term value.
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Highlighting individuals or firms using technology and AI to transform advice, enhance client experience or streamline practice management.
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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.
Sponsored by KeyInvest
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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.
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Awarded to an adviser who demonstrates excellence in strategy, portfolio construction and client outcomes.
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Showcasing disruption and fresh thinking in advice, investing or client engagement. This award celebrates creativity and boldness.
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Recognising those who deliver outstanding client service, consistently setting benchmarks in engagement and experience.
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Celebrating excellence in research, due diligence or analysis that helps advisers and clients make better decisions.
The INFIN Awards follow a clear process from nomination to celebration. This ensures transparency and provides nominees and their supporters with plenty of opportunities to get involved.
Award entries open: Monday 22 September
Early bird tickets available: Monday 22 September
Award nominations close: Friday 17 October
Shortlist announced: Monday 3 November
Event held: Wednesday 26 November
Timeline
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Abbey Minogue
Account Director
Capital Outcomes -
Angus Taylor
Founder and Senior Financial Planner
Sheffield Financial Group -
Courtenay Walker
Head of Advice
Fox & Hare -
Ethan Stein
Financial Adviser
Montara Wealth -
Harriet Bowden
Associate
Hamilton Wealth Partners -
Jessica Brent
Senior Associate - Investor Relations
Metrics Credit Partners -
Josh Lee
Director and Financial Adviser
Link Wealth -
Kane Leersen
Organisation Leader and Personal Financal Adviser
Regional Prosperity -
Lauren Isles
Financial Planner
Wattle -
Mitchell Gunman
Managing Director
Apostle Funds Management -
Sebastian Mays
Deputy CEO and Head of Sales
Shed Enterprises
Ticket prices include INFIN Forum and INFIN Awards function.
Ticket prices
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Bring up to 5 team members from your practice. Includes forum, lunch, afternoon tea, and awards post-event drinks.
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Includes forum, lunch, afternoon tea, and awards post-event drinks.
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Includes full access to the INFIN Forum, catering and networking.
Membership number must be provided.
INFIN 2025 is the inaugural edition of this event, inspired by The Inside Network’s acclaimed symposiums, forums and community programs. It draws on a strong history of creating impactful, collaborative and forward-looking industry gatherings.
Past events
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
Event partner
Supported by
Foundation partner
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