ASX Financial Adviser Day
Timely investment insights to help you and your clients, delivered to you online
ASX Financial Adviser Day
Timely investment insights to help you and your clients, delivered to you online
As a leading provider of professional education, ASX is delighted to partner with Kaplan Professional again to bring you the latest market information and considerations for your clients’ portfolio.
Join us for this complimentary live online event, where you can earn up to 5 CPD hours, including Technical Competence (up to 270 minutes) and General (up to 30 minutes).
To start the day, our economist will reflect on the recent turmoil in the global equities space surrounding the war in the Middle East and the rising price of energy. Across the day, you’ll hear from leading market experts and practitioners covering:
With opportunities to ask questions throughout, don’t miss your opportunity to engage with some of the sharpest financial minds Australia has to offer.
Subscribers will have the opportunity to explore event topics in greater depth through a series of dedicated modules available on Kaplan Professional’s market-leading continuing education platform, Ontrack.
The first two modules will be available from Friday 15 May 2026, with an additional eight modules released following the live online event (post-event release dates TBC). Individuals who complete all 10 dedicated modules will earn an indicative 7 CPD hours.
Presented by Citi and ASX
Timing your trades for ETFs is of utmost importance to ensure you secure the best price for your clients. Hear from Citi and ASX on the considerations you need to make before placing your trades and hear on some of the exciting developments in the future that will make your trades more effective.
Presented by Vanguard
Global markets continue to navigate volatility driven by inflation, interest rates and geopolitical uncertainty. In this session from ASX Financial Adviser Day, Grant Feng, Senior Economist, Asia Pacific at Vanguard, explores the key economic trends shaping markets, portfolio positioning and investor sentiment in the year ahead.
Presented by State Street Investment Management
How can factor investing help investors go beyond traditional market-cap benchmarks? Yvette Murphy from State Street Investment Management explores quality, value and momentum factors, and how advisers can combine them to build more effective portfolios.
Presented by Dimensional
Why has the value factor stood the test of time? Dimensional’s Slava Platko and Jonathon Johnston examine the value premium, its long-term performance drivers and how investors can capture it systematically.
Presented by Spheria
Are Australian small caps well positioned despite ongoing market volatility? Matthew Booker from Spheria shares the investment case for the sector and the opportunities ahead.
Presented by Citi and 5 Financial
Learn how derivatives can be used to manage portfolio risk, improve cash flow and support tactical asset allocation. Citi's Elizabeth Tian and Jason Petersen from 5 Financial discuss practical applications for advisers.
Presented by Challenger, MST Financial and MA Financial
Discover how the latest ASX-listed retail debt notes are being used to generate income, preserve capital and diversify portfolios in today’s market environment.
Presented by La Trobe
Inflation, longevity and market uncertainty are reshaping retirement planning. David Tagg of La Trobe unpacks the role of private credit within the broader fixed income spectrum, how to assess quality and risk in an increasingly crowded landscape, and discusses practical strategies for building durable retirement income.
Presented by Macquarie Asset Management, PIMCO and Morgans
With the phase out of tier 1 bank hybrids in 2027 fast approaching, where will investors turn for income? Experts from Macquarie Asset Management, PIMCO and Morgans explore alternative income opportunities and key portfolio considerations.
Presented by Ausbil
Global listed infrastructure is emerging as a compelling source of income, diversification and inflation protection. Tim Humphreys from Ausbil explains why the asset class is attracting investor attention.
Looking for more? Watch the recordings from Financial Adviser Day June 2025 here.
Explore investment ideas and market insights from some of Australia's leading investment managers, brokers and advisers.
Notification of collection and consent
ASX Limited and its related bodies corporate (“ASX”) will use the information (including personal information) that you provide on the registration form for the ASX Online Adviser Day 2022 (“Adviser Day”) to process and manage your registration for the Adviser Day. ASX will also disclose your information (including personal information) to Kaplan Education Pty Limited and its related bodies corporate (“Kaplan”) for the purpose of Kaplan providing you with access to the Ontrack modules and CPD accreditation in connection with the Adviser Day. If you do not provide this information, ASX will be prevented from registering you for the Adviser Day and Kaplan will be prevented from providing you with the Adviser Day Ontrack modules and CPD accreditation. ASX will maintain your information until you request us to delete it from our systems or until it is no longer needed by us for a purpose permitted under applicable data protection laws. ASX may also use your personal information for the purposes set out in the ASX Privacy Statement. ASX will not disclose your information to any other third party unless required to do so by law or you consent to the disclosure. Please see ASX’s Privacy Statement or email us at privacy@asx.com.au for details on how ASX processes personal information, your rights in relation to your personal information held by ASX and how to contact us or make a complaint.
ASX for financial advisers
Tap into insights about investment options available on ASX and hear about events and news relevant to you and your clients.