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ASX Financial Adviser Day

Timely investment insights to help you and your clients, delivered to you online

ASX Financial Adviser Day in partnership with Kaplan Professional

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’ portfolios.

To start the event, our economist will reflect on recent Australian and global events impacting share markets and implications for investors going forward.

With global interest rates expected to rise, join us to explore ways to position your clients’ portfolios against market volatility using listed investment products. Hear from some of Australia’s top investment experts for their perspectives on portfolio positioning, recent IPO trends and key considerations for investors when assessing IPOs from the technology sector.

During the event, you’ll also gain insights into investments opportunities in emerging markets and technologies to build client portfolios, as well as top Australian equity ideas presented by our expert in the Equity Markets strategy session, with an opportunity to ask your questions about specific stocks. Event attendees will be eligible for an indicative 5 FPA CPD hours.

The details of the next ASX Financial Adviser event in 2023 will be announced here. In the meantime, watch the video presentation recordings (see below) from our last event.

Dedicated Ontrack modules

Subscribers will have the opportunity to explore topics from the event in more detail through eight dedicated modules in Kaplan Professional’s market-leading continuing education platform, Ontrack. The first of these modules are now available, with further modules to be released over the coming weeks. Individuals who complete all eight Ontrack modules will be eligible for an indicative 7 FPA CPD hours.

Past presenting speakers and companies

Shaw and Partners

Adam Dawes
Senior Investment Adviser


Alexis Gray
Senior Economist

Morgans Financial Limited

Andrew Tang
Equity Strategist


Anthony Doyle
Head of Investment Strategy


Ben Sheehan
Senior Investment Specialist

Canaccord Genuity

Carl Henschke
Executive Director

Montaka Global Investments

Chris Demasi
Portfolio Manager

WAM Alternatives Assets

Dania Zinurova
Portfolio Manager


Helen Chong
Business Development Manager, Investment Products

Perennial Partners

Karen Chan
Portfolio Manager

State Street SPDR ETFs

Kathleen Gallagher
Managing Director

Qualitas Group 

Kathleen Yeung
Global Head of Corporate Development


Manusha Samaraweera, CFA
Fixed Income Strategist


Rory Cunningham
Senior Manager, Investment Products


Sasha Conopolia
Business Development Manager, Listings

Desktop Broker

Tim Sparks, MBA
Head of Distribution and Marketing

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.