Robo Advice – Bridging the gap through automation: What it all means

Event Date: October 25, 2017

Time: 5.15pm – 7.15pm (presentation begins at 5.45pm)
Location: Madgwicks Lawyers, Level 6, 140 William Street, Melbourne
Inclusions: Light snacks and drinks will be provided before and after the presentation

Robo Advice technology has hit Australian shores and is fast gaining traction within the superannuation and funds space, and the broader investment and financial services industry. It promises to bridge the gap between full service and research only advice. It is intended to make investment advice affordable and readily available to all.

So what are the challenges? Are there compliance or regulatory hurdles which need to be jumped? Is it achieving its lofty goals? Where to from here?

This panel session (see speaker bios below) will provide insights into Robo Advice from experts in the fields of superannuation, investment, technology and compliance. What it means, how it works, the benefits, risks and rewards are just some of the topics to be addressed by our expert panel.

Join us as we explore the realms of Robo Advice and what impact it may have on your business going forward.

Please feel free to extend this invitation to your colleagues and contacts.

We hope you can join us!

About the Moderator

doyles guideDudley Kneller, Partner, Madgwicks Lawyers
Dudley has more than 19 years’ experience advising national and multi-national corporates on a range of commercial, regulatory and specialised technology matters. Throughout his career, Dudley has advised a variety of clients in Australia and internationally on the customer and vendor side with their technology, privacy and telecommunications arrangements. Dudley is recognised in the Doyles’ Guide, 2017, 2016 and 2015 listing of Leading Melbourne Technology, Media & Telecommunications Lawyers. In 2016, Dudley was appointed to Lexing, the first international network of lawyers that specialise in privacy, digital and emerging technology law.

 

About the Panellists

Robo AdviceLachlan Baird, CEO & CIO, Prime Super
Lachlan has been involved in the superannuation industry for nearly thirty years gaining experience in many and varying aspects of the industry.  Lachlan has been the CEO of Prime Super since 2005 and has overseen the transformation of the Fund into a top quartile performing fund on most measures of success. Lachlan holds a Bachelor of Chemical Engineering, a Bachelor of Commerce degrees, and is a Chartered Accountant.

 

Robo AdviceMike Giles, Director, Ignition Wealth
Mike has over 25 years experience in financial services technology across the UK, Australian and US markets. Mike is a strong communicator with pragmatic management skills and a deep love of technology. Now specialising in the global wealth management space with his team at Ignition Wealth he is part of the high innovation push towards scalable, self-service, online financial advice and online client engagement tools making financial advice available to every client, every member, everyone.

 

Rick Goldberg, Partner, Madgwicks Lawyers
Rick has over 25 years’ experience in corporate and commercial law, with a particular focus on financial services, managed funds and superannuation. Rick’s clients include public and private companies, industry super funds, fund managers, corporate and investment advisors, accountants, and family-owned businesses across a broad range of industry.

 

Dan McKean, CEO, Chandler Communications
Dan has over 20 years’ professional experience in information technology, telecommunications and business process outsourcing. He has held senior management roles in both the UK and Australia giving him a well-developed knowledge base in how to utilise data towards achieving outstanding business results. He is currently the CEO of Chandler Communications.
 
 

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