H&B

Past Events

NSW | VIC | QLD | WA

Hannemann&Brown develop and host the H&B Wealth Series to support the needs and interests of the wealth industry whilst providing meaningful education. We provide a collegiate and engaging environment for leading practitioners to engage openly and candidly with industry peers.

For our Wealth Symposia, we collaborate with a select Advisory Committee of leading advisers to shape the agenda, ensuring each event is relevant, practical and aligned to the challenges facing your business.

“The H&B Wealth Symposium is a valuable forum for gaining fresh investment ideas, sharing perspectives with peers and building important connections. We genuinely believe this forum is amongst the best and helps us deliver exceptional outcomes for our clients.”

Richard Felice
Partner Belay Advisory

“The H&B Wealth Symposium consistently delivers exceptional investment content. The calibre of speakers both domestic and global is outstanding, bringing depth, perspective and genuine intellectual rigour to the discussions.

I particularly enjoy the table discussions for exchange of ideas, robust debate and meaningful peer engagement.”

Angela Ray, Senior Associate
Koda Capital

“Every event has been executed flawlessly, a view shared by our team, attending clients and the delegates we meet.”

JASON PETRAS, DIRECTOR | INVESTMENTS
Resonant Asset Management

“H&B deliver exceptional conferences and a fabulous time! After more than 40 years in the industry, it’s easy to become a little jaded, but the H&B experience is always a bright and refreshing way to start the year. The effort, energy and hospitality are genuinely appreciated.”

Scott Moses, Practice Principal
Ardent Private Wealth

about our events

A discussion based, invitation only Forum bringing together a delegation of Australian advisors to discuss and explore key investment themes in a Chatham-house setting among peers. Sessions are designed to provide thought provoking and practical insights into new investment opportunities and asset allocation challenges in the current environment.

about the events

Who attends these events?

Events are invitation-only, reserved for senior financial advisers and strategic partners from leading Australian firms.

How do I request an invitation?

Our events are strictly by invitation only. Adele or Lucy would however be happy to discuss any interest you may have in upcoming events.

Get in touch

Are sessions CPD accredited?

Yes. All sessions carry CPD accreditation. Details are provided in your event confirmation.

How many guests attend each event?

Attendance is deliberately limited to ensure the quality of discussion and meaningful peer connections.

What topics are covered?

Each forum explores key investment themes, asset allocation challenges, and emerging opportunities shaped by international speakers.

Where do events take place?

Events are held at exceptional venues across New South Wales, Victoria, Queensland, South Australia and Western Australia. Venue details are shared with confirmed guests.

Is there a cost to attend?

Attendance is by invitation only. There is no fee for advisors to attend.

How far in advance are invitations sent?

Invitations are typically sent 6–8 weeks prior to each event, with a response requested within two weeks.

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