Managing Wealth in 2025 - Thriving Through Change

Join us for a dynamic morning of insights and expert perspectives at Managing Wealth 2025 - Thriving Through Change, where leading professionals will explore the impact of modern family dynamics on tax planning, the role of behavioural finance in guiding client decisions, and strategies for investing amid market volatility. With contributions from specialists across tax, financial planning, and investment, this event is designed to help financial professionals navigate the evolving needs of clients in today’s complex economic environment.
It’s also a great opportunity for the CFP Community to get together for this hybrid event by joining in person.

KEY THEMES INCLUDE

•  Tax and Modern Family Dynamics – How changes in family structures impact tax considerations
•  Behavioural Finance and Global Perspectives – Why managing client biases matters, how the financial planning process supports better decision-making, and what we can learn from Australia’s retirement and pension system
•  Investing in the Current Economic Environment – Navigating market volatility and uncertainty, and how these shifts influence investor behaviour and strategy

This event is being offered hybrid, meaning you can choose to attend in person or online via zoom.

To book in person attendance, please click here - In Person Attendance Booking Page (limited availability)

To book online attendance, please click here - Online Attendance Booking Page

Úna Ryan

Úna Ryan is a Tax Partner at Grant Thornton, having joined the firm in 2008. She specialises in tax structuring, including mergers, group rationalisation, debt and equity financing, share schemes, and pre-sale restructuring. Her expertise also extends to buy-side and sell-side due diligence.  Úna has extensive experience with estates and trusts for high-net-worth individuals, providing guidance on residency planning, estate planning, cross-border estate tax issues, offshore trusts, and anti-avoidance provisions. Úna is a Chartered Tax Adviser (CTA), a Trust & Estate Practitioner (TEP) and an associate of the Institute of Corporate Governance (ICG).

Dr. Paul Moran

Dr. Paul Moran, CFP® has been both a lecturer and practitioner since 1995. He was a long-term member of the Professional Designations Committee of the Financial Advice Association of Australia and is also a current member of the Academic Advisory Panel of the FPSB. He has co-authored a number of CFP textbooks, FPSB’s Psychology in Practice: Financial Planner Essentials. 

He holds a Bachelor of Applied Science, Diploma of Financial Planning, Master of Business Administration and Master of Taxation and Financial Planning. In 2021 Paul completed a Doctoral Thesis titled: Do Investor Beliefs About Asset Returns Produce Rational Financial Behaviours? 

Paul has won numerous awards including Australian Financial Planner of the Year in 2004. While still a practicing Financial Planner, Paul is also founder and CEO of iFactFind – a secure, digital data collection tool available for advisers and their clients. 

Kevin McConnell

Kevin McConnell is Chief Executive of Gem Strategic, a specialist consultancy firm to financial institutions. Over a career spanning 30 years in capital markets, Kevin has worked as a strategic adviser to a range of global international institutions in the investment and banking industry, advising on capital, risk and strategy. He advises both European and North American financial institutions developing and testing capital resilience across ranges of economic and capital market scenarios/outcomes. Kevin also sits on the investment committee/board of a number of European financial institutions, in an active oversight role in investment strategy. He was, until recently, a member of the Advisory Committee of the Certified Investment Fund Director Institute and is a Senior Associate of Faculty, Institute of Banking Executive Education. Kevin is a Teaching Fellow in Wealth Management on the Masters in Finance, Trinity College Dublin and has lectured on Bank Capital & Risk in Cambridge University.