August 14 @ 1:00 PM - 1:30 PM AEST
Introducing Our Investment Insight Series
Join us for the Institute of Financial Professionals Australia (IFPA) Investment Insight Series, a dynamic and engaging monthly webinar designed to equip you with expert analysis, independent market insights, and practical strategies in an ever-changing investment landscape. Whether you’re navigating shares, bonds, real estate, alternatives, or even cryptocurrencies, this series will help you stay informed and make smarter investment decisions.
Why You Should Attend
Designed for financial advisers seeking real, actionable insights, this series goes beyond short-term market fluctuations to focus on the bigger picture. Each session will cover:
- Key investment themes shaping portfolio construction
- Portfolio design considerations for intergenerational wealth planning and retirement strategies
- Smart money management strategies for different time horizons and financial goals
- Practical, independent analysis to help you cut through market noise and navigate uncertainty
Flexible and Convenient Learning
The Investment Insight Series will be available live on the second Friday of every month, with recordings available on demand. Each session runs for up to 60 minutes, delivering high-impact insights without disrupting your schedule.
Register now to secure your place!
Free For All (Members and Non Members)
TPB CPD Hours: 1 hour | Legislated CPD Hours: 1 hour in technical competence
Meet Your Expert Speaker – Ashley Owen
Leading the conversation is Ashley Owen, one of Australia’s most experienced Chief Investment Officers and portfolio managers. Renowned for his fact-based research and straight-talking approach, Ashley will take a deep dive into key investment themes, cutting through market noise to uncover the long-term trends shaping portfolio returns. Expect an independent, no-holds-barred exploration of the forces driving investment markets – without the hype.
Your Host – Stuart Sheary
Stuart Sheary is a highly respected financial services professional with over 20 years of industry experience, specialising in superannuation, social security, and self-managed superannuation funds (SMSFs). With a strong technical background and a deep understanding of Australia’s financial and regulatory landscape, Stuart has built a career dedicated to providing financial professionals with clear, actionable guidance in these complex areas.
Stuart is well known for his ability to simplify intricate legislative and technical matters, equipping advisers with the knowledge they need to navigate regulatory changes and strategic financial planning. His expertise is demonstrated through regular presentations at industry events, contributions to technical literature, and ongoing support for financial professionals seeking to enhance their understanding of superannuation and SMSFs. His technical acumen and practical approach make him a valued resource in the financial services sector.
Before joining the Institute of Financial Professionals Australia (IFPA), Stuart held a number of pivotal technical roles where he provided expert guidance and support to financial advisers on a range of complex financial planning matters. His ability to interpret and apply legislation in a real-world advisory context has been instrumental in helping advisers deliver better outcomes for their clients.
Stuart holds a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP®) and a Specialist SMSF Advisor (SSA®) accredited by the SMSF Association, reflecting his commitment to professional excellence.
With a passion for technical education and adviser support, Stuart continues to contribute meaningfully to the industry, ensuring financial professionals stay informed, confident, and well-equipped to navigate the evolving financial services landscape.
