Welcome to the Adviser edge Study tour.
An high-impact experience designed for the top minds in financial advice.
Join us from 27-July to 1-August 2025 for an invitation-only opportunity to gain global insights, sharpen your expertise and connect with industry leaders in Melbourne and Sydney.
A world-class experience awaits.
This isn’t just a change of scenery – it’s a shift in perspective.
The Adviser edge Study tour is thoughtfully designed to connect you with cutting-edge thinking in advice and leadership, plus strategies to create lasting client impact.
Join a small group of 25 advisers as you engage with international experts, gain access to Australia’s financial markets and innovation leaders and explore how high-performing advice businesses are navigating change and redefining success.
Along the way, you'll strengthen your professional network and bring home new strategies to support long-term growth.
What to expect.
The Adviser edge Study tour combines immersive learning, strategic insight and powerful connection, all designed to help you lead with confidence in an evolving advice landscape.
Over 5 transformative days, you’ll:
- Gain privileged access to Australia’s financial markets and innovation leaders.
- Engage with top industry experts in immersive workshops and speaker sessions and build valuable networks to support your future growth.
- Earn an executive certification from Melbourne Business School.
It’s a development experience with lasting impact – giving you practical tools, fresh thinking and momentum to bring back to your business.
Here you’ll find all the programme details for the Adviser edge Study tour. More information will be revealed closer to the event.
Find key information regarding your accommodation and flights internationally and within Australia.
Check out our line-up of expert speakers, who we know will inspire and challenge your thinking with their insights and experiences.
Elevate your expertise at Melbourne Business School.
As part of the Adviser edge Study tour, you'll attend a full-day executive education session at Melbourne Business School, a leading institution for business and leadership learning.
The session will focus on practical strategies to help you navigate industry changes, drive growth and strengthen client relationships. Led by expert faculty members, this experience will provide valuable insights to apply in your practice.
The school will also host a segment focusing on AI, where you’ll assess your digital maturity using the Fidelity Life Digital Maturity Framework developed in conjunction with Melbourne Business School.
Through guided self-assessment, real-world case studies and an interactive workshop led by Yalcin Akçay (Director, Centre for Business Analytics), you’ll leave with a tailored roadmap to drive digital transformation in your business.
You'll also earn an executive certification to recognise your participation.
Meet your experts.
Over the course of the Adviser edge Study tour, you’ll engage with a range of expert voices. The following is a snapshot of the leaders you’ll hear – with more to be revealed. For more information check out our recently announced speakers line up.
Your programme director is Tony Dench, bringing decades of expertise in financial services strategy. He’ll be helping you unpack the latest shifts in the landscape and what they mean for the future of financial advice – ensuring you get the most out of your experience.
Rugby legend and leadership expert John Eales will be joining us to share his insights on high-performance culture and resilience. As one of Australia’s most successful Wallabies captains, John knows what it takes to build and lead winning teams – both on and off the field.
We’ll also hear from Kris Mason, Founding Partner and Co-CEO of MBS Insurance, one of Australia’s leading specialised life insurance advisory firms. Since shifting MBS’s focus solely to life insurance, Kris has led the firm through extraordinary growth and will share insights on scaling a business, drawing on real-world experience in specialisation, joint ventures, referral networks and external investment to drive national growth.
With over 25 years of experience in retail distribution across life insurance, investments, and superannuation, Sam Tremethick has held multiple C-suite roles. Now at NMG, he provides a market overview, highlights key opportunities and insights.