Careers in investment advice

Investment Advice
Explore, connect and get inspired

Private wealth management is one of the most exciting career paths in financial services right now. Combining investment strategy and portfolio management with the autonomy to build your own client book - it's analytical, entrepreneurial, and growing fast.

Whether you're a recent graduate looking to break in, or a professional wanting to move into an advisory role, this event is designed to give you real insight, genuine connections, and a clearer sense of what's possible.

Hosted by Future IM/Pact and Keegan Adams, the evening brings together emerging talent with experienced advisors from leading firms - for honest conversations about roles, rewards, and what it actually takes to build a career in advice.

Meet the panel:

Bernie Connolly
Executive Director, Financial Adviser, Morgan Stanley
With thirty years of experience across institutional and private wealth management, Bernie advises high-net-worth individuals, families and not-for-profit organisations, bringing deep technical expertise and a genuine belief that great advice starts with great client relationships.

Christy Kwong
Senior Associate, Evans & Partners
Christy works with clients across financial planning, investment strategy and wealth management, bringing a sharp analytical lens to deeply personalised advice.

Patricia Tsicalas
Private Client Adviser, Morgans Financial
Patricia advises private clients across stockbroking, wealth management, superannuation and more. She is known for building long-term client relationships grounded in trust.

Harrison Giddey
Associate Investment Adviser, LGT Wealth Management
Harrison works with a diverse range of clients - from family offices and not-for-profits to ultra-high-net-worth individuals - delivering investment advice that draws on his background in commercial law as much as finance.

Event details:

Date: Wednesday 28 May
Time: 5.30 — 8.00 pm
Venue: Keegan Adams office, Level 7, 4 Martin Place, Sydney
Cost: $15. All proceeds go to Dress for Success.