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EXPAND: A tumultuous but bright future: Demographic trends shaping financial advice

Speakers

Simon Kuestenmacher
Simon Kuestenmacher
Simon Kuestenmacher is a Director and Co-founder of The Demographics Group.
He presents on demographic and global trends that are shaping Australia today and into the future and his observations are enjoyed by corporate, government and industry audiences alike.
Simon is a columnist for The New Daily newspaper and a regular contributor to The Australian newspaper; and he is a media commentator on demographic and data matters.
In his spare time Simon has authored three books on maps and runs what is by now the world’s largest Twitter account dedicated to maps and data. His social media posts reach over 35 million people every month. Simon ranks as one of the world’s top 10 influencers in data.

Watch Simon's video
As global power dynamics are in flux, technological change occurs at rapid pace, and huge demographic shifts are upon us, preparing your business for the future seems particularly hard. Australia’s financial advice sector stands at a pivotal crossroads. In his session Simon Kuestenmacher looks deep into his demographic crystal ball to see what the data tells us about global megatrends and demographic shifts unique to your industry. Australia continues to experience a prolonged skills shortage, and financial advisers will be hard to find. Simon examines how evolving consumer sentiment is reshaping expectations of financial planners, and why embracing change is not just necessary, but a competitive advantage. With insights into what’s top of mind for clients today, this session will equip advisers with the foresight and tools to stay relevant, responsive, and resilient in a changing world. Join this session to challenge your thinking, sharpen your strategy, and walk away with actionable insights that will help you lead your clients and your practice confidently into the future.

Learning Outcomes
Attendees will learn about the following:
- Key demographic trends impacting Australia now and, in the future, and its implications for providing advice to Australians.
- How clients will be impacted by demographic trends and what advisers need to consider and implement in their practices to meet future client’s advice needs.
- Explore structural challenges that Australia will face and how we need to embrace change to ensure future success.

CPD: 1 hr General

Date & Time: Thursday, November 20, 2025 • 10:00 AM - 11:00 AM

Location: Riverview 4

Type: Session

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