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Partner Briefing Event

Event overview

Introducing Trellia Wealth Partners – a market leading partner in both portfolio management and practice growth, built to support the full spectrum of needs of the modern advice practice.

Join our exclusive briefing presented by Betashares and InvestSense leadership teams, where we’ll cover:

  • An overview of Trellia Wealth Partners and how we are invested in adviser success
  • The broad range of high-quality managed accounts solutions now available
  • Growth and support strategies for every advice practice and our capabilities to elevate the client experience you deliver
  • Q&A session

Please note: these sessions are designed for advisers only – individual investors are unfortunately not able to be accommodated.

Event locations
Locations Address Date Time
Canberra QT Canberra, 1 London Cct, Canberra ACT 2601 August 21, 2025 4:00 pm – 6:00 pm
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Locations Address Date Time
Sydney – Breakfast Level 46/180 George Street Sydney, NSW, 2000 August 6, 2025 8:00 am – 9:30 am
Sydney – Afternoon Level 46/180 George Street Sydney, NSW, 2000 August 6, 2025 4:00 pm – 6:00 pm
Locations Address Date Time
Brisbane The Calile Hotel, 48 James St, Fortitude Valley QLD 4006 August 14, 2025 8:00 am – 9:30 am
Time Topic Speaker Details
8:00 am – 9:30 am
1 hour 30 mins

Equity markets

Speaker: 

David Bassanese, Tom Wickenden

A sit down lunch and beverages will be served during the session.
Locations Address Date Time
Adelaide Electra House, 131 King William St, Adelaide SA 5000 August 20, 2025 4:00 pm – 6:00 pm
Time Topic Speaker Details
8:00 am – 9:30 am
1 hour 30 mins

Equity markets

Speaker: 

David Bassanese, Chamath De Silva, Cameron Gleeson

A sit down breakfast and beverages will be served during the session.
Locations Address Date Time
Perth The Ritz-Carlton, 1 Barrack St, Perth WA 6000 August 27, 2025 4:00 pm – 6:00 pm
Time Topic Speaker Details
4:00 pm – 6:00 pm
2 hours

Equity markets

Speaker: 

David Bassanese, Chamath De Silva, Cameron Gleeson

A sit down lunch and beverages will be served during the session.
Locations Address Date Time
Melbourne QT Melbourne, 133 Russell St, Melbourne VIC 3000 August 20, 2025 8:00 am – 9:30 am
Time Topic Speaker Details
4:00 pm – 6:00 pm
2 hours

Equity markets

Speaker: 

David Bassanese, Chamath De Silva, Cameron Gleeson

A sit down lunch and beverages will be served during the session.

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