Adviser Innovation Summit 2025

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Event date: Wednesday, 4 June Venue: Pullman Melbourne on the Park Registration starts: 8:00am AEST Official start: 9:00am Dress: Business casual

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Event date: Wednesday, 11 June Venue: Amora Hotel Sydney Registration starts: 8:00am AEST Official start: 9:00am Dress: Business casual

Platinum partner

All partners

About the summit

Navigating the new world of financial advice

Underlying shifts in our technological bedrock have fragmented the financial advice landscape. The integration of functional AI is uprooting established service models and represents a fundamental shift in the ways advice is delivered. While this new interplay of technology and experience creates opportunities for more personalised, holistic advice, it also harbours unforeseen risks for advisers and clients alike.

Returning in June 2025 for its 11th year, the Adviser Innovation Summit will prepare you to navigate these challenges by participating in a leading exchange of new technologies and ideas. Developed in deep consultation with financial experts, our agenda interrogates the key political, technological, and social forces affecting your profession.

WHY YOU SHOULD ATTEND

Attending this summit is an investment in the future success and sustainability of your practice, propelling you towards success at a time of increased competition and technological uncertainty.

Forge connections with like-minded professionals, experts, and potential collaborators to further embed yourself in this resourceful community and increase your responsiveness in 2025.

Acquire strategies to transform your business, meet client demands, and capitalise on opportunities within the evolving financial advice landscape.

Develop your practical understanding of AI before the technology outpaces your practice so you can outgrow your competition.

Earn up to 5 hours of CPD points to enhance your professional development.

Who should attend?

Financial advisers

Paraplanners

Fintech consultants

CIOs, COOs and CEOs

Practice managers

Product managers

Decision makers in the wealth industry

Ticket pricing

First release

$149

Excl. GST

Ends Wednesday, 9 April 2025

*Product and service providers not applicable

Second and final release

$249

Excl. GST

Until sold out

*Product and service providers not applicable

Summit speakers

Adele Martin

Founder, Financial Adviser Scale Squad

Ben Marshan

Director, Marshan Consulting

Pedro Marin Ramirez CFP®

Managing Director, Marin Wealth

Locations and schedule

See what others are saying

“

The Adviser Innovation Summit is excellent value and a very profitable day out for your business as they look at innovation to our industry in a way that is outside the square that helps you grow ahead for a big future.

– Tom Powell, Powell Investments Pty Ltd

“

I’ve always wanted to make my business more efficient, but I am too busy servicing my clients. The Adviser Innovation Summit has given me so many ideas about extending the offering I provide clients and expanding my client base, whilst saving time and money and keeping on top of administration and compliance. Thank you.

– Mary Favelle, FinChoice – Geelong

“

I found the Adviser Innovation Summit very insightful, inspiring, professionally conducted and contemporary. It has expanded my thinking and am so pleased that I attended.

– Anonymous

“

My second year of attending the Summit: an absolute must do on the annual calendar to ensure that you and your practice stay informed and remain competitive through empowering knowledge and practical applications [provided] by the summit in a world that is changing at a faster pace every second. All the research has been done for you. Pick your top three things to do and you will stay ahead of your competitors, create better client outcomes and a more engaged and satisfied team.

– Anonymous

Event highlights

HIGHLIGHTS FROM LAST YEAR’S EVENT.

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