Tuesday, 4 June
Telstra Centre, NSW
Thursday, 6 June
Zinc Bar Federation Square, VIC

Our 2024 Partners

About the Summit

Step into the dynamic world of the Australian financial services sector, where the convergence of regulatory upheaval, digital disruption and business innovation is redefining the landscape for advice firms.

Join us at the 2024 Adviser Innovation Summit, an exclusive experience designed for financial advisers. Immerse yourself in insights from the Quality of Advice Review, delivered by expert speakers deeply rooted in the industry. Uncover practical strategies, business tips, and innovative ideas that will transform how you engage with clients.

This event goes beyond the ordinary, pushing the boundaries of traditional approaches. Our focus aligns seamlessly with the government’s commitment to delivering high-quality, accessible, and affordable financial advice for all Australians.

Explore the proposed two-tiered advice industry, understand the government’s vision for streamlined statements of advice, leverage technology to ease practice demands, and gain insights into effective strategies for building stronger client relationships across generations including Millennials, Gen Z, and their Gen X parents, with a focus on personalised intergenerational wealth transfer journeys.

Navigate economic trends, and regulatory changes, reimagine risk advice, explore the use of alternative investments for optimal outcomes, and learn the characteristics of successful businesses.

Reserve your spot today and join us to discover innovative business solutions to conquer industry challenges, unlock pathways for growth, and delve into the trends that will influence 2024.

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Adviser Innovation Summit

Pub Quiz

During the post-event networking drinks, Momentum Media will be hosting the Adviser Innovation 'Pub Quiz'.

A mixture of general knowledge and event discussion-specific questions will get the juices flowing to see who was switched on during the day and who knows the most about Taylor Swift’s newest album.

With three sponsor prizes up for grabs, the pub quiz promises to bring out delegates' competitive side and keep energy levels high long after the final speaker session of the day.

Getting involved in the pub quiz gives sponsors a unique opportunity to align themselves with a light-hearted form of learning whilst keeping their brand front of mind after the final session has ended. To be involved in the pub quiz, we are allowing sponsors to offer up a category of choice and present one of the top 3 prizes (to be supplied by the sponsor).

Ticket pricing

First release individual ticket

$99

Excl. GST

Ends Tuesday, 9 April

Second release individual ticket

$199

Excl. GST


First release product provider individual ticket

$950

Excl. GST

Ends Friday, 12 May

Second release product provider individual ticket

$1,950

Excl. GST


Double pass for Australian Wealth Management Summit and the Adviser Innovation Summit

DISCOVER THE SUMMIT’S VALUE

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Uncover insights into industry trends, regulatory shifts, and emerging opportunities.
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Forge connections with like-minded professionals, experts, and potential collaborators.
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Participate in dynamic discussions, case studies, and hands-on sessions.
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Acquire strategies to transform your business, meet client demands, and capitalise on opportunities within the evolving financial advice landscape.
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Earn up to 5 hours of CPD points to enhance your professional development. Join us for an enriching experience!

Summit speakers

Corey Wastle
Corey Wastle
CEO,
Verse Wealth
Eugine Ardino
Eugine Ardino
Chief Executive,
Lifespan Financial Planning
Nathan Fradley
Nathan Fradley
Director,
Ethos ESG
Sarah Abood
Sarah Abood
CEO,
FAAA
Steve Prendeville
Steve Prendeville
Founder and Director,
Forte Asset Solutions
Sue Viskovic
Sue Viskovic
Founder,
Elixir Consulting

THIS YEAR's

Locations and schedule

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Telstra Centre
Tuesday, 4 June 2024
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Zinc Bar Federation Square
Thursday, 6 June 2024

What others say

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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Event Producer