Principal Partner

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Principal Partner

About the Conference

1 JUNE – FOUR SEASONS, SYDNEY
8 JUNE – THE EDGE - FED SQUARE, MELBOURNE

Do not miss this cutting edge event!

Register now for the Adviser Innovation Summit, a packed, full-day, in-person conference that will equip you with technical, innovative and game-changing strategies to revive the engine of your business and advance client outcomes.

Learn how to think outside the box and implement transformative innovation in a challenging marketplace.

You’ll hear from industry leaders as they share how they turned impossible to possible, challenged the status quo using technology and leveraged cultural hot buttons to extend their offering.

Meet our Partners

PLATINUM PARTNER

PLATINUM PARTNER

GOLD PARTNER

GOLD PARTNER

GOLD PARTNER

GOLD PARTNER

GOLD PARTNER

GOLD PARTNER

GOLD PARTNER

GOLD PARTNER

How to leverage technology as a tool to engage your clients.

How to use augmented reality as a way to demonstrate goals and outcomes.

How to adopt fintech into your business, like a start-up.

How to engage Millennials and utilise ethical and sustainable investment.

How to motivate and engage a remote team.

How to deliver advice in a new smartphone-led world.

Why Attend?

Get the inside track to accelerate performance in the financial advice sector.

Learn about cutting-edge innovation and technology in finance and the world at large.

Gain valuable experiences through innovation and technology to attract and retain clients for life.

Understand changing customer expectations around advice and embrace new models of working.

Earn up to eight CPD points.

Who should attend?

  • Financial advisers
  • Fintech consultants
  • IT and compliance managers
  • CIOs, COOs, CEOs
  • Practice managers
  • Product managers
  • Decision-makers in wealth advice
  • Anyone interested in implementing innovation in their business

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Testimonials

I’ve always wanted to make my business more efficient, but I am too busy servicing my clients. The Adviser Innovation conference has given me so many ideas about extending the offering I provide to 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

This was the most effectively and efficiently run “online” event I have been to. A great mix of speakers and partners and exhibitors that covered most segments of our market. WELL DONE.

Brad Pattinson, YarraPark Consultants

Congratulations on delivering a very successful alternative summit.

Chris Galanis, Galanis Financial Group

An excellent three days – providing comprehensive coverage of the new digital world and possibilities.

Eric Drysdale

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