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EARLY BIRD TICKETS END 22 APRIL
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The beginning of a new world
1 June
Grand Hyatt Melbourne
8 June
Hilton Sydney

Our Partners

About the Summit

The world has seen five years of technological advancement in the last 12 months.

DeFi, blockchain and the metaverse are a reality, with national and international roadmaps in place, the way we operate is set for a drastic change.

The financial services ecosystem is transforming and so is the way customers demand we do business.

The future is NOW. Adviser Innovation Summit 2022 will arm you with the tools to succeed, with sessions exploring the latest trends in fintech, innovation, and digital transformation.

During this full-day, jam-packed, face-to-face summit, you’ll hear from industry leaders as they dive into the new financial buzzwords - ‘Metaverse’, ‘DeFi’, ‘finfluencers’ and more. You'll gain insights into the very REAL impacts these terms have on the way you operate, helping you future-proof your business.

Uncover the threats and opportunities unique to advisers as they navigate the finance landscape and discover how you can actively support and educate your clients now and in generations to come.

After two years of accelerated change, the time to future-proof your practice is now! Don’t get left behind! Join us at this year’s Adviser Innovation Summit and discover the top tech, tools, and strategies to propel you into the future.

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WHAT’S IN STORE

Hear from industry leaders, change-makers, and solution providers shaping market innovation in the financial services industry.

Be inspired by blue-sky thinking and discover practical tools to kick start your innovation journey.

Explore what the metaverse means for you and discover how you can transform your practice operations to leverage and integrate new and emerging technologies

Prepare for the shift to decentralised finance as we unpack the REAL impact they will have on the way you operate

Innovate the way you educate your clients, at scale, and play your part in reducing the financial literacy gap

Explore the role of an advised finfluencer and how they can amass huge audiences, fast

Adapt bold, out-of-the-box thinking to change the game

Take full advantage of the new CDR rules and enable meaningful client experiences with open banking and BaaS

WHY YOU SHOULD ATTEND

Adviser Innovation Summit 2022

Discover cutting-edge innovation and how it is set to shape your business now and in the future.
Get to grips with the latest technology for advisers.
Hear from a raft of like-minded and successful advisers, and how they are transforming their businesses.
Understand changing customer expectations and embrace new models of work.
After months of lockdowns, network with your peers and industry leaders in a face-to-face format!
Still want more? 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

Ticket Pricing

Earlybird rate

$99

excluding GST

Ends on 22 April




Full ticket price

$199

excluding GST
BUY TICKETS
*Product providers not included

Agenda highlights

1 & 8 JUNE 2022

KEYNOTE: The metaverse is set to revolutionise life as we know it, but what does this new world look like for advisers?

item.header.title Dr Catriona Wallace Leading writer, speaker and advisor on responsible technology
1 & 8 JUNE 2022

PANEL: The future of advice automation

item.header.title Daniel Bower Head of Platform, FinClear
item.header.title John De Angelis Chief Technology Officer , Asendium
item.header.title Vincent Holland Head of Sales and Business Development, Plutosoft
1 & 8 JUNE 2022

MASTERCLASS: Finfluencers are on the rise and they can amass huge audiences quickly, so where does this leave you?

item.header.title Camilla Love Managing Director, eInvest Australia & Founder, F3 - Future Females in Finance
item.header.title Adele Martin Money Mentor and Founder of The Savings Squad Podcast & My Money Buddy
item.header.title Victoria Devine Managing Director and founder of Zella Wealth; podcast host and founder of She's on the Money
1 & 8 JUNE 2022

Fireside chat: Think you have your cyber compliance under control? Think again! Former DOD head on why cyber compliance should keep every adviser awake at night

item.header.title Major General (Ret’d) Dr Marcus Thompson AM Former Head of Information Warfare Division, Department of Defence & Director, Cyber Compass
item.header.title Phillip Tarrant Director - Defence and Aerospace, Momentum Markets
1 & 8 JUNE 2022

Fireside chat: Session to be announced

1 & 8 JUNE 2022

Blockchain basics: Embrace the new paradigm of investing and advance into the digital asset arena

item.header.title Caroline Bowler Chief Executive, BTC Markets
1 & 8 JUNE 2022

PANEL: Open Banking is a seismic shift in financial services and it's time YOU unleashed its power

item.header.title Andrew Clouston Chief Customer and Partnerships Officer, Volt Bank, Australia
item.header.title Adrian Patty Founder of Advice Revolution
item.header.title Jill Berry (VIC only) CEO and Co-Founder, Adatree
item.header.title Alex Scriven (NSW only) Chief Operating Officer, Adatree
1 & 8 JUNE 2022

PANEL: DeFi - A friend or foe to advisers?

item.header.title Charlie Nave Senior Analyst, Holon
item.header.title Paul Derham Managing Director, Holley Nethercote Lawyers

Summit Speakers

Adele Martin
Adele Martin
Money Mentor and Founder of The Savings Squad Podcast & My Money Buddy
Adrian Patty
Adrian Patty
Founder of Advice Revolution
Alex Scriven (NSW only)
Alex Scriven (NSW only)
Chief Operating Officer, Adatree
Andrew Clouston
Andrew Clouston
Chief Customer and Partnerships Officer, Volt Bank, Australia
Camilla Love
Camilla Love
Managing Director, eInvest Australia & Founder, F3 - Future Females in Finance
Caroline Bowler
Caroline Bowler
Chief Executive, BTC Markets
Dr Catriona Wallace
Dr Catriona Wallace
Leading writer, speaker and advisor on responsible technology
Charlie Nave
Charlie Nave
Senior Analyst, Holon
Daniel Bower
Daniel Bower
Head of Platform, FinClear
Jill Berry (VIC only)
Jill Berry (VIC only)
CEO and Co-Founder, Adatree

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

Locations and schedule

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Grand Hyatt Melbourne
1 June 2022, Wednesday
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Hilton Sydney
8 June 2022, Wednesday

Event Highlights

HIGHLIGHTS FROM LAST YEAR’S EVENT.

Event Organisers