AI has rapidly shifted from the fringes of possibility to the centre of how we work, think, and connect. To open the summit, one of Australia’s foremost voices on AI, Silvio Giorgio, will take us on a compelling journey and ask three fundamental questions that go beyond technology and speak to the heart of our shared human experience:
What brought us to this moment?
Where do we stand today?
What path are we forging into the future?
In this exclusive address, Silvio will trace the arc of AI's evolution and explore its growing role in reshaping the ways we understand intelligence, responsibility, and progress. This session will challenge you to think critically about your role not just as a financial adviser, but as a person living through one of the most profound technological shifts in history.
In a market flooded with short-form content and competing advice, trust is your greatest asset. But trust isn’t bought – it’s earned. In this digital marketing masterclass, Rob Roper, one of Australia’s leading voices in organic client acquisition, will share how to create content that inspires confidence and reinforces your credibility.
In this session, you’ll learn how to:
Most experienced financial advisers have amassed stockpiles of marketing munitions – they just don’t know it. Creating content isn’t as daunting as it may seem when you know how to repurpose your existing assets into high-impact, evergreen content that continues to deliver long after it's published.
In this masterclass, you’ll learn how to:
We live in a fracturing world where rising threat levels from geopolitical risk have created an uncertain investing environment. For some, the frequency and severity of geopolitical shocks is reason enough to preference more tangible trends. Others recognise historical patterns in the present and are deploying capital to climb through the chaos. In this session, our panellists will explore innovative approaches to assembling a resilient portfolio. Together, we will:
A torrent of new technologies have assailed the financial advice landscape, tempting advisers to defy logic and integrate more tools in the pursuit of simplicity. But before introducing new layers of complexity, advisers need to optimise the first technologies in their technology-first practices. This session will set the foundations for a coherent tech stack that flexes as your practice evolves. Rather than interrogating new technologies, our panellists will strip back the layers to optimise the essential functions that underpin your success.
Together, we will:
The vast amounts of personal information relied upon to provide tailored financial advice makes advisers an attractive target for malicious actors. While trust and security are top of mind for clients, there remain significant discrepancies in security posture among advisers. Against a backdrop of regulatory consultation and technological advancement, we ask how advisers can improve the sophistication of their security practices to better handle sensitive information at scale.
Together, we will:
The widespread consumer adoption of AI signals an historic turning point in the ways we interface with information and each other. Once a site for experimentation, AI has now become a site of expectation, and businesses are scrambling to meet the newly established precedent for hyper-personalisation. But rather than resorting to the piecemeal adoption of disparate technologies, advisers with a long-term mindset will recognise that speed isn’t the only benchmark for success.
Transparency, attribution, accountability, and empathy will be crucial determinants of excellence in advice. This session has been designed to take your AI integrations from scramble to strategy. We will explore how increased AI maturity can enhance the qualitative attributes of advice by replenishing the most valuable tool in your arsenal: time.
Together, we will:
Innovation is not just about technology – it's about fostering collaborations that enhance the client experience and drive business growth. This session will explore how advisers can partner with technology providers, other advisers, and financial institutions to create more comprehensive, innovative solutions for clients. Together, we will:
“AI is not going to replace humans, but those with AI will replace those without.”
AI co-pilots are already being interwoven in our personal and professional lives. But as we accelerate towards an agentic future, it’s becoming clear that those who do not utilise AI will be left behind. As financial advisers, it’s essential you are not just aware of the current trends in AI, but that you are prepared for the steep ramp-up in autonomous activity that will take place in the next 12–18 months. In this session, a leading expert on AI in financial services will prepare you for this. Together, we will:
*Agenda subject to change
If you're interested in speaking at the summit, please contact Jack Riisfeldt via email.