Tuesday, 4 June
Telstra Customer Insights Centre Sydney, NSW
Thursday, 6 June
Zinc at Fed Square, VIC

Our 2024 Partners

About the Summit

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

Join the 2024 Adviser Innovation Summit for an exclusive experience tailored to financial advisers. Delve into insights from the Quality of Advice Review, presented by industry experts. Discover transformative strategies, business insights, and cutting-edge ideas to revolutionise client engagement.

Delve into the two-tiered advice system, explore streamlined statements of advice, harness technology for smoother practices, and master strategies for connecting with clients across generations, focusing 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 a successful business.

Reserve your spot today 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'.

Test your knowledge with a blend of general trivia and event-specific questions. With three sponsor prizes on offer, the quiz is sure to ignite some friendly competition among delegates and keep the energy levels soaring well into the afternoon following the conclusion of the final speaker session.

Ticket pricing

First release individual ticket

*Product and service providers not applicable

$149

Excl. GST

Ended Tuesday, 9 April

Second release individual ticket

*Product and service providers not applicable

$249

Excl. GST

First release product provider individual ticket

$1,950

Excl. GST

Ended Tuesday, 9 April

Second release product provider individual ticket

$3,500

Excl. GST

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

*Product and service providers not applicable

$399

Excl. GST



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

Michael Pillemer
Michael Pillemer
Chief Executive,
PPS Mutal
Corey Wastle
Corey Wastle
CEO,
Verse Wealth
Eugene Ardino
Eugene Ardino
Chief Executive Officer,
Lifespan Financial Planning
Adele Martin
Adele Martin
Money Mentor
Hans Egger
Hans Egger
Managing Director,
Astute Wheel
Andrew Whelan
Andrew Whelan
CEO,
DASH Technology Group
Matt Esler
Matt Esler
Co-Founder & Co-CEO,
Padua Solutions
Nathan Fradley
Nathan Fradley
Specialist Adviser,
Nathan Fradley Advice
Sarah Abood
Sarah Abood
CEO,
FAAA
Steve Prendeville
Steve Prendeville
Founder and Director,
Forte Asset Solutions

THIS YEAR's

Locations and schedule

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Telstra Customer Insights Centre Sydney
Tuesday, 4 June 2024
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Zinc at Fed 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