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About the summit

Shaping the next era of financial advice

Rapid advances in technology, rising regulatory scrutiny and ongoing structural change are reshaping how financial advice is delivered and scaled. From cyber security and data integrity to the growing influence of AI, advisers are being asked to adapt faster than ever — while maintaining trust, compliance and commercial sustainability.

Held in May and June 2026, the Evolution of Advice Summit will bring together leading advisers, practice leaders and industry experts to unpack the real-world challenges and opportunities facing the profession. Across Sydney and Melbourne, the event will explore the critical issues facing advisers and equip attendees with insights to evolve their practices with confidence.

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Who should attend?

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Financial advisers

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Paraplanners

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Fintech consultants

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CIOs, COOs and CEOs

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Practice managers

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Product managers

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Decision makers in the wealth industry

Locations and schedule

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UPCOMING EVENT

Melbourne

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Thursday, 4 June
Telstra Customer Insight Centre
Registration opens
8:00am
Dress
Business casual
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UPCOMING EVENT

Sydney

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Friday, 29 May
Shangri-La Sydney
Registration opens
8:00am
Dress
Business casual

See what others are saying

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 PREVIOUS YEAR’S EVENT.

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Our Partners

Gold partner