Adviser Innovation Summit 2024 - Home

2025 dates to be announced, register your interest to be the first to know when tickets go on sale!

Our 2024 Partners

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About the 2024 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.

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

Delving into the two-tiered advice system, speakers explored streamlined statements of advice, discussed harnessing technology for smoother practices, and mastering strategies for connecting with clients across generations, focusing on personalised intergenerational wealth transfer journeys.

Attendees left the summit with the knowledge to navigate economic trends, and regulatory changes, reimagine risk advice, explore the use of alternative investments for optimal outcomes, and learned the characteristics of a successful business.

Register your interest for 2025 today and prepare to delve into the trends that will influence 2025.

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