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EARLY BIRD TICKETS END 22 APRIL
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Register your interest to attend our next event. Be the first to know when tickets go on sale.

Our 2022 Partners

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
A great way to network with advisers who are also seeking out innovation
– Anonymous
• Well done, very informative and interesting with content that can be applied to our business. Thanks for putting this day on, appreciated.
– Anonymous

Event Highlights

HIGHLIGHTS FROM THIS YEAR'S EVENT.

About our 2022 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. Our Adviser Innovation Summit 2022 provided 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, industry leaders dived into the new financial buzzwords - ‘Metaverse’, ‘DeFi’, ‘finfluencers’ and much more. Attendees gained insights into the very REAL impacts these terms have on the way they operate, helping them to future-proof their business.

Our summit uncovered the threats and opportunities unique to advisers as they navigate the finance landscape and taught them how they can actively support and educate their clients now and in generations to come.

Keen to attend in 2023? Register your interest today to be among the first to know when tickets go on sale.

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Register for 2023 if you're a:

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

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

Is your tech contributing to the increasing cost to serve?

item.header.title Andrew Whelan Chief Executive Officer, DASH Technology Group
Speakers
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
item.header.title Darren Younger (NSW Only) Darren Younger, CEO, Bricklet
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, 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
item.header.title Lisa Wade (VIC Only) Lisa Wade, CEO, DigitalX Ltd

Our 2022 Summit Speakers

Adele Martin
Adele Martin
Money Mentor and Founder of The Savings Squad Podcast & My Money Buddy
Adrian Patty
Adrian Patty
Founder, Advice Revolution
Alex Scriven (NSW only)
Alex Scriven (NSW only)
Chief Operating Officer, Adatree
Amie Baker (NSW only)
Amie Baker (NSW only)
Financial Adviser and Money Mindset Coach, Rekab Advice Co-founder of Money Mindset Coaching Pty Ltd
Andrew Clouston
Andrew Clouston
Chief Customer and Partnerships Officer, Volt Bank, Australia
Andrew Whelan
Andrew Whelan
Chief Executive Officer, DASH Technology Group
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

Event Organisers