Adviser Innovation Summit 2025 - Home

About the summit

Navigating the new world of financial advice

Underlying shifts in our technological bedrock had fragmented the financial advice landscape. The integration of functional AI had uprooted established service models and represented a fundamental shift in the ways advice was delivered. While this new interplay of technology and experience created opportunities for more personalised, holistic advice, it also harboured unforeseen risks for advisers and clients alike.

Held in June 2025 for its 11th year, the Adviser Innovation Summit prepared attendees to navigate these challenges by facilitating a leading exchange of new technologies and ideas. Developed in deep consultation with financial experts, the agenda interrogated the key political, technological, and social forces that affected the profession.

Who should attend?

Financial advisers

Paraplanners

Fintech consultants

CIOs, COOs and CEOs

Practice managers

Product managers

Decision makers in the wealth industry

Locations and schedule

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