Industry leaders in financial advice, technology and innovation will gather in Melbourne next month for Iress’ inaugural WealthTech Summit - a one-day CPD-accredited event designed to bring together the advice community to explore the tools, trends and transformation shaping the next era of financial advice.
Hosted by Iress at the Grand Hyatt in Melbourne on 6 August 2025, Iress’ WealthTech Summit seeks to foster collaboration and spark discussion around how digital transformation and client experience expectations are redefining the delivery of financial advice in Australia.
Iress CEO - Wealth APAC, Kelli Willmer, said: “The WealthTech Summit isn’t just another industry event, it’s a platform for meaningful action. We believe true success today comes from uniting the community to look beyond tools and technology, and focus on the people, culture and operational models that will define tomorrow’s advice landscape.
“Iress’ WealthTech Summit brings together some of the brightest minds across financial advice, wealth management and technology to connect, reflect and consider how we work together to shape the future of our industry. Our ambition is to equip the advice community with the insights and support that enable them to adapt, grow, and continue delivering high-quality advice in an increasingly complex environment.”
More than 150 attendees will come together to gain CPD-accredited insights from industry experts including:
For more information, visit: https://www.iress.com/blog/iress-wealth-tech-summit-2025-corp-ent/.
Natasha Drilon