Agenda

There will be a range of panel and keynote sessions across the day focusing on topics such as:

Time Session details Spokesperson
9.30 – 10.00 Registration
10.00 – 10.15 Welcoming Address Kelli Willmer, Iress
10.20 – 10.50 Opening keynote: GenAI and Financial services - an interactive session Danny Beiruti, Inventium
10.55 – 11.25 Morning Tea
11.30 - 12.15 Panel discussion: Adviser insights panel: Unpacking adviser excellence Host: Kerry Ong, Iress
Luke Watson, Ultimum Financial Services
Adele Martin
Jason Chew, Vista Financial
12.25 – 1.00 Session 1: Unlocking Australia's financial capability potential
Session 2: Demographic trends, emerging clients and the changing face of advice.
John O’Mahony, Deloitte
Marcus Field, Iress

Mark McCrindle
1.00 – 2.00 Lunch
Live podcast - The WealthTech Insider
Peter Worn
Danni Le Grande
2.05 – 2.35 Panel session: Cyber risk in advice: Protecting clients and practice in a digital age
Topics include:- The growing risk of AI generated threats and how we can prepare - How cybersecurity is now core to the client relationship and not just an IT issue. Especially with sensitive financial and personal data at stake.- Effective measures advisors can take to improve their cyber posture.
Host: Peter Worn, Finura
Louis Droguett, Software@Scale
Fraser Jack, The Cyber Collective
John Paul Lonie, Iress
2.40 – 3.25 Panel session: The Future of Advice Technology
Explore how technology is reshaping the advice landscape, with insights into:- Enhancing client experience through digital front doors and engagement tools- Surfacing smarter insights for advisers via next-gen advice platforms- The role of generative AI: co-pilot, disruptor, or both?- Using automation and hybrid models to improve outcomes without losing the human touch- Innovation in investment recommendations and scalable personalisation- Collaboration across licensees, tech providers, and product makers to build future-ready advice businesses
Host: Wally David, Count
Kelli Willmer, Iress
Peter Bryant, Morningstar
Greg Hansen, Hub24
Sri Nadendla, AWS
3.30 – 3.50 Afternoon Tea
3.50 – 4.25 Closing keynote: Tiny Tweaks, Big Shifts: The Small Steps That Lead to Massive Change
How do you achieve dramatic improvement? Driving real change requires adopting new behaviours – yet our brains resist. It is downright hard to change entrenched habits.In this interactive keynote, Dr. Amantha Imber will reveal psychological insights that drive transformation. Attendees will learn tactics to identify mental roadblocks and “glitches” thwarting progress. They’ll discover tiny tweaks that pay huge dividends in cementing new habits and high performance behaviours. This talk provides a practical blueprint for shepherding change at any level.Key Takeaways: - The hidden mental obstacles that sabotage your goals - The psychological barriers that are killing your progress - and how to fix them - Counterintuitive insights to make positive habits stick for good - Small tweaks that will lead to huge improvements
Dr. Amantha Imber, Inventium
4.25 – 4.30 Closing remarks Adam Webb, Iress
4.30 – 5.30 Networking drinks

Exhibition Partners