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 | MC intro including Acknowledgement of Country Welcome speech |
Adam Webb |
10.15 – 10.45 | Opening keynote: GenAI and Financial services | Neo Aplin |
10.45 – 11.15 | Morning Tea | |
11.15 - 12.00 | Panel discussion: Adviser insights - Best practices from innovative advisers | Host: Kerry Ong Luke Watson, Adele Martin |
12.00 – 12.30 | Session 1: What advice is to become Session 2: Demographics, clients, and the changing face of advice |
John O’Mahony, Deloitte Mark McCrindle |
12.30 – 1.30 | Lunch Live podcast - The WealthTech Insider https://finuragroup.com/podcast/ |
Peter Worn Danni Le Grande |
1.30 – 2.00 | 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@ScaleFraser Jack, The Cyber CollectiveJohn Paul Lonie, Iress |
2.00 – 2.45 | 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: Chloe Foster, Count Kelli Willmer, IressPeter Bryant, MorningstarGreg Hansen, Hub24Sri Nadendla, AWS |
2.45 – 3.15 | Afternoon Tea | |
3.15 – 3.45 | Closing keynote: Survivor Innovation | Dr. Amantha Imber |
3.45 – 4.00 | Closing remarks | Kelli Willmer, Iress |
4.00 – 5.00 | Networking drinks |
Organisational psychologist and founder of behaviour change consultancy Inventium
Dr Amantha Imber is an organisational psychologist and founder of behaviour change consultancy Inventium. She hosts the top ranking podcast How I Work, which has had over 5 million downloads.
Amantha’s thoughts have appeared in Harvard Business Review, Forbes, Entrepreneur and Fast Company and she is the author of three bestselling books. Her latest book The Health Habit is out in early 2024.
In 2019, Amantha was named as one of the Australian Financial Review’s 100 Women of Influence. In 2021, she won the Thinkers50 Innovation Award (described by the Financial Times as the ‘Oscars for Management Thinking’)
Partner, Deloitte Access Economics
John O’Mahony, Partner, BComm (Hons) (USyd) is a Partner at Deloitte Access Economics in Sydney specialising in digital trends, innovation and the public sector. John has previously served as senior economic adviser to two Australian Prime Ministers, where he had specific responsibility for communications, infrastructure and innovation policies. He has also worked for the Australian Financial Review, the NSW Government, and in the University of Sydney’s Faculty of Economics and Business. John is the co-author of Australia’s two best-selling high school economics textbooks, Australia in the Global Economy and The Market Economy.
Social Researcher, Futurist, Demographer
Mark McCrindle is a social researcher, best-selling author and TEDx speaker. He is a sought after thought-leader in tracking emerging trends influencing society, and is recognised globally as the one to coin the name for the emerging global generation, Generation Alpha.
As a renown demographer and futurist, Mark has developed his reputation across two decades as an award-winning social researcher, best-selling author and social commentator. Mark has appeared across all major television networks, radio and print media, and has twice been invited to speak at TEDx events.
He has presented thousands of keynotes and workshops in all major industries including, finance, technology, health, mining, energy and education.
Managing Director - Morningstar
Peter Bryant is Managing Director, Australia and New Zealand for Morningstar. Peter has more than 20 years’ experience in financial services, across a range of roles and disciplines. Starting his career as a lawyer, Peter was the Group General Counsel at ASX-listed trustee services provider, The Trust Company. Following the acquisition of The Trust Company by Perpetual, Peter spent seven years at the Commonwealth Bank initially as Chief of Staff to the Group Executive, Wealth Management before holding a range of General Manager roles within the Bank’s Wealth Management business. Peter holds a Bachelor of Business (Accounting) and a Bachelor of Laws (First Class Honours) from the University of Technology, Sydney.
CEO and Co-Founder of Software@Scale
Louis Droguett is the CEO and Co-Founder of Software@Scale, a specialist technology company known for solving complex engineering challenges and delivering secure, scalable solutions across financial services, including banking, wealth, advice, insurance, and superannuation.
At Software@Scale, Louis has built a reputation for engineering performance helping organisations unlock momentum, embed quality, and safeguard their most critical systems. His teams work at the intersection of delivery excellence and cybersecurity, supporting clients where security and scale are non-negotiable.
Before founding Software@Scale, Louis held executive engineering and cybersecurity leadership roles across some of Australia’s most widely used digital platforms, including the Commonwealth Bank’s NetBank and the CommBank App.
Founder, The Cyber Collective
Fraser Jack is the founder of The Cyber Collective, which is dedicated to ensuring that every client in Australia can trust their financial professionals to protect their confidential information. He is passionate about simplifying cybersecurity for financial professionals, helping them navigate the complexities of cyber risk with confidence.
With over 25 years of experience in the financial planning profession, including running a financial planning practice, working in an AFSL, and extensively using technology, Fraser understands the practical steps professionals must take to protect client data and meet regulatory obligations.
He specialises in breaking down confusing cybersecurity jargon into clear, actionable insights, using real-world analogies that resonate with financial professionals. Through The Cyber Collective’s cyber transformation framework, Fraser helps businesses implement robust security measures, provide ongoing team training, and build a culture of cyber awareness.
Fraser believes cybersecurity doesn’t have to be confronting or overwhelming—it just needs to be practical, engaging, and built into everyday business practices.
Executive - Group Strategy at HUB24
Greg Hansen is Executive, Group Strategy at HUB24, where he has been a key player since 2018. With a focus on leveraging technology to enhance the productivity of financial advisers, Greg brings a wealth of experience and insight to his role.
Greg has over 30 years in the Australian financial services industry, holding strategic roles at prominent firms such as Challenger, CFS, and MLC.
Joint Managing Director
Peter is an experienced senior executive, business strategist and consultant with a background in advice, wealth management distribution and technology. Before founding Finura, Peter was Head of Strategic Relationships at Enzumo Group, where he was responsible for developing the service offering through customer acquisition, global partnerships and acquisition opportunities building the foundation for a multi-year business transformation.
Enzumo was widely regarded as the market leader in the customisation and support of financial advice software and culminated in the successful sale of the business to ASX-listed Centrepoint Alliance in 2020. It was at Enzumo that he met his Finura Business Partner, Aron Satchell. A strong friendship and shared values sowed the seeds for the Finura Group. Peter is an experienced company director, holding independent directorships and advisory roles with a range of wealth and fintech businesses including McQueen Financial Group and Rising Tide Financial Services.
Peter also enjoys spending time assisting in mentorship and advocacy of those going through career changes; he is proud to be a member of a ‘FEW Good Men’, with Financial Executive Woman. Outside of work, Peter and his wife Katherine have their hands full with his two young boys, Thomas & Patrick. Qualifications:
Partner - Head of IFA Consulting
Danni heads up some of Finura’s most complex consulting engagements and also runs our Finura Insights Division, which focuses on market research.
Danni has worked in a wide variety of roles in Financial Services and Technology over the past 20 years.
Her experience has been drawn from working collaboratively with Financial Advisers, Product Providers, Dealer Group, Fund Managers and Technology Providers.
Danni has worked extensively with Adviser Logic, Intellfilo and Iress Xplan.