Secure your spot today.

Attendance is limited, please register by 18 July 2025.

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 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, Ultimum Financial Services
Adele Martin
Jason Chew, Vista Financial
12.00 – 12.30 Session 1: Unlocking Australia's financial capability potential
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@Scale
Fraser Jack, The Cyber Collective
John 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
Kelli Willmer, Iress
Peter Bryant, Morningstar
Greg Hansen, Hub24
Sri 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