Time | Session details | Spokesperson |
---|---|---|
9.30 – 10.00 | Registration | |
10.00 – 10.15 | Welcoming Address | Kelli Willmer, Iress |
10.15 – 10.45 | Opening keynote: GenAI and Financial services - an interactive session | Neo Aplin, Inventium |
10.45 – 11.15 | Morning Tea | |
11.15 - 12.00 | Panel discussion: Adviser insights panel: Unpacking adviser excellence | Host: Kerry Ong, Iress 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: Demographic trends, emerging clients and the changing face of advice. |
John O’Mahony, Deloitte Mark McCrindle Marcus Field, Iress |
12.30 – 1.30 | Lunch Live podcast - The WealthTech Insider |
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 |
Host: Wally David, Count 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, Inventium |
3.45 – 4.00 | Closing remarks | Adam Webb, Iress |
4.00 – 5.00 | Networking drinks |
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.
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.
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.
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.
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.
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:
CEO - Wealth APAC, Iress
Kelli leads Iress’ APAC Wealth business. She has been at Iress since 2015, working directly with advice professionals to realise efficiency gains and best practice use of technology to deliver advice.
Prior to joining Iress, Kelli worked across the financial planning industry spectrum, from private practice and at scale with global organisations such as BT / Westpac.
General Manager - Wealth, Iress
Kerry has extensive history in the Wealth Management space in both Australia and the UK, and has a deep understanding of the industry. He was an authorised representative for 11 years in both the retail and private wealth segments. Prior to joining Iress he worked at Insignia Financial (formally IOOF) where he led teams focused on advice efficiency, advice process and client engagement.
Kerry joined Iress in early 2023 and has led the Customer Success - Enterprise Partnerships team before stepping into the General Manager, Customer role. Kerry has his CFP and is passionate about the value of advice for all Australians.
Executive General Manager - Customer, Iress
Adam is a seasoned executive with over 20 years of leadership experience spanning banking, wealth management, technology, and financial advice. He possesses a proven track record of delivering exceptional customer experiences, leading transformative initiatives at scale, and fostering high-performing teams. He holds a Bachelor of Business from Swinburne University of Technology and has completed studies in digital transformation at Copenhagen Business School.
Adam is a member of the Australian Institute of Company Directors and actively contributes to the community by serving on several NFP boards and committees across regional tourism and sport.
Head of Growth and Partnerships - Iress
As Head of Growth and Partnerships, Marcus is responsible for Iress' premiere adviser community, Advisely, as well as the continued growth of Iress' financial education and wellbeing services. With an extensive background encompassing all parts of the financial services industry, Marcus' focus is on accelerating the evolution of Iress' offering to support the rapidly evolving wealth and advice space.
Head of Information Security Operations, Iress
John Paul Lonie is the Head of Security Operations at Iress, overseeing a global team of security analysts responsible for monitoring, threat intelligence, vulnerability management, and incident response. He has spent the past 27 years in financial services, starting in development and IT operations, and the last 14 years in a variety of information security roles.
Director, Ultimum Financial Services
Luke has a solid foundation in financial advice, with many years spent learning the intricacies of financial advice and stockbroking. He believes that his 'hands-on' approach and willingness to build efficient processes from the ground up are thanks to his upbringing on a farm in Adelaide. As a business owner and director at Ultimum Financial Services, he prides himself with being grounded and delivering advice that is deeply rooted in client outcomes.
Director and Senior Financial Adviser
Adele Martin is the founder of the Financial Adviser Scale Squad, helping self-employed advisers reach their first or next million in recurring revenue—without paid ads or burning out. Adele has coached advisers around the world, including 200,000 Japanese advisers, won industry awards, and been featured on The Project & AFR.
Senior Financial Adviser
Recognised and trusted for guiding individuals and families toward financial clarity and lasting prosperity, Jason Chew has earned a reputation for a client-first approach and strategic insight. Jason’s advice is both practical and deeply aligned with the personal values and long-term goals of those he serves.
Throughout his career, Jason has embraced the power of technology to enhance the advice experience—leveraging digital tools, data-driven insights, and scalable systems to improve client engagement, streamline operations, and build a modern, future-ready advice practice. His commitment to innovation has positioned him as a forward-thinking voice in the financial services industry.
Practice Development Manager
Wally David is a Practice Development Manager at Count, supporting firm growth across VIC and TAS. With over 15 years in financial advice and experience leading a successful planning practice, Wally is passionate about adviser development and practical learning. His proudest achievement is creating the Count Emerging Adviser Program, a mentoring initiative that supports and inspires the next generation of advisers. Wally is also an active contributor to the FAAA, where he fosters local adviser engagement and community. His work reflects a deep commitment to building capability and confidence across the advice profession.