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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
10.15 – 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 ServicesAdele MartinJason 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 McCrindleMarcus 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@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: Wally David, 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, Inventium
3.45 – 4.00 Closing remarks Adam Webb, Iress
4.00 – 5.00 Networking drinks