Adviser Innovation Summit returns for a transformative 1-day forum

For over a decade, the highly anticipated Adviser Innovation Summit has guided finance professionals in navigating the challenges of the evolving financial landscape.

With rapid advancements in technology disrupting the way advice is delivered, the Adviser Innovation Summit is a must-attend event for professionals looking to invest in the future success and sustainability of their careers.

The agenda has been developed in deep consultation with financial experts to offer attendees key insights across the political, technological, and social forces affecting the sector.

The 11th annual Adviser Innovation Summit will take place on Wednesday, 4 June 2025, at Pullman Melbourne on the Park. Click here to buy tickets.

Speakers include:

• Pedro Marin Ramirez CFP, managing director, Marin Wealth
• Fraser Jack, founder, The Cyber Collective
• Adele Martin, director and senior financial adviser, Adele Martin - Money Mentor
• Dr Ben Neilson, financial adviser, Complete Wealth
• Benjamin Marshan, director, Marshan Consulting
• John Cachia, founder and strategic wealth adviser, Thriving Wealth

More speakers will be announced in the coming weeks – click here for speaker updates.

What you’ll learn at the summit

Following the opening address from the MC, the summit will kick off with expert panellists exploring how professionals can implement impactful strategies when building a resilient portfolio.

The opening session, titled ‘Innovative approaches to building a resilient portfolio’, promises to examine how changes in global politics and economic policy affect the investment environment, with our experts offering innovative strategies to capture the emerging opportunities in this landscape.

As the summit continues, attendees can expect to learn how to build an effective tech stack while building a strong security posture.

In the session ‘Leveraging big data for tailored solutions’, experts will discuss the foundations needed to build a coherent tech stack and explore successful strategies for technology optimisation that will grow with your business.

The ‘Building your security posture’ session will analyse what makes a sophisticated security practice and share a roadmap on how professionals can better handle sensitive information at scale.

Next, Pedro Marin Ramirez CFP, managing director at Marin Wealth, will show attendees how to turn scramble into strategy by outlining how financial advisers can leverage AI insights to craft bespoke solutions tailored to clients' needs without sacrificing quality.

Other sessions will explore how advisers can create more powerful solutions for clients and dispel the myths surrounding alternative asset classes.

Throughout the summit, attendees can forge connections with like-minded professionals, experts, and peers while also earning up to five hours of CPD points.

The Adviser Innovation Summit 2025 will be held in the following locations:

• Wednesday, 4 June 2025 at Pullman Melbourne on the Park, Melbourne
• Wednesday, 11 June 2025 at Amora Hotel, Sydney

Click here to buy your tickets and don’t miss out!

For more information, including the agenda and speakers, click here.