Now in its 11th year, the annual Adviser Innovation Summit brings together industry leaders to guide finance professionals in how to navigate the future of the advice industry.
The highly anticipated summit will kick-off on Wednesday, 4 June 2025 in Melbourne, followed by the Sydney event on Wednesday, 11 June 2025. Click here to buy tickets.
ifa is pleased to announce Ben Marshan, director of Marshan Consulting, as a speaker at the Adviser Innovation Summit 2025.
Marshan will be joined by John Cachia of Thriving Wealth, Charlie Viola of Viola Private Wealth, and Kerry Ong of Iress to deliver a session, titled “Hyperpersonalised advice: Leveraging big data for tailored solutions”.
It may be tempting for advisers to adopt the torrent of new technologies promising to streamline workflows and boost efficiency but they should avoid integrating more tools in the pursuit of simplicity.
This session is designed to guide advisers in how to optimise the first technologies in their technology-first practices to lay the foundations for a coherent tech stack.
Marshan and the other panellists will provide a roadmap to guide advisers in streamlining the essential functions driving their businesses’ success.
It will also debate the benefits of consolidation versus customisation in congested technology ecosystems and explore how to leverage big data for tailored solutions.
Marshan will then join other panellists in wrapping up the session with a foolproof strategy for ongoing technology optimisation that adapts to the attendees’ evolving needs.
About Ben Marshan
Ben Marshan is a seasoned financial services professional with over 19 years of experience across advocacy and government relations.
Currently, he is the director of Marshan Consulting where he serves as a thought leader and consultant across the financial services sector.
Marshan has extensive experience in supporting businesses through significant regulatory changes and delivering financial services efficiently. Throughout his career he has specialised in strategy, professional standards, risk and compliance, and member support.
In addition to his role at Marshan Consulting, he is also the co-founder of Impaktful, an organisation creating tools and services to help Australians find purpose in their retirement through philanthropy and volunteering.
He also acts as a director of the Future2 Foundation – a foundation designed to build stronger financial futures for Australians in need.
Prior to founding Marshan Consulting, he served as director of policy at the Council of Australian Life Insurers and spent eight years as head of policy, standards, strategy and innovation at the Financial Planning Association of Australia.
He also worked as a financial planner and senior manager at State Super Financial Services (now Aware Super) and as KPMG’s financial advice subject matter expert.
To hear more from Ben Marshan, come along to this year’s Adviser Innovation Summit 2025.
The summit 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 agenda and speakers, click here.
