Adviser Innovation Summit adds new speakers, virtual portal

The upcoming Adviser Innovation Summit has announced a further two speakers and launched a virtual portal where attendees can mingle with other delegates, event speakers and partners.

Taking place from 25-27 August, this exclusive virtual event now includes a presentation from the Responsible Investment Association Australasia’s Simon O’Connor on myths and trends around responsible investing, and from Volt Bank's Marcus Cann on adopting data and analytics as a core business strategy, in addition to previously announced speakers including futurist Simon Waller and augmented reality expert Jamie Engel.

Brought to you by ifa sister brand Adviser Innovation, principal partner BT and gold partners Feedsy, WealthO2 and Implemented Portfolios, the event will also include new virtual portal functionality allowing conference attendees to network with each other and schedule virtual meetings with event speakers and partners.

Delegates who sign up for the virtual portal will also be in the running to win $1,000 if they visit each partner stand in the ‘virtual exhibition’, and can complete goals to win prizes that will be given away each day of the conference.


“As well as providing the essential insights and skills today’s advisers need to maintain an edge in a rapidly changing market environment, the Adviser Innovation Summit will also offer attendees a space to network and share knowledge with their peers,” Adviser Innovation and ifa editor Sarah Kendell said.

“In the post-COVID world we are all currently grappling with, it’s important to remain connected with colleagues and peers in the industry and keep on top of all the latest developments while working remotely.”

partner features

We're pleased to partner with the Adviser Innovation Summit,” Feedsy co-founder and director Steve Holmes said. 

“Feedsy offers a turnkey client communication ecosystem, bringing together email automation, engaging content and a social media launchpad, helping advice businesses to be the source of knowledge where your clients can make informed choices. We strive to give financial advisers the freedom to express their strengths, knowledge and ability to educate.”

Implemented Portfolios executive chairman Greg Kirk said, “We are delighted to partner with Momentum Media to provide financial advisers across the country with an opportunity to participate in a highly interactive virtual event – one where the sharing of innovative ideas results in wins for both advice businesses and their clients.” 

WealthO2 chief executive Shannon Bernasconi said, “We are very pleased to be partnering with the Adviser Innovation Summit 2020.

“WealthO2 delivers a low-cost, unconflicted adviser-led solution that provides financial advisers the tools to implement scalable yet tailored advice and demonstrate value to their clients.

“We look forward to participating in this conference and helping advisers develop informative and practical strategies to enhance their business and client experience.”

Adviser Innovation Summit adds new speakers, virtual portal
Adviser Innovation Summit
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