AstuteWheel to partner Adviser Innovation Summit 2025

ifa is pleased to announce its partnership with AstuteWheel for the Adviser Innovation Summit.

The company has joined this year’s summit as a platinum partner and will bring a wealth of experience and expertise to the event.

Through the partnership, ifa and AstuteWheel will guide finance professionals in navigating the challenges of the evolving financial landscape at the summit.

Speaking on the partnership, Hans Egger, managing director of AstuteWheel, said: “AstuteWheel has been a sponsor of the Adviser Innovation Summit every year since its inception.

“We have found it to be a great conference to be involved with other innovators and thought leaders in the financial planning industry.

“Attendees to the summit this year will get an early look at the fantastic new software that AstuteWheel has recently released.”

Egger stated that “new functionality and improvements to our existing tools and modelling calculators will be on show”.

“Advisers are constantly asking for a software solution that provides a seamless end-to-end process. AstuteWheel provides that outcome by linking our market-leading client engagement software and modelling calculators to systems that provide back of office functionality,” he said.

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 at 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

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

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

Don’t miss out on this must-attend event – click here to buy tickets.

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