Viola Private Wealth founder to talk hyper-personalised advice at Adviser Innovation Summit

The 11th annual Adviser Innovation Summit unites industry leaders for a jam-packed day of transformation to prepare finance professionals for 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 thrilled to announce Viola Private Wealth’s founding partner, Charlie Viola, has joined the speaker line-up for the prestigious event.

Viola is the executive chair, adviser and founding partner at Viola Private Wealth. In his role, he guides clients through exclusive investment opportunities and strategic, long-term wealth planning.

Before founding his company, Viola was a partner and managing director at Pitcher Partners Sydney Wealth Management, where he helped grow the business from less than $50 million in AUM in 2001 to over $3.5 billion by 2022, having personally managed over $2 billion in AUM.

He brings over 24 years of experience in investment management to the summit where he will offer attendees insights into the client-centric approach that’s led him to be consistently ranked on Barron’s Top 100 Australian advisers list.

The Adviser Innovation Summit 2025

Technological advancements in recent years have transformed the financial advice sector – and advisers must adapt. The Adviser Innovation Summit is an all-in-one style event exploring the political, technological and social forces disrupting the sector.

The summit unites a stellar speaker line-up of industry leaders across artificial intelligence, wealth, cyber security, consulting and lead generation. The speakers include:

• Charlie Viola, executive chair, adviser and founding partner, Viola Private Wealth
• 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
• Ben Marshan, director, Marshan Consulting
• John Cachia, founder and strategic wealth adviser, Thriving Wealth
• Kerry Ong, general manager - customer, Iress
• Rob Roper, marketing and lead generation specialist
• Silvio Giorgio, data and AI executive
• Angela Shi, founder and CEO, Empathetic AI

To hear from Charlie Viola on leveraging big data for hyper-personalised advice, come along to this year’s Adviser Innovation Summit.

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.