Overview

The financial services industry is in the midst of a profound technological shift. Artificial intelligence, data, and emerging technologies are transforming how wealth is created, managed, and delivered — from superannuation and financial advice to investment management and regulatory oversight.

The Technology in Wealth Summit will bring together senior leaders and practitioners, innovators, regulators, and technology partners to explore how these advancements are being adopted and what the future holds. At the core of this transformation lies data — the fuel enabling automation, insight, and intelligent decision-making across every aspect of the financial ecosystem.

This full-day forum is designed to move beyond the hype. Through hands-on demonstrations, interactive panels, and forward-focused dialogue, the program will cover:

  • How AI and data are already reshaping superannuation, advice, and investment operations 
  • The rise of RegTech and governance frameworks to manage risk and compliance 
  • Cyber resilience and how AI is used both to prevent and to perpetrate scams and fraud 
  • Building ethical and responsible AI systems that maintain trust and transparency.

Delegates will leave with deeper insight into how AI, data, and emerging technologies are influencing the future of wealth management — and fresh opportunities to connect, collaborate, and continue the conversation across the sector to deliver better outcomes for members and clients.

You will take away actions, practical insights, frameworks, and contacts to accelerate responsible AI adoption in your own organisation.

This event is recognised as contributing to Continuing Professional Development (CPD): 5 hours | 5 CPD points.

 

SPONSORS

major partners

Supporting partners

Networking Partner

Session Partner

Contact This email address is being protected from spambots. You need JavaScript enabled to view it. for sponsorship opportunities.

PROGRAM

9:00am | Summit Opening
9:10am | [ SESSION 1 ] The AI Inflection Point: What Comes Next for Financial Services
9:45am | [ SESSION 2 ] From Concept to Deployment: Enabling AI in Financial Services
11:10am | [ Session 4 ] Consumers Are Turning to AI First — Are You Ready for the Shift?
11:55am | [ Session 5 ] Real time demonstration: AI Is Transforming Risk Management in Financial Advice
1:20pm | [ Session 6 ] Geopolitics, Technology and the Future of Wealth
3:30pm | [ Session 9 ] AI and the Future of Portfolio Construction
4:15pm | [ Session 10 ] CEO Perspectives: Decisions that matter
4:55pm | Closing insights

SPEAKERS

Rob Ansari
Partner – Global Lead Mercer Analytics & Portfolio Solutions (Dublin)

Biography

Amber Auld
Head of Capital Markets, Insurance & Banking, Microsoft Australia & New Zealand

Biography

Blake Briggs
CEO, Financial Services Council

Biography

Keith Cullen
Managing Director and CEO, WT Financial Group

Biography

Jason Entwistle
Director Strategic Development, Hub24

Biography

Damian Graham
Group Chief Investment Officer, Challenger Limited 

Biography

Nick Hamilton
Managing Director & CEO, Challenger Limited

Biography

Will Liang
CEO, Amplify AI Group

Biography

Wendy Mak
Chief Marketing Officer, MUFG Pension & Market Services

Biography

Subraya Pai
Strategic Client Relationship, BlackRock

Biography

Mark Pesce
inventor, educator and futurist

Biography

Rebecca Pope
Head of Marketing & Communications, Vanguard Australia

Biography

Kelly Power
Chief Executive Officer of Superannuation & Investments, Colonial First State Investments

Biography

Alison Telfer
Chief Executive Officer, Schroders Australia

Biography

Dr Merriden Varrall
Special Advisor | Geopolitics, KPMG

Biography

Blair Vernon
Chief Executive Officer, AMP Limited

Biography

Ticket PRICING - EARLY BIRD RATES

MEMBER

Individual: $395 +GST
Table of 8: $3,080 +GST

NON MEMBER

Individual: $495 +GST
Table of 8: $3,880 +GST 

*Cocktail Event included in cost.


View the booking terms and conditions here.

00
00
00
00

Event DETAILS

Date

Wednesday 6 May 2026

TIME

8:15am / Registration and refreshments
9am - 5pm / Event sessions
5pm - 6pm / Networking drinks

VENUE

Four Seasons Hotel Sydney
199 George Street, The Rocks

REGISTER NOW