Flagship summit

Shaping Advice Summit

Thursday 30 July 2026 Four Seasons Hotel Sydney

This flagship Financial Services Council event gathers senior leaders from advice licensees, superannuation funds, platforms, asset managers, policymakers and service providers. The summit examines how the industry can deliver improved financial outcomes while navigating regulatory reform, DBFO and CSLR settings, rising compliance costs, technology adoption and evolving consumer expectations.

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Program

Download program (PDF)

Thursday 30 July 2026

Four Seasons Hotel Sydney · registration from 8:15am

9:00 Conference opening Framing the year ahead for advice.

The summit opens with a state-of-the-sector address on the regulatory, economic and consumer forces reshaping advice in Australia.

Blake Briggs CEO, Financial Services Council

9:10 Keynote - State of Advice research The latest data on advice demand and capacity.

Andrew Inwood presents CoreData's latest research on advice demand, capacity constraints and the growth outlook for the profession.

Andrew Inwood Founder & Principal, CoreData

9:25 The structural shift - investment in advice Capital flows and evolving business models.

A panel exploring capital flows into advice businesses, investor motivations and how business models are evolving. Panellists include Paul Barratt (AZ NGA), Matt Fogarty (Infocus), Andrew Inwood (CoreData) and Melinda Howes (AMP).

Andrew Inwood Founder & Principal, CoreData

10:00 Keynote & fireside chat The Opposition's perspective on the sector.

The Hon. Tim Wilson MP, Shadow Treasurer, discusses the Opposition's view on financial services, economic growth and fiscal responsibility, moderated by Blake Briggs.

The Hon. Tim Wilson MP Shadow Treasurer

Blake Briggs CEO, Financial Services Council

11:00 Australia's advice gap Meeting unmet demand for guidance.

With projections that around 1.7 million Australians who want advice will be unable to access it, this panel examines how the gap can be closed. Panellists include Matt Brown (Fortnum & PFS), Adrian Gervasoni (Industry Fund Services), Andrew Gregory (UniSuper), Jason Hoang (InvestStream) and Chris Weldon (MUFG).

11:40 Navigating the new tax landscape Consumer protections and reform.

A discussion of regulatory reform following recent fund collapses, addressing consumer protections, CSLR reform and DBFO progression. Panellists include Bryan Ashenden (BT), Daniel Shrimski (Vanguard), Geoff Wilson AO (WAM) and Keith Cullen (WT Financial Group).

12:20 Fireside chat with ASIC Regulator priorities for advice.

ASIC Commissioner Alan Kirkland discusses the regulator's priorities and outlook for the advice sector, moderated by Blake Briggs.

Alan Kirkland Commissioner, ASIC

Blake Briggs CEO, Financial Services Council

1:50 Targeted reform, better outcomes Scalable, technology-enabled advice.

An industry-led response to the advice gap, exploring scalability and technology solutions. Panellists include Andrew Alcock (Hub24), Kate Farrar (Brighter Super), Neil Younger (Entireti), Lachlan Reardon (NMG) and Chaneg Torres (FSC).

Andrew Alcock CEO, Hub24

Kate Farrar CEO, Brighter Super

Neil Younger Group CEO, Entireti

2:30 Platforms, providers & the value chain Enabling advice through technology and AI.

How platforms are enabling advice delivery through technology, automation and AI. Panellists include Matt Heine (Netwealth), Renee Howie (Insignia Financial), Darren Pettiona (Dash) and Blake Briggs (FSC).

Blake Briggs CEO, Financial Services Council

3:30 Building trust in an AI world Four practical lessons on trust and AI.

Nigel Dalton and Manu Iyer (Thoughtworks) share practical lessons for building trust while harnessing AI, drawn from retail, healthcare, automotive and logistics. Moderated by Sam Wall (Iress).

3:55 Managed accounts - growth, governance & regulation A market approaching $300 billion.

Exploring SMA/MDA growth approaching $300 billion, the governance challenges involved and regulatory expectations. Panellists include Kristine Goodwin (AMP), Grant Hackett OAM (Generation Development Group), Matt Lawler (Akumin) and Sarah Brennan.

4:40 Event close & networking drinks Where to from here.

Closing remarks followed by a cocktail networking event from 5:00pm.

Speakers

Blake Briggs

CEO, Financial Services Council

Andrew Inwood

Founder & Principal, CoreData

The Hon. Tim Wilson MP

Shadow Treasurer

Alan Kirkland

Commissioner, ASIC

Andrew Alcock

CEO, Hub24

Kate Farrar

CEO, Brighter Super

Neil Younger

Group CEO, Entireti

Tickets

Member

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

Non-member

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

Early-bird rates until 7 July 2026. The cocktail event is included in every ticket.

CPD: 5 hours · 5 CPD points

Shaping Advice Summit

Program

Thursday 30 July 2026

Speakers

Blake Briggs

Andrew Inwood

The Hon. Tim Wilson MP

Alan Kirkland

Andrew Alcock

Kate Farrar

Neil Younger

Register for Shaping Advice Summit

Tickets

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