Iress announces inaugural WealthTech Summit to unite the community and shape the advice industry’s future

Industry leaders in financial advice, technology and innovation will gather in Melbourne this month for Iress’ inaugural WealthTech Summit – a one-day CPD-accredited event designed to bring together the advice community to explore the tools, trends and transformation shaping the next era of financial advice.

Hosted by Iress at the Grand Hyatt in Melbourne on 6 August 2025, Iress’ WealthTech Summit seeks to foster collaboration and spark discussion around how digital transformation and client experience expectations are redefining the delivery of financial advice in Australia.

Iress CEO – Wealth APAC, Kelli Willmer, said, “The WealthTech Summit isn’t just another industry event, it’s a platform for meaningful action. We believe true success today comes from uniting the community to look beyond tools and technology, and focus on the people, culture and operational models that will define tomorrow’s advice landscape.

“Iress’ WealthTech Summit brings together some of the brightest minds across financial advice, wealth management and technology to connect, reflect and consider how we work together to shape the future of our industry. Our ambition is to equip the advice community with the insights and support that enable them to adapt, grow, and continue delivering high-quality advice in an increasingly complex environment.”

More than 150 attendees will come together to gain CPD-accredited insights from industry experts including:

• Neo Aplin and Dr Amantha Imber from Inventium on ethical and effective AI adoption in financial services and how wealth management businesses can boost resilience in today’s rapidly shifting landscape.
• Critical insights from Deloitte Partner, John O’Mahony, and social researcher and futurist, Mark McCrindle, who will explore Australia’s shifting demographics and behaviours and how they will reshape the advice needs of the future.
• A deep-dive into cyber strategy with The Cyber Collective and Software@Scale.
• A discussion on open architecture and the connected future of wealth platforms featuring Amazon Web Services, Morningstar, HUB24, Count and Iress.

For more information, visit: www.iress.com/blog/iress-wealth-tech-summit-2025-corp-ent