It’s only once the economic tide changes and recedes that we see the new landscape it leaves behind.
In the dynamic landscape of the financial services industry, digital disruption and business innovation are reshaping the way advice firms operate.
Now, more than ever, it is crucial for these firms to navigate the evolving landscape with a keen understanding of the challenges and opportunities.
In its 11th year, the Advisor Innovation Summit will prepare advisers by participating in a leading exchange of new technologies and ideas.
Event overview
Live, innovative and technical workshop events across Sydney and Melbourne
Underlying shifts in our technological bedrock have fragmented the financial advice landscape. The integration of functional AI is uprooting established service models and represents a fundamental shift in the ways advice is delivered. While this new interplay of technology and experience creates opportunities for more personalised, holistic advice, it also harbours unforeseen risks for advisers and clients alike.
Returning in June 2025 for its 11th year, the Adviser Innovation Summit will prepare you to navigate these challenges by participating in a leading exchange of new technologies and ideas. Developed in deep consultation with financial experts, our agenda interrogates the key political, technological, and social forces affecting your profession.
Why partner the Adviser Innovation Summit
Reinforce your support of innovative products in the financial advice industry and the desire to help advisers deepen client relationships
Position your brand as an innovator in the market that offers meaningful technology and investments solutions.
Build long-term relationships with Australia’s most forward-thinking practice principals, financial advisers and licensees willing to embrace new technology and investment opportunity.
Benefit from a three-month holistic media campaign in the build-up to the event that will see your brand and key spokespeople published across Australia’s leading financial services portfolio – Investor Daily, ifa, Money Management, and SMSF Adviser.
Drive more business from an audience of 300 finance professionals who are investing time and money to learn the latest in the changing investment landscape.
Holistic campaign
More than just an event partnership…
In the lead-up to the Adviser Innovation Summit 2025, your brand will be given the opportunity to be showcased across a holistic multimedia campaign via Australia’s leading financial media brands InvestorDaily, ifa (Independent Financial Adviser), Money Management and SMSF Adviser.
Through timely interviews, profiles, podcasts, opinion pieces, and white paper hosting, coupled with advertising exposure over a three-month period, your brand will strategically position itself as leader in industry innovation in front of a targeted audience of active financial advisers.
Gold sponsor panel topics
Courage or caution? Innovative approaches to building a resilient portfolio
Hyperpersonalised advice: Leveraging big data for tailored solutions
From scramble to strategy: Powering your growth with AI
Moving beyond transactions: Building strategic partnerships to enhance advice
Comprehensive advice: Decrypting alternative asset classes
Locations
The 2025 live innovative and technical workshop events will be held across Melbourne and Sydney in June.
Wednesday 4 June
Melbourne
Pullman Melbourne on the Park
Wednesday 11 June
Sydney Amora Hotel Jamison Sydney
Principal Partnership
Our in-depth media partnership package is designed to strategically position your brand over a sustained period in the build-up to this year’s summit. Having dedicated and ongoing exposure across Australia’s leading financial brands Money Management, InvestorDaily, SMSF Adviser and ifa gives you the opportunity to raise the profile of your key analysts/executives, reinforce your commitment and showcase your strategy in one of the fastest growing sectors of the market.
Event
Branding – Branded and referred to as ‘Principal Partner’ on the ifa Adviser Innovation Summit 2024 event website
Branding – Unrivalled exposure through ‘Principal Partner’ branding throughout the marketing and communications campaign
Content – News story published on IFA website about the partnership between the Principal Partner and the Adviser Innovation Summit with comments from your executive.
Branding – Company logo to appear on all promotional EDMs
Branding – Principal Partner branding in the conference booklet
Branding – Principal Partner exhibition stand in each state
Branding – Principal Partner conference branding in each state
Networking – 5 staff registrations per state -
Speaking opportunity – 20 minute dedicated and exclusive session
Networking – 15 complimentary tickets for your brand to distribute for each year’s event
Branding – Your brand’s pull-up banner to be the only sponsor banner positioned on the main stage
Branding – Your brand to be the exclusive lanyard and name tag sponsor
See next slide for continuation of Platinum Partnership inclusions.
Principal Partnership
Continuation of Platinum Partnership inclusions from previous slide.
Marketing resource – One electronic resource sent (along with other partners) to delegates both post-event
Marketing resource – 1 Solus eDM sent to full event Delegate distribution post-event
Marketing resource – 1 Solus eDM sent to the entire ifa database.
Exhibition – Premium exhibition floor space. Stand to be provided by your brand.
Branding – Your brand on relevant post-event videos and show reels
Branding – First option to maintain Principal Partnership for 2024
M edia inclusions
Digital exposure – Advertorial published on the ifa website and promoted out via 4x native position1 insertions
Audio exposure – Your company representative interviewed on the ifa show, highlighting your business and giving insights on this rapidly evolving compliance landscape
Editorial exposure – News story published on ifa.co.au about the principle partnership between your brand and the event with comments from your executive
Digital exposure – Sustained two month advertising campaign throughout May and June on the ifa email news bulletin in the premium double tower position available as we ramp up towards the event, package tailored
Solus EDM – 1x solus EDM sent to the ifa 22,500 email database post-event
Partnership Package Investment
Principal
Platinum Partnership
Event
Branding – Branded and referred to as ‘Platinum Partner’ on the ifa Adviser Innovation Summit 2024 event website
Branding – B randed and referred to as “Platinum Partner” throughout the marketing and communications campaign
Content – N ews story published on IFA website about the partnership between the Platinum Partner and the Adviser Innovation Summit with comments from your executive.
Branding – Company logo to appear on all event promotional EDMs
Branding – Platinum Partner branding in the conference booklet
Branding – Platinum Partner exhibition stand in each state
Branding – Platinum Partner conference branding in each state
Networking – 3 s taff registrations per state
Speaking opportunity – dedicated and exclusive session (Circa 10 min utes)
Networking – Ten tickets to give to selected financial advisers in each state (two additional tickets to the Sydney conference)
Branding – 2 x p ull up banners
Marketing resource – O ne electronic resource sent (along with other partners) to delegates both post-event
Marketing resource – 1 S olus eDM sent to full event Delegate distribution post-event
Marketing resource – 1 S olus eDM sent to the entire ifa database.
Branding – First option to maintain Platinum Partnership for 2024
Med ia inclusions
Digital exposure – Advertorial published on the ifa website and promoted out via 4x native position 2 insertions
Editorial exposure – N ews story published on ifa.com.au about the principle partnership between your brand and the event with comments from your executive
Gold Partnership
Event
Branding – Branded and referred to as ‘Gold Partner’ on the ifa Adviser Innovation Summit 2024 event website event website
Branding – B randed and referred to as “Gold Partner” throughout the marketing and communications campaign
Branding – Company logo to appear on all event promotional EDMs
Branding – Gold Partner branding in the conference booklet
Branding – G old Partner exhibition stand in each state
Branding – Gold Partner conference branding in each state
Networking – 3 s taff registrations per state
Speaking opportunity – Speaking opportunity on a partner panel.
Networking – 5 t ickets to give to selected advisers per state (2 add. tickets to the Sydney conference)
Branding – 1 x p ull up banners
Marketing resource – O ne electronic resource sent (along with other partners) to delegates both post-event
