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  • CPD Webinar Series: Building an AI-enabled advice practice
Netwealth IQ Webinar Series

Building an AI-enabled advice practice

Practical insights to help advisers understand, prepare for and apply AI with confidence.

Register now



Overview

AI is rapidly becoming part of advice businesses, but knowing where to begin can be difficult. 

This special four-part CPD webinar series provides a structured pathway to help advisers and practice teams understand AI, prepare their business, explore practical applications and see real-world examples in action. 

Each webinar is valuable as a standalone session, but together they create a complete learning pathway designed to give you the knowledge, frameworks and practical considerations needed to evaluate where AI could fit within your advice process and build the confidence to make more informed implementation decisions.

Step 1: Understand

AI in the advice room

Wed, 11 Nov 2026, 12-12:30pm AEDT

Build a foundational understanding of AI and its implications for advice businesses. Explore what sits behind AI-generated outputs and why understanding the technology matters before putting it into practice. 

You’ll learn:

  • How AI produces answers and summaries
  • The difference between AI assistants and AI agents
  • Why AI outputs can be inaccurate or incomplete
  • What advisers should check before relying on AI-generated information

Step 2: Prepare

Building an AI-ready advice practice

Wed, 18 Nov 2026, 12-12:30pm AEDT

Before you hand work to AI, your practice needs the right foundations. This session explores the four pillars of AI readiness: data, systems, governance and technology. 

You’ll learn:

  • How to assess your practice's AI readiness
  • Why data quality and accessibility matter
  • Governance considerations for AI-supported workflows
  • How to evaluate existing technology and integrations

Step 3: Apply

What could agentic AI actually do inside an advice workflow?

Wed, 25 Nov 2026, 12-12:30pm AEDT

Move beyond theory and examine practical use cases across the advice process. Learn how AI may support review preparation, research, modelling inputs, advice production and client communications, while understanding where professional judgement remains essential.

You’ll learn:

  • Practical AI use cases across the advice lifecycle
  • How agentic workflows differ from traditional automation
  • Ways to measure effectiveness and efficiency
  • How to design and assess pilot programs

Step 4: In Practice

AI in advice: from insight to implementation

Wed, 2 Dec 2026, 12-1pm AEDT

See how AI-enabled workflows can support the advice process in a live demonstration, and  join industry-leading voices for a candid discussion on the opportunities, challenges and dilemmas AI presents for advisers today.

You’ll learn:

  • How AI-enabled workflows can support the advice process in practice
  • Where AI can improve efficiency and where professional judgement remains essential
  • How trust and human relationships remain central in an AI-enabled advice experience
  • What happens when clients increasingly use AI themselves
About the speakers

Silvio Giorgio

GM of Data and AI, Netwealth

Silvio Giorgio leads Netwealth’s Data & AI function, bringing together data, analytics, governance, integration, and artificial intelligence capabilities. With extensive experience building and scaling data and AI teams at Australia Post and Coles, he is recognised as one of Australia’s leading voices in the field. Named Australia’s #1 Analytics Leader in 2020, Silvio is known for delivering large-scale data and AI initiatives that create measurable business value, while helping organisations harness emerging technologies responsibly to improve customer experiences and business outcomes.

Alex Gassner

Co-Founder and CEO, Paradino

Alex Gassner is Co-Founder and CEO of Paradino. Beginning his career as a paraplanner and financial adviser, he later worked in practice development and advice auditing at KPMG before building and running paraplanning businesses that supported hundreds of advisers. Drawing on deep experience across advice production and operations, Alex focuses on applying AI to improve efficiency, consistency and scale, helping advice teams spend more time on the work that requires human judgement and client relationships.

Josh Ratnarajah

Co-Founder and CTO, Paradino

Josh Ratnarajah is Co-Founder and CTO of Paradino. After starting his career as a paraplanner and financial adviser, he moved into technology, helping develop financial planning tools and leading engineering teams across financial services globally. With experience spanning advice, software engineering and AI, Josh focuses on building technology that streamlines complex advice workflows while keeping advisers in control, enabling teams to deliver advice more efficiently without losing human oversight.



Who should attend

This series is for financial advisers, practice principals, operations managers and support staff who want to better understand, assess and apply AI within their business, without getting lost in technical jargon or vendor hype.

Register now and earn CPD points

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