Upcoming webinar

AI and Financial Advice : Human Judgement Required

Thursday 13 August 2026

12:00pm – 1:00pm AEST

Up to 1 CPD hour available 

Register now

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Session Overview

As AI becomes embedded in financial planning, this session challenges advisers to take a closer look at how they manage conflicts of interest in practice—whether actual, perceived, or emerging. Through practical case studies, it shows how commercial incentives, relationships and technology can shape decisions in ways that aren’t always obvious. The session makes one thing clear: AI can produce content, but it cannot assess appropriateness, context, or consequences. Strong advice isn’t defined by efficiency—it’s defined by the judgement to recognise risk, and act in the client’s best interests.

Meet your speakers

Troy Smith

Senior Manager (Technical Services), Aware Super

As Senior Manager of Technical Services at Aware Super, Troy helps financial advisers cut through complexity across superannuation, retirement, tax, and regulatory reform.

With over 20 years in financial services, his experience spans technical services, regulatory change management, and dispute resolution — including at Insignia (National Technical Services Manager), IOOF, OnePath/ANZ and Zurich.

Troy focuses on translating complex legislation into practical strategies and helping advisers navigate emerging risks and opportunities. Currently completing a Graduate Certificate in Leadership at UNSW AGSM.