Upcoming webinar

Exploring how the use of AI in Financial Planning Impacts Ethical Practice

Tuesday 14 April 2026

12:00pm – 1:00pm AEST

Up to 1 CPD hour available 

Register now

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Session Overview

Discover how AI is transforming financial planning and what it means for ethical practice. This session will delve into the regulatory and ethical frameworks that guide responsible AI use, explore practical governance strategies, and highlight real-world case studies. Learn when and how to disclose AI use, manage client expectations, and maintain professional judgment in an evolving landscape.

Presented by leading experts Ben Marshan CFP® and Dr Katherine Hunt, this webinar offers essential insights for today’s advice professionals.

Meet your speakers

Ben Marshan CFP®

Managing Director, Marshan Consulting

Ben Marshan CFP® LRS® is Managing Director of Marshan Consulting, Financial Advice Association Australia board member, a director of the Future2 Foundation, and a member of the Australian Institute of Company Directors (AICD). His consulting work and advisory board roles with fintech and social impact ventures provide real-time market intelligence informing board decisions. As General Manager Policy & Advocacy at the FAAA and Director of Policy at CALI, Ben delivered measurable regulatory improvements and pioneered guidance on retirement income, digital advice, and innovation-frameworks practitioners use daily. Ben chairs the FPSB Regulatory Engagement Group, shaping global standards. He holds a Master of Commerce (Financial Planning) and an MBA.

Dr Katherine Hunt

Chief Research Officer & Co-Founder

Dr Katherine Hunt combines her expertise in ethics with her passion for financial advice to lead global research projects with real world impact. Katherine holds a PhD in “The Law and Economics of Microfinance” from Erasmus University of Rotterdam, University of Hamburg, and the University of Bologna. Katherine has a strategic view of important issues, granted by a Bachelor of Psychological Science, alongside her Bachelor of Commerce and First Class Honours in Finance.

The author of dozens of peer-reviewed academic journal articles, textbooks, and book chapters, Katherine leads through example in her quest to share knowledge and make the world a better place. Katherine has co-authored the textbook “Everyday Ethics for Financial Advisers”. Katherine has undertaken field research in places such as Pakistan, Bhutan and Nicaragua, and has visited 66 countries (so far), and surfed in more than 20 of those.