Unlocking the Future: Insights from the Symphony Conference

This February, over 150 advisers and AFSLs gathered at Microsoft's offices in North Sydney for the highly anticipated Symphony Conference 2025 hosted by Fin365, Principals Community, and Netwealth.

This February, over 150 advisers and AFSLs gathered at Microsoft‘s offices in North Sydney for the highly anticipated Symphony Conference 2025 hosted by Fin365, Principals Community, and Netwealth.

One of the most exciting moments came from a keynote session with one of the Heads of Copilot at Microsoft, who unveiled several thrilling updates on the AI-driven assistant.

The central theme of their address, “Why Not Microsoft?” sparked thought-provoking discussions, challenging attendees to consider the untapped potential of technology platforms and encouraging Microsoft to explore even more innovative horizons.

Technology is no longer a distant concept—it's here, and it's now.

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The conference wasn't just about the cutting-edge; it also celebrated the experiences and journeys of practitioners navigating this evolving space.

Hearing firsthand stories from experts on the ground provided invaluable insights and a sense of community. Industry leaders from IRESS, Netwealth, and HUB24, among others, enriched the event with their expertise, making it an unforgettable two days.

The Symphony Conference 2025 was a reminder of the critical role collaboration plays in shaping the future

Whether through the seamless integration of AI in advisory services or the adoption of advanced platforms, the message was clear: technology is no longer a distant concept—it’s here, and it’s now.

For those who were there, including myself, I left inspired to explore new possibilities and hope others will leverage the tools showcased to drive success in your practices. And for those who couldn’t attend, the journey has only just begun—stay tuned for more exciting developments as Microsoft continues to innovate and help firms grow together.

Jason Ryan, CFP

Jason is the Global Head of Sales and Marketing of DBA. He has over 20 years of experience working with some of the largest financial institutions in Australia. He is a Certified Financia Planner and an SMSF Specialist, with a bachelor’s degree in Accounting from Victoria University.