Plenary 3: Wednesday 25 November 2026 | 8:30am - 10:00am

EXPLORE NEXT GENERATION CLIENT REVIEWS

Smarter, faster, more human

With Corey Wastle CFP®, Bianca Musico CFP®, Rob Pyne CFP®

Moderated by Simon Hoyle

Session Overview

The advice profession has spent decades refining how to win clients and onboard them efficiently. The next challenge is learning how to keep them.

As AI transforms advice delivery, automates routine tasks and makes information more accessible than ever, the critical question for advisers is no longer how efficiently they can produce advice—it's how they continue to create value long after the Statement of Advice has been delivered.

Moderated by Simon Hoyle, this dynamic plenary panel will move beyond theory and into the realities of ongoing client service. Through insightful questioning and robust discussion, Simon will challenge leading advisers to unpack what a truly valuable review experience looks like in an AI-enabled world. How do you keep clients engaged for years? How do you demonstrate value when information is increasingly commoditised? And how do technology, pricing, service models, and advice philosophy combine to create an experience clients are willing to pay for?

Through the lens of Congress's “Explore” theme, the discussion will examine the tensions shaping the future of advice: data versus meaning, automation versus trust, expertise versus curiosity, and efficiency versus human connection. From personalised digital tools and evolving client expectations, client attrition and AI-driven business models, this session will explore what clients will want from their adviser not just today, but in 2030 and beyond.

As AI handles more of the process, the human advantage becomes more valuable than ever. "AI can generate answers. Great advisers create meaning."

Explore how the next generation of client reviews can be smarter, faster and more human—and discover why your greatest competitive advantage may no longer be what you know, but how you help clients navigate what matters most.

Meet your speakers

Corey Wastle CFP®

CEO, Verse Wealth

Corey Wastle is the CEO of Verse Wealth, a multi-award-winning firm providing advice across Australia. Verse is recognised by the industry for its client experience, innovation, and culture.

Rob Pyne CFP®

Founder & CEO, HPH Solutions

Rob Pyne is the founder and CEO of HPH Solutions, an independent, employee-owned financial planning firm he established in 2002. Over more than two decades, Rob has grown HPH into one of Western Australia's most respected advice businesses, now serving close to 2,000 client families.

A CFP® professional and Fellow of the FAAA, Rob has spent his career working through the real challenges of building and scaling a financial planning business. He also hosts The Trusted Adviser podcast, where he explores the business of advice with some of the profession's most thoughtful practitioners and consultants.

Outside the office, Rob is a basketball tragic, married to Emma, and the proud father of three adult children - a music man, a media man, and a nursing student daughter.

Bianca Musico CFP®

Principle & Senior Adviser, WARR HUNT

Bianca Musico is a Principal and Senior Adviser at WARR HUNT in Melbourne.  Bianca joined the firm in 2013 and holds the leadership responsibility of Head of Advice. In recognition of her commitment to helping her clients live their ideal lives for over 10 years, Bianca became a Principal of the firm in 2024. She is passionate about developing the next generation of adviser and ensuring as many people as possible get access to sound financial advice.

Meet your moderator

Simon Hoyle

Journalist

Simon Hoyle is editor of Retirement Magazine, a publication aimed at key decision-makers in Australia’s retirement system, with the aim of encouraging world-leading policy and business settings for the decumulation phase of superannuation. Simon has 40 years’ experience as a reporter and editor, starting his career in 1986 with BRW and Personal Investment Magazine, before joining the team that launched Money Management.

He spent 11 years with the Australian Financial Review covering financial services, with a focus on insurance, superannuation and asset management, and was appointed deputy companies editor and editor of the paper's Smart Money section. He was an investment writer for the Sydney Morning Herald and The Australian before joining Conexus Financial in 2007 as editor of Professional Planner. In 2018, he joined CoreData Research as head of market insight, and rejoined Conexus in 2022.

FAAA Member Registration

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