More clients. More documents.
Same standards.
A 45-minute conversation with Ankit Hunjon on how Apex Accounting & Wealth Services grew its advice volume without compromising best interests duty, document quality or its advisers.
Speaker
Ankit Hunjon
Director and Senior Financial Adviser,
Apex Accounting & Wealth Services
Speaker
Ankit Hunjon
Director and Senior Financial Adviser, Apex Accounting & Wealth Services
- Thursday, 03 Dec 2026
- 1:00-1:45pm AEDT
Continue the Conversation In Person
Join industry peers in Sydney and Melbourne in February 2027 to explore how financial services practices can scale with AI, automation and the right operating model.
Demand isn't the Constraint
anymore. Capacity is.
Every new loan adds documentation, compliance and follow-up. Files per person keep rising. Your hours don’t.
More Clients,
Same Hours.
As your client base grows, your team must handle more advice work within the same available hours.
Standards Are
Non-Negotiable
Best interests duty, SOA quality and client experience must remain consistent as your business grows.
The Bottleneck Is Usually Paraplanning
Hiring and training takes time. Outsourced work without proper quality checks can lead to rework. Without additional support, advisers may end up preparing SOAs themselves instead of focusing on clients.
Leave With a Clearer View of
How to Scale.
Australia has around 15,000 financial advisers, almost half the 28,000 it had in 2018, and demand for advice keeps rising.
More clients are landing on fewer advisers, so more documents land on each one. Experienced paraplanners are scarce and expensive to keep, and with AI note-takers, document generation and CRM automation everywhere, it’s hard to know what’s worth adopting first.
Where Adviser Time Disappears
Where research, paraplanning and admin hours really go, and what freed up the most.
Who Should
Do What
How to split work between advisers, paraplanners, systems and partners.
Quality Without the Bottleneck
Keeping documents and compliance consistent when paraplanning moves to a partner.
Your First
90 Days
What to fix in-house first, and realistic next steps on a modest budget.
A Candid Conversation.
Ankit Hunjon
Director and Senior Financial Adviser,
Apex Accounting & Wealth Services
Ankit started as a graduate at the Commonwealth Bank of Australia and became a financial adviser there. Today he’s a Director at Apex Accounting & Wealth Services, a CFP® professional and an FAAA member.
In this session he shares what changed to keep advisers in front of clients, and what he’d set up earlier next time.
Who Should Attend.
- Principals and owners: grow the book without adding headcount risk.
- Senior and lead advisers: get your evenings back from document production.
- Practice and operations managers: find where advice stalls and fix it.
- Anyone accountable for advice delivery: turn more clients into completed advice without burning out the team.
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