Use AI Without
Risking Your
Licence
Use AI in your practice - compliantly, confidently, and with full control.
Your clients' data. Your licence. Your reputation.
AI is already in your industry. The question isn't whether to use it - it's whether you'll use it in a way that reduces risk to your clients and your practice, or find out the hard way what "reasonable steps" actually means.Regulated financial Professionals, Ready to Build.
- You're a practising mortgage broker, accountant, financial planner, or advisor
- You've tried ChatGPT or Claude but stopped because you weren't sure about client confidentiality
- You want to save hours on admin but won't risk breaching your professional obligations
- You'd rather learn from someone who runs a regulated financial practice on AI, day to day
- You want to walk out with tools built for YOUR profession that you'll actually use Monday morning
- You're looking for a generic "AI for beginners" seminar - plenty of those exist
- You don't work with confidential client data or regulated obligations
- You want to learn coding, programming, or developer tools
- You're just after a certificate to hang on the wall - while we do issue a certificate, this is about capability, not just credentials
Claude-Led. Platform-Aware.
All hands-on work in the room is built around Claude - the platform we use daily in professional practice for its privacy and compliance-friendly architecture. However, we'll also touch on how Gemini, ChatGPT, and Grok compare, so you leave with a clear view of the landscape and can make informed decisions for your practice - even though every exercise is completed in Claude.
Four Layers, One Day.
The day is built in layers. We start with getting Claude set up properly for your practice - including your compliance obligations. Then we go deeper into how to think and build with AI. After lunch, you build a real website and deploy it live. You leave with profession-specific tools, templates, and proof you can do this.
- -Get Claude configured for professional practice
- -The right plan, privacy settings, and memory controls
- -Your obligations under APP 8, APES 110, NCCP, and FASEA - in practical terms
- -Run a real professional task through a compliance-aware workflow
- -Two modes: Claude as thinking partner, Claude as build engine
- -Set up your workspace, projects, and practice rulebook
- -Learn what to share with AI and what to protect
- -Prompt engineering basics - and how to spot a hallucination before it reaches a client
- -Security hygiene and backup practices
- -You'll build a professional webpage from scratch using Claude - and you can apply the same principles to build anything else you want.
- -The point is learning the workflow: how to brief AI, shape the output, review it, and deploy it
- -Once you learn this process, you'll use it for everything - client documents, compliance templates, practice resources
- -Step-by-step, with direct support in a 12-person room
- -135 minutes of hands-on building
- -Build your first custom AI skill - for YOUR specific workflow, including when to hand tasks off to sub-agents
- -Profession-specific AI tools and compliance templates handed over
- -Your personal AI action plan for Monday morning
- -Certificate and private community access
Built in the Room. Yours to Keep.
Yes, you'll build and deploy a real webpage during the workshop. But what you're actually learning is the workflow - brief, shape, review, deploy. The same process works for client documents, compliance templates, and anything else your practice needs. The website is proof you can do it. The skill is what you keep.
Claude set up properly for your practice - your obligations, your communication style, your industry context. Every session you open after today, Claude already knows how you work.
Not one of ours - yours. Built for your specific workflow, by you, in the room. Learn to build skills and you'll keep building them.
Custom AI skills built for your industry's actual tasks - ready to install in Claude. Not generic prompts. Brokers get loan scenario modellers and compliance checklists. Accountants get BAS prep notes and client file summaries. Advisors get SOA narratives and review meeting prep. Your profession, your skills.
Engagement letter AI clause, a compliance-aware workflow flowchart, and a security checklist - all tailored to your professional obligations. Three documents. Pin them next to your monitor. Ready Monday.
A pre-structured Claude Project for your practice, plus a session management guide so nothing gets lost. Clone the project, follow the system, keep going after the day.
Certified AI Practitioner - Regulated Professionals, issued by Comma Advisory. Plus access to an invite-only group of professionals who completed the same workshop. Post-workshop support and a direct line to the facilitator.
From AI to PI
From AI (artificial intelligence) to PI (Personal Intelligence). This bootcamp isn't about the tools. It's about building the judgment to use them well. That's the edge your clients pay for.
What to Expect
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Small room, real attention.
12 seats maximum. No lecture theatre. You'll get direct, personalised help - not a webinar with 200 strangers.
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Your profession's tools, not generic prompts.
Every AI skill, template, and custom instruction is built for YOUR industry. Brokers get broker tools. Accountants get accountant tools. Advisors get advisor tools. Same room, different toolkits.
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An AI assistant vs. an AI agent - and why it matters.
You'll leave understanding the difference in plain terms, so you know exactly what you're deploying in your practice and when.
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Hands-on from after lunch.
The morning gives you the knowledge and the compliance framework. The afternoon is all building. You will create, test, and deploy something real.
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Built for professionals, not developers.
No coding. No terminal commands. No jargon. If you can write an email, you can do everything we'll cover.
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This website was built exclusively with Claude Design.
The website you're reading right now was created using the same tools you'll learn in the workshop - you'll leave knowing how to build something similar yourself.
I run a licensed brokerage and advisory practice, and I built the systems behind it with Claude. The workflows, prompts and compliance guardrails in this bootcamp are the ones I use every day in a regulated business, not material I put together for a training course.
I've been helping businesses with technology since 2018, first through automation and integrations, now through AI. Before that, thirteen years in facilitation and training across financial services. I hold a Cert IV in Training and Assessment and a BBA.
What is discussed during the bootcamp is what I do myself, not what I read about.
Everything You Take Home.
5 custom Claude skills built for YOUR profession - not generic prompts everyone gets.
Loan options compared in minutes. Responsible lending checklist - no missed items. File notes drafted before you leave the meeting.
Client file summaries in minutes. BAS prep notes - consistently thorough. Turn jargon into plain English quickly.
SOA narratives drafted for you in minutes. Review meeting prep done quickly. Fee disclosure your clients actually understand.
Install in one click - ready whenever you need them.
A ready-to-use paragraph for your engagement letters that discloses AI use and obtains client consent. Written for your profession's standard letter format. Reviewed, practical, yours to keep.
A one-page flowchart: before you put client data into Claude, run through these checks. Covers APP 8 disclosure, APES 110 confidentiality, consent, and data handling. Pin it next to your monitor.
A pre-written instruction block tailored to your profession. Paste it into Claude and it immediately behaves like a professional assistant who understands your industry, your obligations, and your communication style.
A pre-structured Claude Project for your practice - folder structure, custom instructions, initial context. Clone it and start working on real client tasks immediately.
How to organise your Claude work so nothing gets lost - when to start fresh, how context windows work, how to separate thinking from building, and how to keep Claude on track across multiple sessions.
What to share with Claude, what never to share, how to limit access, and backup practices. One page. No jargon.
Invitation to the private practitioners-only group. Post-workshop support, shared use cases, weekly tips, and a direct line to the facilitator when you get stuck.
Early Bird. Limited Seats.
- ✓Full-day workshop (9am – 5pm)
- ✓A live website you built and deployed - plus the workflow to build anything else
- ✓Build your own custom AI skill - guided, in the room
- ✓5 profession-specific AI skills (install in one click)
- ✓Engagement letter AI clause (ready to use)
- ✓Compliance-aware AI workflow checklist
- ✓Claude custom instructions for your profession
- ✓Project starter template and session management guide
- ✓Security checklist
- ✓Certificate: Certified AI Practitioner - Regulated Financial Professionals
- ✓Private community access
- ✓Lunch, morning tea, and afternoon tea
Seats are limited to 12 per cohort. Applications are reviewed to ensure the right fit. Open to brokers, accountants, and financial advisors - each attendee receives their profession's toolkit.
Your Workshop Fee - 100% Credited.
If you engage Comma Advisory for any service within 30 days of attending, your full workshop fee is credited toward the engagement. The workshop pays for itself.
Straight Answers.
Some familiarity with Claude or ChatGPT is helpful but not required. We don't spend the morning on basics - we get you set up properly and move into real work quickly. If you've never used AI at all, reach out before applying and we'll point you to a few things to try first.
Claude by Anthropic. We chose it because it has the strongest privacy and data handling options for professionals working with confidential client information. You'll need a Claude account - we'll help you set one up before the day.
Not currently. The content is designed to meet the substance of continuing professional development in AI governance and practice management. It may be recognised as CPD - check with your professional body for formal recognition.
We'll touch on how Gemini, ChatGPT, and Grok compare so you leave with a clear view of the landscape, but all hands-on work is with Claude - the platform we use and trust for professional work.
A laptop with a Claude account (paid plan preferred). We'll send you a setup guide before the day covering exactly what to prepare - including setting up a free Cloudflare account for the website deployment.
Yes - the seat is transferable to a colleague in the same profession who meets the application criteria.
If by the end of the day you genuinely feel it didn't deliver, tell us and we'll refund your seat in full. Tickets are otherwise non-refundable but transferable.
Venue and full details are confirmed upon acceptance. First session: Friday, 11 September 2026, Brisbane, QLD.
We only accept regulated financial professionals - brokers, accountants, and financial advisors - so the compliance content and tools are directly relevant to everyone in the room, and we cap at 12 so you get real attention. The application ensures the room is right for you - and you're right for the room.
Yes. The core skills - setting up Claude properly, compliance frameworks, building with AI, deploying a website - apply across all financial professions. The compliance teaching covers APP 8, NCCP, APES 110, and FASEA so every profession is addressed. And your handover toolkit (skills pack, custom instructions, templates) is built specifically for YOUR profession.