Schedule and Agenda


09:00am - 09:30am

Arrival refreshments, registration, networking and exhibition open

09:40am - 09:45am

Welcome from the master of ceremonies

09:45am - 09:55am

Hot Seat with Principal Partner NAB

Join Annie Kane, Managing Editor of The Adviser, in a conversation with NAB as they delve into the key trends shaping the lending market and provide insights into the anticipated developments for 2024.

Annie Kane
Annie Kane
Adam Brown
Adam Brown
09:55am - 10:35am

Keynote: Mind strength: Hear from the woman who coaches the world’s top CEOs

Mental fitness is the foundation of high performance.

Hear from Dr Jodie Lowinger, award-winning clinical psychologist, anxiety, resilience and mindset expert and business strategist as she shares her Mind Strength Method and her keys to high performance.

Executive and Mindset Coach to global leaders across leading corporates such as Google, Microsoft and Amazon, Dr Lowinger is often considered a CEO’s secret weapon, helping drive transformation and high performance in leaders and teams. She is also a coach to founders of high-growth start-ups, equipping entrepreneurs with the tools to build high performance and resilience through uncertainty and change.

Dr Jodie Lowinger
Dr Jodie Lowinger
10:35am - 10:50am

Elite Broker Live: Unveiling the Secrets of Success from Australia's Leading Brokers

Join us for "Elite Broker Live," where successful brokers come together to share their invaluable insights, best practices, and real-life experiences in the dynamic world of mortgage brokerage. Gain access to a wealth of knowledge and top tips from seasoned professionals who have been there, done that, and achieved remarkable success.

Annie Kane
Annie Kane
Scott Rumble
Scott Rumble
Lee Barron
Lee Barron
Joshua De Buelle
Joshua De Buelle
Kieran Jefferies
Kieran Jefferies
Katherine Persoglia
Katherine Persoglia
10:50am - 11:20am

Morning Tea

11:20am - 12:00pm

Keynote: The Human Factor: Elevate These 5 Core Skills to Thrive in an AI World

Artificial Intelligence is fundamentally reshaping the world of financial advisers! While AI might make it easier to become competent, how do you become exceptional?

Nick will discuss five timeless human skills which, when enhanced by technology, become remarkable differentiators for you in an increasingly complex landscape. As technology marches forward, our unique human qualities become even more valuable.

  • Service: While AI boosts efficiency, it paradoxically emphasizes the unique value of human service. How can we enrich customer/stakeholder experiences in an environment obsessed with speed?
  • Communication: These days it seems everyone has a megaphone, but very few people are truly heard. In the endless stream of data and code, your words matter. How can you communicate with impact in this new context?
  • Relationships: Business is about people and you cannot automate authenticity. How can you build genuine relationships in an impersonal, digital age?
  • Leadership: Will AI do to managers what video did to the radio star? What will be the roles of leaders and managers in an AI-driven world?
  • Adaptability: Change is inevitable, but why do some adapt while others falter? Stop planning for a future you can't predict. Often agility beats strategy so you must cultivate the skills to be ready to adapt and innovate at pace?
Nick Abrahams
Nick Abrahams
12:00pm - 12:40pm

Keynote: 10 lessons from running a purpose-led business (NSW, WA, QLD, VIC only) & Turning a tiny business into a global sensation (SA only)

10 lessons from running a purpose-led business
Simon will share the Who Gives A Crap story of taking the company from an idea to more than $10 million donated, including its viral crowdfunding campaign and 2–3x year on year growth for almost 10 years. From there he will share 10 key lessons, including ‘doing good is doing business’ – the idea that it’s possible to build a bigger and better business by donating profits rather than holding onto them – and the power of being in the business of delight. This action-packed talk will make you laugh and feel inspired to think differently about the positive impact we can all have on the world.

Turning a tiny business into a global sensation
Carolyn will share her story from where she began 31 years ago as an 18 year old university student to where she is today. How she bought the tiny muesli business for $1000 and how she entered the supermarket space. She will share her top business tips and how she juggles full time work and being a mother of 4 children. Carolyn’s determination and focus on producing quality products using whole foods, has seen Carman’s build a strong following in more than 30 countries around the world. The inspirational talk will give a glimpse of life at Carman’s and how she keeps her staff motivated and has been voted one of the best places to work."

Simon Griffiths
Simon Griffiths
Carolyn Creswell
Carolyn Creswell
12:40pm - 01:11pm

Augmented Mortgage Broking Excellence: Unveiling TED Talk-Like sessions with our partners on strategies, technologies, and time-efficient solutions for mortgage brokers

Maximising efficiencies and commissions: The power of strategic outsourcing for mortgage broking businesses

  • Discover how VA Platinum’s customised recruitment process sets a new standard in outsourcing excellence.
  • Learn how VA Platinum’s specialised mortgage broking training program and support network can give your team the edge.
  • Discover VA Platinum’s rigorous data security policies and learn about the best practices for working with an outsourcing provider.
  • Find out about one of our core values: ‘people-focused’.
  • You’ll discover how we care for your outsourced team members so they stay happy, healthy and productive.
  • Let’s discuss how we can help you find an outsourced team member who is 30 per cent to 50 per cent more cost effective than local talent (and who is just as good!)

Mystro: Augmented Mortgage Broking Excellence
Mystro is the leading provider of automated workflows for client onboarding and lifecycle management. Mystro's mission is to make the lives of financial professionals easier and more enjoyable.

  • How Brokers Save Time with Automated Client Onboarding Workflows in Mystro
  • Streamlining Broker Operations with the Help of AI Assistants
  • Preparing Your Business for the Next Technological Revolution

Quickli saves you time and helps you build trust with your clients

  • Results you can rely on
  • Fast insights deliver value to your clients in real time
  • Dynamic warnings and policy help to lodge deals with confidence
  • Guidance through the entire preliminary assessment process, including funds position and product comparison
  • It takes 5 minutes to get started

Generating better quality leads with

  • How to generate higher quality home loan leads using the technology.
  • How to diversify your business by offering asset finance using the technology.
  • Tips and best practices to maximise your lead generation.
  • How to activate your mortgage clientele to make them aware of your asset finance capabilities.
  • Marketing support and dedicated asset finance team members for your business.
Annie Kane
Annie Kane
VA Platinum
01:11pm - 01:20pm

MC Closing Remarks

01:20pm - 02:20pm

Power Hour Networking Lunch


Event Concludes

*agenda subject to change