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State: NSW

Registration and exhibition open

8:30am - 9:30am

Welcome from master of ceremonies

9:30am - 9:40am
Shelly Horton

Shelly Horton

TV Journalist and founder of Shellshocked media

Hear from our principal partner

9:40am - 9:55am

A Long Way Home: The real life story of Saroo from the movie Lion

9:55am - 10:40am

From the multi-award-winning blockbuster movie “Lion”, join us to hear from the real-life Saroo Brierly as the number one international bestselling author shares his story of perseverance, grit and resourcefulness.

Saroo’s remarkable and touching story of survival and sheer determination to connect with his biological family will inspire you to persevere in the face of doubt and repeated roadblocks in life.

By utilising resources at his fingertips, asking the right questions and approaching objectives methodologically he made what most would deem impossible a reality.

Saroo Brierley

Saroo Brierley

International Best Selling Author "A Long Way Home"

The post-COVID mortgage sentiment: Consumer Access to Mortgages report

10:40am - 11:10am

In this session, the findings of the 2021 Consumer Access to Mortgages survey will be revealed. Following the aftermath of COVID, gain insights to change in consumer perceptions in the current mortgages market. The Consumer Access to Mortgages report explores the voices of thousands of Australian borrowers to reveal the latest consumer sentiments towards both the third-party and proprietary channels.

In this session, we will:

  • Reveal which channel has the highest rates of borrower satisfaction, retention and attrition.
  • Outline why consumers choose the channel they do.
  • Explore consumer attitudes to Open Banking and who they are going to trust with their personal banking data.
  • Reveal what is stopping consumers from taking out a loan and which channel potential borrowers are drawn to.
Alex Whitlock

Alex Whitlock

Director, Momentum Media

Michael Johnson

Michael Johnson

Head of Strategy, Momentum Intelligence

Annie Kane

Annie Kane

Editor, The Adviser

Networking break and refreshments

11:10am - 11:40am

What to do when you're successful busy

11:40am - 12:10pm

Sometimes, the only thing worse than not being busy is being too busy. When business is good and opportunities plenty, a lot of business people can find themselves asking "How can I manage my workflow, my capacity, and my energy more easily?"

In this highly practical session, business coach Stewart Bell will dive into what to do when you're already at capacity to continue your growth journey.

Join as Stewart unveils three key areas to give yourself the best chance of staying out of the admin and front-and-centre with clients.

In this session you will:

  • Learn how to master workflow regardless of the tech you choose.
  • Create methods to manage the greatest time-sucks of all - internal and external communication.
  • Identify habits that tend to ensure you don't become a victim of your own success.

This will be a highly interactive session, so come prepared to take back one to two key things you can implement in your business to find time in your week and lift your capacity ceiling.

Stewart Bell

Stewart Bell

Founder & Business Coach, Audere Coaching & Consulting

Maximise your referral relationships

12:40pm - 1:00pm

Join us as we unveil how you can establish referral partners in horizontally integrated industries to maximise your strategic partnerships.

In this session, hear from a leading local accountant, real estate agent and buyer’s agent and learn how to:

  • Develop a referral framework for a seamless full-service client experience
  • Define your value proposition and win referral partnerships by communicating your point of difference
  • Overcome common pitfalls in engaging referral relationships
  • Conquer the changing landscape of referral relationships in the post-pandemic era
Sonia Gibson

Sonia Gibson

Director, Accounting Hear Chartered Accountants

Michelle Maynard

Michelle Maynard

Chartered Accountant, Chartered Tax Advisor and Partner, Carbon Group

Cate Bakos

Cate Bakos

Owner/Manager & Podcast Co-host, Cate Bakos Property & The Property Planner, Buyer and Professor

Katherine Skinner

Katherine Skinner

Director, National Property Buyers

Networking break and lunch

1:00pm - 2:00pm

How to be remarkable – the Thankyou story

2:00pm - 2:45pm

A company founder at the age of 19, Daniel Flynn grew Thankyou from the bottom up. His unrelenting belief in the vision – to make the world a more equal place – has seen the company develop a footprint that stretches across 20 countries and has delivered life-saving programs to more than 871,000 people in need.

Drawing on the Thankyou story, Daniel will inspire and motivate you to recognise your greatness, and demonstrate how to adapt bold, out-of-the-box thinking to change the game and make meaningful connections in your professional and personal lives.

Daniel Flynn

Daniel Flynn

Co-Founder, Thankyou.

Elite Broker spotlight with Annie Kane

2:45pm - 3:10pm

Elite Broker is the leading podcast that delivers business intelligence and tackles the biggest issues affecting the Australian mortgage and finance broking industry.

In this session we will profile a local elite mortgage broker as we uncover how they got to where they are now, their tips for success and what they think of the current market.

Annie Kane

Annie Kane

Editor, The Adviser

Deanna Ezzy

Deanna Ezzy

Director and Primary Mortgage Broker, More Than Mortgages

Nicola Tucker

Nicola Tucker

Co-owner & Director, Surf Coast Finance

Amy Ferguson

Amy Ferguson

Mortgage Specialist, Inca Mortgage Solutions

Networking break and refreshments

3:10pm - 3:40pm

Optimise your day for success

3:40pm - 4:25pm

Do you currently make the most of your day? In this session you will learn how you can incorporate wellness strategies to achieve personal and professional goals. We will guide you through the day as we explore methods of goal setting, mindfulness, meditation and breathing techniques. These techniques will help you outperform competition, engage your intuition and detox your day for improved work-life balance and increased professional performance.

Key outcomes:

  • Morning mindfulness: develop a morning routine to visualise your goals and get you moving with purpose.
  • Midday meditation: meditation techniques to outperform competition and engage your intuition.
  • Enhance your evening: Breathing techniques to detox away your day and improve sleep.
Tony Wilson

Tony Wilson

Head Coach, Director, Performance Lab

Tenille Bentley

Tenille Bentley

Corporate Wellbeing & Mindfulness Specialist, Emotional Literacy Academy

Mark Bunn

Mark Bunn

Director, Ancient Wisdom for Modern Health

Katrina Webb

Katrina Webb

Director, Silver 2 Gold High Performance Solutions

Sam Makhoul

Sam Makhoul

Founder, Higher Branch Success Academy

Summit concludes

4:25pm - 4:30pm
Shelly Horton

Shelly Horton

TV Journalist and founder of Shellshocked media