Established broker agenda

28 May

5 June

12 June

10:55pm - 11:25am

Established broker arrival, networking, and morning tea

11:25am - 11:30am

MC welcome and introduction to established brokers

Annie Kane
Annie Kane
Managing Editor, The Adviser
11:30am - 11:35am

Bendigo Bank Welcome

    Bendigo Bank Broker
11:30am - 12:10pm

Structured for survival: Your essential broker blueprint

Whether you're building a solo operation or scaling with a franchise, it's critical that you control your own growth out of the gates. But making consistent progress in a changing market isn't always easy. This session is all about crunching the numbers to help you stay on track. We'll take a loan book that looks imposing and reverse engineer a practical, goal-oriented roadmap that makes sense. You'll learn exactly how many clients you need, how many phone calls you need to make, and how many leads you need to generate to dominate in your first two years as a broker.

Nick Reilly
Nick Reilly
CEO , Inovayt
12:15pm - 12:50pm

The broker journey: The insider's secret to success at every stage

Success doesn't happen by accident. It takes good planning, hard work and a solid strategy. In this session, you'll hear from three distinguished brokers at different stages of their careers to discover how they earned their success.

It's a powerful and personal way to visualise what your first two, five, and ten years in the industry could look like, so you can plan your own growth trajectory.

You'll be able to contrast different approaches to running an elite brokerage and shed light on the right path forward for you and your business.

It's a roadmap to success you can count on to ensure consistent performance and career progression as you scale your brokerage.

Annie Kane
Annie Kane
Managing Editor, The Adviser
Joseph Daoud
Joseph Daoud
Founder & CEO, It’s Simple Finance, It's Simple Finance
Prue Hulm
Prue Hulm
Franchise owner, Mortgage Choice Wagga Wagga
Chris Tilley
Chris Tilley
Franchise owner, Mortgage Choice Brisbane & New Farm
Shawna Lavis
Shawna Lavis
Franchise owner, Mortgage Choice South East Melbourne
Josh Duncombe
Josh Duncombe
Business Owner & Finance Broker, The Finance Circle
John Tindall
John Tindall
Mortgage Broker , Accumulus Home Loans
Robert Staff
Robert Staff
Founder & Principal Broker, Fresh Air Finance
Jesse Egan
Jesse Egan
Mortgage Broker, Finweb
Arnav Narula
Arnav Narula
CEO , Impact Loans (powered by finweb)
12:50pm - 01:20pm

Relationships and referrals: How to turn partners and clients into champions

Referrals are crucial for any broker, but they don't come from being the loudest. They come from building meaningful relationships with partners and clients that will advocate for you.

This session is all about seeing past the transaction.

From personalisation through to efficiency and transparency, we'll explore what really matters for clients and partners beyond the bottom-line so that you can build trust across your referral network.

You'll leave fully equipped to make every client and partner a champion for your brokerage.

Bernard Desmond
Bernard Desmond
Founder and CEO, Blank Financial
01:20pm - 02:15pm

Lunch and networking

02:15pm - 02:45pm

Diversification: Diversifying your skills and revenue

As your business evolves, it's important that you grow with your clients.

Increasingly, clients are turning to their brokers to provide streamlined, comprehensive services. Diversification is about more than maximising your revenue streams – it's a chance to move beyond transactional customer relationships and become a trusted partner.

In this session, we'll explore how diversification can set you apart from your competitors and strengthen your existing relationships while opening doors to new client bases.

Ben Ithell
Ben Ithell
Relationship Manager , Mortgage Ezy
Daniel Kermez
Daniel Kermez
Head Of Sales And Marketing, Mortgage Ezy
Meg Olsen
Meg Olsen
Broker Development Manager, Bankwest
Laura Leckie
Laura Leckie
State Manager, Bankwest
Michael Ponchard
Michael Ponchard
State Sales Manager , Bankwest
Annie Kane
Annie Kane
Managing Editor, The Adviser
02:40pm - 03:25pm

From leads to listings: The ultimate digital marketing playbook for brokers

While referrals don't come from being the loudest, organic leads come from being seen. But getting in front of borrowers is easier said than done.

You can no longer rely on guess-work or viral luck to build your brand online. It's time to systematise your marketing efforts and start attracting leads, rather than chasing them.

In this hands-on digital session, we'll show you how to create a lead funnel that runs in the background consistently, predictably, and profitably.

From automation through to brand building and content cadence, this playbook will transform your sporadic burst of marketing inspiration into an always-on lead gen engine.

Darrell Weekes
Darrell Weekes
Founder, Purple Thread Marketing
03:25pm - 03:30pm

Concluding remarks from MC

Annie Kane
Annie Kane
Managing Editor, The Adviser
03:30pm - 04:00pm

Your referral accelerator: Build the partnerships that build your business

Referrals don’t happen by chance. They’re built through the right conversations, with the right people, at the right time.

This high-energy, structured networking session is designed specifically for new brokers and agents ready to take control of their pipeline. You’ll be matched with peers from your local area to start building referral relationships that are relevant, practical, and built to last.

This isn’t casual networking. It’s a focused environment where you’ll make meaningful connections, identify real opportunities to collaborate, and lay the foundations for a consistent referral flow early in your career.

You’ll leave with new contacts, clear next steps, and the confidence to turn those connections into long-term business growth.

03:30pm - 03:30pm

Event concludes