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  • Packed full of workshops and interactive sessions, The Adviser’s New Revenue Streams is a one day intensive boot camp, specifically designed to help you accelerate business growth by equipping you with the resources and knowledge required to break into new areas of lending.

  • Packed full of workshops and interactive sessions, The Adviser’s New Revenue Streams is a one day intensive boot camp, specifically designed to help you accelerate business growth by equipping you with the resources and knowledge required to break into new areas of lending.

Event Details

Perth

Thursday 22 September 2016
Pan Pacific Perth

207 Adelaide Terrace, Perth

8.30am Arrival and Registration
9.00am Conference commences
5.00pm Conference close.

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Brisbane

Thursday 6 October 2016
Rydges South Bank

9 Glenelg Street, Brisbane

8.30am Arrival and Registration
9.00am Conference commences
5.00pm Conference close.

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Melbourne

Friday 14 October 2016
Sofitel Melbourne

25 Collins St, Melbourne

8.30am Arrival and Registration
9.00am Conference commences
5.00pm Conference close.

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Sydney

Tuesday 18 October 2016
Doltone House, Darling Island Wharf

48 Pirrama Rd, Pyrmont, Sydney

8.30am Arrival and Registration
9.00am Conference commences
5.00pm Conference close.

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WHY YOU NEED TO ATTEND

MAKE THIS YEAR YOUR BIGGEST ONE YET!

Discover how to easily break into new markets, quickly and simply build your business to capture new revenue streams and rapidly expand your client base at The Adviser’s new revenue streams Boot Camp. This one-day interactive workshop – exclusively created for brokers looking to grow their business – will give you the tools you need to capture more business from your existing client base and build a stronger more profitable business.


Six reasons you can't miss this intensive one-day Boot Camp:
  1. Develop short-and long-term plans to introduce new revenue streams to your business
  2. Demystify the complexities around reading business financials
  3. Manage and measure productivity drivers that will instantly affect your profitability
  4. Become accredited with new lenders who can help service more of your clients' financial needs
  5. Learn how to seamlessly introduce commercial products into client conversations
  6. Learn some quick tips to target and attract new clients online

WHO SHOULD ATTEND?

This is an essential event for all brokers that want to accelerate their business growth and capture more business from both new and existing clients by offering more products to clients that need your services.


GET IN QUICK TO SECURE YOUR TICKET TODAY!

 

Speakers

Jane Anderson

With over 15 years’ experience in Lead Generation for trusted advisors, experts and thought leaders, Jane helps her clients to grow their businesses through LinkedIn.

She is one of LinkedIn’s endorsed Small to Medium Business Advocates and identified as one of the top 20 influencers on LinkedIn in Australia and New Zealand.

Her clients include Virgin Australia, Sunsuper, Lego, Ikea, Rio Tinto and Origin Energy.

She has been featured on Sky Business News, Business Insider, Sydney Morning Herald, The Age and Courier Mail. She was a nominee for the Telstra Women’s Business Awards for 2014 and 2016, and the author of three books including “Connect: Leverage your LinkedIn Profile for Business Growth and Lead Generation in Less than 7 Minutes Per Day.“

Stuart Donaldson

Founder and Owner, Banyan Co

Stuart Donaldson, founder and owner of Banyan Co, is an experienced banking and finance executive, educator, business coach and financial advocate for owners of small to medium enterprises.

He established the Business Advisory division of a major bank and was personally responsible for bringing the best available financial management tools to SME’s, including the highly acclaimed Beyond Survival financial education series.

As a facilitator Stuart has conducted hundreds of seminars, workshops, and keynote addresses across Australia, New Zealand, The Pacific Region and Singapore. He has worked alongside scores of business owners, franchise groups, industry associations and professionals and has earned an enviable reputation. This is supported by consistently receiving outstanding feedback scores.

Stuart is driven by his unique ability to transform his audiences’ view of financial concepts from confusing and complex to simple and intuitive. As a frequent surfer Stuart appreciates that wipe outs can occur in business too. With structure and discipline these can be avoided and businesses can thrive.

Stuart has a Bachelor of Business (Accounting) degree and Advanced Diploma in Financial Services.

PARTNERS

The Adviser would like to thank the following partners for their support:

PRINCIPAL PARTNER

NAB

At NAB, we understand that every loan matters because it has the potential to create a home, build a business or achieve a dream. Our broker channel is uniquely positioned to provide brokers the tools and support they need to help their customers. Our comprehensive offering empowers brokers to build success on their own terms.

Working with you and your business 
Our vision is to be the ‘partner of choice’ for the future leaders of the mortgage broking industry, enabling brokers to become trusted advisers to their clients, and grow sustainable and valuable businesses. What sets us apart from other lenders is our long-term commitment to brokers and the broker industry.

Residential, small business and commercial solutions Whether it’s buying a home, opening a business or seeking commercial finance, we’re here to help our brokers change the world for their customers. That means finding the right products, making it simple and easy and assisting them through their journey.

Find out more:
visit nabbroker.com.au
or talk to your BDM today.

PLATINUM PARTNER

SUNCORP BANK

Suncorp Group includes leading general insurance, banking, life insurance and superannuation brands in Australia and New Zealand. The Group has 15,000 employees and relationships with nine million customers. We are a Top 20 ASX-listed company with $96 billion in assets.

DEBTOR FINANCE PARTER

THORN TRADE & DEBTOR FINANCE

Thorn Business Finance is a specialist in providing fast, flexible, high-quality funding solutions that meet the unique needs of Australia's SMEs.Thorn Business Finance is a division of Thorn Group Limited, a respected public company listed on the ASX. Established in 1937, Thorn Group Limited is now one of Australia’s leading providers of consumer leasing and financial services. We offer financial products and services, tailored to meet the needs of Australia’s SME, corporate and government organisations. We provide thousands of businesses with the finance they need, when they need it. Whether it be for equipment finance, working capital or cash-flow. We support businesses of all shapes and sizes across Australia and we are committed to making sure everyone is given a fair go. For flexible solutions, fast approvals and great customer service from a company you can always depend on, choose Thorn Business Finance. We’re here to help you grow.

GOLD PARTNER

FAST

FAST is one of the major wholesale aggregation groups in Australia with over 1,200 finance brokers settling in excess of $21 billion per annum. FAST has a diverse panel of more than 30 Lenders across Home Lending, Business Lending and Asset Finance. FAST is the unique market leader in enabling brokers to deliver business lending and asset finance solutions to their clients. FAST provides our finance brokers with a CRM, marketing capability and a commission management platform enabling them to operate their business efficiently and effectively. FAST offers the flexibility to our finance brokers to either operate under their own ACL or as a credit representative under the licence of BLSSA Pty Ltd.

FindBroker

FindBroker is Australia's largest digital database of finance and mortgage brokers, with a total reach of over 1.5 million Australians across multiple platforms. With access to hundreds of products and services for a wide range of loans, finding the right broker for has never been easier for borrowers. Borrowers can browse through products and services offered by brokers and can find brokers who will match their specific needs such location, spoken language, income type, application group, borrowing%, bad credit and more. Brokers are able to build a powerful profile to showcase their areas of speciality, add success stories, collect reviews and services provided. In the age of the digital boom and with over 50% of Australians now turning to brokers for their mortgage needs - FindBroker is perfectly positioned to provide powerful lead-generation stream to brokers, thereby helping them to grow their business.

PEPPER MONEY

PEPPER MONEY is an Australian owned, people focused lender providing home loans, car loans and equipment finance and personal loans. Whatever your client’s circumstances, we take a uniquely flexible, human approach assessing each situation individually. We’ve been awarded Best Specialist Lender four years in a row and Best Self-Employed Lender for two years in a row. At Pepper Money we’re about discovering new ways to finance ambition. Talk to us today about what you want to achieve

SPECTRUM WEALTH ADVISERS

We are Specialists in providing additional revenue streams to mortgage brokers for over 4 years now. Spectrum Wealth Advisers has implemented sales and referral programs that are the simplest to use and understand in the market. Spectrum Wealth Advisers are a privately owned financial services provider that supports Finance Professionals across Australia to diversify their income by helping their clients with debt management, protecting their assets and safeguarding their income and their families. For brokers looking to grow their income with minimum effort and maximum effect, Spectrum Wealth Advisers has a proven track record of increasing brokers’ wealth through the very simple and obvious strategy of diversification.

Click here to visit our website

VALIANT

With dynamic marketplace technologies that match business loan seekers to the credit criteria of over 35 lenders, Valiant short cuts the time and effort in finding and locking in your SME client's best business loan. In 2-5 minutes on Valiant's platform, (or on the phone), your client’s business loan can be sense checked, matched and connected to a lender - increasing your client's ability to gain the most appropriate level of funding, whilst increasing the effectiveness of your commercial advice. Valiant is free to use, and their speciality credit solutions team can manage all the aspects of the loan request, through to settlement. With over 50 loan options from across the business lending spectrum, Valiant is the first choice in business loan marketplace.

Click here to visit our website

WEALTHY & WISE

More than just your traditional financial services provider, Wealthy & Wise is an integrated business hub where lifestyle solutions are provided by advisers who are experts in the fields of financial markets, property, taxation, superannuation and personal risk insurance. We are committed to being authentic, to being seriously smart about financial matters and to being a convenient and accessible hub for advice that directly impacts client lifestyles.We provide a holistic solution for any matter that involves personal finance, insurance, property related transactions or tax. What’s more - we actually care about the outcome. We respect clients’ lifestyle choices and work to gain a strong understanding of what they want to achieve, so we can help them stick to their plan without compromising on lifestyle.Our vision is to be the local hub for advice, where people from all walks of life can come and receive help when planning different aspects of their life now and in the future. Want to be a part of what we’re doing? If you share our values, are great at networking and interacting with people, and want the opportunity to gain new skills and knowledge while running your own business - becoming a Wealthy & Wise franchisee may be the next step for you. Start your journey now by getting in touch to find out more.

Click here to visit our website

EVENT PARTNERS

Moula

MOULA is Australia's leading online lending platform for small businesses, offering unsecured loans of up to $250,000 via a simple application process. Using innovative underwriting platform, SMEs are empowered to access capital by sharing their cloud accounting or transaction data. Founded by an experienced team from the world of finance and technology, Moula is focused on solving the challenges faced by small business’ in accessing funding in order to grow.

CONTACT

General enquiries
Niamh McGroder - Senior Event Producer
Phone: 02 8045 2060
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Sponsorship enquiries
Michael Magee – Associate Publisher
Phone: 02 8045 2004
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

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