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MELBOURNE 11 September Sofitel Melbourne on Collins
GOLD COAST 16 September Mantra on View, Surfers Paradise
SYDNEY 18 September Le Montage, Lilyfield

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About the bootcamp

Winning business in a challenging market

Helping brokers and accountants become strategic partners to SME clients

Event overview

As economic conditions tighten, business owners are facing increasing pressure on margins, cash flow, and confidence. But opportunities to serve, support, and grow your client base exist in every economic cycle.

The 2025 SME Bootcamp will equip accountants and mortgage brokers with the knowledge, tools, and strategies to remain relevant, valuable, and proactive as trusted advisers to SME clients in today’s shifting environment.

This one-day event, hosted by The Adviser, will leave delegates feeling confident and excited to start writing more commercial finance and helping keep the engine room of the economy turning.

Facilitated by SME finance specialists and Accendo partners John Sgambelluri and Trent Carter, delegates will learn from their combined decades of experience working with brokers, bankers, and business owners across Australia - and be exposed to the lenders and partners helping make SME finance accessible.

Theme for 2025: Winning business in a challenging market

This year’s SME Bootcamp focuses on one powerful idea: opportunity is always there.

Through real-world insights and proven frameworks, you’ll learn how to anticipate the needs of business owners, read between the lines of financial statements, and offer funding solutions that add real value.

"Business can be won and done in all economic cycles – it’s all about understanding your client." – John Sgambelluri

WHAT TO EXPECT AT THE

SME Bootcamp 2025

Don’t miss out on this incredible opportunity to hear from industry experts and service providers and gain the skills to transform your business into a fully diversified SME finance and advisory powerhouse.

Register today and become an industry leader!

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Targeted educational sessions

Deep dives into interpreting SME financials, cash flow lending, structuring funding proposals, and how to have meaningful finance conversations with clients under pressure.
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Fireside chats with key partners

Learn directly from key lenders and fintechs about evolving credit appetites, new tools for SME clients, and how to collaborate more effectively.
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Strategic networking

Connect with like-minded professionals, including experienced brokers, accountants, and industry partners. Build a referral network aligned to supporting SME growth.

Key takeaways

By attending, you will:

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Identify finance opportunities by better understanding business cash flow.

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Build confidence in helping clients access funding in a softening market.

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Learn how to position yourself as an SME finance expert, not just a product provider.

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Discover partnership opportunities between brokers and accountants to add ongoing client value.

Locations and schedule

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UPCOMING EVENT

Melbourne

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Thursday, 11 September
Sofitel Melbourne on Collins
Registration opens
8:00am
Official start
9:00am
Dress
Business
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UPCOMING EVENT

Gold Coast

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Tuesday, 16 September
Mantra on View, Surfers Paradise
Registration opens
8:00am
Official start
9:00am
Dress
Business
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UPCOMING EVENT

Sydney

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Thursday, 18 September
Le Montage, Lilyfield
Registration opens
8:00am
Official start
9:00am
Dress
Business

Meet our 2025 speakers

Trent Carter
Trent Carter
Partner, Accendo Financial
John Sgambelluri
John Sgambelluri
Partner, Accendo Financial

See what others are saying

The Adviser SME Broker Bootcamp - VIC was very informative and enjoyable. The Bootcamp provided valuable information and contacts for any broker providing commercial finance services or who intend to do so. I have written a book on commercial finance and found the Bootcamp of benefit to me. Thank you to all the presenters and participants.
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Nigel Fitzpatrick, Director, Gain Finance
For a relative new person in the industry the entire day will prove beneficial to my learning process and diversification that is required to be a successful broker.
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Phil Waddington, Loan Hub
Valuable day for my future direction in the industry.
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Anonymous
The event never fails to provide some nuggets of gold and provide a fresh ideas to SME lending.
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Adrian Mula, Queensland Capital Solutions

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