Is your business ready for the advice industry boom?

Tuesday, 18 March Breakfast Session
8:30am - 10:30am

Novotel Geelong, Private Dining
10-14 Eastern Beach Road, Geelong VIC

What’s on the menu

  • Discover how technology can streamline your operations and boost efficiency.

  • The role of offshoring in freeing up time for your Australian-based team.

  • Best practices for balancing growth and maintaining high-quality client service.

  • Real-world examples of advisers successfully leveraging outsourcing and tech to scale.

Speakers

Steve Sloane
Managing director Levera Solutions

Michael Baquie Director, platforms Colonial First State

Jamie Nemtsas
Managing Director
The Inside Network

RSVP

Confirm your spot to this exclusive hosted breakfast.

Contact

Martin Stone
E: martin@levera.com.au P: +61 493 891 644