Is your business ready for the advice industry boom?

Tuesday, 18 March Lunch Session
12:30pm - 2:30pm

Eureka Hotel
98 Little Malop St, 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 at the exclusive hosted lunch.

Contact

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