Is your business ready for the advice industry boom?

Thursday, 21 August Lunch Session
12:30pm - 02:30pm

Butcher's Prime
10 Saint Georges Road, Shepparton VIC 3630

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