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2020: The Year of Exponential Growth | Noosa

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RACV Noosa Resort

94 Noosa Drive

Noosa Heads, QLD 4567

Australia

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Event description
As compliance increases, advisers are seeking smarter ways to engage clients, generate new revenue, remove risk and grow their businesses.

About this Event

This event will demonstrate the practical benefits of implementing a 'no risk' Estate Planning offering as a pillar of your financial advisory or accounting business, and outline why you, in a post royal commission world, are best placed to capitalise on this opportunity to realise exponential growth.

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Grant Bloxham, BStar

Grant Bloxham from BStar is considered an industry thought leader on how accountants can grow their advisory services revenue and attract ‘ideal’ SME clients to their practice.

 Grant is passionate about professional advisers offering more value-adding services to their SME clients and is co-author of Bstar’s bi-annual Accountants and SME research reports. 

 Grant provides ongoing advice and support to professional advisers on how to grow their practice by implementing the Value Improvement Benchmarking Advice (viba) advisory process.

Fulfil

Brandon Thompson, Yodal

Brandon will demonstrate how the fulfilment of an Estate Planning offer can be easily implemented in 4 simple steps.

Brandon brings his latest insights into the high growth technology space, that he has built on from his past 25 years working in Australia, China, Singapore and the Middle East.

With a focus on what makes disruptive technology successful, he will show you what he is seeing in a "post royal commission" financial services industry after engaging daily with advisers, accountants, superannuation funds, banks and trustees.

Realise

Miki Simonovski, Feesynergy

Miki Simonovski, together with business partner Malcolm Ebb, founded the FeeSynergy group of companies in 2007. FeeSynergy is today the leading provider of debtor management software and finance solutions to the Accounting and Legal sectors in Australia and NZ. 

 Prior to establishing FeeSynergy Miki held senior roles in a diverse group of companies such as GE Capital, Willis, Boral and AMP. He has extensive in operations and risk management, accounting and finance, business analysis, project management, marketing, business development, staff and human resource management.  

 As a FeeSynergy director he is well known and highly respected in the professional services markets – at client and software vendor levels. FeeSynergy has a strong network of partners including Westpac.  

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Date and Time

Location

RACV Noosa Resort

94 Noosa Drive

Noosa Heads, QLD 4567

Australia

View Map

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