Wednesday 24 May 2017



Registration Opens


Welcome and opening remarks from the Chairperson
James McCracken, Founder, The Successful Adviser

9:15am Opening remarks from the Event Partner


Warren Shaw, Head of Operations, Westpac

9:30am Leading and engaging great employees

Successful leaders hire the best people and inspire them to greatness. How do you find and retain good employees? How do you earn the trust and confidence of your team?

  • Tips for enticing high-performing employees
  • How to keep top performers engaged in the long term and protect them from being poached
  • Leadership styles that inspire your team.
Jim Grant, Director, Dattner Grant
10:15am PANEL: Lead generation, referral and sales strategies uncovered

Effective sales strategies underpin the success of all top brokerages. Are you attracting enough new clients to sustain your business in the long term? This panel brings together heads of brokerage businesses that have made MPA's annual Top 10 rankings.

  • Tips for maintaining a strong and steady pipeline of qualified leads
  • How to leverage SEO for effective lead generation
  • Referral strategies compared – what’s the best way to get quality referrals?
  • What are the ideal KPIs for lead generation and sales pipelines?

Moderator: Sam Richardson, Editor, MPA Magazine

Chantal Cutter, Director, Trusted Finance Solutions

Josh Egan, Director, Astute Financial

Steve Matsoukas, Director, Loan Gallery Finance

Andrew Mirams, Manging Director, Intuitive Finance

Jaci Smith, CEO, My Local Broker

Joel Wyld, Director, Peasy

Morning refreshments & networking break

11:45am Structuring your business to focus on high-value activities

With procedural and administrative requirements on the rise, many brokers end up spending too much time on low-value administrative tasks. Successful mortgage professionals focus on high-value revenue generating activities while balancing their procedural and compliance tasks.

  • Managing the growth of your business without sacrificing your time and sanity
  • Powerful time management tips to reduce your admin burden
  • Structuring an effective support team to deal with procedural activities
  • Balancing your time between meeting potential referral partners, clients and paperwork
  • Systematizing internal processes to maximise efficiency
Jason Back, Managing Director, The Australian Lending & Investment Centre
PANEL: Award-winning business strategies from Australia’s top brokers

What sets the country’s best brokers apart from the rest?  In this session, Australia’s most successful brokers, recognised in the MPA Top 100 list and the Australian Mortgage Awards, will share their award-winning business strategies.

  • Lead generation and client retention strategies compared
  • Choosing a business strategy to suit your market and your clients
  • Tips for building a sustainable business model in today’s economy
  • How to protect your clients from being poached by your competitors

Moderator: Sam Richardson, Editor, MPA Magazine

Yuval Bloomfield, Broker, 1st Street Home Loans

Edwena Dixon, Finance Broker, Pinpoint Finance

George Karam, Director, BF Money

Oliver Li, Head of Sales and Training, Option Finance Australia

Brad Sewell, Director - Agribusiness & Commercial Finance, Robinson Sewell Partners


1:30pm Networking lunch

2:30pm PANEL: Which diversification strategy is right for your business?

When implemented effectively, diversification can amplify your income and deepen your long-term client relationships. In this session, panelists will discuss and compare various diversification strategies so that you can decide whether diversification will suit your business.

  • How to audit your business to determine whether diversification is right for you
  • What are the benefits and risks of transforming your business into a one-stop shop?
  • Staffing strategy: Should you retrain your staff or hire specialists?

Moderator: Sam Richardson, Editor, MPA Magazine

Giulio Avian, Managing Director, Fundsnational

Cory Bannister, Vice President & Chief Lending Officer, La Trobe Financial

Mark Churchill, Managing Director, ALLFIN Financial Services

Stuart Styles, Managing Director, Arthurmac & Co

Daniel Zadnik, Director, Hawthorn Finance


3:30pm Digital marketing masterclass – Winning and retaining clients online

Facebook, Twitter, Pinterest and Instagram continue to grow in importance, presenting significant marketing and lead generation opportunities. How do you effectively market your business online without the budget of the big players?

  • Successful and inexpensive social media marketing campaigns
  • How to use Facebook and LinkedIn to generate quality leads
  • Articulating your point of difference to clients via social media channels
  • The elements of a successful social media client retention campaign
    Darren Moffatt, Director Strategy & Content Marketing, WebBuzz
Afternoon refreshments & networking break


Conference concludes




  • westpac_web_box.JPG
  • Learning-and-Development_Keymedia-logo.jpg
  • bluestone_web.JPG
  • La_Trobe_web.JPG
  • mpa-sponsor-box-web.JPG
  • MLB_web_box.JPG

Submit an enquiry


Contact Us

Jane Maloney

P: +61 2 8437 4722

We use cookies to improve our website. By continuing to use this website, you are giving consent to cookies being used. More details…