Welcome 

Join us for an action-packed session on leadership and high performance with former Wallaby captain Nick Farr-Jones AM. Nick steered the Wallabies to World Cup victory in 1991 and will share his leadership lessons you can apply in your own practice.

With exclusive access and insight, you’ll also hear from our panel of leading Financial Advisers – each of whom have built successful practices – as they share what’s driving their success and opportunities for 2023.

This is the not-to-be-missed event on the calendar!

Places are strictly limited so register now to avoid disappointment.

Details

When: Wednesday, 6 September 2023

Time: 9:00am (registration)

Where: Merivale, Establishment Rooms, 252 George Street, Sydney

Morning tea and light refreshments provided

Agenda

PART One

9:15am: Introduction

9:20am: Our journey and roadmap – Vincent Holland

9:40am: Leadership Keynote – Nick Farr-Jones

10:05: Panel discussion

10:40am: Q&A

10:50am: Networking and morning tea

PART Two – Best Practice Workshop (optional) 

11:05: How to achieve more scale and automation into your client and business processes

12:45pm: Wrap-Up

1:00pm: Finish

Speakers

Or alternatively RSVP by email to: salesdesk@plutosoft.com.au

Vincent Holland

Co-Founder, Plutosoft

Nick Farr-Jones AM 

Former Wallaby captain and business leader

Michael Chalmers

Director/Chalmers Private Wealth

Sacha Burchgart

Founder/Adviser, Burcheart Financial Planning

Leanne Bogoev

Head of Client Success, Plutosoft