Event Details - Additional Details Coming Soon!

Wednesday - 6 March 2019
 
Peppers The Sands Resort
2 Sands Boulevarde, Torquay VIC 3228
 
Registration: 10.00am
PD Sessions: 10.30am - 2.30pm

AGENDA

Surround

Risks and Opportunities - 1Group Panel Discussion
Julian Muldoon - Director, 1Group

  • Markets within markets, where is the opportunity and risks?
  • How to be profitable in this next chapter of the property cycle?
  • Partnering with independent advisors to increase your value and grow your client base

Efficiency

Market Updates
Mark Harmer - Herron Todd

Mark will provide an update on the state of the local market.

Retain

Keeping Clients

Sharon Cameron-Lee - Client Retention Specialist, Keeping Clients

Keeping clients is a client retention and repeat lead specialist providing warm and friendly phone contact for the clients of finance professionals, particularly Mortgage Brokers. Our unique approach means that your clients feel as if they are talking to an employee of your business. In its 4 years of operations, Keeping clients has been directly responsible for over $300 million in loan settlements. 

Prepare

Royal Commission Outcome and Way Forward
Kylie Louden - BDM VIC/TAS, MFAA

Kylie will provide an update on the Royal Commission final report and MFAA initiatives for 2019.

Thank you to our sponsors

 

Start Date
Location
VIC