Register below to join us for the upcoming Wealth Adviser Debt versus Equity Summit to be held as a live broadcast event on Tuesday 18 July starting at 10.30 am (AEST) and running until 1.30 pm (AEST).

This Livestream event is a must-attend event for any practice either looking to expand, merge, or even contract or exit over the next year or three.

We will be joined in our broadcast studio by panellists Paul Barrett from leading equity investor AZ-NGA; Anthony Babbage, Snr Business Banker with National Australia Bank’s Professional Services lending team; David Fotheringham, director of valuation specialist Seaview Consulting; Jeff Zulman, managing director of leading professional services debt funder Trailblazers Finance; and Michael Williams, CEO of the multi-million dollar, multi-disciplinary Hopkins Group.

Our experts will take a deep dive into the current state of both debt and equity markets in financial advice practices. We will look at how valuations are trending and what return equity capital partners are expecting versus the cost of first and second-tier debt funding. This will be an interactive event with ample opportunity for delegates who attend to participate in Q&A.

Events for smart advisers, licensees and self-licensed practices.

Over more than a decade we have brought together a dedicated team who all share a philosophy that places advisers and their clients at the centre of what we do – our interactions with the advice practices and advisers we support is best described as being one of a collegiate spirit founded on respect. Hear what our advisers say:

Advice is at the heart of everything we do.

Wealth Adviser provides a comprehensive range of services and solutions to more than 400 privately-owned financial advice practices around the country, large and small. One of our key pillars is our industry-leading adviser education & training programs.

With four AFSL cohorts to choose from we can align your practice to the most suitable, ensuring the right level of support and competitive licensee fee arrangements no matter what stage of the business cycle you are in. If you are existing practice looking to inject new life into your practice or exploring self-licensing solutions, we can make a meaningful difference.

Wealth Adviser Digital Handbook

Solutions for advisers, licensees and self-licensed practices.

Discover why advice is at the heart of everything we do. Download our digital handbook to learn how you can breathe new life into your business with our fresh approach.

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Debt versus Equity Summit

Tuesday 18 July | 10.30am (AEST) – 1.30pm (AEST) Livestream event – broadcast from our Sydney studios

Register below to join us for the upcoming Wealth Adviser Debt versus Equity Summit to be held as a live broadcast event on Tuesday 18 July starting at 10.30 am (AEST) and running until 1.30 pm (AEST).

Events for smart advisers, licensees and self-licensed practices.

Advice is at the heart of everything we do.

Solutions for advisers, licensees and self-licensed practices.

Discover why advice is at the heart of everything we do. Download our digital handbook to learn how you can breathe new life into your business with our fresh approach.

Tuesday 18 July | 10.30am (AEST) – 1.30pm (AEST)
Livestream event – broadcast from our Sydney studios