The NSW Commercial Lending Breakfast will give you an opportunity to strengthen your business networks and discover latest industry developments.

AGENDA

CPA with a membership base with over 145,000 accounting professionals is Australia’s biggest referral network.

Peter Docherty, General Manager Public Practice, CPA  will discuss;

• what they look for in a finance partner;
• what information keeps them engaged; and
• what are future needs of the industry

This is a chance for MFAA members to get real information on these important referrers. 

Marketing initiatives for MFAA equipment & commercial finance brokers with Stephen Hale, Head - Marketing & Communications, MFAA.

Initiatives to attract and retain talent in the commercial sector with Gerard Hermens, Director, Institute of Strategic Management.

MFAA have engaged the Institute of Strategic Management to develop and deploy a series of development initiatives specifically designed for the equipment & commercial finance sector.

Gerard will provide a detailed overview on the ‘soon-to-be-released’ three tiered development approach (introduction, intermediate and advanced) aimed to attract and retain talent to this sector. This session is a must for those with some commercial experience, and those currently focussed on residential finance only, looking to diversify and increase business revenues.

SMSF subject matter experts – a perspective for commercial brokers.
Ask the questions and get the valuable answers that support your decision to implement your SMSF lending strategy, or at the very least, create some awareness for you to further investigate SMSF Lending as a potential business opportunity.

Our panel of experts includes:

Peter Dunworth; Founder, Super Fund Pro
Doug Mathlin; Founder, FrontRunner Consulting Group
Liam Shorte; Financial Planner & SMSF Specialist Advisor
Amber Warren; Partner, Financial Services, Gadens

Bring your questions with you on the day, or alternatively send your SMSF questions to sap@mfaa.com.au

If you are interested in taking part in the lender showcase please contact me on 02 8905 1318 or sap@mfaa.com.au