Wednesday 3 May 2017


  Registration Opens
9:00am   Welcome and opening remarks from the Chairperson



David Hayward, Managing Director, Gener8 Sales & Leads

9:15am   Introduction from the Event Partner

Sarah Willsallen, State General Manager, Consumer Third Party Distribution, Westpac Banking Corporation

9:30am   Recruiting, leading and retaining great employees

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

  • Tips for enticing high-performing employees from the banking sector
  • How to keep top performers engaged in the long term and protect them from being poached
  • How much business do you need to generate to justify adding extra salaries?
  • Discovering your unique leadership style to inspire your team

Jeremy Carter, CEO, Rapport Leadership Australia

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

Tracy Kearey, Managing Director, Home Loan Connexion

Deslie Taylor, Owner Manager, Mortgage Choice Ormeau

Lloyd Thomas, Director, Business & Product Development, Direct Property Network

Paul Wright, Director, Choice Home Loans Wollongong

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  Morning refreshments
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
  • Systematising internal processes to maximise efficiency

Gail Stevens, Director, GLS Management Pty Ltd

  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


Andrew Algie, Director, Addisons Advisory Group

Ruan Burger, Managing Director, Time Home Loans

Deanna Ezzy, Finance Strategist, Trilogy Funding

George Karam, Director, BF Money

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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, panellists 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


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

Tony Bice, Director, Finance Made Easy

John Manciameli, Principal, Hunterwood Solutions

Stuart Styles, Managing Director, Arthurmac & Co

Elizabeth Wilson, Director, Wilson Financial

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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



Summit concludes




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Contact Us

Elle Ayroso

P: +61 2 8011 3467

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