Midwinter's Annual Advice Roadshow

Midwinter/Xero Roadshow May 2014

Discover how great cloud-based collaboration can benefit your business
Free event for planners

New speakers added – including practitioners Kora Drage, Dean Van Zyl, Steve Crawford, Tony Skinner. This is a free event for all planners and their staff – RSVP early to avoid disappointment.

 
Kora Drage – Principal of Visia Financial Services

Visia specialises in advice to young professionals, small business owners and SMSFs. Kora is a highly awarded adviser who has received numerous awards, including Horizon’s Financial Group Planner Awards in 2009 and 2010, as well as AMP’s WA New Planner of the Year Award in 2011.

Kara
 
Dean Van Zyl – Director & Principal Advisor of Wealth Elements.

Wealth Element’s focuses on financial strategies for couples and busy families. Dean is a financial planning advocate who coaches his clients in building strong financial foundations in their home with communication, transparency and mutual direction.

 
Steve Crawford – Experience Wealth Advice & Your Spending Coach

Steve helps advisers learn how to have great budgeting & cashflow conversations with clients. Steve has had hundreds of these kinds of client conversations over the years, making him ideal to help you understand how to apply the lessons into your business.

 
Tony Skinner – Director at SWM Finance Matters

Tony is a leading adviser in Adelaide, running a holistic planning firm specialising in tailored strategies. With over 25 years in advice, those that work with Tony know he is a huge advocate for the planning industry and is always willing to mentor planners where possible. 

JOIN US – This is a free event for all planners and their staff

Melbourne, Sydney, Brisbane, Adelaide and Perth

To experience the benefits of the integration between AdviceOS and Xero, please join us for a free afternoon session in Melbourne, Sydney, Brisbane, Adelaide and Perth.

12.30 – 12.45 pm  Arrival & registration – free networking lunch
12.45 –  2.15 pm   Xero and Midwinter presentations

RSVP NOW

This is a free event for all financial planners so please RSVP early to avoid missing out. Lunch will also be provided.

 
Date & Location
Melb – Tues 20 May
Sydney – Wed 21 May
Brisbane – Thur 22 May
Adelaide – Tues 27 May
Perth – Wed 28 May
Online – Tues 3 Jun.
Venue details
Melbourne Convention Exhibition Centre
Sheraton on the Park, 161 Elizabeth St
Sofitel Brisbane Central, 249 Turbot St
Adelaide Convention Centre, North Tce
Duxton Hotel Perth, 1 St Georges Tce
Online webinar presentation
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