Join us at the intersection of innovation and advice
Save the date - Thursday, 7 September, 2023, in Melbourne – for a transformative journey into the future of wealth. Melbourne becomes the canvas for our premiere annual event, the Accelerate Summit, a one-day exploration dedicated to financial advisers, paraplanners, support staff, principals, and licensees.
Immerse yourself in a dynamic environment where learning meets inspiration. Our program, carefully curated for the modern wealth professional, promises to deliver cutting-edge CPD content, brought to life by global thought-leaders and leading wealth practices.
The Accelerate Summit offers a spectrum of content, divided into three distinct streams. This bespoke experience ensures that everyone's individual needs are met, whether you're a business owner, seasoned adviser or a budding customer service manager.
And as twilight descends, the conversation continues over drinks and canapés, where you can forge connections with other forward-thinking professionals.
Why you can't miss the event!
Join your peers as they share best practices, technology hacks and tips
Hear from keynote speakers as they examine global and cultural trends
With three streams of content, you can choose the content that matters most to you
Get the lowdown on Netwealth's latest roadmap and product releases
Where and when?
Date: Thursday 7 September
Time: 9:00AM - 5:00PM
Details: Early registration & refreshments from 8AM. Networking drinks follow at 5PM
Location: The Glasshouse, Olympic Park Oval, Olympic Blvd, Melbourne
Register to attend
Former CEO of Facebook ANZ, CEO of Omniscent A.I, and Founder of Digital CEO
Prepare to be inspired as you listen to this extraordinary individual share their insights. With an impressive track record, including collaborations with luminaries like Mark Zuckerberg, Sheryl Sandberg, and Facebook's Silicon Valley leaders, this speaker's tenure at Facebook transformed the Australia and New Zealand market into one of Facebook's greatest success stories, encompassing platforms such as Instagram, Messenger, Whatsapp, and Oculus.
Throughout a remarkable career spanning over 25 years, Stephen has conquered various industries, from consumer products and retail to ecommerce, automotive, financial services, media, and technology. Having held senior executive positions at Westfield and Inchcape, as well as leading the way at Australian consumer products giant Lion, his expertise is unparalleled.
Today, as the founder of the global advisory firm, The Digital CEO, a Senior Advisor to McKinsey & Company, and the Executive-in-Residence at the Australian Graduate School of Management, Stephen partners with the CEOs and boards to assist them in crafting strategies, developing capabilities, fostering culture, and nurturing leadership that propels them to the forefront of their industries.
Listen to Stephen as he discusses technology's transformative power, the future of business, and the paradigm shift in 21st-century leadership.
President and Trustee Virgin Unite, B Team Leader, Co-Founder of Plus Wonder and Author of #PartneringtheBook
Get ready to be inspired by Jean Oelwang, the influential founding CEO of Virgin Unite, as she unfolds her remarkable journey and invaluable insights on cultivating leadership, nurturing ideas, and reinventing systems for a better world.
For almost two decades, Jean has made an indelible impact on the world as she has masterminded the creation and development of numerous global initiatives such as The Elders, The B Team, The Carbon War Room, and more. She has skilfully integrated the values of people's wellbeing and environmental sustainability into over 25 Virgin businesses across various sectors and continents.
A sought-after thought leader, Jean holds prestigious roles in several advisory and board committees, from The Elders and Vatican Humanity 2.0, to The Caribbean Climate Smart Accelerator and NOVONIX. Her contributions to the business and social sectors have been recognized with numerous accolades including the 2021 Beta Gamma Sigma International Honoree Award and the Gerry Susman Sustainability Award.
As a co-founder of Plus Wonder, Jean is passionate about fostering profound connections and collaborations. Her recent book, "Partnering", showcases her expertise. Known for her TED and TEDx appearances, Jean's influence spans across sectors and borders, making her a true force for change in the world.
16 Sessions, three content streams
Get a sneak peak of the Accelerate Summit line-up with more sessions to be announced in the coming weeks.
The Future of Leadership
Stephen Sheeler The Digital CEO & former Facebook CEO ANZ
Stephen Scheeler, the former Facebook CEO of Australia and New Zealand, delivers a crucial wakeup call for leaders in this keynote presentation. With digital skills now the key to business triumph and job advancement, Scheeler unpacks his own journey and offers vital guidance to reinvent today's leaders as tomorrow's digital maestros
Data Excellence with Xeppo
Shane Dwyer – General Manager – Xeppo
Shane Dwyer, Xeppo's General Manager, hosts a Q&A style session with advisers on how Xeppo has helped with their firm's operational efficiency, compliance, and onboarding processes. Moving from inefficient, manual workflows to a dynamic, integrated tech system, the discussions aim to spotlight how Xeppo's data management capabilities have propelled practices into national expansion, ultimately transforming data management into a substantial competitive advantage.
Simple but effective
Keat Chew – Netwealth
Join Keat Chew, Netwealth's Head of Technical Services, as he brings his wealth of expertise to the fore, unpacking 'simple but effective' technical advice strategies. Keat is renowned for crafting straightforward solutions to complex financial puzzles. Don't miss this chance to revamp your financial strategy!
Live 'Between Meetings' Podcast with Paul Bassat
Paul Bassat – Co-founder & Partner - Square peg
Be part of a live 'Between Meetings' podcast recording with Matt Heine featuring the renowned Paul Bassat. As the co-founder of SEEK and Square Peg, Paul's insights and experience offer a fresh perspective on the wealth industry. This series, beloved by wealth professionals, invites you to see your business and the industry through a novel, transformative lens."
Building efficiency in your advice practice
Explore the art of building efficiency in your advisory practice, blending people, processes, and tech. This session provides practical solutions to improve productivity, task management, and team dynamics. Learn how to enhance personal productivity, effectively lead your team, optimise meeting strategies, manage workflows, and embrace the right tech for improving service delivery. Remember, it's not just about being busy, but being productive.
AdviceTech game changers
Lumiant, IFF, Fabric Risk and Financial Simplicity
Dive into future-focused advisory tools at our AdviceTech Pitch-fest. Uncover state-of-the-art platforms that streamline portfolio creation, boost client engagement, and optimise efficiency. An unmissable chance for advisors eager to elevate their practice and discover the latest tools redefining the wealth management industry.
Wholesale vs Retail
Discover the subtle intricacies of operating in a wholesale advice environment at our exclusive session with Simon Carrodus, Partner at Hamilton Locke. Learn the nuances of compliance, fiduciary obligations, and delivery efficiencies that differentiate wholesale from retail. This crucial discussion could redefine your approach to serving high net worth clients, efficiently and ethically.
The power of partnerships
Jean Oelwang, Founding CEO Virgin Unite
Join Jean Oelwang, founding CEO of Virgin Unite, for a captivating keynote on the transformative power of partnerships. Drawing from her pioneering work and new book, 'Partnering', Jean will illuminate how robust relationships and shared visions can drive significant change. A must-attend for those looking to leverage collaboration for solving pressing challenges.
Michael Kollo CEO of Evolved Reasoning
Unearth the hidden potential of AI with our masterclass led by Michael Kollo, CEO of Evolved Reasoning. Learn to leverage ChatGPT's AI capabilities to enhance efficiencies, enrich client interactions and scale growth in your wealth practice. Master the art of harnessing technology without replacing the quintessential human touch.