Actions Panel
Breakfast with myprosperity - Sydney
Date and time
Location
Establishment Hotel, Room III
252 George St Sydney, NSW 2000 AustraliaDescription
Sydney - Tuesday May 1st, 2018
Breakfast with myprosperity
Co-hosted by myprosperity & Macquarie Bank
Topic
Join us for the latest event in our regular Learning Breakfast Series, this time with a twist!
Every two years, Macquarie Bank releases their Accounting & Financial Services Benchmarking Survey. With the 2017/18 results due in just a few short weeks, we’ve partnered with the Accounting and Financial Services team at Macquarie Bank to bring you a sneak peek of the report, and share the latest insights into the challenges, opportunities and trends impacting the advice industry today.
- Discover how fellow firms are feeling about the future of the industry.
- Uncover the winning strategies favoured by industry leaders.
- Identify new technology initiatives to help you retain customers and acquire new clients.
- Explore new ideas for growing revenue and increasing the value of your business.
Check out the 2016 report here.
Tickets are free and available on a first come, first served basis so don’t miss out!
Session Details
When: Tuesday May 1st, 2018
Where: Establishment Hotel, Room III, 252 George St, Sydney NSW 2000
Time: Registration at 7:30AM for 8:00AM start and 9:15AM finish
About the Speakers
Chris Ridd, CEO at myprosperity
Chris has 27 years experience in the IT industry, including 5 years as Managing Director for Xero Australia and 15 years at Microsoft. He led Xero’s expansion in the Australian market, from a small startup to becoming the largest online cloud accounting software company in the country.
Eli Glotzer, National Head of Accounting & Financial Services at Macquarie Bank
As Head of Accounting & Financial Services in Business Banking at Macquarie Bank, Eli collaborates with teams across the Macquarie Group, and external stakeholders, to assist Accountants and Financial Advisers achieve their business goals.
Book your free ticket now.
Organised by
myprosperity is a cloud-based personal wealth platform that makes it easy for accountants and advisers to help their clients get their financial world – sorted. Available on desktop and as a mobile app, myprosperity is a whitelabel wealth portal that boasts live data feeds, digital forms and digital doc signing, as well as budgeting, cashflow and goal setting tools for an integrated all-in-one approach to personal finance.
Founded in 2011, the company is now the leading personal wealth platform in Australia, with over 650 adviser partners and 30,000 end users.