Debt Versus Equity Summit | Wealth Adviser

Debt versus Equity Summit

Tuesday 18 July | 10.30am (AEST) – 1.30pm (AEST)
Livestream event – broadcast from our Sydney studios

Home | Debt Versus Equity Summit

Register below to join us for the upcoming Wealth Adviser Debt versus Equity Summit to be held as a live broadcast event on Tuesday 18 July starting at 10.30 am (AEST) and running until 1.30 pm (AEST).

This Livestream event is a must-attend event for any practice either looking to expand, merge, or even contract or exit over the next year or three.

We will be joined in our broadcast studio by panellists Paul Barrett from leading equity investor AZ-NGA; Anthony Babbage, Snr Business Banker with National Australia Bank’s Professional Services lending team; David Fotheringham, director of valuation specialist Seaview Consulting; Jeff Zulman, managing director of leading professional services debt funder Trailblazers Finance; and Michael Williams, CEO of the multi-million dollar, multi-disciplinary Hopkins Group.

Our experts will take a deep dive into the current state of both debt and equity markets in financial advice practices. We will look at how valuations are trending and what return equity capital partners are expecting versus the cost of first and second-tier debt funding. This will be an interactive event with ample opportunity for delegates who attend to participate in Q&A.

Register


Your Debt versus Equity Summit expert panellists.


Founder & CEO, AZ Next Generation Advisory

Paul Barrett

Originally from New Zealand, Paul graduated from Victoria University in Wellington. He came to Australia in 1998 and held roles with Connelly Temple, Rothschild before being appointed General Manager of the CBA’s Financial Wisdom dealer group and later General Manager of Distribution for the bank’s wealth arm, Colonial First State.

After seven years at the CBA, he joined ANZ Wealth Management, rising to Managing Director, Global Advice and Distribution.

In 2014, Paul helped 4 Pines Brewing Company establish its first Board, serving as the group’s inaugural Chairman. During a period of significant growth and expansion, he guided the group to become a Certified B Corporation and oversaw its 2017 acquisition by global giant Anheuser-Busch InBev. Paul is also Chair of the 4 Pines Advisory Committee.

Senior Business Banker Professional Services, NAB

Anthony Babbage

Anthony has over 20 years of experience working in Business Banking, focused on understanding and meeting the needs of the Accounting, Financial Services & Legal professions. Working with a team of specialists in this area, we offer cash flow and property backed lending, industry benchmarking and insights, asset finance and leasing, deposit and transaction accounts.

Whether you’re looking to grow your business, succession planning, positioning it to sell, or understand how to optimise its profit, Anthony can help.

Director, Seaview Consulting

David Fotheringham

David is an experienced financial services executive & consultant.

13 years as a Director at Seaview Consulting, a corporate M&A advisory firm based in Melbourne. David spent six years in London as an independent consultant on M&A projects for various AIM-listed businesses and assignments for The Economist, BBC World and BBC Worldwide. David’s previous Australian roles include CFO/COO for a listed broking firm and a $1B Credit Union.

David has acquired professional qualifications in Accounting, Corporate Governance, Project Management and Finance. More recently, David has been certified as an implementor in StrategyX (a Strategy Execution SaaS platform) and SYSTEMology, a business processing documentation methodology endorsed by Michael E-Gerber. .

Managing Director, TrailBlazer Finance

Jeff Zulman

Jeff is the founding Managing Director of TrailBlazer Finance. Jeff prefers to be known as the “CRO” – Chief Resources Officer – his role is to source the funding, best people and nicest offices for the team – the rest is their job!

Prior to creating TrailBlazer Finance in 2011, Jeff ran and successfully sold several businesses including serving as the inaugural CEO of Vow Financial which won the MFAA “Wholesale Aggregator of the Year” awarded during his term of office. Jeff studied at the University of Witwatersrand in South Africa and then read law at Oxford University in England. After graduating, he joined Goldman Sachs, where he was trained on Wall Street, and then worked in their wealth management division in London.

Managing Director / Senior Financial Adviser, The Hopkins Group

Michael Williams

Initially starting his working career as a commercial and property lawyer in Queensland, Michael Williams eventually found his calling as a Financial Adviser.

He made this decision because he wanted to help clients before they got in trouble rather than sort out their issues afterwards as a lawyer.

Michael had a simple yet powerful vision – to help his clients establish financial well-being and achieve a financially independent future. This was his vision when he first started as a financial advisor, which is still his vision today as the Managing Director of The Hopkins Group (THG).

As the Group’s Managing Director, Michael has led THG’s strategic operations and is an integral member of the Group’s executive board. Since his appointment in 2004, Michael has grown THG from a boutique firm to a multi-disciplinary, end-to-end, holistic financial advisory agency with over 55 staff and an extensive range of service offerings including financial planning, property (management, investments, sales and development), accounting and taxation, mortgage advice, estate planning and SMSFs.

Michael is also an accredited Senior Financial Adviser trusted by our most tenured and respected clients. He gives back to the industry and is currently an active member of the Deakin Advisory board.

Debt versus Equity Summit

Tuesday 18 July | 10.30am (AEST) – 1.30pm (AEST)
Livestream event – broadcast from our Sydney studios

Register