Tuesday 13 May 2025
12pm-1pm AEDT
Up to 1 CPD hour available
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This interactive workshop with a panel of three successful business owners, moderated by Julie Matheson, is designed to highlight the key elements of running a successful financial planning business, including 18 roles and responsibilities, and more than 20 services to choose from through the lens of Standards 7, 9 and 10 of the code of ethics. You will hear what success means to the different business owners. The types of business/ employment structures to operate a successful business. How to get the structure right. Building a client base and the technology stacks used by the speakers.
This session was a sell out at the Inspire Grow Series in Perth, all proceeds from this webinar will be donated to the Future2 Charity.
Julie Matheson CFP®
Founder, Finwise Leadership
Speaker, Mentor & Founder of Finwise Leadership, Julie engages audiences with insights gleaned from her personal experiences and the wisdom of leaders of the financial advice profession.
As a former AFSL business owner and a global CFP®, Julie has extensive hands-on experience. Her leadership was further demonstrated through her 13 years as a GAICD non-executive Director of the FPA, now known as FAAA (Financial Advice Association of Australia).
Julie Matheson is not only a visionary leader in the financial services sector but also a catalyst for positive change, dedicated to shaping the future of financial planning in Australia.
Katie McDonald CFP®
Director & Strategic Wealth Adviser, Private Wealth Architects
Katie has over 25 years of experience working with family groups and businesses, and she assists them with growing and safeguarding their assets for future generations. Katie holds an AdvDip. (FP), a BCom (major in Finance), and Financial Planning peak global designation of Certified Financial Planner (CFP®).
Kora Drage AFP®
Founder & Principal Adviser
With over a decade of experience in the financial services industry, Kora founded Visia Financial Services in 2013 after recognising a critical gap in the market for truly personalised and deeply engaged financial advice. Her diverse background, which spans both national corporate organisations and boutique practices, has equipped her with a unique perspective and character to force her own path in financial services. Kora successfully became self – licensed in April 2022.
Kora is deeply committed to empowering her clients to take control of their financial future. Whether it’s strategic tax planning, wealth creation, or managing Self-Managed Superannuation Funds (SMSF), she takes pride in offering tailored, client-focused solutions. Her mission is to provide financial clarity and direction, helping clients achieve their long-term goals with confidence.
Kora holds a Bachelor of Business in Finance & Economics, along with an Advanced Diploma of Financial Services in Financial Planning. She is also an SMSF Specialist Adviser™ and a Financial Planner AFP, and is dedicated to excellence in the financial planning industry.
Poonam Di lorio
Founder & Director, Bee Limitless
Poonam is a Chartered Accountant, Registered Financial Adviser, and specialist in self-managed superannuation with a Bachelor of Commerce. With a client-focused approach, Poonam helps individuals navigate their retirement goals and financial planning, treating superannuation with the utmost care and respect.
Fluent in multiple languages and tech-savvy, Poonam is passionate about financial education, regularly speaking and publishing to improve understanding for diverse groups, including Gen Z, Millennials, Gen X, LGBTQIA+ communities, and women.
A working mother and futurist, Poonam is committed to preparing clients for the evolving financial landscape.
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