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Gen Next Networking Event

Building your personal brand to grow your client base

Join us for the first of our event series for our aspiring advisers, paraplanners and client service superstars.

We will bring you together with your peers to build your network and hear from a range of experienced industry experts on different topics to arm you with the skills and knowledge to take the next steps in your career.

This event we will hear from four experienced advisers with differing backgrounds, to provide you with insights on how they tackled the move into an adviser role and their experiences in building a client base. 

After hearing from our professionals, stay for some light canapes and drinks whilst making new industry connections.

Date: Thursday 13 June 2024

RSVP: By Thursday 6 June

Registration: From 5:15pm

Event time: 5:30pm – 7:30pm

Location: The Oxford Scholar Hotel, 427 Swanston Street, VIC, 3000

Cost: $25 FAAA Members, $15 FAAA Student Members and $40 non-members

Student members: To access the discount code, please email students@faaa.au

Meet the Panel

Corey Wastle

CEO, Verse Wealth

Corey Wastle is the CEO of Verse Wealth, a multi-award-winning firm providing advice across Australia. Verse is recognised by the industry for its commitment to client experience and culture.

James Wrigley

Partner - First Financial

James has been with the core group at First Financial for over 16 years,  and he has worked his way through their financial adviser training system from Client Service Manager, through to Associate Adviser, to Senior Adviser. James was made a Principal in 2018.

Laura Kelly

Financial Adviser, Secureinvest

Laura has worked in financial services for 6 years, she has a passion for educating her clients and delivering content to help them understand the importance of preparing for retirement. She has worked across both large corporate environments and self-licensed businesses and has found the exposure to be of great value.

Angelo Baronessa

Director - Divergent Wealth

Angelo  has over a decade of experience in financial services, starting from selling Life insurance over the phone, to becoming an admin assistant in a small advice firm. Since becoming a licensed adviser in 2018, he has provided personal financial advice to a range of people including well-known CEOs and a Federal Financial Services Minister. Now he focuses on providing exceptional advice to the LGBTQIA+ community and is a regular on Joy94.9’s Joy Breakfast radio show, and the Small Business Membership Director for GLOBE Victoria.

Date:

Thursday 13 June | 5:30pm - 7:30pm

Location:

The Oxford Scholar Hotel, Melbourne

Register:

The united voice for financial advice professionals