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Advisors’

Assembly

proper noun

A place to gain desirable knowledge and learn from the wisdom of others

Scroll

Advisors’

Assembly

proper noun

A place to gain desirable knowledge and learn from the wisdom of others

Scroll

Advisors’

Assembly

proper noun
A place to gain desirable knowledge and learn from the wisdom of others
Scroll

About the event

Join accounting peers for this special one-day event aimed at equipping you to serve your clients, so you can be an integral part of their business success.

Learn actionable strategies for growing your advisory services, straight from experts and leaders of some of Australia's most progressive firms. We’ll show you what advisory looks like, and how others have rolled it out to their clients.

Advisors’ Assembly brings together practitioners, advisory experts and industry leaders. Speakers at this event will probe the challenges to executing business advisory and share processes that have helped them master it.

Keynote and panel speakers include Kate Douglas, Darren Van Zyl, Nicholas Perrett, Viv Brownrigg and more.

MEET OUR SPEAKERS

SYDNEY
MELBOURNE
BRISBANE
07
MAR
13
MAR
15
MAR
2024
2024
2024
SYDNEY
07
MAR
2024
BOTANIC
HOUSE
Book your ticket
MELBOURNE
13
MAR
2024
THE W
HOTEL
Book your ticket
BRISBANE
15
MAR
2024
THE CALILE
HOTEL
Book your ticket
SYDNEY
07
MAR
2024
BOTANIC
HOUSE
Book your ticket
MELBOURNE
13
MAR
2024
THE W
HOTEL
Book your ticket
BRISBANE
15
MAR
2024
THE CALILE
HOTEL
Book your ticket

Schedule

9:00 AM
Registration opens
9:30 AM
Advisory best practice
10:00 AM
The advisory landscape in Australia
10:30 AM
Delivering a structured and monetised advisory offering
11:10 AM
Morning tea
11:40AM
Scaling your services to improve client outcomes
12:25PM
Advisory starts with clean data
1:10 PM
Lunch
2:10 PM
Bring reports to life with a structured service
2:45 PM
Accountants panel discussion
3:40 PM
That’s a wrap!
4:00 PM
Building Connections
No items found.

Schedule

9:00 AM
Registration opens
9:30 AM
Advisory best practice
10:00 AM
The advisory landscape in Australia
10:30 AM
Delivering a structured and monetised advisory offering
11:10 AM
Morning tea
11:40AM
Scaling your services to improve client outcomes
12:25PM
Advisory starts with clean data
1:10 PM
Lunch
2:10 PM
Bring reports to life with a structured service
2:45 PM
Accountants panel discussion
3:40 PM
That’s a wrap!
4:00 PM
Building Connections
No items found.
04

Apps

03

Cities

01

Day

08

Sessions

12+

Speakers

300+

Attendees

// 2019
The Crystal, London
NOVEMBER
12

Speaking at all locations

David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.

DAVID BOYAR

CEO, ChangeGPS

With over 20 years in Public Practice with the majority of that time as sole Director of Quay Accountants in the sunshine capital of NZ - Whakatane. In 2014, he sold his firm so that he could focus on his true passion - helping accountants to accelerate small business success. Mark joined forces with Viv Brownrigg, and together they founded The Gap, enabling accounting firms throughout NZ, Australia, and the UK to build recurring Business Advisory revenue.

MARK JENKINS

Director of Sales The Gap

Viv is a Fellow Chartered Accountant with more than 20 years’ experience in public practice. Whilst building a thriving practice, she founded Business Fitness NZ and in her spare time carved a niche in succession planning for accounting firms. Viv joined forces with Mark Jenkins in 2014 and together they founded The Gap. With a passion for small business success, Viv believes in the role accountants play in supporting clients’ success.

VIV BROWNRIGG

Director of Marketing & Partnerships - The Gap

David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.

DAVID BOYAR

CEO, ChangeGPS

With over 20 years in Public Practice with the majority of that time as sole Director of Quay Accountants in the sunshine capital of NZ - Whakatane. In 2014, he sold his firm so that he could focus on his true passion - helping accountants to accelerate small business success. Mark joined forces with Viv Brownrigg, and together they founded The Gap, enabling accounting firms throughout NZ, Australia, and the UK to build recurring Business Advisory revenue.

MARK JENKINS

Director of Sales The Gap

Viv is a Fellow Chartered Accountant with more than 20 years’ experience in public practice. Whilst building a thriving practice, she founded Business Fitness NZ and in her spare time carved a niche in succession planning for accounting firms. Viv joined forces with Mark Jenkins in 2014 and together they founded The Gap. With a passion for small business success, Viv believes in the role accountants play in supporting clients’ success.

VIV BROWNRIGG

Director of Marketing & Partnerships - The Gap

Did someone say expert?

Our Speakers

David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.

DAVID BOYAR

CEO, ChangeGPS

As one-half of the Two Drunk Accountants Podcast & Director at CATS Accountants. Dan believes that all business owners can use their business as a vehicle for living their #bestlife. Thus, his passion for dispelling the myths & mysteries of running a small business & empowering his clients. 

DAN OSBOURNE

Podcaster, Two Drunk Accountants & Director, CATS Accountants

With over 20 years in Public Practice with the majority of that time as sole Director of Quay Accountants in the sunshine capital of NZ - Whakatane. In 2014, he sold his firm so that he could focus on his true passion - helping accountants to accelerate small business success. Mark joined forces with Viv Brownrigg, and together they founded The Gap, enabling accounting firms throughout NZ, Australia, and the UK to build recurring Business Advisory revenue.

MARK JENKINS

Director of Sales The Gap

Prior to Walker Wayland, she spent a number of years working in a large accounting firm, with a focus on advisory services and management accounting for both local and international organisations. Kate is passionate about helping businesses reach their potential through planning and strategy implementation, and utilising technology to maximise efficiencies and increase effectiveness across the business.

KATE DOUGLASS

Principal, Walker Wayland

Jarrod is a scaleup specialist and passionate storyteller. Starting at KPMG, Jarrod has since supported the launch of Groupon in Australia, scaled Nearmap to ASX and revelled in the rebrand of BNPL product HUMM. Today, he is leveraging his experience in support of hyper growth businesses as founder of Pitch Labs, whilst also serving as part of the Xero Partner Advisory Council and Industry Expert with SA Leaders.

JARROD MORRIS

Partner, Pitchers

Nick has been at Yarra Lane for over 15 years and has overseen a major rebrand, multiple mergers and acquisitions and has orchestrated incredible growth, showcasing his leadership and strategic acumen. His dynamic approach and commitment to excellence have consistently driven success in his professional endeavours.

NICHOLAS PERRETT

Director, Yarra Lane Group

Viv is a Fellow Chartered Accountant with more than 20 years’ experience in public practice. Whilst building a thriving practice, she founded Business Fitness NZ and in her spare time carved a niche in succession planning for accounting firms. Viv joined forces with Mark Jenkins in 2014 and together they founded The Gap. With a passion for small business success, Viv believes in the role accountants play in supporting clients’ success.

VIV BROWNRIGG

Director of Marketing & Partnerships - The Gap

Warrick is a Director of Dot Advisory, based in Melbourne. He has worked with the ATO, before becoming a Chartered Accountant. Warrick’s passion is helping entrepreneurs develop strategies for their business’ growth. Outside of work, Warrick enjoys keeping fit and spending time with his wife and young kids. 

WARRICK MADDOCKS

Director, Dot Advisory

Darren is a Partner and Co-Founder of Elements Advisory Group. He is a Chartered Accountant, Public Practitioner and Business Valuation Specialist with CAANZ and has been a Partner in Elements Advisory Group since its formation in 2012. Darren has presented a number of topics at CAANZ and industry events across the business valuation and advisory services networks.

DARREN VAN ZYL

Partner, Elements Advisory Group

Morgan Wilson, the Director of Creditte chartered accountants & advisors, combines a knack for numbers with a flair for strategic planning. Approachable and knowledgeable, Morgan is all about building better businesses based on better numbers.

MORGAN WILSON

Director, Creditte

Steph is the Head Ninja of Growthwise an accounting business specialising in working with fast growing businesses and startups. She is recognised as a technology expert in the accounting industry. Steph is a Director of Camplify (ASX:CHL) and a Partner at Melt Ventures.

STEPH HINDS

Head Ninja, Growthwise

Brad is a third-generation accountant who built and sold a successful practice before creating his own consulting business. He’s also a prolific content creator who specialises in coaching accountants to get clarity on their business vision, create capacity, dial in pricing, and learn how to market, sell, and deliver advisory.

BRAD TURVILLE

Head of Sales - Australia, The Gap

Karen is a qualified Chartered Accountant with 20+ years experience in providing CFO services to a range of different industries, including within the hospitality and not-for-profit sectors.

KAREN NG

Associate Director, CFO Advisory

Tracy is a Principal at SRJ Walker Wayland, specializing in business improvements, Xero conversions, and app advisory. With over 27 years of experience, Tracy has served as a practising accountant, CFO, and advisor. With a focus on practical solutions, Tracy has steered the division's revenue stream, ensuring its success through strategic planning and client-centric approaches.

TRACY JOHNSON

SRJ Walker Wayland

Katie has over 25 years experience advising businesses of all sizes. Her expertise expands across taxation including payroll and hr.She has earned herself a reputation for being one of Australia’s leading business advisors and employment tax experts. Katie is a Chartered Accountant, graduate of AICD, fellow of the Tax Institute and committee member for Women in Tax NSW.

KATIE LIN

Business Advisory Partner, Nexia

More industry leaders announced soon!

David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.

DAVID BOYAR

CEO, ChangeGPS

Morgan Wilson, the Director of Creditte chartered accountants & advisors, combines a knack for numbers with a flair for strategic planning. Approachable and knowledgeable, Morgan is all about building better businesses based on better numbers.

MORGAN WILSON

Director, Creditte

Steph is the Head Ninja of Growthwise an accounting business specialising in working with fast growing businesses and startups. She is recognised as a technology expert in the accounting industry. Steph is a Director of Camplify (ASX:CHL) and a Partner at Melt Ventures.

STEPH HINDS

Head Ninja, Growthwise

Brad is a third-generation accountant who built and sold a successful practice before creating his own consulting business. He’s also a prolific content creator who specialises in coaching accountants to get clarity on their business vision, create capacity, dial in pricing, and learn how to market, sell, and deliver advisory.

BRAD TURVILLE

Head of Sales - Australia, The Gap

Karen is a qualified Chartered Accountant with 20+ years experience in providing CFO services to a range of different industries, including within the hospitality and not-for-profit sectors.

KAREN NG

Associate Director, CFO Advisory

Tracy is a Principal at SRJ Walker Wayland, specializing in business improvements, Xero conversions, and app advisory. With over 27 years of experience, Tracy has served as a practising accountant, CFO, and advisor. With a focus on practical solutions, Tracy has steered the division's revenue stream, ensuring its success through strategic planning and client-centric approaches.

TRACY JOHNSON

SRJ Walker Wayland

Katie has over 25 years experience advising businesses of all sizes. Her expertise expands across taxation including payroll and hr.She has earned herself a reputation for being one of Australia’s leading business advisors and employment tax experts. Katie is a Chartered Accountant, graduate of AICD, fellow of the Tax Institute and committee member for Women in Tax NSW.

KATIE LIN

Business Advisory Partner, Nexia

As one-half of the Two Drunk Accountants Podcast & Director at CATS Accountants. Dan believes that all business owners can use their business as a vehicle for living their #bestlife. Thus, his passion for dispelling the myths & mysteries of running a small business & empowering his clients. 

DAN OSBOURNE

Podcaster, Two Drunk Accountants & Director, CATS Accountants

With over 20 years in Public Practice with the majority of that time as sole Director of Quay Accountants in the sunshine capital of NZ - Whakatane. In 2014, he sold his firm so that he could focus on his true passion - helping accountants to accelerate small business success. Mark joined forces with Viv Brownrigg, and together they founded The Gap, enabling accounting firms throughout NZ, Australia, and the UK to build recurring Business Advisory revenue.

MARK JENKINS

Director of Sales The Gap

Prior to Walker Wayland, she spent a number of years working in a large accounting firm, with a focus on advisory services and management accounting for both local and international organisations. Kate is passionate about helping businesses reach their potential through planning and strategy implementation, and utilising technology to maximise efficiencies and increase effectiveness across the business.

KATE DOUGLASS

Principal, Walker Wayland

Jarrod is a scaleup specialist and passionate storyteller. Starting at KPMG, Jarrod has since supported the launch of Groupon in Australia, scaled Nearmap to ASX and revelled in the rebrand of BNPL product HUMM. Today, he is leveraging his experience in support of hyper growth businesses as founder of Pitch Labs, whilst also serving as part of the Xero Partner Advisory Council and Industry Expert with SA Leaders.

JARROD MORRIS

Partner, Pitchers

Nick has been at Yarra Lane for over 15 years and has overseen a major rebrand, multiple mergers and acquisitions and has orchestrated incredible growth, showcasing his leadership and strategic acumen. His dynamic approach and commitment to excellence have consistently driven success in his professional endeavours.

NICHOLAS PERRETT

Director, Yarra Lane Group

Viv is a Fellow Chartered Accountant with more than 20 years’ experience in public practice. Whilst building a thriving practice, she founded Business Fitness NZ and in her spare time carved a niche in succession planning for accounting firms. Viv joined forces with Mark Jenkins in 2014 and together they founded The Gap. With a passion for small business success, Viv believes in the role accountants play in supporting clients’ success.

VIV BROWNRIGG

Director of Marketing & Partnerships - The Gap

Warrick is a Director of Dot Advisory, based in Melbourne. He has worked with the ATO, before becoming a Chartered Accountant. Warrick’s passion is helping entrepreneurs develop strategies for their business’ growth. Outside of work, Warrick enjoys keeping fit and spending time with his wife and young kids. 

WARRICK MADDOCKS

Director, Dot Advisory

Darren is a Partner and Co-Founder of Elements Advisory Group. He is a Chartered Accountant, Public Practitioner and Business Valuation Specialist with CAANZ and has been a Partner in Elements Advisory Group since its formation in 2012. Darren has presented a number of topics at CAANZ and industry events across the business valuation and advisory services networks.

DARREN VAN ZYL

Partner, Elements Advisory Group

Many thanks to these organisations

Your Hosts

GEOFF BAKER

Global Head of Customer, Fathom

TOM BILTON

Head of Advisory APAC, Fathom

SARAH HARRIER

Global Marketing Executive, Fathom

THERESA MCMANUS

Head of Marketing, APAC Access Accountants

JADE BURGER

Events Manager, The Gap

GLENN CASTLE

Accounting & Product Expert, Dext

GEOFF BAKER
Global Head of Customer, Fathom
TOM BILTON
Head of Advisory APAC, Fathom
SARAH HARRIER
Global Marketing Executive, Fathom
THERESA MCMANUS
Head of Marketing, APAC Access Accountants
JADE BURGER
Events Manager, The Gap
GLENN CASTLE
Accounting & Product Expert, Dext
$199  + GST
$199  
  
  +GST

Come Join Us!

Join over 100 leading business advisors at 
Advisors' Assembly