Bringing Private Wealth Management to All Australians
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Accountant Affiliate Program

You are invited to attend the Accountant Affiliate Program boardroom luncheon that will showcase how a relationship with a financial advisory firm can offer your existing clientele a value-added service whilst generating an additional income stream for your practice.

The Accountant Affiliate Program has been designed for Accountants who would like to offer their clients a value-added advisory service without the need to up-skill their staff, increase their overheads or add addition compliance measures.

Equiti Private Wealth is a full service advisory firm, that specialises in providing sound financial advice to retail clients, and given that your accounting practice deals with a similar clientele, we would like to demonstrate to you how this affiliate program benefits you and your clients.

Please join us at one of our weekly boardroom luncheons where you will have the opportunity to meet our advisers, listen to their investment philosophy and understand exactly how the Accountant Affiliate Program works.

This boardroom luncheon includes brief presentations from:

Senior Financial Advisors
Our Advisers will discuss Equiti’s 5 Fundamental Achievements. It’s an intelligent approach to wealth management; a complete solution driven financial strategy that helps you to achieve the goals most important to you.
Head of Fiance
Our Head of Finance will discuss the changing finance environment and how that affects your clients.
Head of Property
Our Head of Property will highlight property hot spots, future growth areas in NSW, and how research and analysis are vital in deciding where to invest.

We will also take the opportunity to properly explain the Accountants Affiliate Program and this will include:

• How the program works
• How the program is introduced to your clients
• What happens when we speak with your clients
• How the progress is reported to you
• Invoicing and payments review

Event Details

Places are limited to only 10 Accountants per luncheon so to book your seat simply register below.

Location: Level 2, 85 George St, Parramatta
Time: 12.30 – 2:00pm