The Broker of Tomorrow: Preparing Today’s Broker for Tomorrow’s Opportunities
The Broker industry is changing, and with change comes opportunity. New technology, evolving customer expectations, increased competition and a shifting lending landscape are reshaping what it takes to build a successful broking business.
The Broker of Tomorrow is about looking ahead and being ready for what comes next. Technology and AI are transforming how we work, new markets and revenue opportunities are emerging, and the way we attract and engage with customers continues to evolve. Being prepared means embracing tools that can make us more efficient, finding smarter ways to market and grow our businesses, strengthening the relationships that set brokers apart, and learning from others who are already doing things differently.
We’re bringing the Vision community together to explore these opportunities and, importantly, to celebrate the wins that came from last year’s hard work. It’s a day to step away from the day-to-day, connect with your peers, share ideas and gain practical insights that can help you work smarter, uncover new opportunities and build a stronger business.
INSPIRING. INSIGHTFUL. IMPACTFUL.
Simon Lewis
Simon has over a decade of experience across mortgage broking, finance consulting and private wealth, and now leads Broker Capital, helping brokers unlock working capital to accelerate business growth.
Anja Pannek
Anja Pannek brings over 20 years of experience across business transformation, risk management and financial oversight, with a collaborative and future-focused approach to industry leadership.
Leo Gagic
Leo Gagic brings decades of experience and success across finance, lending and credit to the FBAA, and has transformed complex, large-scale operations across private equity and ASX-listed organisations.
Tristan Knowles
Tristan Knowles is an experienced leader, coach and six-time Paralympian who inspires people to perform at their best, embrace challenge and build the mindset needed to grow, lead and succeed.
Jared Dorans
Jared Dorans brings over 14 years of finance experience and a commitment to mental wellbeing through his work with Talk2mebro, a suicide prevention platform advocating for open conversations and resilience.
Matt Ivers
A property and finance leader, co-founder of Vision and experienced adviser who helps clients make confident investment decisions, navigate complex scenarios and build toward their financial goals.
Matthew Hassan
A senior economist at Westpac, specialising in housing markets and consumer trends, with research that helps shape economic outlooks, interest rate views and understanding of Australian household behaviour.
Conference agenda
Arrival
Welcome
Panel: Industry Body Updates
Leo Gagic & Anja Pannek
Panel: Mind Matters
Tristan Knowles & Jared Dorans
Panel: The Future Market
Matt Ivers & Matthew Hassan
Simon Lewis
Trailbook aquisitions & valuations
Tradeshow
Connect with our lenders and industry partners.
Awards Lunch
Networking Drinks
The Oriana, Sydney
Connect. Unwind. Be inspired.
Lets continue the fun! The conversation doesn’t end when the conference does. Join us afterwards for networking drinks and canapés at The Oriana Sydney, overlooking Circular Quay and Sydney Harbour.
It’s an opportunity to unwind, connect with fellow brokers, speakers, lenders and industry partners, and continue the conversations from throughout the day in a relaxed waterfront setting.
