We are on the cusp of the most significant intergenerational transfer of wealth in Australian history. A staggering $3.5 trillion over the next 20 years presents an unprecedented opportunity. But are you equipped to serve the needs of these significant families and individuals?
Join us for our 2-Day SAN Adviser Conference on the Gold Coast on 14th & 15th May 2025. This is the first part of the intensive SAN program which will equip you with the knowledge and tools needed to thrive in this transformative market.
Here’s what you’ll gain:
© 2024 Significant Advisory Network
Emotional Intelligence Coach & Facilitator
Founder of Headspace Coaching Brian works with business owners, executives and professionals to help them clarify, plan and implement their goals in terms of creating the lives they want to lead.
Brian has extensive experience in helping groups of people work together as a team in both sporting and business contexts.
Business Coach
Paul has been coaching businesses and business leaders across Australia and New Zealand for 25 years. By using powerful yet simple frameworks that are useful and can be immediately applied; Paul’s passion is creating space for businesses and individuals to grow both commercially and culturally. Paul will challenge and at times create tension to support the desired change that an individual or business has identified.
CEO
Scott founded the Fitzpatrick Group in 1987 and is regarded as one of the change agents who introduced genuine professional, fee for service advice. Scott is in high demand with other professional advisers and firms to train them in advice and client management leading to the growth of which Fitzpatricks Private Wealth now consists of 20 offices throughout Australia.
Supporting people to choose the life they want, communicate successfully across family and business, and achieve success is what I love doing.
Supporting people to choose the life they want, communicate successfully across family and business, and achieve greatness, is what I love doing.
Time in the corporate world after University led to me living in London. Here I was introduced to the coaching world where I spent 2 years working with Shirlaws and supporting their head coach with personal and business coaching for HSBC and several smaller family start up businesses. Returning to Australia I co-founded a communication coaching business, supporting people to find the best in themselves and excel in all areas of their lives. A one person business can be a lonely place. From here I was to join a Small Family Start Up wholesale business.
My support through my specific role as well as with the owners (in a coaching space) provided endless experiences and personal development. My successes have shown me that coaching is where I excel and where my passion lies and that has brought me to the latest role of Head of Programme for the Significant Advice Network. A group of successful Business people who are seeking to support the intergenerational wealth transfer predicted in Australia over the next 25 years.
