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Connect with a network of trusted professionals.

Professional Advisory Exchange.

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Thu 23 October | Exclusive Industry Lunch

With Special Guest James Newbury MP

We’re thrilled to have James Newbury MP, Shadow Treasurer and Shadow Minister for Equality joining us to share his insights on Victoria’s economic outlook, regulation affecting professional services, and priorities for the Brighton and Bayside business community. 

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Wed 29 October | Networking Breakfast

Beyond Credentials:
Building a Brand That Wins

In professional services, expertise is expected. What sets you apart is how clearly you communicate your value, both as an individual professional and as a firm. Clients want to know not just what you do, but why they should choose you.

At this session, we’ll explore how to define and differentiate your brand in a way that resonates with the clients and referral partners you want most.

PAST EVENTS

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Wed 1 October | Networking Breakfast

The Client Experience Blueprint

In professional services, technical expertise is only part of the equation. Clients rarely remember the spreadsheets, contracts, or tax returns - but they do remember how you made them feel. A seamless, thoughtful client experience can be the difference between a one-off transaction and a long-term, trusted relationship.

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Thu 4 Sept | Networking Breakfast

Turning Clients Into Advocates

How do you turn satisfied clients into your strongest source of referrals? At this curated networking breakfast, you’ll join senior professionals from across law, finance, and accounting to explore practical strategies for building client loyalty, trust, and advocacy. 

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Wed 10 Sept | Discussion & Networking

AI, Automation & Authenticity: What Do Clients Expect From Professionals?

Join us for a panel discussion exploring how firms can embrace digital tools while staying trusted, secure, and unmistakably human.

The Professional Advisory Exchange is a curated networking community exclusively for trusted advisors in law, accounting, and financial services.

We bring together senior professionals who value genuine and strategic connection over transactional networking.

 

The Exchange hosts facilitated events and meaningful peer engagements,  providing a space to share insights, uncover opportunities, and build strategic partnerships across disciplines.

 

 

High-Quality Connections

 

Become part of a trusted circle with like-minded professionals 

 

 

Market Intelligence

 

Stay ahead of trends, challenges, and opportunities through peer insight and real-world knowledge sharing

 

 

Curated, Time-Worthy Events

 

Exclusive roundtables, private dinners, and discussion panels designed to make conversations a breeze

 

 

Strategic Collaboration

 

 

Discover cross-disciplinary opportunities between law, finance, and accounting

 

 

Confidence Through Community

 

Surround yourself with peers who “get it”,  navigating challenges unique to professional services

 

 

Peer Support & Sounding Boards

Trusted space to test ideas, seek feedback, and learn from professionals outside your own firm or practice. 

Become an insider

Confirm your details to access resources and get marketing insights and event invitations straight to your inbox

Get in Touch

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