About Us

“If one person shares a dollar with one another, each still has a dollar.

But, if one person shares an idea with one another, then both now have 2 ideas (their idea and the other’s).”

Knowledge Collective is a hub for Financial Services Professionals to learn, connect & share knowledge, ideas, challenges & motivation.

We are committed to sourcing the right knowledge, for the right reasons, and giving it to the right people.

Knowledge Collective was first launched in 2015 as a solution to connect like minded people in the financial services industry, mainly financial advisers and business owners. We built a platform where financial services professionals could participate in live webinars, access previously recorded webinars and interact with industry experts and peers.

We found that the people in financial services have a common set of skills and challenges and that we are generous with sharing our knowledge. So, if we can share our experiences and knowledge with each other, we are all better for it.

While we have access to a variety of learning platforms, we love learning from our peers.

If you have an idea for a topic or speaker, please contact us.

Welcome to the KNOWLEDGE COLLECTIVE Team

Our team is the heartbeat of the Knowledge Collective – we are Financial Advisers, Paraplanners, Accountants, Dealer Group team members, BDM’s, Consultants. We’re a team of passionate professionals who are driven to create a home for businesses to grow! Across Sydney, Melbourne, Adelaide, Brisbane we’re delivering an experience like no other, so you can love learning, connecting and sharing knowledge.

This is a platform for delivering on a core value of ours. The sharing of knowledge.

CASS BOYLE

I’VE SPENT THE LAST 20+ YEARS WORKING WITH FINANCIAL SERVICES INSTITUTIONS & SME’S.

For the past 11 yea rs PHAROS Financial Group has owned, invested in or partnered with groups changing the way that financial advice is structured, administered and delivered with absolute integrity. We partner with people that share this passion, and a fundamental belief that great advice changes lives.

The world of technology is creating convergent industries and changing the shape of the financial services landscape, and we’re excited about how this can positively impact advice seekers.

Email: [email protected]

GEORGIA LANE

I LOVE BUILDING MARKETING & COMMUNICATION MACHINES

Since the early 90’s I have been applying a marketing framework to help businesses communicate and grow.  These days it’s about combining traditional methods – such as relationship building – with the new age of digital marketing.

This is what I have done with brands like Toshiba, Microsoft, Telstra, Skandia, ANZ, Madison Financial Group, Gold Bullion Australia and Women of Influence.

I am also the Founder and President of Women of Influence (WOI), a business women’s networking group which has been operating since 2005. We deliver events for around 200 guests and continuously deliver a professional and enjoyable experience as well as raise funds for charity.

Email: [email protected]

Phone: 0409 980 474

OUR IMPACT – Profit with Purpose

Knowledge Collective empowers financial services business people to learn, connect, grow and share knowledge so they can enjoy providing advice while building a successful and enjoyable business.  While we are always focused on growth and acceleration, we also seek to make a positive impact.

EQUAL OPPORTUNITY

We are committed to creating a balanced work place and a fulfilling professional experience for our team.

As an equal opportunity workplace we encourage and implement impact-driven initiatives for all our team, including professional development programs, flexible working conditions, an industry-leading leave program, and annual salary reviews.

We always consider role and the skill set before the gender, culture, religion, beliefs, disabilities or challenges

CHARITY & DEVELOPMENT

Knowledge Collective donates 1% of our membership fees to support non-profit organizations.

We also offer free access to students without experience in financial services.

GET STARTED