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9.30am Registration and arrival
10.00am Introduction by conveners – Toni Surace
10.05am Starting your private practice or joining a group – the benefits of practice – Toni Surace
10.45am Setting yourself up correctly in practice - making sure you are operating under the right
financial and tax structures - Jim Tsirtsakis and Ricky Caldow from Bongiorno Group
11.45am Starting a practice - Legal consideration – Mark Fitzgerald from Meridian Lawyers
12.15pm Financing your practice – Ursula Coetzee from BOQ Specialist
12.30pm Panel discussion for Q&A
1.00pm Prize draw - Bongiorno Group
1.05pm Lunch and Drinks
Dr Toni Surace
Dr Toni Surace graduated from the University of Melbourne in 1995 and is an international presenter, high performance coach, trainer and author. Dr Surace is the managing director of Momentum Management, where she works with dentists across Australia helping them become more efficient, more organised and to improve their communication with patients and teams. She also teaches leadership and confidence. Dr Surace has a background in positive psychology, emotional intelligence and neurolinguistic programming. She uses her skills to help dentists become more resilient, handle stress, and achieve a good balance of work and life. Toni is a huge advocate of mental health in the dental profession. After suffering from her own personal battles with mental health, she is very open to discussing coping mechanisms, and raising awareness of the signs and symptoms of mental health disease.
Mr Ricky Caldow
Starting out in Private Practice Specialist, Rick has been with the Bongiorno Group for over 14 years and is an Associate Director and Financial Consultant. With a Bachelor of Commerce from Deakin University, an Advanced Diploma in Financial Services (Financial Planning) and a Certificate IV in Mortgage Finance Broking, Rick is well qualified to provide financial advice to his dental clientele. Ricky has also completed the education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA). FASEA was established by the Federal Government in 2017 to set the education, training and ethical standards of licensed financial advisers in Australia.
Mr Jim Tsirtsakis
Director Jim Tsirtsakis has been with the Bongiorno Group since 1988, managing specialist accounting and taxation needs as well as insurance and finance advice to dental and medical professionals. Holding professional qualifications including a Bachelor of Business degree, Jim is also a Certified Financial Planner (CFP), a Chartered Tax Advisor (CTA) and is a Fellow of the Institute of Public Accountants (FIPA). Jim regularly speaks on taxation matters to dental and medical associations around Australia, most recently at the September ANZAOMS Conference in Melbourne. Jim has also completed the education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA). FASEA was established by the Federal Government in 2017 to set the education, training and ethical standards of licensed financial advisers in Australia.
Mr Mark Fitzgerald
More than 30 years’ experience as a commercial and corporate lawyer in Perth and Melbourne has shaped Mr Fitzgerald's pragmatic and solutions-driven approach to practice. Since establishing his firm’s Melbourne office in 2006, he has advised clients on major technology projects, innovative and greenfield business models, acquisitions, divestments and commercial partnerships and relationships. Mr Fitzgerald's background also includes extensive experience in banking and finance, having acted for major Australian banks and financial institutions.
Always working to find new ways to make positive contributions to clients’ businesses, he has completed Chartered Secretaries Australia’s Graduate Diploma in Applied Corporate Governance. Mr Fitzgerald enjoys working closely with clients to understand their businesses and applying his knowledge to help clients achieve their objectives.
Mr Fitzgerald has been recognised in the Best Lawyers Australia for his expertise in commercial law since 2021.
Ms Ursula Coetzee
Ursula Coetzee is a results orientated and dedicated financial specialist with over 17 years' banking experience. With a natural flair for building relationships, Ursula is tireless in her pursuit of the best possible outcome for her clients. From new practice set-ups, equipment and fit-out finance, to practice property acquisition and goodwill finance, Ursula works to tailor finance needs to each unique circumstance, be it for a sole practitioner starting out or an established multi-partner practice.