Our FEW Advocates Are The Most Senior Executives and Leaders In Financial Services
Having an advocate is your unfair advantage.
ADVOCATE
Be expertly paired with your very own advocate today.
Through A Bespoke Process We Find An Advocate Who Is Exactly Right For You
Introducing some of our current advocates who are helping our members by providing support, guidance & experience.
Andrea Palmer
Bryony Berridge
Jade Khao
Malissa Tobias
Head of Personal Advice at AMP
Tax manager, Equipsuper
Associate Advice Director, ANZ
Associate Partner, Perpetual Private at Perpetual Limited
Andrea is an experienced Senior Executive with strong experience in leading and managing financial advice business units in Australia.
Andrea currently leads a phone based advice business which delivers scoped advice to AMP customers. AMP has Advice Centres in Sydney and Melbourne.
From 2010 to 2018, Andrea worked for Link Advice in various senior executive roles spanning financial advice, business development, product and marketing. A member of Link Advice's senior executive team, project sponsor for Link Group advice projects with a Masters in Commerce (Financial Planning) and qualified solicitor.
Andrea currently leads a phone based advice business which delivers scoped advice to AMP customers. AMP has Advice Centres in Sydney and Melbourne.
From 2010 to 2018, Andrea worked for Link Advice in various senior executive roles spanning financial advice, business development, product and marketing. A member of Link Advice's senior executive team, project sponsor for Link Group advice projects with a Masters in Commerce (Financial Planning) and qualified solicitor.
Bryony's background combines over 20 years' tax expertise with prowess in policy development, advocacy and the provision of advice. She is highly adaptable and quickly becomes proficient in new areas.
Bryony is passionate about communication. She leads public speaking clubs and she is able to motivate and inspire teams. She is experienced in developing and delivering tax training and has taught English as a foreign language.
She is known to be a self-starter and takes ownership of projects and does what it takes to reach a positive conclusion. This could be to reduce risk, or to create or streamline a process.
Bryony is passionate about communication. She leads public speaking clubs and she is able to motivate and inspire teams. She is experienced in developing and delivering tax training and has taught English as a foreign language.
She is known to be a self-starter and takes ownership of projects and does what it takes to reach a positive conclusion. This could be to reduce risk, or to create or streamline a process.
Having worked her way up the ranks for organisations such as Mercer Australia, Commonwealth Bank, UniSuper and Aon Hewitt Financial Advice, Jade has a broad understanding of all areas of superannuation, encompassing compliance with relevant legislation. Jade works closely with C-suite executives and clients to prepare strategic advice, deliver tailored solutions and secure new business.
Jade prides herself on delivering results, which is why in FY2017/2018 she considerably exceeded revenue targets and why she was consistently ranked as a top 10 adviser, recognised as National Adviser of the Year and won Adviser of the Year awards 6X in 9 months.
Jade enjoys training and mentoring the people that she leads and always strives to create a positive workplace, focused on continuous improvement.
Jade prides herself on delivering results, which is why in FY2017/2018 she considerably exceeded revenue targets and why she was consistently ranked as a top 10 adviser, recognised as National Adviser of the Year and won Adviser of the Year awards 6X in 9 months.
Jade enjoys training and mentoring the people that she leads and always strives to create a positive workplace, focused on continuous improvement.
Amelia is the Standard Director for Financial Adviser Standard Ethics and Authority, and was formerly in an Executive Consulting role with CBA. Prior to these roles Amelia was the Director of Horizons, an internationally acclaimed 'centre of excellence' that recruits, educates, and develops aspiring financial planners for the AMP network. It is also a major financial planning practice with planners located in capital cities around the country.
Marion Mays
Mery Temelkovska
Rebecca Grover
Tracy Le
Wealth Mentor, Thalia Stanley Group
Senior Product Manager, FirstChoice at Colonial First State
Senior Manager, Middle Markets at Macquarie Group
General Manager, Corporate Development at Property Exchange Australia Ltd (PEXA)
Marion is a wealth mentor with a background in Banking, Consumer Lending, Debt and Asset Recovery, Financial Planning and Real Estate. She started her passion with property in 1996 when she commenced her investment journey.
In 2014 after more than two decades in the finance/wealth and property space, she founded Thalia Stanley Group in honor of her parents.
Thalia Stanley Group today educates and assists individuals with using direct property as an investment option to build wealth. Their approach is independent , research driven and has a true partnership with their clients for the long term.
In 2014 after more than two decades in the finance/wealth and property space, she founded Thalia Stanley Group in honor of her parents.
Thalia Stanley Group today educates and assists individuals with using direct property as an investment option to build wealth. Their approach is independent , research driven and has a true partnership with their clients for the long term.
As a Senior Manager in Middle Markets at Macquarie, Rebecca provides debt solutions to growth focused businesses across defined industries including Healthcare, Built Environment, Technology, Property and Professional Services. Emerging corporates through to institutional clients.
Macquarie's relationship model, industry insights, and ability to apply appropriate capital structures, positions them uniquely in the market to support their clients on their growth trajectory.
Previously, Rebecca held the role of National Segment Head of Healthcare (Specialist Lending) at Macquarie Business Banking, as well as other senior transaction origination and relationship management roles at a number of financial institutions across Australia, New Zealand and the UK.
Macquarie's relationship model, industry insights, and ability to apply appropriate capital structures, positions them uniquely in the market to support their clients on their growth trajectory.
Previously, Rebecca held the role of National Segment Head of Healthcare (Specialist Lending) at Macquarie Business Banking, as well as other senior transaction origination and relationship management roles at a number of financial institutions across Australia, New Zealand and the UK.
She works as General Manager, Corporate Development at Property Exchange Australia Ltd (PEXA), creating value through digital in the property ecosystem. This varied role throws new challenges at her every day. As a key member of the Corporate Development Strategy team, she evaluates market trends, analyses industry dynamics and examines technological developments to identify opportunities for business growth. This is focused on identifying new revenue opportunities through fresh business ventures, partnerships, mergers and acquisitions.
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STEP 1
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STEP 2
Questionnaire
Our members first complete a comprehensive Advocacy Questionnaire.
STEP 3
Advocate Consideration
We consider your preferred advocate selections, and make sure that their experience and area of speciality is the right fit for the member brief.
STEP 4
Match Confirmed
Once a match has been made, we then contact both our member and advocate to discuss the pairing, the details of the advocate program, and introducing you to each other. Sign up NOW to begin the advocate matching process.
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The FEW Leadership Conference is already recognised as Australia's premier event for successful senior women in financial services. In a competitive industry full of change requiring transformation and innovation, this is a must attend event for those serious about advancing their careers.
The FEW Leadership Conference is already recognised as Australia's premier event for successful senior women in financial services. In a competitive industry full of change requiring transformation and innovation, this is a must attend event for those serious about advancing their careers.
Let Us Show You Everything You Get When You Sign Up Today!
You will be paired with one of our amazing advocates PLUS you will receive all the benefits of our general membership.
Expertly Paired Advocate
Access hours of live stream replays
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Annual leadership conference
What Are People Saying About The FEW Advocate Program?
Don't just take our word for it.
My advocate has helped me understand that we can be our own worst critics. She has helped me reflect on my career and experiences in the workplace and visualise the future. More importantly, she has given me the confidence after having my first child to keep developing myself, to value myself, reach out to my network and challenging myself. I feel like I have found a real friend in my advocate.
Deline Jacovides
Financial Planner at NGS Super Financial Planning
I was introduced to my advocate at a very critical time in my career where I was faced with a decision on what my next step would be. It was great having someone there that I could express how I was feeling and to help me take away the emotional factors and provide guidance on how to handle the situation based on her past experience. I walked away feeling like a weight had been lifted from my shoulders and had a clear mind to properly assess my situation. " "My advocate gave me the gift of a new perspective. As she did not work within my organisation it allowed us the freedom to have really honest conversations. At times our conversations were difficult as they involved a good deal of self-reflection, never easy but very valuable. Ultimately our conversations changed my mindset and my behaviour, I'm all the better for it.
Erica Hall
General Manager, MLC Advice Partnerships, Consumer Banking & Wealth at NAB
My advocate has always been there to point out a different way of interpreting / managing a problem or an issue which I may never have considered.
Monica Hood
Relationship Manager - Investor, Centuria Capital Group
Having an advocate has helped me broaden my perspective and has helped me view various challenges through a different lens.
Lydia Pearson
State Manager, VIC/TAS
In the first instance, having someone who is willing to give their time to helping me – someone I didn't previously know – is very generous and that in itself has made me feel valued. And having someone who I have not much in common with career-wise is a great help as it provides a different viewpoint which is of great value.
Julia Newbould
Editor at Large Money
I haven't had a formal advocate or mentor during my career, but I have worked with many people who have been very supportive and encouraging, ready to provide guidance and advice when needed. In small business it's important to develop strong networks as it can be a lonely place. My network provides me counsel, advice and is a great sounding board
Anne Graham
CEO, Story Wealth Management Pty ltd
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