FEW Career Advocate Program
Under a 12 month structured program, FEW provides Members with an Advocate outside of their current organisation who is more experienced and from the financial services industry. The Advocate assists in career development by providing guidance, truth and honesty, without the conflict of interest issues an internal mentor may have.
Ilaine Anderson
Julie Andrews
Krystyna Weston
Amelia Constantinidis
Managing Director, Workplace Super at AMP
Board Director & Head of Institutional, Blue Orbit Asset Management
Entrepreneur in mobility and financial services, co-founder Zipidi and Localift
Standards Director, Financial Adsiver Standards Ethics and Authority
Ilaine has extensive achievements in customer service, client management and sales, predominantly in professional and financial services. Ilaine is an accomplished architect and implementer of B2B client transformation programs and has a passion for people and customers- coaching and mentoring high performing individuals and teams to deliver outstanding customer outcomes.
Julie was formerly Director, Equities IFM Investors, and responsible for IFM's Equities business and sales strategy with a key focus to work with existing clients, along with a mandate for further expansion of the equities offering in Australia and New Zealand.
Originally from New York, Julie has worked in the financial services sector for over 15 years with extensive experience establishing and developing new regional operations in the US, Europe and Asia in leadership roles in funds management, superannuation and investment banking consultancy and sales.
Originally from New York, Julie has worked in the financial services sector for over 15 years with extensive experience establishing and developing new regional operations in the US, Europe and Asia in leadership roles in funds management, superannuation and investment banking consultancy and sales.
Krystyna's career is diverse and spans financial services and wealth management in both corporate and entrepreneurial environments. In recent years Krystyna has extended her portfolio to publishing, digital strategy and social enterprises.
During her career Krystyna has held a number of senior management positions including Director/Founder Manly Social, Director PotrtfolioConstruction Forum, Managing Director Simple Invest, Head of Distribution AMP Capital, CEO ASSIRT Research, National Retail Marketing Manager MBF/Bupa and a number of senior marketing roles at Rothschild and MLC.
During her career Krystyna has held a number of senior management positions including Director/Founder Manly Social, Director PotrtfolioConstruction Forum, Managing Director Simple Invest, Head of Distribution AMP Capital, CEO ASSIRT Research, National Retail Marketing Manager MBF/Bupa and a number of senior marketing roles at Rothschild and MLC.
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.
Heather Dawson
Pene Lovett
Certified Teacher with the Search Inside Yourself Leadership Institute, founded at Google
Former COO and Company Secretary at the Financial Planning Association of Australia
Heather Dawson is a business leader, speaker and Head of Sales and Distribution for Australia and New Zealand at Morningstar. A native of the Midwest of the United States with over 20 years of experience in the financial services industry in the US and Australia, Heather has also served as a Partner and Sales Leader at Mercer and Managing Director for Retirement Services at Russell Investments. She began her career at the global financial services firm, Principal Financial Group, in Des Moines, Iowa.
Pene has wide ranging experience at an executive level for the past 16 years. Previous roles include CFO and Director positions with various commercial property companies such as Cameron Brae and BIS Shrapnel. Pene is a member of CPA Australia and began her career as an Accountant and Financial Controller. Her former role at the FPA covers all elements of the Association – from finance to member engagement and from staff retention to IT. Pene is passionate about opportunities for women in finance and is a keen advocate for mentoring and career development. She has mentored someone for over 30 years and is a member of our advisory Board. She also remains the company secretary of foundation of the financial planning associations charity Future2.
Donna Whittaker
Senior Program Director at Colonial First State
Donna Whittaker is a senior Program Director with Colonial First State (CFS) at the Commonwealth Bank of Australia (CBA). In her current role, Donna is accountable for the CFS Regulatory Reforms Program and previously the Wealth Management program covering CFS, CommInsure and Advice. From 2013 to 2017, Donna worked in the Investment Development team at CBA overseeing all aspects of large scale Risk transformation and investments. This role focused on the investment process for internal transactions over $10m covering project prioritisation, business case evaluations, funding decisions and post implementation reviews.
Donna also has extensive, broad and progressive international experience working with Goldman Sachs, Invest Australia and JP Morgan in Australia, Asia and North America. Donna holds a Bachelor of Economics from Macquarie University.
Donna also has extensive, broad and progressive international experience working with Goldman Sachs, Invest Australia and JP Morgan in Australia, Asia and North America. Donna holds a Bachelor of Economics from Macquarie University.
Michelle Weber
Senior Program Director and financial services consultant
Michelle is a senior Program Director and financial services consultant with over 17 years' experience. She has led a range of significant Business Transformation Programs for organisations such as CBA, Macquarie and BT Financial Group including those focusing on regulatory, strategic and cultural change.
Gaining her consulting experience with Ernst & Young, working across Australia, the UK and US, Michelle has developed a reputation for delivering complex programs within tight time-frames and budgets.
Gaining her consulting experience with Ernst & Young, working across Australia, the UK and US, Michelle has developed a reputation for delivering complex programs within tight time-frames and budgets.
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 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.
Malissa is an experienced and highly qualified Private Wealth Advisor with over 19 years' experience in the financial services industry. Throughout her career she has focused on providing outstanding service and proactive advice to high net worth individuals. Malissa developed and managed integrated wealth management solutions tailored to client's needs and market conditions. Gaining and maintaining a thorough understanding of each client's financial and lifestyle objectives including their tolerance for risk in the pursuit of their goals, is paramount. Malissa became an authorised representative in 2001 with The National Australia Bank and was a finalist for most outstanding wealth advisor from the Australian Private Banking Council in 2012. In 2012 and 2013, she was awarded most Outstanding Advisor for Commonwealth Private Bank High Achievers Awards.
Marion Mays
Rebecca Grover
Tracy Le
Wealth Mentor, Thalia Stanley Group
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.
Tracy 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, Tracy 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.
Sue Wallace
Superannuation Proposition & Experience at Vanguard Australia
Sue is a financial services leader with significant executive experience within Wrap Platforms, Superannuation and Investments. She is currently at Powerwrap in the role of Special Projects Lead. Prior to this Sue was at Colonial First State for more than 20 years. Sue has been adaptable across business functions including roles as Head of Wrap, Head of Product Solutions, National Account Manager and Head of IT. She is also an accredited company director.
Sue is also passionate about the communities in which she lives and works and has numerous additional roles as a committee member, volunteer, basketball coach and a member of the Advisory Board for FEW. She is also a very proud mum of 3 gorgeous boys.
Sue is also passionate about the communities in which she lives and works and has numerous additional roles as a committee member, volunteer, basketball coach and a member of the Advisory Board for FEW. She is also a very proud mum of 3 gorgeous boys.
David Akers
Lakshman Anantakrishnan
Jason Azzopardi
Ross Barnwell
Managing Director, Business Partnerships, AMP Australia
Chief Investment Officer, AMP Australia
Group Chief Financial Officer & Executive Director, Resimac NZ*
Non Executive Director and Consultant
As Managing Director, Business Partnerships David leads the aligned advice network for AMP. Under the new CEO, he is spearheading the transformation of the network to ensure that it provides client-led, high quality financial advice; playing its part in AMP's reinvention of wealth management in Australia.
David officially joined AMP in October 2015, undertaking a number of director roles that saw him drive the strategy, performance and growth of the advice business. David became Acting Group Executive, Advice during the disruption of the Royal Commission.
David officially joined AMP in October 2015, undertaking a number of director roles that saw him drive the strategy, performance and growth of the advice business. David became Acting Group Executive, Advice during the disruption of the Royal Commission.
Lakshman is AMP's Chief Investment Officer. Prior to joining AMP in 2019, he was Head of Portfolio Management at Credit Suisse, spending close to a decade managing global multi asset portfolios across various risk profiles, as well as designing and implementing bespoke strategies for Credit Suisse's client base. Lakshman has also worked on the Institutional side having managed Institutional portfolios at BT Funds Management and Principal Global Investors. Lakshman's investment experience stretches across all major asset classes and regions including alternatives and derivative strategies, with experience in both product design, portfolio management, research and trading.
Jason is Chief Financial Officer of ASX Listed leading non bank Lender Resimac Group Ltd. Prior to Resimac, Jason held senior finance roles in private equity in London with Fortress and 3i. Since relocating to Australia in 2011, Jason's extensive retail banking experience includes senior leadership roles at Bankwest and Macquarie. Jason is a Fellow of CPA Australia
Jason is a commercial CFO with a successful record of leading high performing teams by prioritising development of strong team culture.
Jason is a commercial CFO with a successful record of leading high performing teams by prioritising development of strong team culture.
Former General Manager at MLC - Ross has extensive experience in the Wealth Industry covering retail and institutional markets. Has specialised in Strategy; Operations; Advice; Research; Asset Management; M&A; Superannuation; Insurance; Product development; Software; Platforms and Distribution. He has a desire to improve the standard of financial literacy, retirement incomes and quality of life for Australians is driven through a strategic focus on client needs and positive commercial outcomes. Ross has sat on a number of Boards and was nominated for and personally awarded : The Women In Finance - Employer of the Year 2001 Award.
Jonathan Benson
Chris Bredenhann
Mike Cameron
Robert Coulter
National Leader, Data Trust and Privacy at PwC Australia
COO Wealth Management at Macquarie Group
Consultant / Director / Leadership Coach
General Manager, Partnerships AFA
Jonathan leads PwC's Data Governance practice nationally. He specializes in assisting large and complex organization realize their strategic and operational aspirations through data management.
This is enhanced through almost two decades of local and global strategy-to-execution experience spanning post merger integration, divestitures, enterprise scale start-ups, regulatory change, customer experience, quality improvement and cost-out initiatives.
This is enhanced through almost two decades of local and global strategy-to-execution experience spanning post merger integration, divestitures, enterprise scale start-ups, regulatory change, customer experience, quality improvement and cost-out initiatives.
Chris Bredenhann was appointed Chief Operating Officer of Wealth Management in April 2019 and is a member of the Wealth Management Executive Committee. Macquarie Wealth Management provides superannuation and insurance products, as well as stockbroking, financial advice, private banking, cash management and wrap platform services. The business delivers products and services through institutional relationships, a virtual adviser network and direct relationships with clients.
In his role as COO, Chris is responsible for the Wealth Operations team providing practice management services to both the Private Wealth and Private Bank businesses. He is also responsible for managing the P&L, strategy, business projects and governance across the broader Wealth Management business.
In his role as COO, Chris is responsible for the Wealth Operations team providing practice management services to both the Private Wealth and Private Bank businesses. He is also responsible for managing the P&L, strategy, business projects and governance across the broader Wealth Management business.
A finance industry executive with more than 25 years' experience, Mike specialises in delivering transformational change outcomes. In his current role, he is responsible for boosting the growth of PEXA's national e-conveyancing solution and driving adoption by banks, lawyers and conveyancers.
Mike joined PEXA in 2012 as the Chief Operating Officer, subsequently as the Group Executive, Operations before being appointed Group Executive, Customer and Revenue in July 2017.
Prior to PEXA, Mike held several leadership positions at National Australia Bank.
Mike joined PEXA in 2012 as the Chief Operating Officer, subsequently as the Group Executive, Operations before being appointed Group Executive, Customer and Revenue in July 2017.
Prior to PEXA, Mike held several leadership positions at National Australia Bank.
Robert is responsible for the development and execution of the partnership strategies to build and maintain mutually beneficial commercial relationships that enhance and grow the AFA value proposition.
Robert has over 28 years' experience within Financial Services and has held Senior Business Development/National Manager roles with a number of organisations.
Robert has over 28 years' experience within Financial Services and has held Senior Business Development/National Manager roles with a number of organisations.
Justin Crawford
Simon Cuthbert
Chris Davies
Dante De Gori
Executive Director, Head of Macquarie Private Bank, Macquarie Group
Partner - Assurance, PwC Australia
Chief Executive Officer TesltraSuper
Chief Executive Officer FPA
With over 25 years of experience in the financial services industry Justin has great insights and a strong understanding of investment markets both domestically and globally.
As the Head of Macquarie Private Bank, Justin is focused on bringing a disciplined and strategic investment philosophy to grow and protect client wealth, and always putting the client at the centre.
Working within Macquarie's Banking and Financial Services group, personal and business banking work alongside wealth management, helping clients seamlessly move towards their goals in all financial areas of their life.
Justin is enthusiastic about leading the Private Bank and delivering positive outcomes while maintaining dedicated focus on clients.
As the Head of Macquarie Private Bank, Justin is focused on bringing a disciplined and strategic investment philosophy to grow and protect client wealth, and always putting the client at the centre.
Working within Macquarie's Banking and Financial Services group, personal and business banking work alongside wealth management, helping clients seamlessly move towards their goals in all financial areas of their life.
Justin is enthusiastic about leading the Private Bank and delivering positive outcomes while maintaining dedicated focus on clients.
Simon has been delivering professional services to the investment management and superannuation industries for almost 20 years. He is a partner in the Sydney Financial Services Assurance team and leads a number of PwC's largest Superannuation and Investment Management clients to bring them PwC's best ideas and expertise. In his day-to-day role he delivers audit and audit-related services to listed and unlisted clients with funds-under-management of between $1 billion and $100 billion.
Simon is passionate about coaching people and leading change. He is leading the digital transformation of the financial services audit practice in Sydney towards a digitally-enabled delivery model. Earlier in his career Simon worked in the UK and was chosen to participate in PwC's global leadership program 'Genesis Park'.
Simon is passionate about coaching people and leading change. He is leading the digital transformation of the financial services audit practice in Sydney towards a digitally-enabled delivery model. Earlier in his career Simon worked in the UK and was chosen to participate in PwC's global leadership program 'Genesis Park'.
As Chief Executive Officer of TelstraSuper, Chris Davies is responsible for the strategic direction of of the fund and overseeing its operational management to meet the needs of our members. Chris attends meetings for the Investment & Claims Assessment Committee and is also a Director of TelstraSuper Financial Planning.
Chris joined TelstraSuper in October 2013, having previously been Executive Manager, Member and Employer Solutions at UniSuper.
Chris holds a Bachelor of Economics and a Bachelor of Law and started his career practicing law in national firms, before moving to the financial services sector. Chris' experience in the financial services industry has developed over 30 years with senior roles at BT Financial Group, Commonwealth Bank and Colonial First State.
Chris joined TelstraSuper in October 2013, having previously been Executive Manager, Member and Employer Solutions at UniSuper.
Chris holds a Bachelor of Economics and a Bachelor of Law and started his career practicing law in national firms, before moving to the financial services sector. Chris' experience in the financial services industry has developed over 30 years with senior roles at BT Financial Group, Commonwealth Bank and Colonial First State.
A proud CFP® professional, Dante is passionate about advancing the financial planning profession, supporting FPA members through change, working with education providers to foster the development of the next generation and building widespread consumer trust.
Dante is also a proud director of the Future2Foundation, which is the foundation of the Financial Planning Profession, supporting young Australians with a second chance in life.
Prior to commencing this role on 1 March 2016, Dante spent six years as General Manager, Policy and Government Relations at the FPA. During this time, he developed a deep understanding of the complex issues in financial planning and the diverse needs of FPA members.
Dante is also a proud director of the Future2Foundation, which is the foundation of the Financial Planning Profession, supporting young Australians with a second chance in life.
Prior to commencing this role on 1 March 2016, Dante spent six years as General Manager, Policy and Government Relations at the FPA. During this time, he developed a deep understanding of the complex issues in financial planning and the diverse needs of FPA members.
Ant Dureau
Rod Finch
Dean Firth
Matt Fogarty
Chief Client Officer, AMP Australia
Managing Director, AMP Bank
Head of Business Banking, Macquarie Banking and Financial Services Group
Chief Executive Officer, Fitzpatricks Private Wealth
Ant was appointed Chief Client Officer of AMP Australia in 2019. He's previously held a number of roles at AMP, including acting Director of Strategic Marketing and Customer Experience and Head of Digital Growth. Prior to joining AMP, he worked in marketing and customer focused roles with the Hutchison Group across the Orange, 3 Mobile and Vodafone brands.
In total, Ant has more than 25 years-experience in senior sales and marketing roles in both the telecommunications and financial services industries, with a track record in executing large customer-focused programs.
In total, Ant has more than 25 years-experience in senior sales and marketing roles in both the telecommunications and financial services industries, with a track record in executing large customer-focused programs.
Rod was appointed Managing Director of AMP Bank in November 2019, having joined the group in 2013. Previous roles at AMP include Managing Director of Wealth Products & Platforms, Director, Superannuation, Retirement & Investments, Director, Strategic Marketing & Customer Experience and Director, Customer Transformation.
Prior to AMP, Rod was with Lloyds Banking Group in the UK where he held several roles including, Strategy Director and Director of Customer Value Management. Prior to Lloyds, Rod held a number of senior management positions across Westpac's retail and corporate banking businesses.
Prior to AMP, Rod was with Lloyds Banking Group in the UK where he held several roles including, Strategy Director and Director of Customer Value Management. Prior to Lloyds, Rod held a number of senior management positions across Westpac's retail and corporate banking businesses.
Dean Firth is the Head of Business Banking for Macquarie's Banking and Financial Services Group, and a member of the Group's Executive Committee.
He has 30 years' experience in banking and financial services, including 25 years at Macquarie.
Dean joined Macquarie in 1993 as an Executive in Melbourne before becoming the State Head for Business Banking in Victoria. He then took up the role of National Head of Sales, where he drove the adoption of a National Segment Strategy. Dean was appointed Executive Director in July 2007.
He has 30 years' experience in banking and financial services, including 25 years at Macquarie.
Dean joined Macquarie in 1993 as an Executive in Melbourne before becoming the State Head for Business Banking in Victoria. He then took up the role of National Head of Sales, where he drove the adoption of a National Segment Strategy. Dean was appointed Executive Director in July 2007.
Matt is an experienced senior executive having spent more than 25 years' working in the financial services industry across a variety of roles including general insurance, practice management, management consulting, licensee management, and wealth management distribution.
Prior to joining Fitzpatricks, Matt was with NAB/MLC as General Manager, Garvan and MLC Financial Planning. Prior to that, he worked across several AMP licensees as the Head of Financial Planning for ipac Equity Partners and Genesys Wealth Advisers.
Previously, Matt was a founding partner and director of the Encore Group, established in 2003 as a specialist practice management consulting firm. Encore late became part of the integrated van Eyk service offering in November 2011.
Prior to joining Fitzpatricks, Matt was with NAB/MLC as General Manager, Garvan and MLC Financial Planning. Prior to that, he worked across several AMP licensees as the Head of Financial Planning for ipac Equity Partners and Genesys Wealth Advisers.
Previously, Matt was a founding partner and director of the Encore Group, established in 2003 as a specialist practice management consulting firm. Encore late became part of the integrated van Eyk service offering in November 2011.
Martin Franc
Cameron Garrett
Michael Gomersall
Andrew Gregory
Chief Executive Officer, Invesco Australia
Head of Wealth Intermediary, Macquarie Group
General Manager, Business Growth at AMP
General Manager NAB
Martin Franc is Chief Executive Officer (CEO) of Invesco Australia. Mr. Franc commenced as CEO in October 2013 and is responsible for building Invesco Australia's business, which currently includes an institutional client base and a suite of domestic and offshore investment strategies. Mr. Franc is also responsible for Invesco's Asia Pacific Institutional business.
Mr. Franc brings to Invesco experience in funds management sales and marketing, and has more than 25 years' investment and financial experience.
Mr. Franc holds a BA degree in political science from the Australian National University and a graduate diploma from Financial Services Institute of Australasia (FINSIA).
Mr. Franc brings to Invesco experience in funds management sales and marketing, and has more than 25 years' investment and financial experience.
Mr. Franc holds a BA degree in political science from the Australian National University and a graduate diploma from Financial Services Institute of Australasia (FINSIA).
Cameron Garrett works within Macquarie's Banking and Financial Services group and leads Macquarie's wealth management activities in the intermediary market, including the Virtual Adviser Network. Cameron is also a member of Macquarie Wealth Management's Executive Committee.
Macquarie Wealth Management provides superannuation and insurance products, as well as stockbroking, financial advice, private banking, cash management and wrap platform services. The business delivers products and services through institutional relationships, a virtual adviser network and direct relationships with clients.
Macquarie Wealth Management provides superannuation and insurance products, as well as stockbroking, financial advice, private banking, cash management and wrap platform services. The business delivers products and services through institutional relationships, a virtual adviser network and direct relationships with clients.
Michael is an actuary with over 30 years' experience in the corporate super industry. His expertise has been acquired through his previous and current superannuation roles that have covered actuarial, administration, consulting, investments, group insurance, member education, client relationship and business development.
Michael's current role focuses on working with new and existing corporate clients with solutions in all the major super related areas of benefit design, investment objective and strategy setting, insurance design, transition management and employee benefits. He has been involved in project managing numerous transitions for clients including some of Australia's largest and most complex super fund transitions for example, BHP Billiton and Mitsubishi.
Michael's current role focuses on working with new and existing corporate clients with solutions in all the major super related areas of benefit design, investment objective and strategy setting, insurance design, transition management and employee benefits. He has been involved in project managing numerous transitions for clients including some of Australia's largest and most complex super fund transitions for example, BHP Billiton and Mitsubishi.
Andrew is an experienced Finance Executive & Company Director, holding senior roles in financial services and private wealth management.
Andrew is currently the General Manager, Victoria and Tasmania of NAB FP in the Consumer, Banking and Wealth division of NAB Ltd. Andrew is also a former senior leader of AMP Ltd and brings expertise in financial services, private wealth management, corporate finance, corporate governance and private health insurance.
Andrew is also a non-executive Director & Treasurer of the Youth Insearch Foundation and a former non-executive Director of Quay Credit Union.
Andrew is currently the General Manager, Victoria and Tasmania of NAB FP in the Consumer, Banking and Wealth division of NAB Ltd. Andrew is also a former senior leader of AMP Ltd and brings expertise in financial services, private wealth management, corporate finance, corporate governance and private health insurance.
Andrew is also a non-executive Director & Treasurer of the Youth Insearch Foundation and a former non-executive Director of Quay Credit Union.
George Haramis
Richard Harris-Smith
Rob Hayward
Colin Heath
Co-Founder at Fiduciary Financial Services Pty Ltd
Deputy Group Chief Executive Officer, OneVue Group
Division Director, Head of Advice Product for Macquarie Wealth Management, Macquarie Group
Banking and Capital Markets Leader, PwC
George has been successfully involved in the financial services industry for 30 years in various executive roles with some of Australia's leading domestic and international financial institutions. More recently George co-founded Fiduciary Financial Services Pty Ltd., a financial planning business, dedicated to providing affordable digital scaled advice to all Australians for less than $300 per advice topic. George's other roles include: working with a number of Australia's largest superannuation funds in presenting fund management solutions, establishing both retail and wholesale distribution channels, working closely with the accounting profession by assisting accounting firms establish successful wealth & advice businesses, creating unique employee benefits programmes for employers and being responsible for two of the country's largest institutionally owned Dealer Groups: Securitor and RetireInvest - which at the time managed in excess of $10B for over 80,000 clients. George was also the founder of Unison Financial Group.
Richard is the Deputy Group CEO at OneVue. He is responsible for the Fund Services (Managed Funds Administration) and Platform Businesses across the OneVue Group.
Richard is a seasoned professional, bringing over 27 years' experience in global financial and wealth services, back-office funds management, super and platform administration together with deal and commercial management. Prior to this role, Richard was the Head of Product Solutions for JP Morgan (Custody) Australia where he was responsible for all new product solutions for fund administration together with leading all new business deals and commercial initiatives. He was also previously Commercial Director and Group General Counsel at the CLS Group (Global FX Settlement utility). Richard has degrees in Economics, Politics and Law and qualified as a solicitor in the United Kingdom in 1995.
Richard is a seasoned professional, bringing over 27 years' experience in global financial and wealth services, back-office funds management, super and platform administration together with deal and commercial management. Prior to this role, Richard was the Head of Product Solutions for JP Morgan (Custody) Australia where he was responsible for all new product solutions for fund administration together with leading all new business deals and commercial initiatives. He was also previously Commercial Director and Group General Counsel at the CLS Group (Global FX Settlement utility). Richard has degrees in Economics, Politics and Law and qualified as a solicitor in the United Kingdom in 1995.
Rob is Head of Advice Product for the Macquarie Wealth Management.
Rob has more than 25 years of experience in the financial services industry. Prior to joining Macquarie, Rob was part of the executive team that ran Genesys Wealth Advisers. As Director of Platforms and Products he delivered quality solutions to the adviser network and had executive responsibility for Synergy Capital Management. Rob has also held roles with Credit Suisse Asset Management and BT Financial Group, specialising in distribution and platform roles. He has a Bachelor of Commerce from the University of Tasmania and is a Fellow of CPA Australia.
Rob has more than 25 years of experience in the financial services industry. Prior to joining Macquarie, Rob was part of the executive team that ran Genesys Wealth Advisers. As Director of Platforms and Products he delivered quality solutions to the adviser network and had executive responsibility for Synergy Capital Management. Rob has also held roles with Credit Suisse Asset Management and BT Financial Group, specialising in distribution and platform roles. He has a Bachelor of Commerce from the University of Tasmania and is a Fellow of CPA Australia.
Colin is PwC's banking leader in Australia and has been with PwC for over 20 years in London, Sydney and Melbourne - 11 years as a partner.
In his role, Colin drives PwC's public views and activities across the sector and has deep investment banking and retail banking experience and knowledge. He has led teams on many of PwC's largest banking clients globally as both auditor and advisor, engaging with boards and senior management on a regular basis. He also acts as an expert for the regulator in Australia in a number of respects.
Colin has always had a significant focus on mentoring having experienced the value of mentors in his own career at an early stage - he invests heavily in assisting and challenging his teams to consider long-term career objectives, focused on balance and conscious decision making.
In his role, Colin drives PwC's public views and activities across the sector and has deep investment banking and retail banking experience and knowledge. He has led teams on many of PwC's largest banking clients globally as both auditor and advisor, engaging with boards and senior management on a regular basis. He also acts as an expert for the regulator in Australia in a number of respects.
Colin has always had a significant focus on mentoring having experienced the value of mentors in his own career at an early stage - he invests heavily in assisting and challenging his teams to consider long-term career objectives, focused on balance and conscious decision making.
Fraser Herd
Andrew Hewison
Mike Hirst
Damian Holland
Managing Director, Employed Advice at AMP
Managing Director, Hewison Private Wealth
Company Director at AMCIL Limited
Head of Distribution Netwealth
Fraser moved to Australia from the UK in 2002 where he then worked at several financial institutions, including Macquarie, Westpac and most recently as part of the leadership team at Credit Suisse private banking.
He attended Manchester University studying BA languages, European politics and economics. During his time in the UK Fraser spent time living and working in France. When not ferrying his young children between activities, he enjoys tennis, playing the piano and the occasional ski trip.
He attended Manchester University studying BA languages, European politics and economics. During his time in the UK Fraser spent time living and working in France. When not ferrying his young children between activities, he enjoys tennis, playing the piano and the occasional ski trip.
Andrew is the Managing Director and a Private Client Adviser of Hewison Private Wealth, an award winning independent wealth creation firm. He is also an equity partner in the business.
He joined Hewison Private Wealth in 2002 and has worked with their clients for over 15 years. Developing tailored financial planning solutions and advising clients on how to build their wealth through sound investment advice is what he loves to do. Since 2015 he has been at the helm of Hewison Private Wealth as Managing Director.
Andrew's skills are broad ranging in all aspects of strategic financial planning, tailored financial advice and wealth management.
He joined Hewison Private Wealth in 2002 and has worked with their clients for over 15 years. Developing tailored financial planning solutions and advising clients on how to build their wealth through sound investment advice is what he loves to do. Since 2015 he has been at the helm of Hewison Private Wealth as Managing Director.
Andrew's skills are broad ranging in all aspects of strategic financial planning, tailored financial advice and wealth management.
Mike is currently a company director of AMCIL ltd and has held the positions of Managing Director and Chief Executive Officer of Bendigo and Adelaide Bank, Chief Executive Retail Bank, Chief Operating Officer and Chief General Manager Group Strategy.
Mike is a career banker and has extensive experience in retail banking, treasury, funds management and financial markets.
He is a past director of Colonial First State Investment Managers, Barwon Health and Austraclear Ltd, holds a Bachelor of Commerce from Melbourne University and is a Senior Fellow of the Financial Services Institute of Australia.
Mike is a career banker and has extensive experience in retail banking, treasury, funds management and financial markets.
He is a past director of Colonial First State Investment Managers, Barwon Health and Austraclear Ltd, holds a Bachelor of Commerce from Melbourne University and is a Senior Fellow of the Financial Services Institute of Australia.
Damian Holland has been working in the financial services industry since 1995 in a range of roles including research, client management, product development and business development, and his experience spans a full spectrum of active & index investing, managed accounts and platform strategy.
Damian joined MLC Wealth in 2012, and is a respected senior leader within the organisation responsible for MLC's platform distribution strategy. Prior to MLC, he spent time as the Head of Managed Accounts at Ibbotson/Morningstar, Managing Director of award winning SMA specialist, Ralton Asset Management, and was a director of the Institute of Managed Account Providers (IMAP). He has also held senior distribution and management roles with leading global players including Barclays Global Investors (iShares), Vanguard and Macquarie.
Damian joined MLC Wealth in 2012, and is a respected senior leader within the organisation responsible for MLC's platform distribution strategy. Prior to MLC, he spent time as the Head of Managed Accounts at Ibbotson/Morningstar, Managing Director of award winning SMA specialist, Ralton Asset Management, and was a director of the Institute of Managed Account Providers (IMAP). He has also held senior distribution and management roles with leading global players including Barclays Global Investors (iShares), Vanguard and Macquarie.
Adrian Hondros
Hugh Humphrey
Shaun Kamler
Bill Kouvas
Chief Executive Officer, Porter Davis
Executive at NAB
Chief Product Owner Wealth Management, Macquarie Group
Practice Development Manager, AMP
When Adrian Hondros joined Porter Davis as its Chief Executive Officer, he brought with him more than 30 years experience in the world of finance and the intent for a strategic plan to raise the brand's profile and deliver sustainable growth.
The plan, which has been developed with the support of his executive team is being rolled out over five years, bears the hallmarks of a man whose reputation has been built on strong communication and consultative skills. He is a professional who aims to not just meet expectations but to exceed them.
The plan, which has been developed with the support of his executive team is being rolled out over five years, bears the hallmarks of a man whose reputation has been built on strong communication and consultative skills. He is a professional who aims to not just meet expectations but to exceed them.
Australian business leader with a degree in Economics and a Henley Master in Business Administration from the UK. Hugh has worked in corporate advisory and senior executive roles leading technology developments and multi-site retail businesses in banking, wealth management and telco. Hugh has developed strategic plans, execute business transformations, and run businesses for growth, productivity and efficiency. He is passionate about people, learning and education and it's impact on our communities. Hugh offers a considered strategic perspective and delight in leading people and businesses to achieve their potential.
Shaun is a senior business leader with 20 years of retail banking, wealth management and manufacturing industry experience. With specialist expertise in sales delivery, operational excellence, and organisational transformation he is positioned well to achieve a wide variety of business objectives and outcomes. He holds a Bachelor of Commerce (Hons) and a Masters of International Business (University of Melbourne). Shaun is also a certified lean six sigma master black belt and has over 5 years of Asia regional expertise. Importantly, he has a proven track record in delivering revenue growth, leading successful teams and applying structured approaches to solving complex business challenges.
Over 25years experience in the financial services industry of which 15 years have been in specific Practice management roles. I consider myself a career practice development manager where my goal is to support leading financial planning businesses to achieve their goals and objectives.
My goal is to connect the professional financial planners and advisers to help them achieve their business aspirations whether that may be setting up a new business or joining one of our leading Charter Financial Planning businesses.
Specialties: Business Planning, Recruitment, Acquisition and Succession Planning, Sales and Marketing, Financial Planning, Relationship Management, Coaching and Mentoring
My goal is to connect the professional financial planners and advisers to help them achieve their business aspirations whether that may be setting up a new business or joining one of our leading Charter Financial Planning businesses.
Specialties: Business Planning, Recruitment, Acquisition and Succession Planning, Sales and Marketing, Financial Planning, Relationship Management, Coaching and Mentoring
Jim Lamborn
Alan Logan
Ian Macritchie
Greg Miller
Chief Executive Officer, JANA
Director Godfrey Pembroke Ltd
Founder of IMR Financial Advisors and experienced Chairman
Owner GKM Consulting and Advisory
Jim is JANA's Chief Executive Officer appointed in 2015. JANA is Australia's largest investment consulting business within excess of $550 Billion of assets under advice. JANA operates principally in the institutional markets and has many of Australian largest and fastest growing supernational finds as its clients (Australian Super, Rest, Hostplus, Sunsuper and others). JANA also has a range of non-superannuation clients, endowment, high net worth, insurance and universities etc. Jim joined JANA in 2002.
With over 25 years experience in financial services, Alan is proud to lead one of Australia's most iconic and innovative advice licensees, Godfrey Pembroke.
Alan has extensive senior management experience, (GM level and above since 2004), driving growth and change agendas for some of Australia's leading financial services companies across wealth management (advice, insurance, asset management, superannuation and banking solutions).
Alan has extensive senior management experience, (GM level and above since 2004), driving growth and change agendas for some of Australia's leading financial services companies across wealth management (advice, insurance, asset management, superannuation and banking solutions).
Ian MacRitchie has been a financial advisor since 1978 working in London and South Africa.
He holds a Bachelor of Commerce Degree with a Major in Accounting. Other post graduate qualifications include Accounting, a Higher Diploma in Tax Law and a Diploma in Financial Planning and is a Certified Financial Planner (CFP). Ian is an Associate of the Chartered Institute of Secretaries and Administrators. He has been a member of The Financial Planning Association since inception. In 2014 Ian was awarded the ACU highest award Doctor of the University (honoris causa).
He holds a Bachelor of Commerce Degree with a Major in Accounting. Other post graduate qualifications include Accounting, a Higher Diploma in Tax Law and a Diploma in Financial Planning and is a Certified Financial Planner (CFP). Ian is an Associate of the Chartered Institute of Secretaries and Administrators. He has been a member of The Financial Planning Association since inception. In 2014 Ian was awarded the ACU highest award Doctor of the University (honoris causa).
Greg has been a leader and pioneer in many parts of the financial planning industry. While having 36 years of experience, Greg has introduced many new businesses and programs to the industry. This includes starting Garvan Financial Planning for the Lend Lease Group, starting MLC Direct and commencing the Stanford University study groups. MLC Direct included introducing customer DIY tools to attract customers to a different proposition, phone-based advice and MLC Advice franchises.
Gary Mitchell
Chris Morcom
Renato Mota
Rowan Munchenberg
Private Client Adviser Shadforth Financial Group
Director/Private Client Adviser, Hewison Private Wealth
Chief Executive Officer, IOOF Holdings Ltd
Executive, Business Lending at NAB
Gary's career journey in finance has taken him through varied roles including business analyst, business development, to teaching and eventually to private client advising. Gary acts as a mentor with Finsia and he is the past Chair for the NSW/ACT Regional Council for Finsia and the Chair for a Finsia review in 2013 addressing the Future of Wealth Management.
Through this journey, he has been interested in advancing the best interests of not only clients but also helping the development of more junior colleagues. In his teaching (SIA/Finsia/Kaplan), Gary has always imparted the message "do the right thing".
Through this journey, he has been interested in advancing the best interests of not only clients but also helping the development of more junior colleagues. In his teaching (SIA/Finsia/Kaplan), Gary has always imparted the message "do the right thing".
Chris has been a Private Client Adviser with independent financial advice firm, Hewison Private Wealth since 1997. He is also an equity partner and Director of the company.
Chris has considerable experience and expertise in all facets of financial planning and strategy, investment markets, superannuation and financial management. He is an SMSF Specialist Adviser (SSA®), accredited by the SMSF Association.
Chris has considerable experience and expertise in all facets of financial planning and strategy, investment markets, superannuation and financial management. He is an SMSF Specialist Adviser (SSA®), accredited by the SMSF Association.
Renato has over 20 years' experience in financial services with a strength in blending deep strategic insights with hands-on experience in business leadership and execution.
Prior to being appointed CEO of IOOF in June 2019, Renato held a number of senior executive roles within IOOF. In December 2018, he was appointed Acting CEO and prior to that was Group General Manager - Wealth Management since January 2016. During this time he was instrumental in leading IOOF through a series of forward-thinking, strategic initiatives including IOOF's advice-led strategy, the group's ClientFirst transformation and establishing the IOOF Advice Academy. Previously, he held numerous executive roles as General Manager of Distribution, Investor Solutions and Corporate Strategy and Communications.
Prior to being appointed CEO of IOOF in June 2019, Renato held a number of senior executive roles within IOOF. In December 2018, he was appointed Acting CEO and prior to that was Group General Manager - Wealth Management since January 2016. During this time he was instrumental in leading IOOF through a series of forward-thinking, strategic initiatives including IOOF's advice-led strategy, the group's ClientFirst transformation and establishing the IOOF Advice Academy. Previously, he held numerous executive roles as General Manager of Distribution, Investor Solutions and Corporate Strategy and Communications.
Rowan is an internationally experienced financial services and technology business CEO with significant experience in building and transforming businesses across the financial services and telecommunications/IT sectors. He has developed and managed new transformative digitally enabled businesses from start-up/early stage through to scale businesses. In his role at Bankwest he led a diverse and talented team of people who were dedicated to improving the wellbeing of customers and communities by delivering amazing customer experiences that matter. During this tenure Bankwest embedded an enterprise agile way of working and transformed digitally into a leader in key channels to market. Rowan has also held senior roles in various divisions of the Commonwealth Bank of Australia, including time in Johannesburg. He also led divisions at Commander Communications and Telstra, including responsibility for Telstra Big Pond.
Leigh Natalier
Mark Rantall
George Ribar
Grant Robson
Head of Business Management: Super, Retirement & Platforms at AMP
Professional Director and Chairman
Head of People & Culture, Group Procurement and Client Solutions Team - OneVue Group
National Head of Client Relationships, Executive Director, Macquarie Group
Proven experience in driving strategy, governance and delivery. Over 15 years of financial services expertise within the wealth management and superannuation sectors across distribution, product and customer functions. Ability to lead and navigate through ambiguity, fast paced and high-pressured environments. Ability to connect strategy to executional delivery by establishing robust operational, risk and portfolio management frameworks. Excellent communicator, creative and outcomes oriented.
Mark is a CPA and a CFP® professional. He is currently is a Professional Director and is Chairman of a number of companies.
Following a 25-year career, he was appointed by the FPA Board in 2010 to lead the FPA in raising the standing of Australia's professional financial planners. Mark stepped down as CEO of the FPA in February 2016 to peruse a professional director career.
Following a 25-year career, he was appointed by the FPA Board in 2010 to lead the FPA in raising the standing of Australia's professional financial planners. Mark stepped down as CEO of the FPA in February 2016 to peruse a professional director career.
George has over 35 years' experience within Financial Services in wide ranging general management, administration/ operations management, change and People & Culture roles and has held management and consulting positions (with staff responsibilities, up to 1000) at companies such as CommInsure, QBE Eastern Europe, Standard Chartered Bank, CitiStreet, Avanteos, Westpac/Westpac Financial Services and TOWER New Zealand in Auckland.
He has managed HR, National Call Centers, National Service Teams, Unit Trust Registry, Life Insurance/Investments, Retail/Corporate and Defined Benefit Superannuation teams, Support Services (including training, business analysts, complaints, project management and BCP/DRP) Major Account Relationships, National Sales teams and National branch networks.
He has managed HR, National Call Centers, National Service Teams, Unit Trust Registry, Life Insurance/Investments, Retail/Corporate and Defined Benefit Superannuation teams, Support Services (including training, business analysts, complaints, project management and BCP/DRP) Major Account Relationships, National Sales teams and National branch networks.
Grant is a commerce graduate of the University of Western Australia and a Chartered Accountant. He joined Macquarie in 1999 to establish the Business Banking division in Perth.
Highly experienced banking and finance professional, helping Australian business owners achieve their ambitions.
"For me, banking is as much about listening as it is doing. Only by getting to know and truly understanding a client, their business, and what makes them successful, can you be in a position to provide the right solution and build a genuine, long-term relationship. It's this approach that underpins the way we work with professional practices and showcases our expertise at bringing together the business and personal aspects of banking."
Highly experienced banking and finance professional, helping Australian business owners achieve their ambitions.
"For me, banking is as much about listening as it is doing. Only by getting to know and truly understanding a client, their business, and what makes them successful, can you be in a position to provide the right solution and build a genuine, long-term relationship. It's this approach that underpins the way we work with professional practices and showcases our expertise at bringing together the business and personal aspects of banking."
Geoff Rogers
Fabian Ross
Mark Smith
Tim Steele
Group Executive of Advice at MLC Australia
Chief Executive Officer WA Super
Group Executive, Perpetual Private
Group Executive, Retirement & Investment Solutions MLC Australia
Geoff has a long history with MLC and NAB, and brings a breadth of wealth management expertise to his role, both on and offshore. He is currently overseeing the Advice strategy and work with the Advice Leadership team to transform the Advice business.
In his most recent role as the General Manager of MLC Wealth Distribution, Geoff was responsible for all sales of MLC Wealth's retail Platform and Asset Management offers to advisers.
Prior to this he held a wide range of senior executive roles including General Manager of NAB Financial Planning, and General Manager of Insurance and Investments at the Bank of New Zealand. Along with other assignments in Asia, Geoff was CEO of Advance MLC, establishing and operating the start-up Life Insurance and Funds Management businesses in Thailand.
In his most recent role as the General Manager of MLC Wealth Distribution, Geoff was responsible for all sales of MLC Wealth's retail Platform and Asset Management offers to advisers.
Prior to this he held a wide range of senior executive roles including General Manager of NAB Financial Planning, and General Manager of Insurance and Investments at the Bank of New Zealand. Along with other assignments in Asia, Geoff was CEO of Advance MLC, establishing and operating the start-up Life Insurance and Funds Management businesses in Thailand.
Fabian has had more than 20 years' experience in the financial services sector, including Acting Chief Executive Officer and General Manager Wealth Management at GESB, Director and board member of GESB Wealth Management Pty Ltd.
Previously Fabian was the National Head of Wealth Management for HBOS Australia (St Andrews Australia) and has held a variety of positions with the Commonwealth Bank Australia, across retail, corporate /commercial and private divisions.
Most recently Fabian has held numerous senior positions across BT Financial Group (BTFG).
Previously Fabian was the National Head of Wealth Management for HBOS Australia (St Andrews Australia) and has held a variety of positions with the Commonwealth Bank Australia, across retail, corporate /commercial and private divisions.
Most recently Fabian has held numerous senior positions across BT Financial Group (BTFG).
Mark joined Perpetual as Group Executive, Perpetual Private in 2012. At Perpetual, he leads the Group's wealth business, which includes the philanthropic, trustee and high net worth advisory businesses, as well as Fordham, a business specialising in accounting and advisory services to business owners.
Mark has over 20 years' financial services experience, gained predominantly at BT Financial Group, Westpac's wealth management arm. At BT Financial Group, he held the role of General Manager of bank distribution and insurance, with responsibility for approximately 1.5 million customers and over $2 billion in gross written premium. Before this, he also held the role of CEO of BT Funds Management New Zealand and headed BT's market platform business.
Mark has over 20 years' financial services experience, gained predominantly at BT Financial Group, Westpac's wealth management arm. At BT Financial Group, he held the role of General Manager of bank distribution and insurance, with responsibility for approximately 1.5 million customers and over $2 billion in gross written premium. Before this, he also held the role of CEO of BT Funds Management New Zealand and headed BT's market platform business.
Tim joined MLC Advice in Jan 2020. Prior to this he worked with NAB Financial Planning where he is responsible for more than 400 salaried and self-employed advisers providing quality advice to NAB clients.
Tim was also a Managing Director for ipac and Genesys Wealth Advisers where he successfully led various customer focused and strategic business initiatives.
Tim was also Director of AMP Horizons and other programs to support emerging talent. Prior to AMP, Tim worked in financial services in the United States for over eight years.
Tim was also a Managing Director for ipac and Genesys Wealth Advisers where he successfully led various customer focused and strategic business initiatives.
Tim was also Director of AMP Horizons and other programs to support emerging talent. Prior to AMP, Tim worked in financial services in the United States for over eight years.
Luke Symons
Brian Thomas
Andrew Todd
Adrian Urquhart
Managing Director Digital, AMP Australia
Director of Consulting Services with Wealth Advice
Chief Technology Officer IRESS
Chief Financial Officer AMP Australia
Luke was appointed AMP Australia's Managing Director Digital in October 2019. Prior to that he held the position of Chief of Staff, AMP Wealth Management (AWM) focussed on driving the development and execution of AWM's distribution strategy, identifying AWM specific strategies to deliver on strategic outcomes, designing plans, and overseeing the AWM business performance, including the delivery of data driven insights across the business. In addition, Luke was responsible for driving a strong focus on culture and communications across the division, partnering with AMP's corporate functions to achieve this. Prior to this Luke led and transformed client businesses across wealth management, retail and commercial banking via proprietary and third-party distribution channels.
Brian Thomas is Director - Consulting Services with Wealthadvice. Prior to that he was General Manager - Business & Investments at Eight Investment Partners, General Manager - Investments at Perennial Investment Partners, Managing Director and Head of Distribution for Credit Suisse Asset Management and a Division Director at Macquarie Bank.
Brian has been in the financial services industry for over forty years specialising in superannuation and investment management covering administration, asset consulting, product development, marketing, distribution, asset allocation, people management and board directorship.
He has been an active participant in a number of industry bodies and government committees and was instrumental in the development of allocated or account-based pensions.
Brian has been in the financial services industry for over forty years specialising in superannuation and investment management covering administration, asset consulting, product development, marketing, distribution, asset allocation, people management and board directorship.
He has been an active participant in a number of industry bodies and government committees and was instrumental in the development of allocated or account-based pensions.
Andrew has a strong track record in technology, software development and delivery having worked for Standard & Poor's, Volkswagen Financial Services, Australian Wealth Management, and most recently, as long-serving chief information officer at financial services firm IOOF. In these roles he has overseen large technology and operational change and efficiency programs while building a culture of technology innovation.
Andrew joined IRESS in January of 2017 as Chief Technology Officer and he is responsible for our overarching technology strategy which includes our approach to designing, developing and delivering our software solutions and leading the team of over 500 engineers who make it happen.
Andrew joined IRESS in January of 2017 as Chief Technology Officer and he is responsible for our overarching technology strategy which includes our approach to designing, developing and delivering our software solutions and leading the team of over 500 engineers who make it happen.
Adrian re-joined AMP in April 2019 as CFO, AWM and was recently appointed CFO, AMP Australia. Prior to this Adrian was the CFO and General Manager, Product at SuperConcepts leading the team responsible for all finance functions, risk and compliance, mergers and acquisitions, procurement product management and SuperConcepts' strategy. Adrian is an accomplished senior leader with over two decades' experience across law, finance and financial services with an emphasis on mergers, acquisitions, business integration and capital markets transactions. Adrian has previously held roles at Orica, Morgan Stanley and Clayton Utz.
Nick Vamvakas
Peter Van Der Westhuyzen
Andrew Walsh
Sean West
Group Executive - Strategy and Growth at Cbus Super Fund
Executive Director, Head of Personal Banking Customer Solutions, Direct and Institutional Macquarie
Chief Executive Officer IRESS
Executive Director, Head of Wealth Management, Macquarie Group
A senior financial markets executive with proven and broadly based experience in building from the ground up and leading successful funds management and banking businesses.
Key achievements include;
- Responsible for a team which established and managed over 50 wholesale funds management and structured finance vehicles
- Led a team between November 1999 and August 2001 which applied and obtained a banking licence from APRA
- Achieved ongoing improvements in capital and liquidity ratios required of the Bank
- Obtained a rating from Standard and Poor's and Moody's
- Responsible for restructuring the Banks funding structure post the GFC
Key achievements include;
- Responsible for a team which established and managed over 50 wholesale funds management and structured finance vehicles
- Led a team between November 1999 and August 2001 which applied and obtained a banking licence from APRA
- Achieved ongoing improvements in capital and liquidity ratios required of the Bank
- Obtained a rating from Standard and Poor's and Moody's
- Responsible for restructuring the Banks funding structure post the GFC
Peter van der Westhuyzen is an Executive Director and the Head of Customer Solutions, Direct and Institutional within the Personal Banking division in the Banking and Financial Services Group. Peter is responsible for the distribution of mortgages, credit cards and transaction accounts through strategic partners and directly to the public. He is also responsible for retentions as well as securing and managing Institutional partnerships with clients, like Woolworths, Jetstar and Myer.
After a career as an actuarial consultant, Andrew founded and spearheaded the development of market leading financial planning software XPLAN and joined IRESS when it acquired XPLAN Technology in 2003.
Andrew became IRESS' CEO in 2009 and has since led the growth of the group. Under Andrew's leadership IRESS' market capitalisation has doubled to approximately $2 billion.
Since Andrew became CEO, IRESS has expanded organically and made several local and international acquisitions and now has 1,800 people designing, developing and delivering software solutions for the financial services industry in Australia, New Zealand, Canada, Singapore, South Africa and the UK.
Andrew became IRESS' CEO in 2009 and has since led the growth of the group. Under Andrew's leadership IRESS' market capitalisation has doubled to approximately $2 billion.
Since Andrew became CEO, IRESS has expanded organically and made several local and international acquisitions and now has 1,800 people designing, developing and delivering software solutions for the financial services industry in Australia, New Zealand, Canada, Singapore, South Africa and the UK.
Sean is an experienced financial services executive with over 20 years' experience across financial advice, investment management, life insurance, private banking and wealth platforms.
Working within Macquarie's Banking and Financial Services group, Sean leads Macquarie's wealth management division. Wealth management includes Macquarie's wealth solutions business, partnering with financial advisers and financial institutions to build better businesses through their cash management and platform solutions, and their private banking business, providing trusted advice to HNW families.Sean works with an experienced and committed team of professionals that help safeguard the long-term financial wellbeing of their clients.
Working within Macquarie's Banking and Financial Services group, Sean leads Macquarie's wealth management division. Wealth management includes Macquarie's wealth solutions business, partnering with financial advisers and financial institutions to build better businesses through their cash management and platform solutions, and their private banking business, providing trusted advice to HNW families.Sean works with an experienced and committed team of professionals that help safeguard the long-term financial wellbeing of their clients.
Matt Hale
Jeff Phillips
Jonas Daly
Craig Bingham
Director | Senior Financial Planner at Rising Tide
CFO at Bennelong Funds Management
Head Of Distribution at Bennelong Funds Management
CEO of Bennelong Funds Management
Matt is in his own words - "I've been with Rising Tide for over 13 years; it was my first job out of uni. Starting in admin, I moved into an advisory role over ten years ago & then became a Director in 2013. My staff are my number one clients; when they are going well, our clients have a great experience. I tend to be pretty blunt, but don't confuse that with a lack of empathy.In my role at Rising Tide now, my time is split between running the business, mentoring staff & working directly with clients.The best part of my world is my little boy Max, he isn't even one yet but makes every day amazing. My partner Annie does the brunt of the work with Max when I am at work, but I try to be pretty hands on the rest of the time.Being from Melbourne, I love sport & coffee too."
Jeff is Chief Financial Officer of Bennelong Funds Management and has over 20 years of experience in financial services. He joined Bennelong in June 2012 and is responsible for the finance, operations, company secretarial and IT functions. Jeff has many years' experience, both within Australia and internationally, in senior finance and operational roles. When asked the question - Where do you feel your strengths are in terms of being an Advocate to someone else? Jeff answered - "Ability to articulate a career in financial services and sound knowledge of a lot of different roles. I also have strong positive views on work/life balance, diversity and a non-hierarchical way of doing things. I can share my experience and networks depending on what is required including being a Director of a NFP. I note my experience is mainly weighted towards smaller businesses (50 staff or less) so as an Advocate I would be of more use to someone who prefers that environment versus much larger companies."
Jonas has 20 plus years experience in the industry. As Head of Distribution, Jonas is responsible for managing the national sales team and developing and implementing the sales strategy for both institutional and retail markets. The primary objectives of the role are to drive and generate sales revenue, service key clients, and drive business growth by positioning both existing and new investment offerings during various market conditions. With respect to his mentoring style, Jonas says "I would describe myself as personable and a positive person, I also like to get to the heart of a matter and have a discussion around practical ways to achieve a goal or resolve an issue."
Craig Bingham joined Bennelong Funds Management in October 2014 as CEO. He is a highly regarded financial services executive with extensive experience in Australian and international markets.
Since joining Bennelong, Craig has fast-tracked the company's growth, doubling the Australian-domiciled offering from four to eight boutique asset teams. In addition, Craig's entrepreneurial drive has led to the company's global expansion, establishing Bennelong's offshore arm BennBridge in the UK and US (the global collective is now known as the BFM Group). This has included partnering with a further four boutiques in the UK, with plans for future growth.
A strong advocate of creating an enviable corporate culture, Craig has ensured the global ethos is one of high performance, while retaining a focus on mutual respect, open communication and continuous curiosity.
Since joining Bennelong, Craig has fast-tracked the company's growth, doubling the Australian-domiciled offering from four to eight boutique asset teams. In addition, Craig's entrepreneurial drive has led to the company's global expansion, establishing Bennelong's offshore arm BennBridge in the UK and US (the global collective is now known as the BFM Group). This has included partnering with a further four boutiques in the UK, with plans for future growth.
A strong advocate of creating an enviable corporate culture, Craig has ensured the global ethos is one of high performance, while retaining a focus on mutual respect, open communication and continuous curiosity.
Jamie Wickham
Michael Phillipou
James Langlands
David Grybas
Managing Director of Morningstar Australasia
Chief Executive Officer at Sandstone Technology
Head of the Wholesale Distribution team at BNP Paribas Asset Management in Australia
Chief Executive Officer, BNP Paribas Asset Management, Australia & New Zealand
Jamie Wickham CFA is Managing Director of Morningstar Australia and New Zealand. In this role, he is responsible for leading Morningstar's business in Australia and New Zealand.
He has held senior product roles at Morningstar including Head of Products and Client Solutions, Asia-Pacific; responsible for Morningstar's product development and client solutions activities in the region. Prior to that Jamie was based in Morningstar's London office and served as Head of Global Data and Research Products.
Jamie has over twenty years of experience in the financial information and research industry with management roles spanning product, operations, sales and technology. He began his career as the founding employee of Aspect Financial in 1997 – a provider of equity data and research.
He has held senior product roles at Morningstar including Head of Products and Client Solutions, Asia-Pacific; responsible for Morningstar's product development and client solutions activities in the region. Prior to that Jamie was based in Morningstar's London office and served as Head of Global Data and Research Products.
Jamie has over twenty years of experience in the financial information and research industry with management roles spanning product, operations, sales and technology. He began his career as the founding employee of Aspect Financial in 1997 – a provider of equity data and research.
As Chief Executive Officer for FinTech market leader Sandstone Technology, Mic is responsible for the global operations across our target markets in Australia, New Zealand, Asia and Europe. Mic has over 20 years' experience in financial services holding Executive people leadership roles in Advice, Retail & Business Banking, Digital Banking, and Enterprise Technology Sales & Transformation programs for Westpac, MLC-aligned businesses, Bendigo Bank and Lodex. Mic is a passionate banking, financial services, and technology executive and an active champion of women. Each Thursday, Michael co-host the Digital First: A Banking Transformation Series brought to you by a partnership between Sandstone Technology & Financial Executive Women (FEW).
James Langlands is the Head of the Wholesale Distribution team at BNP Paribas Asset Management in Australia. BNP Paribas Asset Management is a leading global provider of investment solutions for wholesale and institutional clients, with over 3,000 staff in more than 30 countries around the world. James joined the Australian team in 2016, having previously worked at BlackRock in Australia for 15 years where he held a range of product and senior distribution roles. James holds a Bachelor of Commerce (Honours), from the University of Melbourne. James is enjoying being part of the FEW mentoring program, having benefited from the encouragement and guidance of mentors over the course of his career.
David is Chief Executive Officer for BNP Paribas Asset Management in Australia and New Zealand and was appointed to this position in 2012.
David holds director positions with BNP Paribas Asset Management Australia, BNP Paribas Asset Management Asia and is a member of the BNP Paribas Asset Management Asia Pacific Leadership Group, the BNP Paribas Group Territory Management Committee and is Chairman of the BNP Paribas Superannuation Policy Committee.
David joined BNP Paribas Asset Management in 2005 and was previously Co-Head of Institutional Business Development, for Australia and New Zealand. Prior to joining BNP Paribas Asset Management he was an Institutional Relationship Manager at HSBC Asset Management (Australia) Limited as well as Manager Investments for State Trustees Limited.
David holds director positions with BNP Paribas Asset Management Australia, BNP Paribas Asset Management Asia and is a member of the BNP Paribas Asset Management Asia Pacific Leadership Group, the BNP Paribas Group Territory Management Committee and is Chairman of the BNP Paribas Superannuation Policy Committee.
David joined BNP Paribas Asset Management in 2005 and was previously Co-Head of Institutional Business Development, for Australia and New Zealand. Prior to joining BNP Paribas Asset Management he was an Institutional Relationship Manager at HSBC Asset Management (Australia) Limited as well as Manager Investments for State Trustees Limited.
Luke Symons
Brian Thomas
Andrew Todd
Adrian Urquhart
Managing Director Digital, AMP Australia
Director of Consulting Services with Wealth Advice
Chief Technology Officer IRESS
Chief Financial Officer AMP Australia
Luke was appointed AMP Australia's Managing Director Digital in October 2019. Prior to that he held the position of Chief of Staff, AMP Wealth Management (AWM) focussed on driving the development and execution of AWM's distribution strategy, identifying AWM specific strategies to deliver on strategic outcomes, designing plans, and overseeing the AWM business performance, including the delivery of data driven insights across the business. In addition, Luke was responsible for driving a strong focus on culture and communications across the division, partnering with AMP's corporate functions to achieve this. Prior to this Luke led and transformed client businesses across wealth management, retail and commercial banking via proprietary and third-party distribution channels.
Brian Thomas is Director - Consulting Services with Wealthadvice. Prior to that he was General Manager - Business & Investments at Eight Investment Partners, General Manager - Investments at Perennial Investment Partners, Managing Director and Head of Distribution for Credit Suisse Asset Management and a Division Director at Macquarie Bank.
Brian has been in the financial services industry for over forty years specialising in superannuation and investment management covering administration, asset consulting, product development, marketing, distribution, asset allocation, people management and board directorship.
He has been an active participant in a number of industry bodies and government committees and was instrumental in the development of allocated or account-based pensions.
Brian has been in the financial services industry for over forty years specialising in superannuation and investment management covering administration, asset consulting, product development, marketing, distribution, asset allocation, people management and board directorship.
He has been an active participant in a number of industry bodies and government committees and was instrumental in the development of allocated or account-based pensions.
Andrew has a strong track record in technology, software development and delivery having worked for Standard & Poor's, Volkswagen Financial Services, Australian Wealth Management, and most recently, as long-serving chief information officer at financial services firm IOOF. In these roles he has overseen large technology and operational change and efficiency programs while building a culture of technology innovation.
Andrew joined IRESS in January of 2017 as Chief Technology Officer and he is responsible for our overarching technology strategy which includes our approach to designing, developing and delivering our software solutions and leading the team of over 500 engineers who make it happen.
Andrew joined IRESS in January of 2017 as Chief Technology Officer and he is responsible for our overarching technology strategy which includes our approach to designing, developing and delivering our software solutions and leading the team of over 500 engineers who make it happen.
Adrian re-joined AMP in April 2019 as CFO, AWM and was recently appointed CFO, AMP Australia. Prior to this Adrian was the CFO and General Manager, Product at SuperConcepts leading the team responsible for all finance functions, risk and compliance, mergers and acquisitions, procurement product management and SuperConcepts' strategy. Adrian is an accomplished senior leader with over two decades' experience across law, finance and financial services with an emphasis on mergers, acquisitions, business integration and capital markets transactions. Adrian has previously held roles at Orica, Morgan Stanley and Clayton Utz.
Peter Worn
John Wotherspoon
Head of Strategic Relationships, Enzumo Group, Independent Director & Fintech Advisory Board Member
Director, Wotherspoon Wealth
Peter has over 17 years' experience in financial services. Peter has held executive roles for a number of institutions (including ING & ANZ) across sales, marketing and strategy. In 2015 Peter joined Enzumo Group, the technology arm of the ASX listed Chant West Holdings. He is responsible for strategic growth initiatives across the business.
Peter holds a number of external board positions. He is an Independent Director of McQueen Financial Group. Peter is also an Advisory Board Member of the Fintech start-up, Navag8.
Peter holds a number of external board positions. He is an Independent Director of McQueen Financial Group. Peter is also an Advisory Board Member of the Fintech start-up, Navag8.
John is joint Director and Principal at Wotherspoon Wealth and has been helping people
optimise their wealth for 30 years. After 15 years in civil engineering and management,
he became one of Adelaide's first Certified Financial Planners (CFP) in 1992. John
established self–licensed advisory firm Accumulus Ltd during the 1990s and was Money
Management magazine's Australian Financial Planner of the Year in 2001.
optimise their wealth for 30 years. After 15 years in civil engineering and management,
he became one of Adelaide's first Certified Financial Planners (CFP) in 1992. John
established self–licensed advisory firm Accumulus Ltd during the 1990s and was Money
Management magazine's Australian Financial Planner of the Year in 2001.
John Jardim
Head of Institutional Distribution, BNP Paribas Asset Management
As Head of Institutional Distribution for BNP Paribas Asset Management Australia, John Jardim is responsible for investment strategy and engagement with the Superannuation, Government and Pension segments within Australia. John and the institutional distribution team focus on providing customised investment solutions and risk management strategies for an increasingly complex investment landscape.
John has worked in the financial services industry in Australia and abroad for over 27 years and has been in the funds management industry specifically for the last 19 years. Prior to his current role, John held various client facing roles at BlackRock and also worked for Goldman Sachs in London.
John holds an MBA degree from the Australian Graduate School of Management at the University of NSW and a Bachelor of Business in Economics and International Marketing from Swinburne University of Technology.
John has worked in the financial services industry in Australia and abroad for over 27 years and has been in the funds management industry specifically for the last 19 years. Prior to his current role, John held various client facing roles at BlackRock and also worked for Goldman Sachs in London.
John holds an MBA degree from the Australian Graduate School of Management at the University of NSW and a Bachelor of Business in Economics and International Marketing from Swinburne University of Technology.
Tizzy Vigilante
Managing Director - Wealth Management, Australia and New Zealand at IRESS
Tizzy has more than 20 years' experience in the Financial Services industry. Joining IRESS in 2007, Tizzy leads a team of skilled professionals and is responsible for the delivery of IRESS' wealth management solutions and services to more than 1,000 AFSLs. Tizzy believes that client service is fundamentally about building relationships based on respect and a deep understanding of the clients' business, objectives and challenges.
Danielle Press
Commissioner for ASIC
Danielle has more than 25 years' experience in financial services. Danielle gained extensive international experience from senior roles with UBS Global Asset Management, where she was Deputy Head of Australia. Danielle has wide experience in financial services and investments in markets within Australia, the USA, Europe and Asia. Prior to joining UBS, she was an economist with the Reserve Bank of Australia. Her career has included diverse roles in portfolio management, product development, client management, economic analysis and investment banking. Danielle's qualifications include a Bachelor of Economics (Hons) from the University of Western Australia.
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