The FEW program has been successful in providing hundreds of Advocates to our members at various levels, however at National, GM and MD levels there is a shortage. The “good men” in our industry have been supportive of equality and the positive progression of women and want to continue to be. To ensure that our members at senior levels have the next step guidance, support and experience, FEW launched an initiative called FEW Good Men in 2018.
We feel it is important to not only continue with our quest to ensure women are provided with support, guidance and experience but to also ensure equality is for everyone. It has always been the belief of FEW that the lack of progression for women in the last 20 years has been more about the lack of support systems needed to get from A to B.
As most Senior positions are still held by men, the only way to break this cycle is for men to participate as mentors to the women who are coming up the ladder. Women in their 30’s and 40’s are getting closer to the top of the ladder, but unlike their male counterparts may not have the guidance, support and advice needed to help them take the next steps into General Management or Managing Director level roles.
Since starting the FEW Good Men program the feedback has been exceptional with our members saying they value the guidance they are receiving and their Advocates are both challenging and encouraging them.
The FEW Good Men have provided feedback finding the program beneficial to their leadership and have also gained a stronger understanding of their female counterpart’s challenges. Hearing from women who can be open and frank about their journey has given the Advocates an insight into issues in the workplace they would not hear from people within their own organisations.
The FEW Good Men Advocacy is increasing every day with our Corporate Partners nominating the men in their organisations to participate for the good of the industry and equality. We thank all of our FEW Good Men and Corporate Partners as you are truly making a difference.
If you would like to be involved with FEW Good Men, please contact Judith Beck – firstname.lastname@example.org
Current FEW Good Men
DAVID AKERS Managing Director, Business Partnerships, AMP Australia
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’s relationship with AMP started in 2006. As a Senior Partner in KPMG’s management consulting business he supported AMP Capital to transform their business model and technology platforms. From there he joined the AMP-AXA Integration Program, bringing together the asset management businesses, before taking on the role of Transformation Director for AMP, culminating in the launch of AMP Advice in 2016.
At KPMG David focused on business strategy and transformational programs. His key clients included AMP, BT, IAG and Allianz. David is a Chartered Accountant and has a Bachelor of Commerce from UNSW.
David and his wife have three energetic children under 12. Together they enjoy the outdoors with many weekends spent at the beach, water skiing or on the sporting field.
LAKSHMAN ANANTAKRISHNAN Chief Investment Officer, AMP Australia
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 AZZOPARDI Group Chief Financial Officer & Executive Director Resimac NZ
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.
Ross Barnwell joined NAB Wealth in 2012, to drive a consumer centric strategy and culture across the wealth business.
In December 2017, he moved into the role of General Manager - Advice, where he is responsible for the monitoring & supervision and regulatory components of the NAB Advice businesses as well as the running of the self-employed licensees.
Prior to this, Ross was General Manager—MLC Advice Partnerships from 2014 to 2017, where he was responsible for the NAB Wealth portfolio of self-employed licensees including Garvan, MLC Financial Planning, Apogee Financial Planning, Meritum Financial Group, MLC Advice and Godfrey Pembroke.
He has more than 25 years of experience in the wealth industry, covering both retail and institutional markets. Prior to joining NAB Wealth, Ross held the role of General Manager - Advice & Distribution at OnePath (ANZ).
Ross holds a Bachelor of Economics and a Graduate Diploma in Applied Finance and Investments. He also holds various positions on a number advice and investment boards. Ross’ strategic thinking and client-centric focus are a real asset to the NAB Wealth team.
JONATHAN BENSON Data Governance Partner PwC Australia*
Areas of specialisation
Data Governance, Data Strategy, Data Quality & Management, Business Intelligence & Analytics, Master Data Management and Programme Delivery.
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.
Select relevant experience includes:
Leading the data strategy and multi-year execution for the separation / divestiture of a life insurance organization from a leading wealth management institution/Big 4 bank.
Leading the implementation of an enterprise wide customer experience analytics platform for a major Australian telecommunications provider.
Leading the design and implementation of enterprise wide straight through processing solution for a global investment bank.
Leading a number of Data Governance Programmes for a number of financial services institutions
CHRIS BREDENHANN, Chief Operating Officer Wealth Management Macquarie*
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.
Prior to joining Wealth Management Chris was the Global Head of Financial Control and was responsible for financial control for the group across all regions. Chris has also held roles in Macquarie as CFO for Macquarie Securities Group and the Head of Finance – Institutional Stockbroking.
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.
ROBERT COULTER General Manager, Partnerships AFA*
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.
Prior to joining the AFA, Robert was at AMP Advice as Head of Corporate Development and was responsible for all Corporate Development relationships and was a senior member of the AMP Leadership Team reporting directly to the Managing Director for AMP Advice. Robert’s role was to work with corporates, third party outplacement services firms, Age Care facilities and Personal Injury legal firms in identifying, securing and growing the current AMP Advice footprint.
Robert has over 28 years’ experience within Financial Services and has held Senior Business Development/National Manager roles with a number of organisations.
Prior to joining AMP Advice, Robert held the position of National Sales Manager – Employer Super for ING Australia/OnePath where he was responsible for Business Development, Key Account Management and Account Management.
Robert has also worked for BT Financial Group and ASGARD Wealth Solutions & MLC in senior management positions.
JUSTIN CRAWFORD Executive Director, Head of Macquarie Private Bank, Macquarie Group
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.
Joining Macquarie in 1994, Justin has held a range of senior executive roles across Australia and Asia.
Justin is passionate about gender equality, people leadership and inclusion, and currently sits on the Macquarie Sports Foundation Board.
SIMON CUTHBERT Partner - Assurance, PwC Australia
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 a proud Husband and Father to three young children. He spends as much of his spare time as he can in the surf and on the beach at Freshwater with his family. Simon is a Chartered Accountant, Registered Company Auditor and holds a Bachelor of Commerce from the University of Technology Sydney, majoring in Finance and Accounting.
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.
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.
In this role, Dante led the FPA’s proactive policy and government relations strategy, participating in key Parliamentary Inquiries, Government Committees and Treasury Working Groups. He also led the formulation of countless FPA policy submissions and has been responsible for overseeing the professional conduct and accountability of FPA members and FPA Professional Practices.
Dante has 18 years’ experience within financial services. Prior to joining the FPA, he worked in various Financial Planning support, compliance and technical roles with a number of organisations such as ClearView Financial Management, Zurich Financial Services, Asteron Life and Suncorp Bank.
Dante is a proud husband and father who dedicates his life to the four F’s in Family, Food, Football and Financial Planning.
Dante’s qualifications include a Bachelor of Commerce (Finance), a Graduate Certificate in Politics and Policy, a Diploma in Financial Planning, is currently completing a Graduate Certificate in Law (ANU) and is a member of the Australian Institute of Company Directors. He has also completed the CERTIFIED FINANCIAL PLANNER® certification program, the gold standard in financial planning.
ANT DUREAU Chief Client Officer, AMP Australia*
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.
He was recently a judge of the ADMA Digital Collective and the 2019 AMI Marketing Excellence awards and is an Advisory Board Member for the Gen Alpha Project, which focuses on inspiring kids to become future innovators and change makers.
Ant is a firm believer in using human centred design to deliver better customer experiences, and outside of work has a passion for the ocean, the outdoors, and a strong belief that if you put your heart in it, anything is possible.
ROD FINCH Managing Director, AMP Bank
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.
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.
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. Prior to joining Invesco, Mr. Franc was head of distribution, sales and marketing at BT Investment Management. Before that, Mr. Franc was senior vice president of institutional sales at Putnam Investments where he presided over its institutional book of business. He has also held other senior roles in marketing, business development and investment business management.
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 Head of Wealth Intermediary Macquarie Group*
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.
Throughout his career, Cameron has gained extensive experience in business management and consulting across a range of disciplines. He has spent 19 years with Macquarie Group and has served in a range of roles, most recently as Head of Wealth Product and Technology. Prior to this, Cameron was the Chief Operating Officer and Head of Practice Management for Macquarie Wealth Management. Cameron also spent four years based in Mumbai, India, as Chief Operating Officer of the joint venture, Religare Macquarie Private Wealth.
Before joining Macquarie’s wealth management division, he spent four years as an internal consultant where he led strategic growth projects and business process and efficiency initiatives across Macquarie Group.
Prior to joining Macquarie, Cameron held positions at Merrill Lynch in Australia as well as with CitiBank and Morgan Stanley in the UK. Cameron is a graduate of the University of Melbourne and holds a Bachelor of Commerce degree, majoring in Finance.
MICHAEL GOMERSALL Head of Business Growth AMP Workplace Superannuation*
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 is also Fellow of the Association of Superannuation Funds of Australia and was previously the National Practice Leader, Investor Education at Mercer and Director and Superannuation Community Leader at Deloitte Actuaries and Consultants.
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 well qualified with a Masters in Applied Finance from Macquarie University, a Bachelor of Commerce from UOW, a Diploma of Financial Services & Mortgage Broking and is a Graduate of the Australian Institute of Company Directors
For almost 27 years, George Haramis has worked in a diverse range of executive roles within the wealth and management industry, successfully leading some of Australia’s premier domestic and international financial institutions.
George has personally developed an extensive range of financial service offerings during his career, specifically for the accounting profession. He is a passionate advocate when it comes to ensuring that any service he provides not only meets the requirements for the firm and their clients, but also exceeds those expectations.
Along with his team at Unison, George has developed an integrated Wealth, Advice and SMSF (licensing & advice) offering, and are actively working with many firms to help them assist their clients. Their structured offering is aimed at accountants who are serious in offering their clients access to a professional Wealth & SMSF advice service, in order to help them achieve their financial objectives.
Having successfully provided financial services to accountants over a number of years, George and the team at Unison understand the complexities and challenges faced by the modern accounting firm. As a result, they are able to deliver significant benefits to participating firms, through their structured programme. The programme has been designed specifically for the accounting profession, and underpins the ultimate success of their Wealth and SMSF offering.
COLIN HEATH Banking and Capital Markets Leader, PwC*
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.
FRASER HERD Managing Director, Client Relationships, AMP Australia
Fraser is Managing Director, Client Relationships for AMP Australia. 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.
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.
Andrew's passion is providing financial advice that creates wealth for his clients. Wealth that creates new possibilities for clients as individuals. He thrives on seeing clients achieve their goals – be it early retirement, funding their child’s education or departing on their dream holiday.
Outside of work Andrew is a bit of a sports nut. "Show me a hill and I’ll climb it. I love a challenge! I also relish spending time with my family and friends. Life is about balance."
Mike Hirst was appointed as Managing Director in July 2009. Since joining the bank in 2001, Mike has held the positions of Chief Executive Retail Bank, Chief Operating Officer and Chief General Manager Group Strategy.
He is a director of the Bank’s subsidiary Rural Bank Limited, Deputy Chairman of Treasury Corporation of Victoria and a member of the Australian Government’s Financial Sector Advisory Council.
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.
Well known as an industry innovator, Damian has embraced evolutionary change in wealth product design and distribution over his career, playing an active and visible role in the early development of Australia’s SMA and ETF markets. Damian earned his Bachelor of Finance degree from the University of Illinois, and has an MBA from Bond University in Queensland.
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 path he has laid out for the future is built on a simple but effective premise of continuous improvement and innovation while respecting the dreams of the Porter Davis customers.
This culture will be embedded in the 2000 beautifully designed homes that will be constructed across Victoria and south-east Queensland in 2020. In transforming fields into dream homes, the company will create advocates, which will in turn increase profitability.
As a dynamic agent of change, Mr Hondros is enthusiastic about the digital transformation that is central to the company’s future pathway. But he’s also conscious of preserving the historic values that have made Porter Davis great, most especially as a company that delivers a positive customer experience.
Before he arrived at Porter Davis two years ago, Mr Hondros held a number of high profile positions in the financial sector. These included Executive General Manager Commonwealth Private, Chair of the Commonwealth Private Ltd Board, Trustee Director of the Commonwealth Bank’s Group Super Board and Chair of its Investment Committee.
He also spent eight years with NAB and MLC, including Managing Director of Godfrey Pembroke, General Manager of NAB Financial Planning, and General Manager of NAB’s Private Bank.
His educational background prepared him well for his impressive career. He graduated with a Bachelor of Commerce from the University of Western Australia and went on to earn a Graduate Diploma in Professional Accounting (ECU), a Graduate Diploma of Applied Finance (FINSIA, a Diploma in Life Insurance (All) and an Advanced Management Program (INSEAD).
A senior executive with a career of enterprise leadership in business unit leadership and managing director roles. Beginning my career as a strategic management consultant, I’ve worked deeply in both the telecommunications and financial services industries.
I have developed strategic plans, executed significant business transformations, and run businesses for growth, productivity and efficiency. I drive change from senior executive positions and my non-executive board roles. I offer a considered strategic perspective and delight in helping great people succeed.
SHAUN KAMLER Chief Product Owner Wealth Management, Macquarie Group
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
JIM LAMBORN Chief Executive Officer, JANA
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.
Jim manages JANA’s commercial interests including Strategy, Brand, Culture and Financial outcomes of the business. Jim is a member of the senior management team and is an Executive Director on the JANA Board. Jim lead the Management Buy-out initiative which was successfully completed in 2017 (prior to that JANA was owned by National Australia Bank).
Prior to being appointed as the CEO at JANA, Jim was Head of Implemented Consulting. He held overall responsibility for all facets of the JANA investment platform, including performance, client servicing and manager appointments and terminations. This role focused on ensuring the “best ideas” from the JANA research teams were made available via multi manager investment solutions to our clients. In this role, Jim consulted to a range of JANA clients across the superannuation, not for profit and endowment sectors. As well as being responsible for a wide range of general management issues at JANA, Jim led the Talent management initiative at JANA which is designed to attract and retain the best talent in the industry.
Jim has over 35 years’ experience within the Financial Services industry and has held various roles within a number of organisations before joining JANA in 2002.
Jim is passionate about managing transformational change – ensuring an organisation (and its people) remains agile and adapting to every changing client needs. Building a high performing team culture is paramount to succeeding in a competitive environment (fighting for market share against global multi-national firms with deep pockets). JANA is renowned for its colligate culture, highly client centric approach and an employer of choice in the financial services industry.
Jim holds a Bachelor of Economics from Monash University and a Master of Applied Finance from Macquarie University. Jim is married with three adult children and is particularly excited about the impending arrival of two grandchildren.
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).
His corporate leadership experience spans the value chain and includes;
- end to end P&L responsibility incorporating risk management/governance, marketing, operations/systems, client sales and service
- strategy development and implementation
- distribution management and advice
- operational restructuring
- product innovation
- mergers and acquisitions
- stakeholder management at financier/regulator/board level
Passionate about helping people improve their financial lives via technology or personal interactions, he has driven transformational outcomes irrespective of business cycles across a broad range of models (B2B, B2C, 3rd party, salaried) and customer segments (retail, wholesale, high net worth).
Alan holds an MBA, an Advanced Diploma in Financial Services (Financial Planning) and is a graduate member of the Australian Institute of Company Directors.
He lives in Melbourne with his wife and two children and is a Board Member of the Melbourne Collegians Water Polo Club and a non-executive director of the Prior Family Foundation.
IAN MACRITCHIE Founder of IMR Financial Advisors and experienced Chairman
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).
Ian and his wife Marionne established the Emerge Foundation to provide educational opportunities in economically depressed countries. The foundation has provided scholarships for 350 women and 38 men to graduate with a Bachelor of Teaching degree in Timor. It has trained 400 nurses in midwifery in a country where 1 in 4 women die in childbirth. Emerge Effect – https://www.youtube.com/watch?v=jfPWObPbOxQ
Ian was head hunted in 1986 to set up a new financial planning practice in Sydney by a LSE quoted financial services organization. He brought trauma cover to Australia. In 1991 he established his own company IMR Financial Advisors with its own license. In 1999 Ron Geffin joined the practice as a partner. In 2016 as part of a succession plan, he sold IMR Financial Services to Stanford Brown. Ian is Chairman of MGI International Artists which operates in Hong Kong and Shanghai.
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.
Greg has been a director of a wide variety of NAB financial planning licensees (from 2001 to 2018). In addition, he has been a director of JBWere and Chairman of Calibre Asset Management in Hong Kong. Some of these directorships also included membership of investment and risk committees. He was also a long-term member of the Financial Services Council Advice Board. He is also a member of the Institute of Company Directors.
Leadership and challenging the status quo has been at the essence of Greg’s career. This was added to by the completion of the Stanford Executive Program. Greg also has experience attending parliamentary enquiries – the senate estimates committee and the parliamentary joint committee into life assurance.
Greg is now consulting and participating in advisory boards for businesses, as well as providing executive coaching for women.
GARY MITCHELL Private Client Adviser Shadforth Financial Group*
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".
Gary's has said that his motivation on being a mentor is "I want to be a positive influence in the lives of young women. In my daughters’ chosen careers they’re unlikely to experience bias. However, there would be fathers with daughters in finance who couldn’t share that certainty. I want to help guide women to be able to participate in the workforce to the level they aspire to – and perhaps beyond the horizon they see for themselves. But let’s keep that to ourselves!"
Gary has a Master of Business (Financial Planning), Professional Certificate Self-Managed Superannuation Funds, Certificate IV in Workplace Training and Assessment and his Diploma in Financial Planning.
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.
Aside from advising clients Chris is dedicated to continuing the professional development of their staff and has a great interest in working with Not for Profit organisations and service providers to deliver superior financial solutions. Chris has experience in the development of tailored investment policies for Not for Profit boards including objective performance measures and implementation. He strongly believes that we all exist as part of a wider community and is passionate about ways to assist our community in positive and innovative ways.
Outside of work Chris enjoys spending time with his wife and two children, gardening (particularly growing vegetables), improving his martial arts skills, and when time permits getting to the beach for a surf.
Chris’ Qualifications & Accreditations
- Bachelor of Business: Swinburne University of Technology
- Diploma of Financial Planning: Deakin University
- Awarded the Certified Practicing Accountant (CPA FPS – Financial Planning Specialist)
- Certified Financial Planner (post graduate CFP® professional designation)
- Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)
Chris’ Industry Awards
- ‘SMSF Adviser of the year”, ifa Excellence Awards (winner 2015 & 2016; finalist 2017 & 2018)
- ‘Editor’s Choice’ award, SMSF Accounting & Adviser Awards 2017 (winner 2017)
- “SMSF Adviser of the year” in the IFA Excellence Awards in 2016 and 2015.
- Top 10 advisers in Australia listed by Australian Financial Review Smart Investors Master class 2012. And named in the Top 50 honour roll in 2010, 2011 and 2013.
- Top 20 in the Wealth Professional Magazines chart of the Top 50 Financial Advisers in Australia for 2012.
I lead a diverse and talented team of people who are dedicated to helping our customers achieve what matters, today and for generations to come, in pursuit of our vision to be the best regional bank by delivering what matters to our customers.
I am passionate about my family, travel and spending time in the great outdoors.
I believe that embracing an attitude of curiosity, fostering a culture of diversity and remaining open to continual learning and new experiences will serve us at every stage of our lives.
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.
In his first year at the FPA, Mark achieved key constitutional changes to the FPA membership structure to focus on individual practitioners and secured more than $2 million of funding from members for a national consumer advertising initiative. In addition, Mark spear-headed the campaign to raise awareness of the higher standards of FPA members to the Government, media and other industry stakeholders on behalf of the FPA’s 8,500 practitioner members and the 5 million clients they advise.
Prior to the FPA, Mark was involved in the creation of The NAB Academy and held the post of Dean of Advice after serving as Managing Director of Godfrey Pembroke from 2003 to 2008. In this role, Mark successfully facilitated more than 200 Godfrey Pembroke advisers to transition to one of the first institutional fee-for-service remuneration model.
GEORGE RIBAR Head of People & Culture, Group Procurement and Client Solutions Team - OneVue Group*
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.
George has worked on change and transformation programs with world renowned change management companies, McKinsey & Co and Ernst & Young and he has developed and implemented enterprise wide change and transformation programs in Eastern Europe, NZ, Hong Kong, China and most Australian Capital cities.
His key skills include; People & Culture programs and management, OD and training programs and facilitation, operations and administration management, preparation and execution of strategic and tactical business/change plans, program management, operating systems integration and conversion, client focus and service delivery program implementation, outsourcing, business transformation and process improvement, stakeholder engagement/ management.
Specifically, he has planned and implemented major company-wide change and transformation programs in some of the large companies mentioned above to address organisational structural misalignment, high operating costs, years of financial losses, loss of clients, HO and branch restructuring, inefficient processes and procedures, poor customer service/experience, poor sales strategies and execution by sales forces, decentralization V’s centralization and inefficient claims processes. Outcomes were an ongoing readiness for change, reduced cost base, improved revenues, improved operating performance and efficiencies, effective Organisational structures, increased staff morale, increased customer service and satisfaction.
He holds a Master of Business Management, and Prosci & ADKAR Change Management certification.
Geoff was appointed General Manager, MLC Sales, in March 2012. In this role he is responsible for all sales of NAB Wealth.
Prior to this role, Geoff was responsible for leading NAB Financial Planning for a period of 4 years. Geoff also headed up the Wealth Management operations at Bank of New Zealand for two and a half years as General Manager of Insurance and Investments. He was also CEO of Advance MLC, establishing and operating the start-up Life Insurance and Funds Management businesses in Thailand.
Geoff is a family man with a huge passion for cycling and a fascination with playing golf.
FABIAN ROSS Chief Executive Officer WA Super*
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).
- Graduate Australian Institute of Company Directors
- Advanced Diploma, Financial Services – Financial Planning, Kaplan
- Executive Certificate, Marketing, ECU
- CEO Business and Leadership Program – Wharton Business School, Pennsylvania
TIM STEELE General Manager NAB Financial Planning & NAB Direct Advice*
Tim joined NAB Financial Planning in 2016 where he is responsible for more than 400 salaried and self-employed advisers providing quality advice to NAB clients.
Prior to this, Tim was 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.
Throughout his career, Tim has demonstrated a track records of leading large teams to help advisers grow and develop their businesses and provide customers with high quality financial advice and an exceptional experience.
Tim is a Director of the Australian Rugby Foundation.
LUKE SYMONS Managing Director Digital, 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.
Luke’s expertise includes strategy development and execution, developing digital solutions and building diverse and engaged teams of people that deliver outstanding revenue growth and cost management. Luke previously held roles at ANZ and RFS Group.
When not working his great passions are spending time with his family, including his four children and is a golf tragic all hours of the day and night.
Brian Thomas is General Manager – Business & Investments at Eight Investment Partners (8ip) and Director – Consulting Services with Wealthadvice. Prior to that he was 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. At Macquarie he developed Australia’s first individual longevity solution product and has developed or co-developed several products and or specialist campaigns that have individually raised more than one billion dollars in assets.
Brian is also a highly regarded public speaker and a regular industry commentator on investment and wealth management issues.
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.
ADRIAN URQUHART Chief Financial Officer AMP Australia
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.
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
PETER VAN DER WESTHUYZEN Executive Director, Head of Personal Banking Customer Solutions, Direct and Institutional Macquarie*
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.
Prior to Peter’s current role he was a member of the Corporate Development & Strategy team and was responsible for a range of acquisitions as well as securing strategic client relationships with the aim of broadening Macquarie’s retail distribution footprint for personal and investment products. Prior to this Peter was the Head of Macquarie Specialist Investments (MSI) in Macquarie Asset Management. MSI provides a range of investment products to both retail and sophisticated investors primarily through licensed Financial Advisers. These products are offered to investors with the aim of assisting them to meet their wealth creation or wealth preservation goals.
Peter joined Macquarie in 1999 and has experience in debt and structured finance (Margin Lending /Capital Protected loans), Derivatives markets, Mergers and Acquisitions and Institutional client management. Peter completed his secondary and tertiary education in New Zealand, graduating from Canterbury University in Christchurch with a Bachelor of Commerce (major in Economics). In 2009, Peter was also jointly invited with Richard Sheppard to attend a Canberra hearing of the recent Parliamentary Joint Committee on Corporations and Financial Services.
ALEX WADE Chief Executive Officer, AMP Australia
Alex is CEO of AMP Australia, AMP’s banking and wealth management business. In this role, Alex and his team have end-to-end responsibility for customer offers and outcomes, including the provision of compliant, quality advice, delivered efficiently through a range of channels.
Alex has substantial experience in the wealth management and banking industries and has a strong track record in building and leading businesses. He was most recently the Head of Developed and Emerging Asia for Credit Suisse Private Banking. In these roles, Alex had responsibility for all aspects of the domestic Private Banking businesses for Australia, Japan and India, with additional responsibility for the offshore markets of non-resident Indians, Sri Lanka and Pakistan. Alex was with Credit Suisse for 12 years, six of which he was Chief of Staff for Asia Pacific. He also held the roles of Deputy Market Area Head for Developed Asia from 2014 to 2015 and CEO of Credit Suisse Private Banking Australia from 2016 to 2018. During his time at Credit Suisse, Alex developed a strong track record in building and leading businesses as well as driving a wide range of business development activities.
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.
The company’s achievements demonstrate Andrew’s entrepreneurial drive, perseverance and ability to execute successfully in a rapidly changing and uncertain business environment.
In 2017 Andrew was a finalist in EY Australia's Entrepreneur of the Year.
SEAN WEST Executive Director, Head of Wealth Management, Macquarie Group*
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.
Prior to Macquarie, Sean held a range of senior executive roles in financial services across Australia and Asia.
He is a board member of the Black Dog Institute Foundation which is a translational research institute that aims to reduce the incidence of mental illness and the stigma around it, to actively reduce suicide rates and empower everyone to live the most mentally healthy lives possible.
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 an Executive MBA from the Australian Graduate School of Management. He is currently studying Stoic philosophy and it’s applications to modern business.
The rest of his time is spent supporting his wife in her busy executive career and being a very hands-on Dad. He is particularly interested in encouraging companies to think beyond traditional employment arrangements and to build diverse, flexible and outcome focused work cultures.
JOHN WOTHERSPOON Director, Wotherspoon Wealth
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.
In 2002, he merged Accumulus with stockbroking/financial planning firm, Prescott Securities Ltd and stayed as a Director until retiring early after 2006. In 2010 John’s son, Simon encouraged him back to work when he returned to Adelaide from his own investment advising career in Melbourne. Together they then established Wotherspoon
Wealth as Adelaide’s first truly independent investment advice firm, again self-licensed and with a clear succession path.
John is an SMSF Association member, Financial Planning Association (FPA) member and also SMSF Specialist Advisor. He sponsored Family Business Australia’s first business owner’s forum group in SA in the early 2000s, perhaps germinating his own family business interest later. John’s daughter, Erin is also a key member of the firm.
John has spoken on radio and at conferences on financial planning and practice management matters. During the 1990s, he was active in the formative years of financial planning, encouraging its progress towards a profession. In 2018, Wotherspoon Wealth became the FPA’s Australian Professional Practice of the Year.
If you’d like to get involved, please contact Judith Beck, Founder and CEO on email@example.com.