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 is launching a new initiative called FEW Good Men.
Going into our fifth year 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.
Current FEW Good Men
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.
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.
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.
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).
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.
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.
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
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.
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.
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.
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.
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.
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
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.
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.
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