Arun Abey

Chairman, Walsh Bay Partners

Abey has worked for more than 30 years as a financial adviser and wealth manager for individuals and institutions. Walsh Bay Partners, where he is executive chairman, provides wealth and wellbeing advisory services to families and endowments. He has also worked in academia, and been an entrepreneur and a strategy adviser to some of the world’s largest firms, including a role as head of strategy for the AXA Asia Pacific Group for a decade. He is involved in a number of philanthropic and cultural activities and is the author of various international bestsellers. The Australian National University’s College of Business and Economics inducted him into its Hall of Fame in 2013 for “exemplary professional achievement and distinguished contribution to community”.
Jon Allen

Managing director, Asia-Pacific, Columbia Threadneedle Investments

Allen has worked for Columbia Threadneedle Investments since 2010. He is responsible for leading the firm’s institutional business in the Asia-Pacific region. He also heads the product development function in the region, across the wholesale and institutional channels, has overall responsibility for Australia and is a board member of Threadneedle Investments Singapore (Pte.) Limited. Allen has significant experience in distribution and asset ownership globally. He has previously held various senior roles at Prudential Asset Management and Royal Sun Alliance Investments in Singapore, London, Hong Kong and Dubai. He has also started two alternative investment companies targeting institutional and family office clients. In total, he has more than 25 years of asset-management experience. Allen holds a bachelor’s degree in economics from the University of Western Australia.
Vicki Allen

Independent director, MTAA Super

Allen is an experienced non-executive director and consultant to the financial services and property sectors. Her long executive career comprised senior management roles with companies including The Trust Company, MLC Limited and Lend Lease Corporation. In addition to her role on MTAA Super’s board, Allen is deputy chairman of Mirvac Funds Management Limited, chairman of not-for-profit community housing provider Bridge Housing Limited and an expert panel member for the Fair Work Commission. She completed her EMBA at Melbourne Business School in 2003 and is a member of the MBS Alumni Council and a fellow of the Australian Institute of Company Directors. She holds a bachelor of business degree from the University of Technology Sydney.
Jason Andriessen

General manager, financial planning and marketing, StatePlus

Andriessen, as chief client officer, is responsible for ensuring that StatePlus advice and products meet the changing needs of clients. He is passionate about helping more Australians access quality financial advice, and as a member of the Financial Services Council’s advice board committee, he works to raise professional standards across the financial advice industry. Andriessen has a master’s degree in commerce with distinction, a bachelor’s degree in business with a major in marketing, and a diploma in financial planning. He is a Certified Financial Planner.
Craig Banning

Principal, Navwealth Financial Services

Banning has been a financial adviser since 1991 and is the founder and chief executive of Navwealth, in Sydney. Navwealth is an integrated advice business that employs a team of 25 professionals. It provides advice on accounting and tax, businesses, financial planning, investment, insurance and lending. Banning spends much time on the speaking circuit, presenting to advisers on various financial matters. He is also a regular guest on the Foxtel Business Channel.
David Bell

Chief investment officer, Mine Wealth + Wellbeing

Bell joined Mine Wealth + Wellbeing in 2014 with extensive experience in investments, risk and portfolio management. He has managed investment portfolios and investment teams, and consulted to and educated many groups onshore and offshore within the financial services industry and academia. His team of 10 manage over $9 billion in member retirement savings. David is responsible for overseeing the investment portfolio, enhancing the skills and capability of the investment team and has involvement in Mine Wealth + Wellbeing product development. Previous roles have involved running his own boutique advisory firm for five years and 12 years overseeing hedge fund investing at Colonial First State Global Asset Management. David is a PhD candidate in finance at the University of New South Wales, where he is researching multi-period portfolio construction, and is an honorary fellow at Macquarie University, where he lectures on hedge funds. Between work and study, David is a busy man and enjoys the great outdoors in his downtime." His team of 10 manage over $9 billion in member retirement savings. David is responsible for overseeing the investment portfolio, enhancing the skills and capability of the investment team and has involvement in Mine Wealth + Wellbeing product development. Previous roles have involved running his own boutique advisory firm for five years and 12 years overseeing hedge fund investing at Colonial First State Global Asset Management. David is a PhD candidate in finance at the University of New South Wales, where he is researching multi-period portfolio construction, and is an honorary fellow at Macquarie University, where he lectures on hedge funds. Between work and study, David is a busy man and enjoys the great outdoors in his downtime.
Ron Bird

Professor, UTS IMR Program (Director) and Waikato Management School

Bird’s academic career commenced with three years at Macquarie University, before he moved to the economics faculty at the Australian National University, where he was head of the Commerce Department for several years. Shortly after leaving ANU in 1988, that university awarded him the title of emeritus professor. Bird then embarked on a career in the private sector; first with Towers Perrin, where he was in charge of the asset consulting practice and the global research unit. In 1992, he moved to Westpac Investment Management, before departing in 1995 to establish a new Sydney-based quantitative funds management firm, in a joint venture with Grantham, Mayo, Van Otterloo (Boston). He returned to academia at the beginning of 1999, joining the finance discipline group at the University of Technology Sydney. He continued his association with GMO (Boston) for the next five years, acting as its academic adviser and co-ordinating global research activities. More recently, he has conducted several projects for organisations in the financial services sector and played a key role in the establishment of two new funds management firms. Bird is the director of the Investment Management Research Project at UTS. In 2012, he also took up a chair in finance in the Waikato Business School (Hamilton, New Zealand). Bird’s main research interests are the economics of the funds management superannuation industry and various topics in the area of corporate social responsibility.
Reece Birtles

CIO, Legg Mason/Martin Currie Australia

Birtles joined Martin Currie Australia (formerly Legg Mason Australian Equities) in January 1995 as a research analyst. In 2003, he moved to London as global equity portfolio manager and head of financials research, before being promoted to head of European equities. Birtles returned to Australia in 2006 as CIO of the firm, launching the Australian Value Equity Trust. He spearheaded the launch of retirement income solutions in 2010. In his time as CIO, the firm’s trust range has doubled and tailored strategies have been developed for both domestic and overseas clients. Prior to this, he worked for Ford Credit Australia. Birtles holds a bachelor’s degree in business (economics and finance) and a master’s degree in finance from RMIT University. He is a CFA charterholder.
Louise Biti

Director, Aged Care Steps

Biti is a co-founder of Aged Care Steps. She is a pre-eminent expert in aged care, with more than 18 years’ experience in aged-care advice. She is often quoted in media, is a regular speaker at conferences and has been a director on two industry body boards. She is also a member of the Aged Care Financing Authority. Her experience is paired with strong educational qualifications. She is an SMSF Specialist Adviser, a Certified Financial Planner, a Chartered Tax Adviser and a registered tax agent.
Peter Bobbin

NSW branch chair, STEP

Bobbin has nearly 30 years of experience at fine planning and strategy in the areas of superannuation, taxation, estate and business succession planning, commercial structuring, regulatory compliance and general commercial issues. As a former university lecturer, frequent commentator on the law and former accountant, he brings a practical and insightful approach to law. For this reason, he counts as clients the financial services arms of every major financial institution in Australia, public companies, and associations. Bobbin advises both individuals and businesses, working with many corporate and high-net-worth clients, as well as accountants, financial advisers and other lawyers. He is also active in lobbying government to achieve better outcomes in the law. He was the only individual (non-association) representative invited to the Federal Treasury initiative on the Ralph Report on taxing trusts as companies. Bobbin is a charity trustee of the Future2 Foundation and an active member of numerous professional associations in the financial services, superannuation and planning industries.
Nick Callil

Head of retirement solutions, Australia, Willis Towers Watson

Callil leads Willis Towers Watson’s research and consulting in the areas of retirement strategy for superannuation funds and financial institutions.  He has researched and consulted on retirement and related matters, spanning topics such as default investment option design, longevity risk, safe spending rates in retirement, comparing retirement income strategies and asset allocation for retirees.  He also consults on risk tolerance modelling, demographic and retirement adequacy analysis, assessment of dynamic lifecycle strategies and preparation of retirement income projections and use of fintech to present retirement risk effectively. Callil is a regular speaker and conferences and seminars in Australia and globally on risk, retirement, investment, and longevity related issues. A qualified actuary, Callil is a member of the Association of Superannuation Funds of Australia (ASFA)’s Super System Design Policy Council, and an Adjunct Fellow of Macquarie University’s Applied Finance Centre.
Michael Clancy

Chief executive, Qantas Superannuation

Clancy has been in his role since December 7, 2015. He has more than 20 years of experience in the financial services industry, with particular focus on the superannuation, investment and insurance sectors. He is the co-founder and director of cloud-based wealth advice service BigFuture. For the past two years, he has consulted to a range of financial services organisations on business strategy, product strategy, governance and implementation. Prior to this, he spent more than 15 years at NAB in leadership roles, where his key achievements included driving innovations such as nabtrade, MLC Wrap, a retirement solutions centre of excellence, and the MLC MasterKey Investment Protection product. Clancy is a member of the Anglicare Sydney Council, where he is chair of the investment committee and a member of the governance committee. He is also a director, representing corporate funds, on the board of the Association of Superannuation Funds of Australia (ASFA). He has previously served as a director on, among others, the superannuation trustee boards at NAB, WealthHub Securities Limited, Plum Financial Services Limited, National Corporate Investment Services Limited, and the CFA Society of Sydney. Clancy holds a bachelor’s degree in finance and economics from the University of Technology Sydney and is a Chartered Financial Analyst. He is a member of the Australian Institute of Company Directors and the CFA Institute.
Danielle Clarke

Manager, member communications, UniSuper

Clarke has specialised in financial services marketing communication for many years. Passionate about using clear, simple language and harnessing the power of research to genuinely understand members, Danielle has developed successful communication programs for some of Australia’s leading superannuation funds. One of Danielle’s many interests is retirement adequacy. She has helped drive a number of key activities in this space at UniSuper, including a fund-wide adequacy modelling study, personalised super benefit projections, and educational resources to empower members and improve their financial outcomes. She holds tertiary qualifications in communication, superannuation management, leadership and education.
Jeremy Cooper

Chairman, retirement income, Challenger

Cooper’s position is a full-time, executive role focusing on research, public policy issues and thought leadership. Prior to joining Challenger, he chaired the Cooper Review into the superannuation system, many recommendations of which have been adopted. Prior to the review, Cooper was deputy chairman of the Australian Securities and Investments Commission for five years, from mid-2004. Before his term at ASIC, Cooper was a partner at an Australian law firm that is now part of Ashurst.
Dimitri Diamantes

Policy manager, FPA

Diamantes has more than a decade of experience in the financial planning industry. During that time, he has presented seminars, helped advisers one-on-one and spoken to media on the whole gamut of technical strategy advice. His role at the FPA involves promoting the interests of members and consumers through submissions to government and engagement with industry. When he’s not working, Diamantes is training at the gym, reading the papers or trying to learn Brazilian Portuguese.
Grahame Evans

Managing director, GPS Wealth

Evans has been extensively involved with the financial services industry for more than 30 years. He has held a variety of board positions, including chairman, at Australian, Canadian, Singaporean and Chinese investment and advice businesses. He has also been a director of companies based in Malaysia and New Zealand. He is a regular speaker at conferences, both in Australia and overseas, and holds an MBA from the Australian Graduate School of Management. Evans’ executive roles have included: chief executive, investments, for Tower Australia; managing director, AMP Consulting; and group managing director, Centrepoint Wealth. He is managing director of GPS Wealth and chairman and non-executive director of DomaCom Limited. At 32, Evans was the youngest Australian ever to be appointed to the board of an Australian life insurance company. He is a graduate of the Australian Institute of Company Directors and an MBA executive member. He has a Dip SM.
Michael Furey

Managing director, Delta Research & Advisory

Furey is managing director of Delta Research & Advisory. Delta Research provides leading edge quantitative analysis of the Australian managed funds universe. Delta Advisory provides investment committee services including asset allocation, product selection and model portfolios.
Paul Harding-Davis

Principal, AdviceIQ

Harding-Davis is the principal of PHD Management Consulting Pty Ltd and works with dealer group AdviceIQ, financial planning software company Adviser Logic and a platform badge. Most recently, he was general manager advice for Australian Unity Personal Financial Services and chief executive of Premium Wealth Management Ltd; this included being acting head of employed advisers. He has more than 30 years of broad experience in the financial services industry, including with Australian Ethical, boutique SRI firm Glebe Asset Management, Absolute Capital and Zurich Financial Services Australia. In addition to many years of business development and marketing, his experience includes managing compliance and regulatory requirements, project and program management, leading the establishment and growth of successful new ventures in financial planning, and working on the strategic direction of a number of organisations. He is a fellow of the Australian Institute of Company Directors. He has a bachelor’s degree in business and an advanced diploma in financial services (financial planning). He is also an Associate Certified Insurance Professional of the Australian and New Zealand Institute of Insurance and Finance, and an Accredited Investment Fiduciary of the Association of Superannuation Funds of Australia.
Steve Helmich

Chairman, Affinia Financial Advisers

Helmich is chair of the Affinia Licensee (TAL Group). During his career at AMP, he was responsible for the establishment of the Horizons Financial Planning Academy. He is a past chairman of the Financial Planning Association of Australia (2002-04), a past trustee and chair of Future2 – the foundation of the Australian Financial Planning Association – and a past director and chair of the global Financial Planning Standards Board. Helmich has a diploma in financial planning. He is also a fellow of the ANZ Insurance Institute, a senior fellow of Finsia, a member of the Australian Institute of Company Directors and a graduate of the advanced executive program at Northwestern University’s Kellogg Institute (US).
Ben Hillier

Manager, superannuation and retirement products, Sunsuper

Hillier is a senior product management leader, with over 20 years of product experience across a broad range of service industries. He has led the superannuation and retirement product function at Sunsuper for the last four years. His previous product leadership roles have been in self-managed super funds, retail banking, wealth management, real-estate, digital and a trustee company.
Sean Howard

Technical services manager, Challenger

Howard joined Challenger as a technical services manager in 2010. He has extensive experience in a broad range of areas within financial services, with particular expertise in retirement planning and aged care. During his career, he has worked in technical services for more than 12 years, commencing as a technical analyst with BT Financial Group in 2004. In 2009, he was contracted to AMP as a technical consultant for 18 months. Howard is the current author of the Retirement Planning and Aged Care Planning chapters for the Thomson Reuters Australian Financial Planning Handbook. He also lectures at the University of New South Wales on aged-care planning, as part of the master of financial planning course. He has a bachelor of commerce, majoring in economics and finance, and an advanced diploma in financial services.
Paul Howes

Partner, KPMG

Howes is head of wealth management advisory at KPMG, leading the firm’s work in the superannuation, funds management and wealth sectors across its advisory practices. Howes joined KPMG in 2014 from the Australian labour movement, where he had worked for the previous 15 years, including seven as the leader of the nation’s oldest and largest industrial union – The Australian Workers’ Union. Howes’ professional experience prior to joining KPMG in the wealth sector came from his roles as the deputy chair and a director of AustralianSuper between 2006 and 2014, and as an alternate director of Cbus Super.
Andrew Keay

Director, Aged Care Directions

Keay has more than 20 years of experience in financial services. He is co-founder and director of Aged Care Directions. His previous experience was in funds management as head of wholesale for companies such as Fidelity and AMP Capital. He has spent the last five years as a financial adviser covering all aspects of personal advice. Keay has specialised in aged care since 2014. His practice has evolved as an outsource solution for financial planners by providing a dedicated commitment to aged care.
Darren Kennedy

Manager, retirement income policy division, Treasury

Kennedy is a manager in Treasury’s Retirement Income Policy Division with responsibility for policy work to improve the post-retirement phase of superannuation. This seeks to ensure that the superannuation system maximises retirees’ living standards while managing the major risks that people worry about, and includes consideration of both regulatory and tax issues. Mr Kennedy also worked on the development and implementation of the superannuation reform package that was announced in the 2016-17 Budget. Kennedy has worked in Treasury for 16 years in each of the major policy groups. Mr Kennedy was a senior author on the secretariat of the Murray Financial System Inquiry in 2014. Kennedy holds both a Masters and Bachelor Degree in Economics (with Honours) from the Australian National University.
David Knox

Senior partner, Mercer

Knox is the national leader for research and actuary to the Victorian and Tasmanian governments and the Western Australian public sector pension plan. He was the industry expert on the three-person team that conducted a review of military superannuation for the Australian Government. He is author of the Melbourne Mercer Global Pension Index. Before joining Mercer in 2005, he was at PricewaterhouseCoopers (now PwC). Prior to that, he was the Foundation Professor of Actuarial Studies at The University of Melbourne. In his two decades in academia, he acted as a consultant to a range of financial organisations in both the private and public sectors, specialising in superannuation and retirement incomes. He has spoken and written widely in this area and has served on government and industry committees. Knox was an independent board member of the Australian Prudential Regulation Authority from 1998 to 2003 and president of the Institute of Actuaries of Australia in 2000.
Ian Lorimer

Head of product, UniSuper

Lorimer is responsible for managing a full suite of products, including an open defined benefit fund, as well as traditional accumulation and retirement products. He has more than 20 years of experience in financial services, working in investment management, actuarial services, product development and integration. Lorimer is also a fellow of the Association of Superannuation Funds of Australia, a member of ASFA’s super systems design policy council, a fellow of the Australian Institute of Superannuation Trustees, a member of the Insurance in Superannuation technical working group and a trustee of the Committee for Economic Development of Australia. He has also been a director of a corporate superannuation fund.
Ben Marshan

Head of policy, FPA

Marshan commenced his current role in July 2016. Prior to that, he spent six months with the FPA as professional standards advocacy manager. He has a further 10 years of experience working with the FPA on member committees and working groups. He spent nine years at State Super Financial Services (now StatePlus) as a financial planner and senior manager. During 18 months at KPMG, Marshan was the financial advice subject matter expert. He helped clients develop practice management frameworks and improved the efficiency of advice provision, while reviewing advice and assisting in EUs, remediation programs and regulator enquiries, as well as reviewing culture, policies, procedures and compliance with regulatory obligations. Marshan is a Certified Financial Planner and a Life Risk Specialist. He holds a master’s degree in commerce, financial planning, and a bachelor of science degree with first-class honours.
Russell Mason

Partner, superannuation consulting, Deloitte

Mason joined Deloitte in Australia in September 2011 as the lead national partner for superannuation consulting and advisory services. At Deloitte, he is responsible for the provision of advisory services to a wide range of superannuation clients, as well as associated entities such as administrators, insurers and investment managers. Mason’s expertise is primarily in the area of strategy consulting to these funds and providing advice on governance, compliance, product development and design. Prior to joining Deloitte, he had been with Mercer for almost 24 years, advising a range of corporate, public-sector and industry fund clients. Mason is a qualified solicitor with more than 30 years of experience in the Australian superannuation industry. He has also had experience advising defined contribution funds in the Asia-Pacific region.
Graeme Mather

Head of product, Schroder Investment Management Australia

Mather, prior to joining Schroders, was a partner in Mercer’s investments business, leading the investment consulting operations for the Pacific market. He spent 18 years with Mercer in both London and Sydney. He holds a bachelor’s degree in accountancy and finance (Honours) from Abertay University, in Scotland, and is an associate of the UK Society of Investment Professionals. Mather is a member of the CFA Institute.
Wade Matterson

Practice leader, Australia, Milliman

Matterson joined Milliman in 2004 and is responsible for the development, delivery and oversight of the firm’s Australian operations, across product development and retirement as well as risk and capital management service lines. He has more than 15 years of actuarial experience in the life insurance and wealth-management industries and has been involved in a variety of projects across the globe. He has worked actively with clients in Asia, Europe and North America. Prior to establishing the Australian practice, he was based in Milliman’s London office.
Doug McBirnie

Senior actuary, Accurium

McBirnieis an experienced fellow of the Actuaries Institute and the Senior Actuary heading up Accurium’s SMSF practice. McBirnie also provides actuarial advice to corporate and institutional clients on employee benefits. Previously, he worked as an actuarial consultant at a big four accounting firm, providing advice to superannuation scheme sponsors and trustees. He has also worked as a project manager in both the UK and China. McBirnie is a keen rugby player, having taken the field for a number of clubs around the globe. He is also an avid snowboarder and surfer. He enjoys travelling to new destinations to follow these passions.
Dan Miles

Managing director and co-CIO, Innova Asset Management

Miles has been a member of the team that now forms Innova Asset Management since 2006. He was previously investment research manager at RI Advice Group and prior to that he was a research analyst at Genesys Wealth Advisers. Miles specialises in asset allocation, portfolio construction and alternative strategies. He is a responsible manager for Innova Portfolio Management and Fortnum Private Wealth. Miles holds a graduate certificate in applied finance from Macquarie University. He is completing his master’s in applied finance through Macquarie as well, where he was awarded the university prize for risk and portfolio construction in 2009. Miles also holds a bachelor’s degree in commerce, with merit, and a bachelor of science from the University of NSW.
Lesley-Ann Morgan

Global head of defined contribution, Schroders Investment Management

Morgan is responsible for Schroders’ view on defined contribution best practice and for ensuring that there is a global strategy to deliver the best outcomes for defined contribution members and participants. Prior to this, she was head of the global strategic solutions team, which is responsible for designing solutions for complex global clients. Morgan has more than 20 years of experience in providing investment solutions to global institutional clients. She joined Schroders from Towers Watson in July 2011. There, she was head of the client delivery group, responsible for the delivery of investment solutions to clients, and was the lead consultant to a number of large pension schemes. Previously, she held various roles at Watson Wyatt, including manager research (head of Pacific basin equities and Japanese equities) and investment head of defined contribution (north-east) for which she was based in New York from 2000. She became a partner at Watson Wyatt in 2004. Morgan is a fellow of the Institute of Actuaries. She has a bachelor’s degree (Honours) in mathematics, operational research, statistics and economics, from Warwick University.
Patricia Pascuzzo

Executive director, Committee for Sustainable Retirement Incomes

Pascuzzo is founder and executive director of the Committee for Sustainable Retirement Incomes. She brings strategic insight coupled with an independent, evidence-based approach to complex long-term issues facing Australia. She is a recognised authority on retirement income policies, superannuation and the impact of population ageing. She is also a champion for greater stability and a longer-term perspective when developing policy for retirement incomes. She has advised major government funds, sovereign wealth funds, pension and superannuation funds, and has been at the forefront of the rapid development of this sector. She led the creation of Mercer’s global government funds consulting practice and played a pivotal role in establishing the Australian Future Fund’s governance and investment capability. She has previously held senior executive roles in corporate strategy and governance at the Commonwealth Bank of Australia and the Australian Securities Exchange.
Michael Pennisi

Chief executive, QSuper

Pennisiwas appointed chief executive of QSuper in 2015. He is also chief executive of QSuper’s financial planning subsidiary, QInvest Limited, and life insurance company, QInsure Limited. Pennisi has 26 years’ experience in senior executive roles with some of Australia’s largest superannuation funds and investment management and financial planning firms. He joined QSuper in 2010 as chief strategy officer; he was responsible for driving the fund’s strategy, including its product and services offering. Before joining QSuper, he was the managing director of corporate strategy at QIC and held senior roles at QInvest Limited (including as interim chief executive), where he drove a new strategy and advice model, and implemented a suite of managed funds. He has also held roles at AMP and APRA’s predecessor, the Insurance and Superannuation Commission.
Michael Rice

Chief executive, Rice Warner

Rice founded Rice Warner in December 1987. He specialises in providing strategic advice to financial institutions, fund managers, government agencies, industry associations and large superannuation funds. He also heads up Rice Warner’s public policy work. He has undertaken pioneering research into Age Pension dependency and trends and has a keen interest in the integration of social security and superannuation, as well as in measuring the adequacy of retirement incomes. Rice was chairman of QSuper’s investment committee from January 2009 to June 2013 and remained an independent investment expert on the committee until March 2016. He is a former councillor of the Actuaries Institute. Rice is also a member of the advisory board of the ANU College of Business and Economics. He was appointed to the StatePlus board in October 2016.
Kyle Ringrose

Principal, Athena IOC

Ringrose retired from the role of head of investment operations at QSuper in 2016, after more than 50 years in financial services. He joined QSuper in 2010 to lead the investment operations team in support for the insourcing of the fund’s investment management function and has been instrumental in the development of a number of QSuper’s industry-leading superannuation fund strategies. Ringrose has previously provided consulting services to major industry players and continues to do so part time during retirement. He is a member of the Chartered Association of Certified Accountants and a former member of the FTSE ASFA advisory committee and the Australian Institute of Superannuation Fund Trustees’ MySuper sub-committee. Ringrose has authored numerous articles in industry publications and continues to present frequently on a range of topics at conferences in Australia and overseas.
Jeff Rogers

CIO, ipac funds

Rogers joined AMP Capital in 2011 from ipac securities, following its acquisition by AMP Ltd, and is responsible for driving investment outcomes for the retail channel. Prior to the move to AMP Capital, he was chief investment officer and head of the investment management team at ipac securities, a role he held for five years. Rogers has extensive experience in investment management. Prior to joining ipac, he was the head of investment at the Victorian Funds Management Corporation (VFMC), the investment management arm of the State of Victoria. His team managed more than A$35 billion in assets on behalf of superannuation, insurance and endowment funds. Rogers managed this team for eight years. Prior to joining the VFMC, he was the head of quantitative analysis at Prudential Portfolio Managers Australia. Before this, he performed a senior quantitative role at McIntosh Securities. Rogers holds a bachelor of science degree from the University of Melbourne and is a regular speaker at industry conferences and forums.
Nicolette Rubinsztein

Director, UniSuper, SuperEd and Actuaries Institute

Rubinszteinis an experienced senior executive in the wealth-management industry, having held three general manager roles at CBA/Colonial First State, as well as senior positions at BT Funds Management and Towers Perrin prior to that. She was a director of the Association of Superannuation Funds of Australia for eight years and chair of its super system design council. For her work in superannuation policy, Rubinszteinwas awarded an ASFA Distinguished Service Award and an inaugural Financial Services Council Industry Excellence Award. She is a University of New South Wales alumni leader and a member of Macquarie University’s faculty of business and economics industry advisory board. She is author of the book Not Guilty, a guide for career mums. In 2014, she was named one of the top 10 “most powerful part-timers”. Rubinszteinis a qualified actuary, holds an executive MBA from the Australian Graduate School of Management and is a graduate of the Australian Institute of Company Directors.
Justin Sadler

Executive officer member relationships, Equip Super

Sadler leads Equip’s member and employer teams, which are responsible for providing the fund’s member and employer propositions, including financial planning services to members. He is also responsible for managing major alliance partners, the administrator and insurer. He is a director of Equip Financial Planning and an honorary fellow lecturing in private wealth management at Macquarie Applied Finance Centre. He has wide experience in financial planning businesses in Australia and the UK. Before joining Equip, he headed the financial planning dealership of AIA Financial Services. Prior to that, he held senior executive positions in the financial advice and distribution operations of other organisations, including Super Concepts, National Australia Bank and MLC.
John Seccombe

Head of taxation services, QSuper

Seccombe joined QSuper in 2015. Prior to that, he was a tax partner at Ernst & Young and worked in that firm’s Australia and New Zealand practices.
Jon Sedawie

General manager, product strategy, Cbus Super

Sedawie’s role has recently had a focus on transition to retirement and the retirement phase, to assist the more than 80,000 Cbus members over age 55. He has worked in product management and super for a range of not-for-profit and for-profit entities over the past 25 years.
Clayton Sills

Principal, Mercer

Sills is responsible for the provision of strategic investment advice to institutional clients and is a member of the defined contribution client unit team. He is based in Sydney. Sills joined Mercer in August 2013 with 22 years of experience in the investment and superannuation industry. This included eight years with the Queensland Investment Corporation, where he was the director of strategy and capital markets. Prior to QIC, he was a senior investment consultant with Mellon Investor Solutions, where he led the NSW asset consulting practice.
Lawrence Soo

Head of corporate development and product, VicSuper

Soo joined VicSuper in 2011 and has responsibility for strategic planning, corporate development and product. He has worked in the financial services industry for nearly three decades, holding roles in finance, strategy, product and corporate development within the asset management and pension sectors across Asia and Australia. He has held the positions of head of regional operations at Vanguard Investments and head of regional wealth management with Manulife Asset Management. He was also formerly the chief operating officer, Asia, for Colonial First State. Soo holds an MBA and a bachelor’s degree in economics. He is a Certified Practising Accountant and a chartered secretary.
Colin Tate

Chief executive, Conexus Financial

Colin Tate has been an investment industry media publisher and conference producer since 1996. In his media career, Tate has launched and overseen dozens of print and electronic publications. He is the chief executive and major shareholder of Conexus Financial, which was formed in 2005, and is headquartered in Sydney, Australia. The company stages more than 20 conferences and events each year – in London, New York, San Francisco, Los Angeles, Amsterdam, Beijing, Sydney and Melbourne – and publishes five media brands, including the global website and strategy newsletter for global institutional investors www.top1000funds.com. One of the company’s signature events is the bi-annual Fiduciary Investors Symposium. Conexus Financial’s events aim to place the responsibilities of investors in wider societal, and political contexts, as well as promote the long-term stability of markets and sustainable retirement incomes. Tate served for seven years on the board of Australia’s most high profile homeless charity, The Wayside Chapel; and he has underwritten the welfare of 60,000 people in 28 villages throughout Uganda via The Hunger Project.

Tuesday 9:00am WELCOME

Tuesday 11:30am MIND THE (EVER-INCREASING) PERSONAL FUNDING GAP

Wednesday 9:00am WELCOME

Sharni Tucker

CFP, Life Strategies Financial Services

Tucker joined the financial planning industry 20 years ago to help her dad with his retirement planning business, Life Strategies, for six months. The combination of helping people and ongoing learning led her to stay. She now manages the firm’s financial planning and an associated accounting business, with her team. Tucker has a bachelor’s degree in commerce from the University of New South Wales and a graduate diploma in financial planning. She is a Certified Financial Planner. She has also completed the FPA Accredited Estate Planning Course, the ASX Accredited Listed Products Adviser program and the Kaplan SMSF program. She is a Justice of the Peace.
Chloe Ward

SMSF manager, Superfund Wholesale

Ward’s current role involves giving advice to her retail clients, as well as supporting more than 90 advice practices in expanding their superannuation offerings. She has been in the superannuation industry for 10 years and heads up the super administration businesses at Superfund Wholesale and Superfund Partners. Her background is as an adviser and administrator for SMSF-focused businesses. Ward has a degree in finance and a diploma in financial planning and is also an SMSF Association Superannuation Specialist. Recently, she has joined Women in Super as a committee member and is also a member of the Association of Financial Advisers. She has a keen interest in female financial literacy and education as a whole.
Katie Whiffen

Retirement solutions portfolio specialist, NAB

Whiffen was formerly research and product development manager at Fidelity, director of AMP lending services, and head of research and financial planning at AMP/Hillross. She holds a bachelor’s degree in economics and a graduate diploma in applied finance and investment. She is a graduate of the Australian Institute of Company Directors.
Amanda White

Editor, top1000funds.com

Amanda White is responsible for the content across all Conexus Financial’s institutional media and events. She is responsible for directing the bi-annual Fiduciary Investors Symposium which challenges global investors on investment best practice and aims to place the responsibilities of investors in wider societal, and political contexts, as well as promote the long-term stability of markets and sustainable retirement incomes. She is the editor of www.top1000funds.com, the online news and analysis site for the world’s largest institutional investors. White has been an investment journalist for more than 20 years and has edited industry journals including Investment & Technology, Investor Weekly and MasterFunds Quarterly. She was previously editorial director of InvestorInfo and has worked as a freelance journalist for the Australian Financial Review, CFO, Asset and Asia Asset Management. She has a Bachelor of Economics from Sydney University and a Master of Arts in Journalism from the University of Technology, Sydney. She was previously a columnist for the Canadian publication,Corporate Knights, which is distributed by the Globe and Mail and The Washington Post.

Thursday 12:00am

Tuesday – March 14

Jon Allen
Managing director, Asia-Pacific, Columbia Threadneedle Investments
Allen has worked for Columbia Threadneedle Investments since 2010. He is responsible for leading the firm’s institutional business in the Asia-Pacific region. He also heads the product development function in the region, across the wholesale and institutional channels, has overall responsibility for Australia and is a board member of Threadneedle Investments Singapore (Pte.) Limited. Allen has significant experience in distribution and asset ownership globally. He has previously held various senior roles at Prudential Asset Management and Royal Sun Alliance Investments in Singapore, London, Hong Kong and Dubai. He has also started two alternative investment companies targeting institutional and family office clients. In total, he has more than 25 years of asset-management experience. Allen holds a bachelor’s degree in economics from the University of Western Australia.
Vicki Allen
Independent director, MTAA Super
Allen is an experienced non-executive director and consultant to the financial services and property sectors. Her long executive career comprised senior management roles with companies including The Trust Company, MLC Limited and Lend Lease Corporation. In addition to her role on MTAA Super’s board, Allen is deputy chairman of Mirvac Funds Management Limited, chairman of not-for-profit community housing provider Bridge Housing Limited and an expert panel member for the Fair Work Commission. She completed her EMBA at Melbourne Business School in 2003 and is a member of the MBS Alumni Council and a fellow of the Australian Institute of Company Directors. She holds a bachelor of business degree from the University of Technology Sydney.
Jason Andriessen
General manager, financial planning and marketing, StatePlus
Andriessen, as chief client officer, is responsible for ensuring that StatePlus advice and products meet the changing needs of clients. He is passionate about helping more Australians access quality financial advice, and as a member of the Financial Services Council’s advice board committee, he works to raise professional standards across the financial advice industry. Andriessen has a master’s degree in commerce with distinction, a bachelor’s degree in business with a major in marketing, and a diploma in financial planning. He is a Certified Financial Planner.
David Bell
Chief investment officer, Mine Wealth + Wellbeing
Bell joined Mine Wealth + Wellbeing in 2014 with extensive experience in investments, risk and portfolio management. He has managed investment portfolios and investment teams, and consulted to and educated many groups onshore and offshore within the financial services industry and academia. His team of 10 manage over $9 billion in member retirement savings. David is responsible for overseeing the investment portfolio, enhancing the skills and capability of the investment team and has involvement in Mine Wealth + Wellbeing product development. Previous roles have involved running his own boutique advisory firm for five years and 12 years overseeing hedge fund investing at Colonial First State Global Asset Management. David is a PhD candidate in finance at the University of New South Wales, where he is researching multi-period portfolio construction, and is an honorary fellow at Macquarie University, where he lectures on hedge funds. Between work and study, David is a busy man and enjoys the great outdoors in his downtime." His team of 10 manage over $9 billion in member retirement savings. David is responsible for overseeing the investment portfolio, enhancing the skills and capability of the investment team and has involvement in Mine Wealth + Wellbeing product development. Previous roles have involved running his own boutique advisory firm for five years and 12 years overseeing hedge fund investing at Colonial First State Global Asset Management. David is a PhD candidate in finance at the University of New South Wales, where he is researching multi-period portfolio construction, and is an honorary fellow at Macquarie University, where he lectures on hedge funds. Between work and study, David is a busy man and enjoys the great outdoors in his downtime.
Ron Bird
Professor, UTS IMR Program (Director) and Waikato Management School
Bird’s academic career commenced with three years at Macquarie University, before he moved to the economics faculty at the Australian National University, where he was head of the Commerce Department for several years. Shortly after leaving ANU in 1988, that university awarded him the title of emeritus professor. Bird then embarked on a career in the private sector; first with Towers Perrin, where he was in charge of the asset consulting practice and the global research unit. In 1992, he moved to Westpac Investment Management, before departing in 1995 to establish a new Sydney-based quantitative funds management firm, in a joint venture with Grantham, Mayo, Van Otterloo (Boston). He returned to academia at the beginning of 1999, joining the finance discipline group at the University of Technology Sydney. He continued his association with GMO (Boston) for the next five years, acting as its academic adviser and co-ordinating global research activities. More recently, he has conducted several projects for organisations in the financial services sector and played a key role in the establishment of two new funds management firms. Bird is the director of the Investment Management Research Project at UTS. In 2012, he also took up a chair in finance in the Waikato Business School (Hamilton, New Zealand). Bird’s main research interests are the economics of the funds management superannuation industry and various topics in the area of corporate social responsibility.
Nick Callil
Head of retirement solutions, Australia, Willis Towers Watson
Callil leads Willis Towers Watson’s research and consulting in the areas of retirement strategy for superannuation funds and financial institutions.  He has researched and consulted on retirement and related matters, spanning topics such as default investment option design, longevity risk, safe spending rates in retirement, comparing retirement income strategies and asset allocation for retirees.  He also consults on risk tolerance modelling, demographic and retirement adequacy analysis, assessment of dynamic lifecycle strategies and preparation of retirement income projections and use of fintech to present retirement risk effectively. Callil is a regular speaker and conferences and seminars in Australia and globally on risk, retirement, investment, and longevity related issues. A qualified actuary, Callil is a member of the Association of Superannuation Funds of Australia (ASFA)’s Super System Design Policy Council, and an Adjunct Fellow of Macquarie University’s Applied Finance Centre.
Michael Clancy
Chief executive, Qantas Superannuation
Clancy has been in his role since December 7, 2015. He has more than 20 years of experience in the financial services industry, with particular focus on the superannuation, investment and insurance sectors. He is the co-founder and director of cloud-based wealth advice service BigFuture. For the past two years, he has consulted to a range of financial services organisations on business strategy, product strategy, governance and implementation. Prior to this, he spent more than 15 years at NAB in leadership roles, where his key achievements included driving innovations such as nabtrade, MLC Wrap, a retirement solutions centre of excellence, and the MLC MasterKey Investment Protection product. Clancy is a member of the Anglicare Sydney Council, where he is chair of the investment committee and a member of the governance committee. He is also a director, representing corporate funds, on the board of the Association of Superannuation Funds of Australia (ASFA). He has previously served as a director on, among others, the superannuation trustee boards at NAB, WealthHub Securities Limited, Plum Financial Services Limited, National Corporate Investment Services Limited, and the CFA Society of Sydney. Clancy holds a bachelor’s degree in finance and economics from the University of Technology Sydney and is a Chartered Financial Analyst. He is a member of the Australian Institute of Company Directors and the CFA Institute.
Danielle Clarke
Manager, member communications, UniSuper
Clarke has specialised in financial services marketing communication for many years. Passionate about using clear, simple language and harnessing the power of research to genuinely understand members, Danielle has developed successful communication programs for some of Australia’s leading superannuation funds. One of Danielle’s many interests is retirement adequacy. She has helped drive a number of key activities in this space at UniSuper, including a fund-wide adequacy modelling study, personalised super benefit projections, and educational resources to empower members and improve their financial outcomes. She holds tertiary qualifications in communication, superannuation management, leadership and education.
Jeremy Cooper
Chairman, retirement income, Challenger
Cooper’s position is a full-time, executive role focusing on research, public policy issues and thought leadership. Prior to joining Challenger, he chaired the Cooper Review into the superannuation system, many recommendations of which have been adopted. Prior to the review, Cooper was deputy chairman of the Australian Securities and Investments Commission for five years, from mid-2004. Before his term at ASIC, Cooper was a partner at an Australian law firm that is now part of Ashurst.
Ben Hillier
Manager, superannuation and retirement products, Sunsuper
Hillier is a senior product management leader, with over 20 years of product experience across a broad range of service industries. He has led the superannuation and retirement product function at Sunsuper for the last four years. His previous product leadership roles have been in self-managed super funds, retail banking, wealth management, real-estate, digital and a trustee company.
Paul Howes
Partner, KPMG
Howes is head of wealth management advisory at KPMG, leading the firm’s work in the superannuation, funds management and wealth sectors across its advisory practices. Howes joined KPMG in 2014 from the Australian labour movement, where he had worked for the previous 15 years, including seven as the leader of the nation’s oldest and largest industrial union – The Australian Workers’ Union. Howes’ professional experience prior to joining KPMG in the wealth sector came from his roles as the deputy chair and a director of AustralianSuper between 2006 and 2014, and as an alternate director of Cbus Super.
Darren Kennedy
Manager, retirement income policy division, Treasury
Kennedy is a manager in Treasury’s Retirement Income Policy Division with responsibility for policy work to improve the post-retirement phase of superannuation. This seeks to ensure that the superannuation system maximises retirees’ living standards while managing the major risks that people worry about, and includes consideration of both regulatory and tax issues. Mr Kennedy also worked on the development and implementation of the superannuation reform package that was announced in the 2016-17 Budget. Kennedy has worked in Treasury for 16 years in each of the major policy groups. Mr Kennedy was a senior author on the secretariat of the Murray Financial System Inquiry in 2014. Kennedy holds both a Masters and Bachelor Degree in Economics (with Honours) from the Australian National University.
Ian Lorimer
Head of product, UniSuper
Lorimer is responsible for managing a full suite of products, including an open defined benefit fund, as well as traditional accumulation and retirement products. He has more than 20 years of experience in financial services, working in investment management, actuarial services, product development and integration. Lorimer is also a fellow of the Association of Superannuation Funds of Australia, a member of ASFA’s super systems design policy council, a fellow of the Australian Institute of Superannuation Trustees, a member of the Insurance in Superannuation technical working group and a trustee of the Committee for Economic Development of Australia. He has also been a director of a corporate superannuation fund.
Russell Mason
Partner, superannuation consulting, Deloitte
Mason joined Deloitte in Australia in September 2011 as the lead national partner for superannuation consulting and advisory services. At Deloitte, he is responsible for the provision of advisory services to a wide range of superannuation clients, as well as associated entities such as administrators, insurers and investment managers. Mason’s expertise is primarily in the area of strategy consulting to these funds and providing advice on governance, compliance, product development and design. Prior to joining Deloitte, he had been with Mercer for almost 24 years, advising a range of corporate, public-sector and industry fund clients. Mason is a qualified solicitor with more than 30 years of experience in the Australian superannuation industry. He has also had experience advising defined contribution funds in the Asia-Pacific region.
Wade Matterson
Practice leader, Australia, Milliman
Matterson joined Milliman in 2004 and is responsible for the development, delivery and oversight of the firm’s Australian operations, across product development and retirement as well as risk and capital management service lines. He has more than 15 years of actuarial experience in the life insurance and wealth-management industries and has been involved in a variety of projects across the globe. He has worked actively with clients in Asia, Europe and North America. Prior to establishing the Australian practice, he was based in Milliman’s London office.
Lesley-Ann Morgan
Global head of defined contribution, Schroders Investment Management
Morgan is responsible for Schroders’ view on defined contribution best practice and for ensuring that there is a global strategy to deliver the best outcomes for defined contribution members and participants. Prior to this, she was head of the global strategic solutions team, which is responsible for designing solutions for complex global clients. Morgan has more than 20 years of experience in providing investment solutions to global institutional clients. She joined Schroders from Towers Watson in July 2011. There, she was head of the client delivery group, responsible for the delivery of investment solutions to clients, and was the lead consultant to a number of large pension schemes. Previously, she held various roles at Watson Wyatt, including manager research (head of Pacific basin equities and Japanese equities) and investment head of defined contribution (north-east) for which she was based in New York from 2000. She became a partner at Watson Wyatt in 2004. Morgan is a fellow of the Institute of Actuaries. She has a bachelor’s degree (Honours) in mathematics, operational research, statistics and economics, from Warwick University.
Patricia Pascuzzo
Executive director, Committee for Sustainable Retirement Incomes
Pascuzzo is founder and executive director of the Committee for Sustainable Retirement Incomes. She brings strategic insight coupled with an independent, evidence-based approach to complex long-term issues facing Australia. She is a recognised authority on retirement income policies, superannuation and the impact of population ageing. She is also a champion for greater stability and a longer-term perspective when developing policy for retirement incomes. She has advised major government funds, sovereign wealth funds, pension and superannuation funds, and has been at the forefront of the rapid development of this sector. She led the creation of Mercer’s global government funds consulting practice and played a pivotal role in establishing the Australian Future Fund’s governance and investment capability. She has previously held senior executive roles in corporate strategy and governance at the Commonwealth Bank of Australia and the Australian Securities Exchange.
Michael Pennisi
Chief executive, QSuper
Pennisiwas appointed chief executive of QSuper in 2015. He is also chief executive of QSuper’s financial planning subsidiary, QInvest Limited, and life insurance company, QInsure Limited. Pennisi has 26 years’ experience in senior executive roles with some of Australia’s largest superannuation funds and investment management and financial planning firms. He joined QSuper in 2010 as chief strategy officer; he was responsible for driving the fund’s strategy, including its product and services offering. Before joining QSuper, he was the managing director of corporate strategy at QIC and held senior roles at QInvest Limited (including as interim chief executive), where he drove a new strategy and advice model, and implemented a suite of managed funds. He has also held roles at AMP and APRA’s predecessor, the Insurance and Superannuation Commission.
Michael Rice
Chief executive, Rice Warner
Rice founded Rice Warner in December 1987. He specialises in providing strategic advice to financial institutions, fund managers, government agencies, industry associations and large superannuation funds. He also heads up Rice Warner’s public policy work. He has undertaken pioneering research into Age Pension dependency and trends and has a keen interest in the integration of social security and superannuation, as well as in measuring the adequacy of retirement incomes. Rice was chairman of QSuper’s investment committee from January 2009 to June 2013 and remained an independent investment expert on the committee until March 2016. He is a former councillor of the Actuaries Institute. Rice is also a member of the advisory board of the ANU College of Business and Economics. He was appointed to the StatePlus board in October 2016.
Kyle Ringrose
Principal, Athena IOC
Ringrose retired from the role of head of investment operations at QSuper in 2016, after more than 50 years in financial services. He joined QSuper in 2010 to lead the investment operations team in support for the insourcing of the fund’s investment management function and has been instrumental in the development of a number of QSuper’s industry-leading superannuation fund strategies. Ringrose has previously provided consulting services to major industry players and continues to do so part time during retirement. He is a member of the Chartered Association of Certified Accountants and a former member of the FTSE ASFA advisory committee and the Australian Institute of Superannuation Fund Trustees’ MySuper sub-committee. Ringrose has authored numerous articles in industry publications and continues to present frequently on a range of topics at conferences in Australia and overseas.
Nicolette Rubinsztein
Director, UniSuper, SuperEd and Actuaries Institute
Rubinszteinis an experienced senior executive in the wealth-management industry, having held three general manager roles at CBA/Colonial First State, as well as senior positions at BT Funds Management and Towers Perrin prior to that. She was a director of the Association of Superannuation Funds of Australia for eight years and chair of its super system design council. For her work in superannuation policy, Rubinszteinwas awarded an ASFA Distinguished Service Award and an inaugural Financial Services Council Industry Excellence Award. She is a University of New South Wales alumni leader and a member of Macquarie University’s faculty of business and economics industry advisory board. She is author of the book Not Guilty, a guide for career mums. In 2014, she was named one of the top 10 “most powerful part-timers”. Rubinszteinis a qualified actuary, holds an executive MBA from the Australian Graduate School of Management and is a graduate of the Australian Institute of Company Directors.
Justin Sadler
Executive officer member relationships, Equip Super
Sadler leads Equip’s member and employer teams, which are responsible for providing the fund’s member and employer propositions, including financial planning services to members. He is also responsible for managing major alliance partners, the administrator and insurer. He is a director of Equip Financial Planning and an honorary fellow lecturing in private wealth management at Macquarie Applied Finance Centre. He has wide experience in financial planning businesses in Australia and the UK. Before joining Equip, he headed the financial planning dealership of AIA Financial Services. Prior to that, he held senior executive positions in the financial advice and distribution operations of other organisations, including Super Concepts, National Australia Bank and MLC.
John Seccombe
Head of taxation services, QSuper
Seccombe joined QSuper in 2015. Prior to that, he was a tax partner at Ernst & Young and worked in that firm’s Australia and New Zealand practices.
Jon Sedawie
General manager, product strategy, Cbus Super
Sedawie’s role has recently had a focus on transition to retirement and the retirement phase, to assist the more than 80,000 Cbus members over age 55. He has worked in product management and super for a range of not-for-profit and for-profit entities over the past 25 years.
Clayton Sills
Principal, Mercer
Sills is responsible for the provision of strategic investment advice to institutional clients and is a member of the defined contribution client unit team. He is based in Sydney. Sills joined Mercer in August 2013 with 22 years of experience in the investment and superannuation industry. This included eight years with the Queensland Investment Corporation, where he was the director of strategy and capital markets. Prior to QIC, he was a senior investment consultant with Mellon Investor Solutions, where he led the NSW asset consulting practice.
Lawrence Soo
Head of corporate development and product, VicSuper
Soo joined VicSuper in 2011 and has responsibility for strategic planning, corporate development and product. He has worked in the financial services industry for nearly three decades, holding roles in finance, strategy, product and corporate development within the asset management and pension sectors across Asia and Australia. He has held the positions of head of regional operations at Vanguard Investments and head of regional wealth management with Manulife Asset Management. He was also formerly the chief operating officer, Asia, for Colonial First State. Soo holds an MBA and a bachelor’s degree in economics. He is a Certified Practising Accountant and a chartered secretary.
Colin Tate
Chief executive, Conexus Financial
Colin Tate has been an investment industry media publisher and conference producer since 1996. In his media career, Tate has launched and overseen dozens of print and electronic publications. He is the chief executive and major shareholder of Conexus Financial, which was formed in 2005, and is headquartered in Sydney, Australia. The company stages more than 20 conferences and events each year – in London, New York, San Francisco, Los Angeles, Amsterdam, Beijing, Sydney and Melbourne – and publishes five media brands, including the global website and strategy newsletter for global institutional investors www.top1000funds.com. One of the company’s signature events is the bi-annual Fiduciary Investors Symposium. Conexus Financial’s events aim to place the responsibilities of investors in wider societal, and political contexts, as well as promote the long-term stability of markets and sustainable retirement incomes. Tate served for seven years on the board of Australia’s most high profile homeless charity, The Wayside Chapel; and he has underwritten the welfare of 60,000 people in 28 villages throughout Uganda via The Hunger Project.

Tuesday 9:00am WELCOME

Tuesday 11:30am MIND THE (EVER-INCREASING) PERSONAL FUNDING GAP

Wednesday 9:00am WELCOME

Wednesday – March 15

Arun Abey
Chairman, Walsh Bay Partners
Abey has worked for more than 30 years as a financial adviser and wealth manager for individuals and institutions. Walsh Bay Partners, where he is executive chairman, provides wealth and wellbeing advisory services to families and endowments. He has also worked in academia, and been an entrepreneur and a strategy adviser to some of the world’s largest firms, including a role as head of strategy for the AXA Asia Pacific Group for a decade. He is involved in a number of philanthropic and cultural activities and is the author of various international bestsellers. The Australian National University’s College of Business and Economics inducted him into its Hall of Fame in 2013 for “exemplary professional achievement and distinguished contribution to community”.
Jon Allen
Managing director, Asia-Pacific, Columbia Threadneedle Investments
Allen has worked for Columbia Threadneedle Investments since 2010. He is responsible for leading the firm’s institutional business in the Asia-Pacific region. He also heads the product development function in the region, across the wholesale and institutional channels, has overall responsibility for Australia and is a board member of Threadneedle Investments Singapore (Pte.) Limited. Allen has significant experience in distribution and asset ownership globally. He has previously held various senior roles at Prudential Asset Management and Royal Sun Alliance Investments in Singapore, London, Hong Kong and Dubai. He has also started two alternative investment companies targeting institutional and family office clients. In total, he has more than 25 years of asset-management experience. Allen holds a bachelor’s degree in economics from the University of Western Australia.
Craig Banning
Principal, Navwealth Financial Services
Banning has been a financial adviser since 1991 and is the founder and chief executive of Navwealth, in Sydney. Navwealth is an integrated advice business that employs a team of 25 professionals. It provides advice on accounting and tax, businesses, financial planning, investment, insurance and lending. Banning spends much time on the speaking circuit, presenting to advisers on various financial matters. He is also a regular guest on the Foxtel Business Channel.
Reece Birtles
CIO, Legg Mason/Martin Currie Australia
Birtles joined Martin Currie Australia (formerly Legg Mason Australian Equities) in January 1995 as a research analyst. In 2003, he moved to London as global equity portfolio manager and head of financials research, before being promoted to head of European equities. Birtles returned to Australia in 2006 as CIO of the firm, launching the Australian Value Equity Trust. He spearheaded the launch of retirement income solutions in 2010. In his time as CIO, the firm’s trust range has doubled and tailored strategies have been developed for both domestic and overseas clients. Prior to this, he worked for Ford Credit Australia. Birtles holds a bachelor’s degree in business (economics and finance) and a master’s degree in finance from RMIT University. He is a CFA charterholder.
Louise Biti
Director, Aged Care Steps
Biti is a co-founder of Aged Care Steps. She is a pre-eminent expert in aged care, with more than 18 years’ experience in aged-care advice. She is often quoted in media, is a regular speaker at conferences and has been a director on two industry body boards. She is also a member of the Aged Care Financing Authority. Her experience is paired with strong educational qualifications. She is an SMSF Specialist Adviser, a Certified Financial Planner, a Chartered Tax Adviser and a registered tax agent.
Peter Bobbin
NSW branch chair, STEP
Bobbin has nearly 30 years of experience at fine planning and strategy in the areas of superannuation, taxation, estate and business succession planning, commercial structuring, regulatory compliance and general commercial issues. As a former university lecturer, frequent commentator on the law and former accountant, he brings a practical and insightful approach to law. For this reason, he counts as clients the financial services arms of every major financial institution in Australia, public companies, and associations. Bobbin advises both individuals and businesses, working with many corporate and high-net-worth clients, as well as accountants, financial advisers and other lawyers. He is also active in lobbying government to achieve better outcomes in the law. He was the only individual (non-association) representative invited to the Federal Treasury initiative on the Ralph Report on taxing trusts as companies. Bobbin is a charity trustee of the Future2 Foundation and an active member of numerous professional associations in the financial services, superannuation and planning industries.
Dimitri Diamantes
Policy manager, FPA
Diamantes has more than a decade of experience in the financial planning industry. During that time, he has presented seminars, helped advisers one-on-one and spoken to media on the whole gamut of technical strategy advice. His role at the FPA involves promoting the interests of members and consumers through submissions to government and engagement with industry. When he’s not working, Diamantes is training at the gym, reading the papers or trying to learn Brazilian Portuguese.
Grahame Evans
Managing director, GPS Wealth
Evans has been extensively involved with the financial services industry for more than 30 years. He has held a variety of board positions, including chairman, at Australian, Canadian, Singaporean and Chinese investment and advice businesses. He has also been a director of companies based in Malaysia and New Zealand. He is a regular speaker at conferences, both in Australia and overseas, and holds an MBA from the Australian Graduate School of Management. Evans’ executive roles have included: chief executive, investments, for Tower Australia; managing director, AMP Consulting; and group managing director, Centrepoint Wealth. He is managing director of GPS Wealth and chairman and non-executive director of DomaCom Limited. At 32, Evans was the youngest Australian ever to be appointed to the board of an Australian life insurance company. He is a graduate of the Australian Institute of Company Directors and an MBA executive member. He has a Dip SM.
Michael Furey
Managing director, Delta Research & Advisory
Furey is managing director of Delta Research & Advisory. Delta Research provides leading edge quantitative analysis of the Australian managed funds universe. Delta Advisory provides investment committee services including asset allocation, product selection and model portfolios.
Paul Harding-Davis
Principal, AdviceIQ
Harding-Davis is the principal of PHD Management Consulting Pty Ltd and works with dealer group AdviceIQ, financial planning software company Adviser Logic and a platform badge. Most recently, he was general manager advice for Australian Unity Personal Financial Services and chief executive of Premium Wealth Management Ltd; this included being acting head of employed advisers. He has more than 30 years of broad experience in the financial services industry, including with Australian Ethical, boutique SRI firm Glebe Asset Management, Absolute Capital and Zurich Financial Services Australia. In addition to many years of business development and marketing, his experience includes managing compliance and regulatory requirements, project and program management, leading the establishment and growth of successful new ventures in financial planning, and working on the strategic direction of a number of organisations. He is a fellow of the Australian Institute of Company Directors. He has a bachelor’s degree in business and an advanced diploma in financial services (financial planning). He is also an Associate Certified Insurance Professional of the Australian and New Zealand Institute of Insurance and Finance, and an Accredited Investment Fiduciary of the Association of Superannuation Funds of Australia.
Steve Helmich
Chairman, Affinia Financial Advisers
Helmich is chair of the Affinia Licensee (TAL Group). During his career at AMP, he was responsible for the establishment of the Horizons Financial Planning Academy. He is a past chairman of the Financial Planning Association of Australia (2002-04), a past trustee and chair of Future2 – the foundation of the Australian Financial Planning Association – and a past director and chair of the global Financial Planning Standards Board. Helmich has a diploma in financial planning. He is also a fellow of the ANZ Insurance Institute, a senior fellow of Finsia, a member of the Australian Institute of Company Directors and a graduate of the advanced executive program at Northwestern University’s Kellogg Institute (US).
Sean Howard
Technical services manager, Challenger
Howard joined Challenger as a technical services manager in 2010. He has extensive experience in a broad range of areas within financial services, with particular expertise in retirement planning and aged care. During his career, he has worked in technical services for more than 12 years, commencing as a technical analyst with BT Financial Group in 2004. In 2009, he was contracted to AMP as a technical consultant for 18 months. Howard is the current author of the Retirement Planning and Aged Care Planning chapters for the Thomson Reuters Australian Financial Planning Handbook. He also lectures at the University of New South Wales on aged-care planning, as part of the master of financial planning course. He has a bachelor of commerce, majoring in economics and finance, and an advanced diploma in financial services.
Andrew Keay
Director, Aged Care Directions
Keay has more than 20 years of experience in financial services. He is co-founder and director of Aged Care Directions. His previous experience was in funds management as head of wholesale for companies such as Fidelity and AMP Capital. He has spent the last five years as a financial adviser covering all aspects of personal advice. Keay has specialised in aged care since 2014. His practice has evolved as an outsource solution for financial planners by providing a dedicated commitment to aged care.
David Knox
Senior partner, Mercer
Knox is the national leader for research and actuary to the Victorian and Tasmanian governments and the Western Australian public sector pension plan. He was the industry expert on the three-person team that conducted a review of military superannuation for the Australian Government. He is author of the Melbourne Mercer Global Pension Index. Before joining Mercer in 2005, he was at PricewaterhouseCoopers (now PwC). Prior to that, he was the Foundation Professor of Actuarial Studies at The University of Melbourne. In his two decades in academia, he acted as a consultant to a range of financial organisations in both the private and public sectors, specialising in superannuation and retirement incomes. He has spoken and written widely in this area and has served on government and industry committees. Knox was an independent board member of the Australian Prudential Regulation Authority from 1998 to 2003 and president of the Institute of Actuaries of Australia in 2000.
Ben Marshan
Head of policy, FPA
Marshan commenced his current role in July 2016. Prior to that, he spent six months with the FPA as professional standards advocacy manager. He has a further 10 years of experience working with the FPA on member committees and working groups. He spent nine years at State Super Financial Services (now StatePlus) as a financial planner and senior manager. During 18 months at KPMG, Marshan was the financial advice subject matter expert. He helped clients develop practice management frameworks and improved the efficiency of advice provision, while reviewing advice and assisting in EUs, remediation programs and regulator enquiries, as well as reviewing culture, policies, procedures and compliance with regulatory obligations. Marshan is a Certified Financial Planner and a Life Risk Specialist. He holds a master’s degree in commerce, financial planning, and a bachelor of science degree with first-class honours.
Graeme Mather
Head of product, Schroder Investment Management Australia
Mather, prior to joining Schroders, was a partner in Mercer’s investments business, leading the investment consulting operations for the Pacific market. He spent 18 years with Mercer in both London and Sydney. He holds a bachelor’s degree in accountancy and finance (Honours) from Abertay University, in Scotland, and is an associate of the UK Society of Investment Professionals. Mather is a member of the CFA Institute.
Wade Matterson
Practice leader, Australia, Milliman
Matterson joined Milliman in 2004 and is responsible for the development, delivery and oversight of the firm’s Australian operations, across product development and retirement as well as risk and capital management service lines. He has more than 15 years of actuarial experience in the life insurance and wealth-management industries and has been involved in a variety of projects across the globe. He has worked actively with clients in Asia, Europe and North America. Prior to establishing the Australian practice, he was based in Milliman’s London office.
Doug McBirnie
Senior actuary, Accurium
McBirnieis an experienced fellow of the Actuaries Institute and the Senior Actuary heading up Accurium’s SMSF practice. McBirnie also provides actuarial advice to corporate and institutional clients on employee benefits. Previously, he worked as an actuarial consultant at a big four accounting firm, providing advice to superannuation scheme sponsors and trustees. He has also worked as a project manager in both the UK and China. McBirnie is a keen rugby player, having taken the field for a number of clubs around the globe. He is also an avid snowboarder and surfer. He enjoys travelling to new destinations to follow these passions.
Dan Miles
Managing director and co-CIO, Innova Asset Management
Miles has been a member of the team that now forms Innova Asset Management since 2006. He was previously investment research manager at RI Advice Group and prior to that he was a research analyst at Genesys Wealth Advisers. Miles specialises in asset allocation, portfolio construction and alternative strategies. He is a responsible manager for Innova Portfolio Management and Fortnum Private Wealth. Miles holds a graduate certificate in applied finance from Macquarie University. He is completing his master’s in applied finance through Macquarie as well, where he was awarded the university prize for risk and portfolio construction in 2009. Miles also holds a bachelor’s degree in commerce, with merit, and a bachelor of science from the University of NSW.
Jeff Rogers
CIO, ipac funds
Rogers joined AMP Capital in 2011 from ipac securities, following its acquisition by AMP Ltd, and is responsible for driving investment outcomes for the retail channel. Prior to the move to AMP Capital, he was chief investment officer and head of the investment management team at ipac securities, a role he held for five years. Rogers has extensive experience in investment management. Prior to joining ipac, he was the head of investment at the Victorian Funds Management Corporation (VFMC), the investment management arm of the State of Victoria. His team managed more than A$35 billion in assets on behalf of superannuation, insurance and endowment funds. Rogers managed this team for eight years. Prior to joining the VFMC, he was the head of quantitative analysis at Prudential Portfolio Managers Australia. Before this, he performed a senior quantitative role at McIntosh Securities. Rogers holds a bachelor of science degree from the University of Melbourne and is a regular speaker at industry conferences and forums.
Colin Tate
Chief executive, Conexus Financial
Colin Tate has been an investment industry media publisher and conference producer since 1996. In his media career, Tate has launched and overseen dozens of print and electronic publications. He is the chief executive and major shareholder of Conexus Financial, which was formed in 2005, and is headquartered in Sydney, Australia. The company stages more than 20 conferences and events each year – in London, New York, San Francisco, Los Angeles, Amsterdam, Beijing, Sydney and Melbourne – and publishes five media brands, including the global website and strategy newsletter for global institutional investors www.top1000funds.com. One of the company’s signature events is the bi-annual Fiduciary Investors Symposium. Conexus Financial’s events aim to place the responsibilities of investors in wider societal, and political contexts, as well as promote the long-term stability of markets and sustainable retirement incomes. Tate served for seven years on the board of Australia’s most high profile homeless charity, The Wayside Chapel; and he has underwritten the welfare of 60,000 people in 28 villages throughout Uganda via The Hunger Project.

Tuesday 9:00am WELCOME

Tuesday 11:30am MIND THE (EVER-INCREASING) PERSONAL FUNDING GAP

Wednesday 9:00am WELCOME

Sharni Tucker
CFP, Life Strategies Financial Services
Tucker joined the financial planning industry 20 years ago to help her dad with his retirement planning business, Life Strategies, for six months. The combination of helping people and ongoing learning led her to stay. She now manages the firm’s financial planning and an associated accounting business, with her team. Tucker has a bachelor’s degree in commerce from the University of New South Wales and a graduate diploma in financial planning. She is a Certified Financial Planner. She has also completed the FPA Accredited Estate Planning Course, the ASX Accredited Listed Products Adviser program and the Kaplan SMSF program. She is a Justice of the Peace.
Chloe Ward
SMSF manager, Superfund Wholesale
Ward’s current role involves giving advice to her retail clients, as well as supporting more than 90 advice practices in expanding their superannuation offerings. She has been in the superannuation industry for 10 years and heads up the super administration businesses at Superfund Wholesale and Superfund Partners. Her background is as an adviser and administrator for SMSF-focused businesses. Ward has a degree in finance and a diploma in financial planning and is also an SMSF Association Superannuation Specialist. Recently, she has joined Women in Super as a committee member and is also a member of the Association of Financial Advisers. She has a keen interest in female financial literacy and education as a whole.
Katie Whiffen
Retirement solutions portfolio specialist, NAB
Whiffen was formerly research and product development manager at Fidelity, director of AMP lending services, and head of research and financial planning at AMP/Hillross. She holds a bachelor’s degree in economics and a graduate diploma in applied finance and investment. She is a graduate of the Australian Institute of Company Directors.

Thursday – January 1