JEHAN 

CASINADER

Jehan Casinader is an award-winning journalist, speaker and mental health advocate. 

His career began at just 13, when he convinced a primetime TV news show to allow him to film his first story. What followed: a rapid rise through the fast-paced media world, reporting from both sides of the Tasman.

Jehan built a reputation for interviewing fascinating people from all walks of life – from Prime Ministers to Spice Girls; white supremacists to gold medal-winning athletes.

At 28, he was named “Reporter of the Year”. But behind the scenes, Jehan had a secret: a deep struggle with depression. While he was reporting from the Christchurch terror attack or filming in Hollywood, his colleagues had no idea he was suicidal.

In 2020, Jehan opened up about his journey, in a book called “This Is Not How It Ends: How rewriting your story can save your life” (HarperCollins).

Now, he’s one of the country’s most-booked personal development speakers. Jehan teaches audiences about the power of storytelling, and is a respected thought leader in the areas of mental health, leadership and workplace culture.

With a stunning repertoire of mind-blowing real-life stories, Jehan brings a wealth of experience and insight to each event.

KAILA 

COLBIN

Kaila Colbin is a visionary leader and entrepreneur dedicated to shaping a future of intentional and courageous leadership. 

As the founder and CEO of Boma, she has spearheaded transformative initiatives, including the renowned Crusaders Leadership Programme™, empowering individuals and organisations to navigate an ever-evolving world with authenticity and resilience. 

A dynamic force in the global leadership landscape, Kaila has earned recognition for her ability to foster cultural alignment, cultivate honesty, and drive meaningful change. Her influence extends across industries, from pioneering TEDxChristchurch as New Zealand’s flagship TEDx event to bringing Singularity University to New Zealand and Australia, equipping thousands with insights into exponential technologies and their societal impact. Her efforts to elevate Aotearoa New Zealand on the world stage were honoured with the 2022 Kea World Class New Zealanders Friend of New Zealand award. 

As a founder of the non-profit Ministry of Awesome, Kaila played a crucial role in nurturing Christchurch’s startup ecosystem, demonstrating her deep commitment to innovation and community development. With extensive governance experience, she has been actively involved in mergers, capital raises, and company sales across the US and New Zealand. Certified as a Dare to Lead™ Facilitator by Brené Brown, she has guided over 4,000 people through the programme’s transformative principles. Her dedication to social and environmental advocacy is further reflected in her training with Al Gore as a Climate Project Ambassador. 

Originally from New York, Kaila is multilingual, fluent in English, Spanish, French, and Italian, and holds a degree in Hotel and Restaurant Administration from Cornell University. She lives by a simple yet profound purpose: to be an uplifting presence in the world.

NADINE

HIGGINS

 Master Of Ceremonies

Nadine Higgins (nee Chalmers-Ross) is an award-winning journalist and broadcaster with extensive experience across television, radio, newspapers and magazines. Nadine is renowned as a fiercely intelligent, articulate and engaging MC. 

Nadine is an in-demand MC, a qualified Financial Adviser and a Director of enable.me financial strategy & coaching Auckland Central. She is also a financial commentator for Today FM, doing daily commentary every evening. 

Nadine's background in broadcasting and business journalism means she can quickly get to grips with complex topics, moderate multi-person panels and think on her feet when the best laid plans go awry. She's worked for some of New Zealand's top shows including Morning Report, One News, NZI Business, Seven Sharp, Breakfast, The Sunday Star Times, and currently, The Project and The AM Show. Nadine brings elegance, eloquence and charm to a glittering gala dinner and to a conference she lends her sharp mind, professionalism and quick wit.

MATT

LAWLER

  CEO | Akumin

With a breadth of knowledge across the financial services sector and a proven track record in propelling industry-first changes in strategy and operating approaches, Matt has had a successful career for over 20 years in senior executive leadership, delivering transformative change through challenging roles. Able to develop a clear vision for growth, then galvanise teams to deliver key objectives, Matt aims to keep strategy ‘simple’, understanding acutely that driving growth and lifting commercial performance is not just about selling products, but requires advanced relationship building capacity, a finger on the pulse of industry developments and the integrity to achieve the best possible outcome for the customer. This is what builds a brand, strengthens competitive advantage and increases market share. With deep experience in transforming operating models, leading M&A activities, diversification and brand evolution, Matt consistently delivers added value. He grows existing businesses, turns around underperforming divisions, scales customer value propositions and guides organisations through change . Matt optimises business now, preparing them for the future. He is passionate about making a difference, Matt creates collaborative, open team environments that support people’s involvement in key issues, and uses a consultative approach to secure stakeholder buy-in. Matts mission is to stay ahead, anticipating change or disruption; leveraging intuition to connect the dots and protect future-state success.

NEIL

YOUNGER

 Group CEO | Entireti Group 

Neil Younger is the Group CEO of Entireti, a company founded in 2024, with a vision to transform the future of financial advice services and a focus on making financial advice more accessible to Australians while ensuring business profitability.  He leads the parent company of the Fortnum Group, Personal Financial Services, Entireti Alliances and Akumin. Neil is an established industry leader and experienced Senior Financial Services Executive, specialising in wealth management, licensee management, and advice and distribution, with a profound understanding of financial services regulatory reform.  He brings extensive board and responsible management experience across various entities, regulated licensee businesses, and advice boards. 

Prior to joining the Entireti Group (previously named Fortnum) in 2017, Neil served as Managing Director of Advice and Distribution at ANZ Wealth, where he oversaw ANZ’s financial advice and risk businesses, encompassing ANZ Financial Planning and licensees (Millennium3, RetireInvest, FSP, and Elders Financial Planning).  Together these entities comprised a network of more than over 1,500 financial planners. 

Neil has extensive executive level experience gained from roles such as General Manager at Commonwealth Bank Financial Planning, Head of Licensee Services at BT Financial Group and CEO of Securitor.  He excels in strategy development and execution, sales leadership, organisational restructuring, mergers and acquisitions, and leading large teams of over 1500 employees. 

PETER 

AUDET

Practice Principal | Varria Group

Having commenced in the financial services industry in 1988 straight from high school, Peter went on to become a financial adviser in 1997 and now the CEO of the Varria Group which brings together Hunter Wealth in NSW, Varria Personal Financial Advisers in Qld and Ethical Investment Services in Melbourne. Together the group has 9 offices and over 100 staff including 39 advisers.  

As an adviser Peter was driven to help people find their true potential through maximising the value of their resources to meet their financial goals. As the CEO, Peter remains true to that cause by seeking to create an exceptional staff experience that is engaging and rewarding, that in turns delivers outstanding client experiences and results

JENNIFER

GOLDSWORTHY

Practice Principal | Goldsworthy Private Wealth

Jennifer Goldsworthy is an accomplished Financial Planner and Director of Goldsworthy Private Wealth, part of her family’s legacy since 1963.

With over 17 years as an Adviser, she combines deep expertise and mentorship to empower clients, through financial literacy and strategic planning. Jennifer is passionate about guiding people through financial decisions, valuing the unique psychology behind each situation and the importance of a personalised approach for building strong client relationships.  

As a mother to two young girls, Jennifer is inspired daily to lead by example, fostering confidence and financial empowerment in future generations. “I want to see my clients achieve their goals and be a reliable professional they can count on,” she says. 

REBECCA 

PRITCHARD

Adviser | Rising Tide

Rebecca Pritchard is a Senior Financial Planner and Partner at Rising Tide, where she’s on a mission to help women turn financial clarity into a superpower. With roots in corporate finance and a decade spent shaping strategies that align money with meaning, Rebecca knows that wealth is about freedom, not just figures. A mum of two and a lifelong advocate for financial equity, she’s committed to making advice both accessible and transformational. For Rebecca, real success is when clients use their finances to build the life they truly want—not just the one they think they should. 

STEVE

SLOANE

Managing Director | Linkwealth

Steve Sloane is the Managing Director of Link Wealth, a multi-disciplinary financial services firm providing advice, lending and accounting services to Australians nationwide. He is also the Managing Director of Levera Solutions, which partners with advice firms across Australia to deliver outsourced operational, marketing and business support capability.   

With more than 20 years in financial services, Steve has built his career around helping clients make confident, informed decisions and developing strong teams that deliver consistent, high-quality advice. Under his leadership, both businesses have grown with a clear focus on structure, accountability and long-term sustainability.   

Through his work with Link Wealth and Levera, Steve is committed to supporting the broader advice community, helping firms improve efficiency, scale responsibly and ultimately deliver more advice to more Australians.   

He is passionate about strengthening the profession and leading businesses that are built for what’s next.

ALEXIS 

GEORGE

CEO | AMP Group

Alexis George was appointed Chief Executive Officer (CEO) of AMP Limited in August 2021.

She is responsible for leading the AMP business. In addition, Alexis was appointed to the AMP Limited Board and AMP Bank Board in August 2021. Alexis has more than 30 years’ experience in the financial services industry in Australia and overseas. She spent seven years at ANZ, including most recently as the Deputy Chief Executive Officer, working with the CEO to drive group-wide strategic initiatives in addition to having responsibility forits shared service centres and banking services. 

As the Group Executive Wealth Australia, Alexis led ANZ’s ~$4 billion wealth divestment program, including the separation and sale of its life insurance and superannuation businesses to Zurich and IOOF. Prior to ANZ, Alexis spent ten years with ING Group in a number of senior roles including CEO Czech Republic and Slovakia, responsible for banking, insurance and funds management, and Regional COO Asia, responsible for product, marketing, technology and operations. 

Alexis is a member of the Institute of Chartered Accountants and a graduate of the Australian Institute of Company Directors. Alexis is an active member of Chief Executive Women and is a passionate advocate for women in leadership roles. 

JENNIFER GOLDSWORTHY

Practice Principal | Goldsworthy Private Wealth

Jennifer Goldsworthy is an accomplished Financial Planner and Director of Goldsworthy Private Wealth, part of her family’s legacy since 1963.

With over 17 years as an Adviser, she combines deep expertise and mentorship to empower clients, through financial literacy and strategic planning. Jennifer is passionate about guiding people through financial decisions, valuing the unique psychology behind each situation and the importance of a personalised approach for building strong client relationships.  

As a mother to two young girls, Jennifer is inspired daily to lead by example, fostering confidence and financial empowerment in future generations. “I want to see my clients achieve their goals and be a reliable professional they can count on,” she says. 

MATT 

LAWLER

CEO | Akumin

With a breadth of knowledge across the financial services sector and a proven track record in propelling industry-first changes in strategy and operating approaches, Matt has had a successful career for over 20 years in senior executive leadership, delivering transformative change through challenging roles. Able to develop a clear vision for growth, then galvanise teams to deliver key objectives, Matt aims to keep strategy ‘simple’, understanding acutely that driving growth and lifting commercial performance is not just about selling products, but requires advanced relationship building capacity, a finger on the pulse of industry developments and the integrity to achieve the best possible outcome for the customer. This is what builds a brand, strengthens competitive advantage and increases market share. With deep experience in transforming operating models, leading M&A activities, diversification and brand evolution, Matt consistently delivers added value. He grows existing businesses, turns around underperforming divisions, scales customer value propositions and guides organisations through change . Matt optimises business now, preparing them for the future. He is passionate about making a difference, Matt creates collaborative, open team environments that support people’s involvement in key issues, and uses a consultative approach to secure stakeholder buy-in. Matts mission is to stay ahead, anticipating change or disruption; leveraging intuition to connect the dots and protect future-state success.

JAMIE-LEE

TAYLOR

Stategic Account Manager | Akumin

Jamie-Lee Taylor is a Strategic Account Manager (SAM) for Victoria and Tasmania, with over 15 years’ experience across AMP and Entireti, spanning Platforms, Advice Recruitment, Advice Delivery and technology, and Adviser Partnerships, equipping her with a broad and versatile skill set. 

Known for her pragmatic, relationship driven approach, Jamie-Lee leverages this experience to deliver tailored support to practices, helping them achieve both their business and personal goals. She is passionate about building long-term, trusted partnerships and driving efficiency through technology enablement and process improvement.

DR DAVID

ALLEN

Head of Long/Short Strategies and Co-Head of Research | Plato Investment Management

David has more than two decades’ experience investing in global equities. The majority of David's career has been spent managing long/short strategies in London. He worked for JP Morgan Asset Management in London for fifteen years becoming one of the youngest managing directors in the firm’s history. He managed the JP Morgan Europe Equity Plus active-extension fund which was closed to new investors after growing to €6 billion, generating 4% p.a. net alpha over ten years. He also launched and managed the JP Morgan Europe Equity Absolute Alpha Market Neutral fund. In its first twelve months of operation, the fund returned over 20%, and grew assets to €1 bn. In 2014 he was the European Hedge Fund Manager of the Year (UCITS). 

Upon returning to his hometown of Sydney in 2018, David joined Plato Investment Management. He is the firm’s Co-Head of Research, Head of Long/Short Strategies and Portfolio Manager of the Plato Global Alpha Fund which has returned 24% p.a. since inception making it one of the very top performing global funds in the country. 

Before commencing his investment management career, David was a professional rugby union player. He is currently the President of Eastern Suburbs Rugby Club. He holds a Bachelor of Business with First Class Honours from University of Technology, Sydney, and a PhD from Cambridge in Quantitative Finance. 

SCOTT

BERG

 Portfolio Manager, Global Growth Equity Strategy | 
T Rowe Price

Scott Berg is the portfolio manager for the Global Growth Equity Strategy in the Global Equity Division. In addition, he is an Investment Advisory Committee member of the Global Impact Equity, Institutional International Disciplined Equity, and International Disciplined Equity Funds. He is an executive vice president of T. Rowe Price Global Funds, Inc., and T. Rowe Price International Funds, Inc. In addition, he is a vice president of T. Rowe Price Group, Inc. 

Scott's investment experience began in 2002 when he joined T. Rowe Price, beginning in the U.S. Equity Division. Prior to this, Scott was employed by Mead Consumer and Office Products as the manager of financial analysis and planning. Scott also was employed by McKinsey & Company as a business analyst and was a core team member on the firm’s global growth initiative. 

Scott earned a B.Ec. in actuarial studies and finance from Macquarie University in Australia, where he graduated first in his class, and an M.B.A. from the Stanford Graduate School of Business, where he again graduated at the top of his class. Scott also has earned the Chartered Financial Analyst® designation. 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. 

DIANNE

CHARMAN

Practice Principal | Jade Financial Group

Dianne Charman is a highly respected and passionate financial adviser with over two decades of experience helping Australians build, protect, and enjoy their wealth. As the Director and Practice Principal at Jade Financial Group, she is known for her warm, client-focused approach and her ability to translate complex financial concepts into clear, actionable strategies.

Her qualifications include a Certified Financial Adviser, Masters of Financial Planning, and specialist accreditations in Self-Managed Superannuation Funds.  Dianne’s career has been shaped by a deep commitment to empowering individuals and families to take control of their financial futures, whether they are starting out, growing their investments, or planning for retirement.

Beyond her technical expertise, Dianne is recognised for her integrity, empathy, and dedication to building long-term relationships with her clients. She believes that financial advice is not just about numbers—it’s about creating a life that reflects her clients’ values, goals, and dreams.

SCOTT

CISLOWSKI

Practice Manager | Sydney Financial

Scott Cislowski is the Practice Manager at Sydney Financial Planning, based in Edgecliff in Sydney’s eastern suburbs. With nine years at the firm, Scott has helped build and refine the business operations that enables advisers to deliver consistent, high-quality client outcomes while scaling sustainably and putting clients first. 

Scott specialises in back-office excellence—governance, process design, onboarding and workflow optimisation—bringing a practical, systems-first approach to improving productivity, accountability, and client service across the full advice lifecycle drawing on nearly a decade of experience across all facets of advice. 

ANGUS

COOPER

 Practice Principal | ACru Wealth Financial Advisory

Angus has a way of making money conversations feel surprisingly human. Clients often say they feel instantly at ease with him, which makes sense given that connection is the reason he chose financial planning after years in accounting and compliance.  

With more than 20 years in financial services and qualifications including CFP, CTA and Aged Care accreditation, Angus blends technical strength with a warm, conversational style. He supports clients across all stages of life, from wealth creation and retirement to Aged Care guidance and estate planning, which he facilitates in partnership with Yodal.  

Angus also lives the ACru values daily. He and his wife Carly run the business together, all while raising two energetic kids on the Sunshine Coast. If he’s not in the office, there’s a good chance he’s at cricket, watching rugby, or outdoors somewhere trying to keep up with them. 

Expect clarity, authenticity and the kind of easy rapport that invites real conversation. 

DAVID

CRAWFORD

Risk and Estate Planning Adviser | Varria

David brings over 20 years of experience in the financial services industry. He has collaborated with major financial planning licensees and successfully managed his own boutique financial planning practice. Prior to joining Varria, David spent over 7 years with a leading Australian life insurance provider, where he coached advisers on enhancing their tailored risk protection strategies for clients. 

David is passionate about leveraging his expertise to deliver personal and business risk protection and estate planning strategies. He is dedicated to ensuring his clients have robust contingency solutions in place. 

Outside of work, David enjoys spending time with his wife, their two adult daughters, socialising with family and friends, and volunteering at his local Baptist Church. He also stays fit by challenging himself on his road bicycle and at the gym. 

PETER

DENNING

 Senior Business Development Manager | Netwealth

Before joining Netwealth, Peter spent seven years in various business development roles in both Managed Account sales at Zenith Investment Partners and within BT Financial Group and AMP’s platform businesses. He also has five years of experience in the financial planning industry leading the development and execution of advice strategies across multiple licensees. Peter is a strong advocate for positive client outcomes due to his time spent within financial planning practices and embodies the attributes that he valued in the great business development representatives he was supported by.  

MINDY

DING

Head of Tapin Technical Services | Entireti

Mindy has worked alongside Akumin (formerly AMP) financial advisers for over 16 years in a number of roles. Since 2013, Mindy has been a key member of the TapIn team, delivering legislative and strategic support in the areas of superannuation, social security, aged care, SMSFs, investments, insurance, estate planning and taxation.  Mindy joined the financial services industry in 2007 and has held various paraplanning, advice and policy roles.    Mindy is a CFP®, holds a Bachelor of Commerce, Master of Professional Accounting and Graduate Diploma in Financial Planning.  

DANNI

DIXON

Technical Development Manager | Aged Care Steps

Danni has been in the financial services industry since 2006 and is the Technical Development Manager for Aged Care Steps, the leading business supporting professionals to implement aged care advice solutions into financial planning practices.  

Danni has spent the last decade helping build and develop a specialist aged care advice division within a boutique financial planning practice. During this time, she developed extensive knowledge on the aged care system from consumer, adviser and provider perspectives.  

Danni has seen firsthand the positive impact that specialist advice can have for clients and their families and is a passionate advocate for the sector.  She was part of the inaugural LASA NextGen Ambassador program.   

Danni holds a BSc from University of Western Australia, a Master of Financial Planning and is an FAAA Aged Care SpecialistTM . 

ANTHONY

DOYLE

 Chief Investment Strategist | Pinnacle

Anthony Doyle, MBA (Lond.), MEcSt, BCom, is a distinguished voice in global financial markets with over two decades of expertise spanning asset management, investment strategy, and economic analysis. As Chief Investment Strategist at Pinnacle he provides strategic guidance on investment portfolios and assists in building strong relationships with clients and stakeholders across the financial industry. Doyle's career has been marked by influential positions at leading firms including Firetrail, Schroders, Fidelity International, M&G, and Macquarie Group. His deep expertise encompasses global equities, multi-asset portfolios, and fixed income investments. 

MATT

HALE

 Managing Director | Rising Tide

Matt is the Managing Director of Rising Tide Financial, where they helps high-income families simplify complexity, make better decisions, and build long-term financial freedom without losing balance along the way. 

With 18 years in advice, Matt’s career began in administration before progressing through every layer of the business to Managing Director and major shareholder. That journey shapes his perspective - practical, client-first, and grounded in the realities advisers and families actually face. 

Rising Tide is known for clear frameworks, disciplined planning, and advice that holds up when life gets messy. Matt has been recognised among Australia’s Top 50 Most Influential Advisers for close to a decade, before stepping back from day-to-day client work to focus on leadership, strategy, and adviser development. 

Matt is also a dad to Rosie and Max, which keeps his advice honest and anchored in real life. He speaks candidly about decision-making, behavioural risk, and building advice businesses that serve both clients and advisers well. 

Having seen his mum and sister suffer multiple bouts of bowel and breast cancer - and navigating complex genetic exclusions in his own insurance - protection and risk planning remain central to his advice philosophy.

GREG

HANSEN

Executive, Group Strategy | HUB24

Greg is a member of HUB24’s Strategic Development team and is focused on creating and enhancing technology solutions to help advisers provide high quality advice to clients and run efficient and profitable businesses. Greg has spent more than 25 years in the Australian financial services industry, most recently partnering with Paul Rogan to start up Retirement Essentials. Prior to that he had roles in Strategy for Advice and Distribution businesses across Challenger, ANZ, CFS and MLC. When not at work Greg can be found spending time with his wife and 3 kids or playing tennis and surfing on the northern beaches. 

GRAHAM

HAY

 Portfolio Manager and Founding Partner | Antipodes

Graham is a founding partner of Antipodes, a portfolio manager, and the head of Antipodes' Hardware, Industrials and Commodities team.  

Prior to joining Antipodes in 2015, Graham worked at Perennial International Equities where he was portfolio manager of the Global Shares High Alpha Trust and co-manager of the Wholesale International Share Trust. Graham was also head of research for 6 years and covered the global technology, content and communications sectors. 

Graham has extensive experience analysing and managing global long/short equity portfolios in a career spanning more than 20 years, including active coverage of the Japanese market. From 2007 to 2009 Graham was a portfolio manager at Merrill Lynch Strategic Investment Group in London, responsible for managing a global equity market neutral portfolio. He also held senior equity analyst and portfolio management roles at BlueCrest Capital in London (2005 – 2007) and First State Investments UK/Legal & General (1993 – 2004). 

Graham holds a Bachelor of Commerce (Economics and Finance, Honours) from the University of Western Sydney. He has also completed the Chartered Financial Analyst (CFA) Programme, Sydney Futures Exchange Registered Representatives Programme and is a member of the Chartered Financial Analyst Institute (formerly AIMR) and London Society of Investment Professionals. 

UWE

HELMES

Lead Strategist for Model Portfolios | Blackrock

Uwe Helmes, Director, CFA, is the Lead Strategist for the Model Portfolio Solutions business in Australia and a Strategist in the Multi-Asset Strategies & Solutions (MASS) Group.   

The MASS team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities. In his role, Uwe leads the investment strategy function for model portfolios in Australia and New Zealand across both wealth and institutional client segments.  

Uwe joined BlackRock in August 2016. Prior to joining BlackRock, he worked as a market research consultant at Investment Trends. He holds a Bachelor of Economics (Econometrics and Finance) and an Honours in Finance (First Class) from the University of New South Wales, Australia. He is a CFA Charterholder and member of the CFA Institute. 

NICK

HILTON

Executive General Manager, Advice Delivery | Entireti

Nick is an experienced financial service executive passionate for strategic growth, transformational change and operationalising initiatives to engage customers and drive commercial outcomes. Nick combines his deep experience in wealth management and entrepreneurial spirit to set the strategic agenda and can create innovative offerings or beneficial partnerships, while driving improvements and efficiencies as we deliver. 

In Nick’s Executive career he has lead teams that; support adviser growth and retention; deliver training, education and technical support; establish governance frameworks; manage licensee operations and advice technology; and build and deliver digital advice solutions. 

Nick holds a Bachelor of Business (Financial Planning), a Masters of Applied Finance and Investment and an Masters of Business Administration (MBA). 

SCOTT

HOGER

National Manager, Education and Partnerships | TAL

Scott Hoger is a seasoned professional with over twenty years of industry experience, currently serving as the National Manager, Education and Partnerships at TAL. Having embarked on his career at a young age, Scott cultivated a strong understanding of financial planning, with a particular emphasis on contemporary insurance advice. 

At TAL, Scott’s role revolves around offering strategic risk advice to financial advisors and licensees, ensuring they are equipped with the most valuable insights to serve their clients effectively. 

KATHERINE

HUNT

Director | Ardentura Consulting

A global leader in financial services ethics, helping you to make better decisions, every time. Katherine applies her ethical decision making frameworks with her background in Psychology and Financial Planning to drive ethical growth. The author of many textbooks and scholarly articles, Katherine now coaches leading financial services firms across the globe. 

BILJANA

JAKOVLJEVIC

Practice Manager | Green Associates Financial Planners

Biljana Jakovljevic is the Chief Operating Officer at Green Associates, where she combines strategic leadership with a genuine passion for building strong teams, great client experiences and a futureready advice business. She leads operations across multiple locations and works closely with the executive team to bring the firm’s vision to life through practical, scalable and peoplecentred initiatives. 

Drawing on her love of structure and problemsolving, Biljana has redesigned core workflows, strengthened compliance and embedded digital tools that make work easier for advisers and more seamless for clients. She is energised by helping people grow, and plays a handson role in organisational design, coaching and creating a supportive, valuesdriven culture—contributing to exceptional retention and engagement. 

For Biljana, operational excellence is ultimately about people: making the business more efficient so staff can thrive, and ensuring clients receive clear, timely and meaningful advice. Her focus on continuous improvement and innovation has helped position Green Associates as a modern, forwardlooking practice with a strong foundation for future growth. 

ASHTON

JONES

Director of Customer Innovation | MLC Expand

Ashton has nearly 20 years of experience in financial services spanning the full wealth management product lifecycle. He is a leading voice in the retirement industry and is passionate about getting Australians excited about and engaged with their wealth and retirement savings, leading to a more dignified retirement. After 8 years at TAL Australia as a General Manager where he launched several new retirement propositions, he joined Insignia Financial at the end of 2024 and is now leading its retirement strategy and customer innovation. Ashton is a qualified chartered accountant and was awarded the FSC Young Achiever Award in 2018. 

STEVE

JUDD

 Sales Manager | Yodal

Steve Judd brings over 30 years of experience across Australia’s leading financial services institutions. With an extensive background spanning banking, financial planning, wealth management, and distribution, Steve has a deep insight into what drives successful advice businesses and how to support advisers in delivering exceptional client outcomes. His hands-on experience in leadership and distribution roles gives him a practical understanding of the challenges advice businesses face—and how technology, service, and trusted partnerships can create lasting value for both clients and advisers. In his role as Manager Estate planning solutions at Yodal, Steve is focused on helping advice businesses integrate estate planning into their client proposition, enhancing intergenerational wealth strategies, and strengthening client relationships through Yodal’s innovative digital platform, concierge service and AI solution. 

AIMEE

LUCAS

Practice Manager | Burke Britton

Aimee Lucas is an experienced Practice Manager based in Geelong West, Victoria, with a strong, 15-year background in financial services operations, client experience, and team leadership. Currently working at Burke Britton Financial Partners, Aimee plays a pivotal role in ensuring the smooth daytoday running of the practice while supporting advisers to deliver highquality, clientfocused outcomes.  

Known for her attention to detail, calm leadership style, and genuine care for both clients and colleagues, Aimee brings structure and clarity to complex environments. She is particularly passionate about improving systems, streamlining processes, and creating positive experiences for clients at every touchpoint. 

Aimee’s commitment to excellence and professionalism has been recognised within the industry, including receiving the Key Practice Talent award at the Akumin annual conference. Outside of work, she values community connection and takes pride in being part of a collaborative, peoplefirst team.

EDWINA

MALONEY

 Group Executive, Platforms  | AMP

Edwina is a seasoned executive, board director, consultant, and transformation leader. 

In June 2021, Edwina was appointed Director, Platforms at AMP, with end-to-end accountability for AMP’s Wealth Superannuation Fund and Wrap Platforms (c$65bn FUM) and SuperConcepts SMSFbusiness (which was sold on 30th June 2023). Edwina is responsible for leading the Platforms business which includes the Wealth Distribution division, North Operations, Product, Digital Development, Retirement Solutions and Technology teams. 

Previously, Edwina led AMP Capital’s Global Product function, responsible for its Managed Investment Schemes, offshore domiciled funds and separate accounts. Before AMP, Edwina was General Manager, Product and Business Development at Perpetual Investments, and prior to this, was a management consultant with Accenture specialising in wealth management. She began her career as a lawyer with DLA Piper (then Phillips Fox). 

Edwina holds a Bachelor of Laws (QUT) and a Graduate Diploma in Applied Finance & Investment (FINSIA). She also holds a number of directorships for other corporate and responsible entity boards. 

MATT

MANNING

Technical Consultant | BT

Matt Manning is a member of the BT Technical team. He has 22 years of experience in the financial services industry including the last 19 years in a technical services role, and the last 13 years with BT Financial Group. His qualifications include an undergrad degree in Commerce majoring in economics, and a postgraduate Master of Taxation. Matt specialises in keeping up to date with the latest rules to develop advice strategies. 

RHONDA

MANSELL

Practice Principal | Mansell Financial Services

Rhonda is the Practice Principal of Mansell Financial Services located in the magnificent Barossa Valley in South Australia.  

With nearly 20 years in financial planning practices and a string of awards under her belt, she consistently strives to deliver exceptional service while optimising process efficiencies to ensure best outcomes for her clients. 

Rhonda characterises her approach as a blend of empathy, responsiveness, and a drive for continuous improvement, ensuring that clients receive the highest level of service and satisfaction. 

DANIELA

MASCARELLO

 Executive General Manager, Group Risk | Entireti

Bio to be added.

SARAH

MCCARTHY

 Head of Portfolio Solutions | Entireti

Sarah leads a dedicated team of investment experts focused on consulting and executing highly competitive portfolio solutions for Australia's largest Adviser network. 

With over 25 years of experience in financial services, Sarah has honed skills both as an Adviser and at the corporate level. Her expertise spans advice licensee management, investment management, portfolio construction, governance, and advising private clients, business owners, and financial planners. 

Before joining Entireti, Sarah held a senior financial planner position at a prominent self-licensed multidisciplinary professional practice in Adelaide. She then transitioned to a corporate role, spending 15 years with the AMP Group. During this time, Sarah led Research Services, served as a Strategic Account Manager, Responsible Manager and Business Manager across the aligned advice business. 

Sarah holds qualifications in Financial Planning and Mortgage Broking and is a Certified Financial Planner (CFP®) Professional with the Financial Adviser Association of Australia. 

KEIRAN

MCILWAIN

General Manager, Adviser Partnerships | Akumin

Bio to be added.

ELISE

MCKAY

Portfolio Manager & Technology Analyst | Pendal Equities

Elise joined Pendal Group in 2017 and is currently Co-Portfolio Manager of the Horizon Fund, working alongside Crispin Murray, Head of Equities.  

She also holds stock coverage responsibility across a broad range of sectors—including technology, industrials, and consumer—within Australian large cap strategies.  

Prior to joining Pendal, Elise worked as an investment analyst at US fund manager Cartica, where she covered a variety of emerging market companies. She also held roles in investment banking and corporate finance at JP Morgan and Ernst & Young. 

Elise holds a Bachelor of Commerce and Economics from the University of Queensland and is a member of the Institute of Chartered Accountants Australia. 

AARON

MCINNES

 Adviser | Milestone Financial

Aaron began his career in financial services in 2007 with Dacstar, a wholesale financial services firm supporting accountants, lawyers, financial planners and mortgage brokers with legal and estate planning solutions, finance strategies, insurance, and investment structures. This early experience provided him with strong technical foundations and a broad understanding of the advice landscape. 

In 2011, he joined Milestone Financial, an established financial planning business, and after several years was given the opportunity to become a director and major shareholder. Since then, Milestone has continued to build a strong reputation for consistent growth and delivering a clear, client-focused value proposition. 

Today, Aaron leads a high-performing team in Canberra while personally advising more than 190 active client families each year. He continues to draw on his broad experience across the sector to strengthen the business and ensure clients receive strategic, high-quality advice and long-term value.

ROCCO

MUSUMECI

Head of Advice Process and Experience | Entireti

A consulting professional with over 17 years’ experience in financial planning. Rocco is a specialist in financial services and technology with a passion for efficiency and business coaching. 

Currently Rocco Head of Advice Process and Experience at Entireti. Previous experience includes management and consultant roles in Financial Planning and Technology organisations in Australia. 

Rocco has a Bachelor of Accounting, Advanced Diploma Financial Planning, CSSGB, Professional Scrum Master II. 

CATHERINE

NELSON

 General Manager | Franklin Covey

As the GM of FranklinCovey in Australia and New Zealand, Catherine is passionate about helping people and organisations become truly effective by incorporating timeless principles and practices into everything they do.  As a hands-on leader, she understands the challenges and opportunities leaders face every day; especially creating and executing strategies through and with people. She believes deeply in investing in leadership at every level as a means of driving engagement, and is a great coach, mentor and champion for other leaders.  Prior to this role, Catherine served as the Global Vice President of Leadership Development at FranklinCovey, where she led teams that developed several of FranklinCovey’s award winning and bestselling solutions, including The 7 Habits of Highly Effective People 4.0, and The 4 Essential Roles of Leadership. She has also served as a subject matter expert on Unconscious Bias, The 7 Habits for Managers, and The 4 Disciplines of Execution.  In addition to her work shaping leadership strategy, she was previously the Managing Consultant for FranklinCovey’s Customer Loyalty Practice, focused on developing organisational cultures, delighting customers, and winning employee loyalty. Her thought leadership was critical to the development of FranklinCovey’s customer and employee engagement methodologies.  Catherine has a Master’s degree in Organisational Behaviour and completed undergraduate studies in Education and Psychology. Catherine worked for more than 20 years internationally helping organisations around the globe be more effective, before returning to Australia to lead the local FranklinCovey team.   

RYAN O.

MURPHY

 Global Head Of Bevavioural Insights  | Morningstar

Ryan is the global head of behavioral insights for Morningstar. Murphy's research is interdisciplinary, bringing together methods from experimental economics, cognitive psychology, and mathematical modeling. The focus of his research is to better understand how people make decisions, especially about risk, money, and investing. His current work centers on measuring people's preferences, goal-centric investment planning, and developing methodologies and frameworks that improve decision quality. 

Before joining Morningstar in 2016, he was the chair of decision theory and behavioral game theory at the Federal Institute of Technology in Zurich and a visiting professor at the University of Zurich's economics department. Previously, he served as associate director of the Center for Decision Sciences at Columbia University in New York. Murphy has published extensively regarding human decision-making and has won the Montgomery-Warschauer Award for his research in financial planning

BRIAN

PARKER

Chief Economist | Australian Retirement Trust

Brian joined Australian Retirement Trust in June 2015 as Chief Economist. Prior to joining, Brian worked in a series of economics, asset allocation, and communications roles with a range of firms, including Rothschild, JP Morgan, Citigroup, MLC, and the Reserve Bank of Australia, in a career spanning more than 30 years. 

Brian has an honours degree in economics from the University of Queensland, where he also taught macroeconomics, and is a Chartered Financial Analyst.  

In addition to his investment day job, he presents on economic and investment matters to a wide range of audiences across Australia, and over the years has addressed audiences across Asia, and in New Zealand, France, the Middle East and the UK. 

KIM

PAYNE

Director | 9rok

Kim spent the first 20 years of her my career in the corporate world across stockbroking, relationship management, financial advising, training, and consulting working for companies including Credit Suisse First Boston, Citibank, Northumberland Group (in the UK), The Money Managers, and NAB/MLC. She built and lead teams, coached and trained smart professionals, and consulted with businesses of all sizes, helping them grow. In 2010 Kim left corporate and found her passion for owning and operating her own businesses. She is also a serial judge for prestigious business, finance, and accounting awards, and regularly comments in the media. 

Kim has a Bachelor of Economics, a Graduate Diploma in Applied Finance and Investment, and an Advanced Diploma in Financial Planning. 

AMAN

RAMRAKHA

 Chief Investment Officer | Entireti

Aman brings extensive expertise to Entireti, joining us from Rainmaker Information, where he served as Executive Director, Research. Prior to that, he spent five years at Morningstar in various roles, including Director, Manager Selection. Over a distinguished career spanning more than 30 years, Aman has held senior roles with leading organisations such as Commonwealth Bank, CFS and KPMG. 

ANGELA

REINMUTH

Head of National Partnerships | Acenda

With a career spanning over 25 years, Angela has extensive Financial Services industry experience across retail insurance, Platform, funds management and banking. 

Prior to joining Acenda in December 2021, Angela spent 18 years with the OnePath/Zurich group in various roles across distribution including Business Development, State Manager (Qld), National Strategic Accounts and the lead for the Zurich/IOOF Steering Committee. 

Angela is responsible for managing the strategic relationships and commercial agreements that Acenda has with licensees across the country. She is a passionate advocate for financial advice and has a wealth of knowledge understanding the needs of financial advisers and licensees in an ever-changing environment. 

Angela holds a Bachelor of Commerce degree with a double major in Accounting & Marketing, and a Diploma in Financial Services (Financial Planning). 

Outside of work, Angela enjoys spending time with her son Kai and is a keen runner and Crossfitter. 

NATHAN

RHODES

Business Development Manager | Macquarie

Nathan Rhodes is a Senior Business Development Manager who partners with Australia's leading advice and private wealth firms to support their business growth and success within Macquarie's Wealth Solutions group.  Nathan brings a unique commercial perspective to his role, drawing on over 15 years of diverse leadership experience. During his decade at Macquarie, he has worked across several divisions, most recently leading the Relationship Management Team for Victoria and Tasmania. His background also includes running a multidisciplinary design office and co-founding a start-up, which has shaped his innovative approach to partnering with advice firms.  Outside of his professional life, Nathan is passionate about fitness while enjoying adventure and travel, which inspire his other passion: writing children’s picture books. 

JAMIE

RIDDERHOF

Senior Distribution Manager | Netwealth

Jamie is a Perth boy born and bred, with 20 years experience in the financial services industry having graduated from the University of Western Australia with a Bachelor of Commerce in 2003. Having held sales leadership roles with Asgard, IOOF, Commsec and CFS, Jamie joined the Netwealth team in July 2023. Jamie is a long-service member of North Cottesloe SLSC where he has held board positions and continues to compete in the surfboat arena to this day.” 

MICHELLE

ROBINSON

Head of Marketing |
Entireti

Michelle brings more than 25 years of experience in marketing and branding within the financial services sector, with a career spanning advertising, banking, wealth management and advice-led businesses. 

She spent 18 years as an Account Director at a specialist financial advice advertising agency, partnering closely with advice businesses to define their brand, sharpen their offer, and bring campaigns to life - from strategy and media placement through to full production, including video and creative execution. 

Over the past eight years, Michelle has worked within large financial services organisations including ANZ and Insignia, where she collaborated extensively with advice practices to strengthen their brand, clarify their value proposition, and improve business profitability. 

More recently, as Head of Marketing at Entireti, Michelle has led the development of the group’s core marketing offer and brand portfolio, while working hands-on with advice practices to get under the hood of their businesses. Her focus is helping advisers define both their personal and business brand, articulate a clear customer value proposition, and market themselves in a way that feels authentic, human, and commercially effective. 

Michelle is motivated by the success of advice businesses and takes genuine pride in seeing advisers grow, strengthen client relationships, and build sustainable practices. 

TOM

SCHIPILLITI

Adviser | Hunter Wealth

Tom Schipilliti is a dedicated financial planning professional with more around 25 years’ experience helping clients achieve clarity, confidence on their path to financial freedom. 

After studying accounting at university, Tom discovered his passion for financial planning and went on to complete his CFP designation. 

Progressing his through paraplanning, before moving into advising and ultimately business ownership, Tom has built a deep, well rounded understanding of what it takes to deliver high quality, client focused advice. 

For over 20 years Tom has been a key part of Hunter Wealth’s evolution and today, Tom serves as Head of Advice, where he mentors and develops the advisory team while continuing to build trusted, long-term relationships with clients. 

Tom’s approach centres on truly understanding each client’s situation, needs and concerns, creating tailored strategies that offer clear solutions and choice in meeting clients goals. 

For Tom, financial freedom means supporting his family as they deserve and having the ability to choose how and where he spends his time—exactly the kind of freedom he strives to help others achieve.  

ANSHU

SHARMA

Portfolio Manager & Founder | Loftus Peak

Anshu began his career more than 15 years ago as a global investment analyst, covering companies that have now been at the forefront of disruption for over a decade. He later assumed a similar role with a focus on the Asian market, gaining a unique perspective on the global scale and impact of disruptive businesses. In 2014, Anshu became one of the founding members of Loftus Peak and has served as Portfolio Manager of the global disruption strategy since 2015. 

At Loftus Peak, his focus has been on developing and executing a repeatable investment process that identifies, values, and risk-adjusts portfolio positions to stay ahead of the market. 

Anshu holds a Master of Commerce from the University of New South Wales and a Bachelor of Commerce (Honours) from Delhi University. He is also a Chartered Financial Analyst® and holds the CIPM® certificate. 

IAN

TINDALE

Lawyer | Redchip Lawyers

Ian Tindale – Director Redchip Lawyers primarily works with businesses and individuals to support their commercial legal needs, with a focus on corporate and personal structuring, asset protection and succession planning. His breadth of experience allows him to skilfully analyse each client’s situation to identify risks, protect their interests and guide them towards their objectives. Ian also works with other industry professionals in the accounting, insurance and financial services sectors to provide expert advice for managing personal and business risk for the benefit of mutual clients. 

KRISTIE

TOZER

Practice Manager | Aspire2 Wealth

Kristie Tozer has been part of the financial services industry since 2001 and brings a practical, hands-on perspective to building highperforming advice practices. After starting her career in mining, Kristie moved into financial planning, progressing through a range of roles, including advisory positions with major banks, before moving into practice leadership. 

Since joining Aspire2 in 2017 as Practice Manager, Kristie has been central to strengthening the practice’s operational foundations. Her focus has been on building clear, consistent processes across the business, with particular emphasis on the client review process, advice document preparation, workflow discipline and capacity management. A highlight in recent years has been leading the successful integration of outsourcing into the business, which has delivered real improvements in efficiency, reliability, and scalability. Aspire2’s exceptionally low staff turnover reflects her strong focus on culture, clarity and sustainable systems. 

A strong advocate for continuous improvement through learning and collaboration, Kristie attended the Entiretiled Boston Study Tour in 2025, which explored leadership in topperforming businesses across industries, and has spent many years actively involved in peer groups with other practice managers. Kristie firmly believes that strong processes, shared learning and disciplined execution are the foundations of a highfunctioning advice business. 

WARREN

WEBER

 Senior Business Development Manager | Colonial First State

Warren Weber is a Senior Business Development Manager at Colonial First State, with expertise in collaborating with financial advisers and their teams to support Australians achieve financial freedom. 

Warren joined CFS in 2023, bringing with him a wealth of experience from previous roles within a large Investment bank and as the owner of a technology services business. 

He is dedicated to ensuring that every Australian has access to quality financial advice and actively collaborates with the advice industry to support this mission. Warren holds a Bachelor of Commerce (Accounting) from Macquarie University. 

TRINA

WOOD

Practice Principal | Green Associates Financial Planners

Trina Wood is the CFO and Head of Advice at Green Associates, with more than 22 years of financial planning experience. As a Senior Financial Planner and Partner, she is known for her deeply relationshipcentred approach—supporting clients not only in achieving their financial goals but also in navigating the broader needs of their families. 

Trina’s commitment to genuine connection has enabled longterm, multigenerational relationships, ensuring wealth transfers remain aligned with family values and continue within the Green Associates business. 

Holding a Master of Financial Planning and the Certified Financial Planner designation, Trina has contributed extensively to industry development through committee work, program design, and national presentations. Her focus on personalised advice, strategic clarity, and enduring partnerships has made her a trusted adviser to hundreds of Australian families. 

AARON

ZOL

 Head of Business Insurance and Growth | Entireti

Aaron Zol is the Head of Business & Insurance Advice Growth at Entireti, where he is responsible for driving the growth and long term sustainability of insurance advice across the Akumin, Fortnum and PFS networks. 

He is passionate about making life insurance advice more scalable, commercial, and accessible, with a strong focus on uplifting adviser capability, confidence, and capacity to help more Australians protect what matters most. 

Prior to his current role, Aaron spent more than ten years in practice development roles, working closely with advisers to improve business performance, advice quality, and operational efficiency. 

Aaron holds a Bachelor of Business (Honours) in Finance and Economics (First Class Honours) from the University of Technology Sydney, and a Graduate Diploma of Financial Planning from Kaplan Professional.