evolution media group

Vanessa Stoykov

Vanessa’s mission is to help everyday Australians learn valuable money skills to make the pension irrelevant.  Working with…

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Vogue Financial

Paul Giordano

Paul is an energetic and detail focussed leader who strives to improve the life of his clients, team…

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Integra Financial Services

Deborah Kent

I’m the co-founder of Integra Financial Services, a boutique financial advice business located in Parramatta, Sydney, Australia. We’ve…

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Altus Financial

Rod Dickinson

Rod Dickinson is a Director at Altus Financial and works with clients that require financial advice, guidance and…

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Mercer Financial Advice (Australia) Pty Ltd

Mario Bardella

As a Certified Financial Planner and Life Risk Specialist, with 12 years’ experience as a financial adviser and…

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Australian Unity Personal Financial Services

Brad Fensom

Bradley Fensom is a self employed holistic financial adviser and has been licensed to Australian Unity for 17…

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OneVue Group

Connie Mckeage

Connie Mckeage is Managing Director of the OneVue Group and is responsible for its strategic direction and sustainable…

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HESTA

Debby Blakey

Debby Blakey is the CEO of $50 billion industry super fund HESTA and is responsible for leading the…

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outsource financial pty ltd

Tanya Sale

Tanya Sale is the founder, CEO and Managing Director of multi Award winning National Mortgage Aggregator Group, outsource…

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Domain

Trent Wiltshire

Trent Wiltshire is a former Reserve Bank and Grattan Institute economist. He has a deep understanding of city…

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Domain

Eliza Owen

Eliza Owen is a property market analyst. She started at Domain in 2018 having previously worked as the…

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LGIAsuper

Kate Farrar

Kate Farrar is the Chief Executive Officer of LGIAsuper. She is responsible for leading the ongoing change and…

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Mercer

Kylie Willment

Kylie Willment is a Partner in Mercer’s Institutional Wealth business and is Chief Investment Officer for the Pacific…

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Financial Services Council

Sally Loane

Prior to joining the FSC as CEO in December 2014, Sally spent a decade working for Coca-Cola Amatil…

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CareSuper

Julie Lander

“Sacrifice is a daunting word, people need to think about it as prioritising and having goals.” Julie Lander…

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Orbis Investments

Jenny Josling

Jenny Josling is the managing director of Orbis Investments’ distribution business in Australia – Orbis Investment Advisory, and…

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UBS Asset Management

Bryce Doherty

Bryce Doherty has been the managing director of UBS Asset Management, Australia and New Zealand since 2013. In…

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Financial Planning Association of Australia

Dane De Gori

Dante De Gori is the Chief Executive Officer of the Financial Planning Association of Australia (FPA). A proud…

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Allan Gray Australia

Simon Mawhinney

Simon Mawhinney is the Managing Director and Chief Investment Officer of Allan Gray Australia. He joined the company…

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Morningstar Inc.

Tim Murphy

Tim Murphy is Director of Manager Research with Morningstar, a leading global provider of independent investment research. Tim…

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Australian Unity

Adnan Glinac

Adnan is executive general manager of Australian Unity’s Life & Super business. He leads Australian Unity’s $2.2 billion…

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Equity Trustees

Marie Brownell

Marie is a Senior Estate Planning Solicitor at Equity Trustees. Prior to joining EQT, Marie worked in private…

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AMP Capital

Shane Oliver

Shane Oliver joined AMP in 1984, becoming Chief Economist in 1994 and is now Chief Economist and Head…

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Nikko Asset Management

Sam Hallinan

Sam Hallinan joined Nikko Asset Management as Managing Director, Australia on 1 April 2015. Sam most recently was…

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McCrindle

Mark McCrindle

Mark is an award-winning social researcher, best-selling author, TEDx speaker and influential thought leader. He is regularly commissioned…

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AIA Australia

Damian Mu

Damien Mu is the chief executive, Australia and New Zealand, and director of AIA Australia. With over 18…

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Platinum Asset Management

Kerr Neilson

Kerr, with the help of Andrew Clifford, founded Platinum in 1994 with a view to making money for…

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Perpetual Investments

Garry Laurence

Garry joined Perpetual in March 2008 as an analyst and has covered a broad range of sectors. He…

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Orbis Investments

Graeme Forster

Graeme joined Orbis Investments in 2007 and is a member of Orbis’ portfolio management and construction team in…

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Nikko Asset Management

Brad Potter

Brad joined Nikko Asset Management in 2002. He has 27 years’ experience primarily in the funds management and…

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UBS Microcap Fund

Joel Fleming

Joel Fleming is a portfolio manager in the Australian Small Companies team and shares responsibility for analysis of…

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Adviser fp

Simon Clifford

Having been in the financial planning industry since 1988, Simon has held held a range of positions commencing…

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Charter Hall

Greg Paramor

Greg Paramor has more than 45 years’ experience in the real estate and funds management industry. He is…

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Story Wealth Management

Anne Graham

With over 30 years working in finance and financial planning, various degrees and certifications and numerous awards and…

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Profile Financial Services

Phillip Win

Phillip commenced his career in financial planning during the final year of his Economics degree at the Australian…

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Financy

Bianca Hartge-Hazelman

Bianca Hartge-Hazelman is an entrepreneur, journalist and founder of Financy – an online women’s money publication, as well…

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UBS Asset Management

Anne Anderson

Anne Anderson is the Head of Fixed Income and Investment Solutions, Australia at UBS Asset Management and has…

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Crystal Wealth Partners

Louise Lakomy

A director with Crystal Wealth since 2015, Louise brings a wide range of experience and depth of knowledge…

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5 Financial

Jason Petersen

Helping people gain greater clarity and peace of mind regarding their financial life is a driving interest of…

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DPR Accountants and Advisers

Dave Rae

David Rae is a director, owner, and Certified Financial Planner at DPR Accountants and Advisers. He is a…

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