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
Dante 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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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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