Expert Speakers Include:

Jean-Luc Ambrosi

Executive General Manager, Marketing, Telstra Super

Jean-Luc carries a wealth of experience in financial marketing including senior leadership roles with Vanguard, BlackRock and NAB. He is also the author of the book ‘Branding to Differ,’ published in November 2013.

Danielle Szetho

CEO, Fintech Australia

Formerly Banking & Finance Industry Head, Danielle’s career has traversed multiple disciplines including Business Transformation, Partnerships, Strategy, Marketing, Product Management and Design. She is also on the Leadership Committee of StartupWeek Sydney.

Geoff Brooks

Executive Officer, Strategic Marketing and Communications, Equip Super

Geoff was earlier employed in senior corporate communications positions in the travel and automotive sectors. He is now responsible for the Fund’s marketing, brand and communications activities.

Stephen Huppert


Stephen has over 25 years’ experience in Superannuation, Wealth Management and Life Insurance. Stephen is also a Fellow of the Institute of Actuaries of Australia.

Nathan Hodge

Nathan is a superannuation and funds management specialist. He has extensive experience acting for superannuation trustees and service providers. At the 2014 Financial Services Council annual conference in Cairns, Nathan was awarded an Industry Excellence Award.

Bruce Hassed

General Manager Sales and Marketing, Iress

Bruce has over 25 years superannuation experience. Working with Financial Synergy for the past few years, Bruce is passionate about helping our clients deliver service excellence to their members whilst continuing to look for ways to reduce transactional cost.

Paul Byrne

Director, Cyber Risk Services, National Lead Cyber Analytics, Deloitte Risk Advisory

Paul is an experienced and capable security professional with an in-depth and broad informational security background. Paul has proven people leadership abilities and has developed and managed highly skilled operational teams.

Katherine Forrest

Head of Customer Advocacy & Assurance, IQ Group

Katherine has over 20 years experience in the financial and wealth management industry. She has extensive project management and operational experience in both the public/private sector as well as a strong background in Strategy and IT management.

Phillip Malcolm

Market Development Manager, Risk, Pacific at Thomson Reuters

Experienced business driver with vast experience working in a variety of solution sales and sales management/stratergy positions focusing on risk and compliance in financial services. He has covered a broad range of compliance solutions in Tier 1 and 2 institutions.

Jessica Ellerm

CEO and Co-Founder, Zuper Superannuation

Jessica Ellerm is also a fintech commentator, blogging at her own website ( and guest posting for BankNXT. In addition, she writes for the fintech blog Daily Fintech Advisers, specialising in small business banking.

James Coyle

Head of client delivery & customer engagement, SuperEd

Prior to joining SuperEd James was the Group Executive responsible for Marketing, Communications and Policy at AustralianSuper. James was also General Manager of Marketing and Business Development for both Hesta and Telstra Super and has held positions with NAB and Macquarie Bank.

Maureen Daley

Principal, ReThink Consulting.

With a career spanning executive and senior strategic, operational and product roles across the superannuation and financial services sectors; Maureen has held senior roles at The Trust Company, eo Financial Services, UniSuper and REST.

David Cook

Independent Consultant, (former Head of IT Strategy and Governance and CSO, Sunsuper)

Spanning almost 20 years, David’s career has been focussed on strategy, commercial management and the impacts of the digital economy, working in industries as diverse as defence, retail, high technology, resources and financial services.

Janet Sernack

CEO and Founder, ImagineNation

I play in the innovation entrepreneurship, executive coaching & corporate education space. I aspire people to embody, enact, enable & empower others to develop innovation agility.

Naresh Subramaniam

Director Financial Services, Cogility

Naresh is an inspiring, people–focussed leader who works with corporate boards, senior executives, and specialist staff, on complex challenges. He is an eloquent communicator with a proven track record in forming and leading high performing teams.

Glenn Elliott

CEO and Co-Founder, PractiFI

Glenn is the co-founder and CEO of fintech startup PractiFI, the engagement platform for super and advice and the power behind Mercer’s customer experience. Glenn’s a disruptive force in wealth technology, challenging the industry to innovate, integrate and put the customer at the heart of everything.

Jeff Hunter

Regional Director, Australia and New Zealand, Blueprint Software Systems

Jeff is an Enterprise Software start-up specialist with proven track record of consistently achieving/overachieving targets. He is also a strong sales passion and team motivator.

Dale Rowley

Associate Director, Shoreline

Dale has over 22 years’ experience in the wealth and investment management industries. He has assisted a range of leading organisations implement major business initiatives, and assess new product and market opportunities within Australia and across Asia.

Andrew Howard

COO, Rest Industry Super

Andrew is responsible for delivering high quality products and services to REST’s almost two million members and 160,000 employers. Prior to joining REST, Andrew worked for over 12 years with the National Australia Bank group (NAB) in the Wealth Management division.

Pat Garrett

CEO, Six Park Asset Management

Experienced financial services executive with over 27 years experience spanning small start-up ventures as well as senior positions at JP Morgan.Successful track record and diverse skill set spanning multiple roles as investor, manager and strategic consultant.

Andrew Blain

Founder and Head of Business Advisory, Elabor8

With fifteen years of experience across nearly the full spectrum of roles in technology, Andrew is passionate about gaining a deep understanding of the principles behind the methods that he teaches, believing that methodology is only useful in the context in which it was developed.

Sharon Nelson

Joint Managing Director, Spark Green

With over twenty years experience working for major corporations such as, Pacific Magazines and Australia Post, Sharon is a seasoned professional in the field of online marketing and innovation.

Lisa Schutz

Director, Regtech Association

Lisa is predominantly into financial services with her verification service – Verifier, and collaboration with slowVoice and the Percypt collective intelligence platform. She is also the author of the book – Decisions Not Data is the focus. This book is to help C suites and Boards consumer analytics rather than do the work.

Deirdre Boyle

Head of Marketing AIA

Deirdre is a senior marketing leader with over 15 years’ experience working in some of Australia’s largest banking and insurance brands, designing and delivering customer led marketing and product programs.  She has deep expertise in proposition design and customer experience development.

Paul Kang

Co-Founder and Director, Entersoft

With a background in Software Engineering, Paul takes care of the APAC region. Passionate about empowering innovations, Paul has strong interests in Cyber Security and Safe Cities. He is SPOC at Entersoft that can help you achieve lasting security for your apps.

Julian Fenwick

MD, GRC Solutions

Julian is the CEO Better (US) Inc, Chair RegTech Association and Managing Director at GRC Solutions, since March 2012 and prior to this Julian was CEO of Blake Dawson Technology.

David Johnson

Director, Customer Strategy at Deloitte Consulting - Deloitte Australia

I help financial services organisations explore their customers’ intentions and design innovative ways to achieve mutually successful outcomes. I’ve worked in fintech startups, software firms and FS regulators.

Ian Dunbar

CEO, Suitebox

Ian is an experienced financial services executive, having spent 15 years in the UK, HK and Australia with global banks JP Morgan and UBS.  Ian built and ran the investment platform business for UBS and has a deep knowledge of the Australian financial services market.

Hugh Morrow

MD, SuperEd

Hugh has led successful technology ventures and has held senior roles with Westpac Banking Corporation. He is on the boards of the Australian Scholarships Foundation and the Stanford Australia Alumni Foundation. He was a founding board member of ASX-listed iProperty Ltd.

The Hon Scott Morrison MP

Member for Cook, Treasurer (invited)

The Hon. Scott Morrison MP is the Treasurer and a senior member of Prime Minister Turnbull’s Cabinet and Expenditure Review Committee. Previously he was appointed Minister for Social Services on December 23, 2014 and was responsible for driving the Coalition Government’s welfare reform strategy that is designed to increase the economic participation of Australians and to ensure the long term sustainability of Australia’s welfare safety net.

Mike Backeberg

Senior Manager, Financial Services - IT Advisory, Ernst and Young

Mike has extensive experience in the financial services industry including banking, insurance and wealth management. A results driven leader focused on digital business transformation and the delivery of business value through core systems that are innovative, complex and scalable.

Alun Stevens

Senior Consultant, Rice Warner

Alun advises on all aspects of financial and strategic performance. Alun enjoys helping clients win especially with complex problems. He is a marketer and strategic thinker with a strong technical background informed by thirty plus years in the financial sector.

Philip Dimitriu

Director System Engineering, Palo Alto Networks

Highly motivated professional, with 17 years experience in Pre-Sales across enterprise, commercial and channel markets. Currently managing a regional team, with a focus on driving solutions within large enterprise, commercial accounts and global solution providers / key channel partners.

Glen Casey

Chief Executive, Transition Group, ATTA

CEO with a broad base of experience in global companies. Develops strategies and implements improvement plans that significantly improve company performance and profitability for ongoing operations or preparing companies for exit or securing investment.

Rod Butterss


Serial entrepreneur and the person behind a succession of successful start ups that grew to mature market leading businesses in the IT professional services sector, including Icon, Ambit, Phoenix, and Ajilon. Rod also held the position of President of the St Kilda F.C. (AFL) for a period of seven years.

Alan Tsen

CEO, Fintech Victoria

Hi, my name is Alan Tsen and I lead Stone & Chalk, Melbourne. I’m the founding CEO of Fintech Victoria. I sit on the board of Fintech Australia, I co-founded a company in the education space and I’m a recovering lawyer. I write and think a lot about the future of finance.

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Attendee Information


Upcoming Events

  1. Investment Performance Training Courses

    April 16, 2018 - April 18, 2018
  2. Superannuation Funds Tax 2018 Forum

    May 15, 2018 @ 8:00 am - May 16, 2018 @ 5:00 pm
  3. Unit Pricing 2018 Forum

    May 21, 2018 @ 8:00 am - May 23, 2018 @ 5:00 pm
  4. Future Social Media Strategy 2018 Forum

    May 31, 2018 @ 8:00 am - June 1, 2018 @ 5:00 pm
  5. Data Governance 2018

    June 21, 2018 @ 8:00 am - June 22, 2018 @ 5:00 pm

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