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Principal, Athena IOC
Following retirement from full time work as Head of Investment Operations at QSuper Kyle is available for short term financial services consulting opportunities, particularly in the superannuation industry. Kyle is keen to help other organisations leverage his skills and experience.
Managing Director, CXi Software
I specialise in business advisory and strategic sourcing for funds management, investment administration, superannuation and trustee companies – as well as enterprise systems solution architecture, design and implementation. I am also focused on the development of optimal software solutions for investment management clients harnessing the latest in global technology.
Managing Director Research, Parametric
Ms. Williams is responsible for setting the Australian research agenda in Australia. Prior to joining Parametric, Raewyn was Director, After-Tax Investment Strategies at Russell Investments.
Portfolio Manager, Plato Investment Management
Peter Gardner is a founder of Plato Investment Management and has seven years investment experience. Peter has a PhD from the University of New South Wales where his thesis topic was behaviour of Australian active investment managers. Peter also completed a Bachelor of Commerce degree at the University of New South Wales, majoring in Finance and Actuarial Studies and receiving First Class Honours in Finance.
Chairman, Retirement Income, Challenger Limited
Jeremy has had a wide-ranging career spanning two decades in a large law firm (Ashurst) doing corporate and M&A work; five years as Deputy Chair of ASIC; a year as Chair of a comprehensive review of Australia’s super system and for the last five years as Chairman, Retirement Income at Challenger Limited.
PARTNER, Tax at KPMG, Financial Services - Superannuation, Asset and Wealth Management, KPMG Australia
I am a tax partner in KPMG’s financial services asset and wealth management tax group, specialising in superannuation, funds management and property. I lead KPMG’s Funds Tax Practice in Sydney, Brisbane and Canberra.
Head of Business Solutions, GBST
Investment Operations Manager, State Street
Senior Lecturer at UNSW
Gordon is a senior lecturer in the School of Taxation & Business Law at UNSW. He specialises in the area of the tax treatment of superannuation funds.He is the convener of the Master of Tax (Tax and Financial Planning) and the Master of Applied Tax (Superannuation). He is also Director of the SMSF Specialization for ICAA and CPA.
Managing Director, Data Interactive ( TBC)
Entrepreneur, CEO and Chartered Accountant with a desire to make a difference. Formerly a Specialist Tax Adviser and Chartered Accountant with 20 years experience across senior roles in the GST and indirect tax consulting industry across large corporates, professional services firms and industry bodies. I still enjoy providing quality tax services to clients through our boutique firm, however, embracing Robotic Process Automation (RPA) and genuinely helping businesses work smarter not harder is what drives me today.
Head of Investor Solutions, Warakirri Asset Management
Andrew’s professional experience includes roles in equities research, equity capital markets and roles focused on the analysis and risk management of equities portfolios. Before joining Warakirri, he was employed as an investment specialist at Wellington Management Company LLP in Boston. Andrew holds the Chartered Financial Analyst designation and a Masters of Business Administration from McDonough School of Business Georgetown University. He has also completed a Bachelor of Commerce (Honours) and Bachelor of Arts at the University of Melbourne.