Speakers 2021

Adrian is a founder of both Advice Revolution and XY Adviser. He’s a former financial advice business owner, who now focuses on helping advisers use technology to solve efficiency problems.

Chelsea is an international motivational speaker, an accredited mindfulness and meditation coach, a psychology student, a proud ambassador for mental health charities including R U OK? and The Gidget Foundation and an authority on mindfulness and productivity.

For 12 years Chelsea worked in the corporate world and then a life adversity happened. After her life reboot, Chelsea commenced her studies in psychology.

Her clients range from the big four banks, to tech companies like uBer and ebay, Estee Lauder and The Australian Defence Force to name a few.

She has featured on Sunrise, ABC and Channel 9.

David Haintz is a Certified Financial Planner (CFP) and a past director of the Financial Planning Association of Australia (FPA), in which time he was instrumental in the push for professionalism. He has had a 28 year career with his own firm, and subsequently became a founding director of Shadforth Financial Group, with over 100 advisers; which was taken over in 2014 for $670m - at the time $13b FUM, $165m revenue, and $58m EBIT.

Having departed Shadforth in 2015, he has established Global Adviser Alpha – a B2B consultancy helping leading global advice businesses become world class and achieve outstanding result for all stakeholders.

Before launching Fox & Hare, Glen was at Macquarie Bank for just over 10 years. After various roles from institutional broking to wealth management, he left mid-2017 as one of the youngest directors in the company.

He and co-founder Jessica Brady launched Fox & Hare because they identified an opportunity to work with a much younger demographic to those that typically seek advice. Their clients achieve freedom, flexibility and have the choice to live the life they aspire to, by making smart financial decisions.

Since launching just over three years ago, he has been nominated for CEO of the Year, Director of the Year, Entrepreneur of the Year and Financial Adviser of the Year at the 2018 Young Leaders in Finance Awards, and Fox & Hare was a finalist at the 2018 Sydney City Regional Business Awards.

When not at their office in Darlinghurst, Glen is either at CrossFit, by the beach or travelling.

With over 20 years of financial services experience, over a broad range of roles in advisory, consultancy, business development, and as an advice practice owner and director, Phil is passionate about financial advice businesses.

He’s worked across both larger organizations (BT, AMP, CoFunds in UK) as well as start-ups and loves bringing innovative strategies into the organisations he works with to help them optimise their success.

Phil is the General Manager of the Partnerships and Distribution team at Implemented Portfolios, where he leads our team in working with financial advice practices to help deliver business efficiency and focus more time on helping their clients achieve their best lives.

Going from hairdresser to financial adviser did not happen overnight for Rachael. Long gone are the days where her tools consisted of scissors and bleach to now where she runs an award-winning suburban Brisbane practice. Rachael began in the financial planning industry as a client liaison answering phones and booking appointments. She became a paraplanner through her strive for knowledge and passion for problem-solving and has since moved on to be the principal adviser and proprietor of Your Wealth Consultants. Rachael oozes passion in her love for assisting her clients to meet their long-term financial goals whilst educating and providing guidance. The team at YWC under the leadership of Rachael endeavour to revolutionise the way that the financial advice process is administered to provide maximum client benefit whilst maintaining a commercial growing practice. Rachael provides a refreshing passion for the financial services sector and derives great delight in watching her clients achieve their goals!

Sunil has over 18 years of experience delivering secure solutions and services to clients in different geographies.

He has a diverse experience working across public and private sectors providing cybersecurity, risk and advisory services including cloud security strategies and implementations, security architecture design implementation & governance, data protection, cyber security strategies, threat management and security risk management.

Sunil has a strong understanding and experience with industry standards, frameworks and regulations such as ISO27001, PCIDSS, CSA, NIST, PSPF/ISM, APRA, GDPR, Privacy ACT, etc.

At EY, Sunil primarily focusses on the financial services sector such as the banks and Wealth & Asset Management clients, helping them address their security challenges and requirements.

Samantha Clarke is the Co-Founder and CEO of Advice RegTech.

She is a financial services expert, with 30 years experience serving Advisers and AFSLs. The Advice RegTech SAMI compliance software was awarded Business Fintech Compliance Innovator of the Year 2019, and was selected to showcase at ASIC’s Regulatory Technology events for the last 3 years. SAMI is used by Advisers and AFSLs to boost compliance efficiency and effectiveness. Samantha’s qualifications include a Masters of Business, Bachelor of Commerce and she is a Graduate of the Australian Institute of Company Directors, on the NSW committee of FINSIA, and the RegTech Association.

Now Shelly’s opinion can be heard nationally a number of times each week with regular segments on Channel 9’s TODAY, TODAY EXTRA, 3pm News and Weekend TODAY and 20-1. She is also a lifestyle presenter for 9Honey, the host of 9Honey’s Talking Honey, He Said/ She Said and hosts the Married At First Sight spin off show Talking Married.

Shelly knows how to present client messages but weave them into her own cheeky and honest delivery. She knows what it takes to be a good MC. Her keynote speeches, presented here and overseas, are motivating, practical and uplifting

Her 25 year career highlights include 11 years reporting for the ABC, eight years as a presenter on Channel Seven, six years as a journalist at Fairfax and five years as the South Pacific correspondent for Entertainment Tonight USA.

Her background in live TV means she’s super comfortable in front of a crowd.She has been the MC and hosted Q&A sessions for large events such as 9 To Thrive for Business Chicks for over 2000 people, charity fundraising galas for over 1000 people to champagne lunches of 100 or beauty breakfasts for just 40

Shelly has a good sense of humour and can think on her feet. She knows how to relax a crowd or excite a group as needed. Her motto is the 5Ps (Prior Preparation Prevents Piss-poor Performance) so she’s always well prepared, well researched, arrives early and ensures the VIPs are made to feel special.

When it comes to keynote addresses Shelly’s uses her skills as a media and presentation trainer to offer tips and tricks on how to present with confidence. She gave her “How to nail your next presentation” speech in Fiji at a women’s conference and received five star reviews due to the practical and entertaining content.

She can give groups tips on how to make small talk, network like a pro and, just as importantly, how to extract yourself from dull conversations. She has presented her motivational key note speech “Bite off more than you can chew and chew like crazy” to many organisations.

Shelly is authentic, real and prides herself on being honest even on topics most shy away from including what seems to be the last female taboo – her choice to not have children. As she says: “I like children I just couldn’t eat a whole one.”

Stephen has worked in financial services regulation for over three decades, most recently as a general manager within the Australian Prudential Regulation Authority (APRA). Stephen was chair of APRA’s superannuation industry group. He has previously worked with the International Organisation of Pension Supervisors, the Victorian Financial Institutions Commission and KPMG.

Stephen holds a bachelor of economics from Monash University and is a member of the Chartered Accountants Australia and New Zealand.