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.

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.