Dina Ward

Chief Psychology Officer

I work in leadership positions across a number of areas, with experience in strategic and operational business, and people management.
I am a registered psychologist with a Masters Degree in Industrial and Organisational Psychology. My areas of interest and passion include education and awareness-raising of gender diversity barriers in the business world and the wider community.
With more than 10 years of industry experience, some of my key work includes facilitating fair and unbiased recruitment, promotion and development practices for many ASX listed companies (eg. National Australia Bank, Coles, Crown Resorts, DuluxGroup), as well as federal and local government (eg. Department of Finance, NSW Health, Taxation Office).

Christine Bau

HR Consultant
People Focused

Christine Bau is the founder of People Focused, a HR consulting firm specialising in financial planning and related services.

A seasoned HR practitioner and qualified coach, Christine is known for partnering with firms to help create a great place to work and ensure they meet their compliance obligations.

She is particularly passionate about teaching time poor leaders and managers how to interact better with their employees and develop energised and engaged teams. She is a firm believer that setting clear expectations and providing ongoing feedback are fundamental to a practice’s growth and success.

Prior to establishing People Focused Christine worked as a senior HR leader with various mid-tier accounting firms, legal organisations and boutique financial planning practices.

Drew Browne

Owner & Director
Sapience Financial & Unusual Risks Insured

Drew is an award-winning writer, speaker, financial adviser, and scholar mentor for The Pinnacle Foundation.

Working with small business owners, entrepreneurs and their families to help them better manage their risks, he’s known as the straight-talking financial adviser who believes life is not about money.

His purpose aligned company, Sapience Financial & Investment is committed to using business solutions to address broader social problems in the community, certified as a B Corp in 2015 and in 2017 received the Westpac Businesses of Tomorrow Award for using technology to better serve the community.

He's a regular writer for successful small business owners and entrepreneurs.

Professor Sarath Delpachitra

Jilin University

Professor Sarath Delpachitra currently serves as the Director of the UTS Campus of the UTS Business School (SHU-UTS SILC Business School) and has previously served as the Deputy Dean of the Flinders Business School. He specialises in banking, economics and finance issues in Australasian region and has served World Bank, Asian Development Bank, ILO and DEFAT as an International consultant. He has published extensively in refereed journals and professional publications and he was the recipient of Australian Government (Australia Future Unlimited) by granting me the Australian Alumni Excellence For Research & Innovation Award in 2013. He has also served as a senior executive in the General Treasury in Sri Lanka.

He has interacted with policy-makers as a resource person in several Asian countries such as India, Vietnam, People’s Republic of China, Singapore, Malaysia and Sri Lanka. He is currently serving as the Managing Editor of the Australian Economic Papers; an internationally ranked journal in the field of economic and finance. He teaches applied finance and economics and economic reasoning for public policy. His professional memberships include, Fellow (Finance and Securities Institute of Australia –FinSia, Fellow – CPA (Australia), and a member of the Association of Financial Advisors of Australia.

Michael Drage

Reimagined Habitat

With over 25 years in the financial planning and investment industry, Michael now blends this with two of his other passions- Building Design and Sustainability.

He established reimagined Habitat to provide design and construction advice to clients wishing to create sustainable, energy efficient houses. Using his financial planning background, the service not only takes into account the design and needs of clients, but also investigates the investment return on both the asset and the running costs through sustainable design, building techniques and technology and also looks at flexibility of usage over time. reimagined Habitat helps advisers’ work with clients to make more informed investment decisions related to the family home or their investment properties.

Jeremy Danon

Ariel & Associates Pty Ltd

Jeremy Danon has undertaken compliance work in a variety of businesses and industries – futures and securities broking, market regulatory, market making, foreign exchange, accounting, banking, insurance, managed investment schemes, Registered Schemes and remittance dealing. Jeremy Danon has gained an extensive insight in providing compliance expertise to a wide cross section of clients in the financial services industry, by virtue of his experience with boards, committees and management.
With formal qualifications in business, accounting and corporate governance, Jeremy Danon has maintained his competencies with memberships of the following industry bodies:
• Fellow of the Governance Institute of Australia.
• Fellow of the Institute of Chartered Secretaries and Administrators.
• Member of Chartered Accountants Australia and New Zealand.
• Master Member of the Stockbrokers and Financial Advisers Association.

Michael Field

EvettField Partners

EvettField Partners work with business owners and leaders of medium-sized B2B organisations in Australia and New Zealand. We develop competitive strategy to materially improve revenue, margin, market share - and increase enterprise value for a wide range of industries, including agriculture, architecture, building and construction, chemicals, distribution, electronics, engineering, finance and insurance, food production, hospitality, industrial, manufacturing, mining, property and technology.

Nicole Hatherly

Founder and Director
Brand True North

As a leading Brand and Leadership Strategist, international keynote speaker, facilitator, published writer, Nicole Hatherly offers 26 years’ experience delivering cutting edge leadership strategies for international organisations.

Nicole works with financial services leaders and teams, academics, actuaries, government departments, organisations, and business leaders to create effective processes and influence for impact.

Trusted by the Department of Health, Kolling Institute of Medical Research, The University of Sydney, Mirvac Nicole also coaches Executive Management and C-Suite clients across Australia.

With first-hand experience as an Executive Manager at CommBank for a decade, and ASIC RG146 compliant in Securities and Managed Investments, Nicole understands leadership within Financial Services.

Leading and training a number of remote working teams across many years, presenting in a virtual environment is second nature for Nicole.

Trained by LinkedIn for LinkedIn Social Selling, Nicole co-led a strategic team to implement the successful CommBank Social Selling Program for 500 Business Bankers over 5 years - and is consistently ranked in the top 1% for her industry and network across LinkedIn.

With a flair and passion for entrepreneurial business, Nicole uses her training in Design Thinking Methodology to focus on the problem solving with an authentic customer lens to strategically position and align teams to drive performance with their customers at the heart of success.

Rahat Munir

Head Accounting and Corporate Governance
Macquarie University

Dr Rahat Munir is a Professor, Head of Department of Accounting and Corporate Governance, Macquarie University. With extensive experience in all forms of academic endeavours - research, teaching and engagement, Professor Munir offer an unbeatable track-record of excellence in curriculum development, research leadership, change management, building teams, effective human resource and financial management. He has published in leading international journals as well as presented at international conferences and seminars in many parts of the world. He is affiliated with several professional bodies. Professor Rahat Munir is actively involved in learning & teaching and research activities and brings a host of administrative and service experience across a wide range of contexts. Professor Munir has earned numerous national and international level research and teaching awards during his career.

Garret Norris

Managing Director
HBB Group

Garret is a highly effective business engineer who has a proven track record in working on businesses
to improve aspects such as gross margin and revenue, horizontal and vertical marketplace
penetration, pipeline development and management as well as disciplined staff and management
He started his work life in the hospitality industry in the UK, moving to sales and management with
Financial Modeling International (FMI) and then became the Sales Director of the training division of
Computerland UK.
He was then approached by the Mouse Training Company (MTC) and, after moving to Australia, was
engaged by Pinpoint to set up the sales and marketing of their employee benefits.
Finally, Garret worked for The Marketing Department, which was acquired by Crossmark in 2009,
before starting his own business in 2013, the HBB Group.

Peter Lynch

National Client Relationship Manager

Peter Lynch is a leader in Professional Indemnity Insurance in the real estate, valuation and management right industry sectors.

He boasts over 30 years’ experience with Aon Risk Solutions and as the Client Manager is responsible for developing new business within the real estate sector including the identification of business opportunities with franchise groups and other stakeholders.

He took a significant role in providing advice and support to introduce a Real Estate specific indemnity insurance scheme and is responsible for the highly successful REIQ/REINT schemes which he coordinated with the assistance of industry, lawyers, underwriters and claims staff.

Peter has a strong interest in promoting safe and quality business practices in real estate and has been a regular contributor to course materials, presentations and editorial submissions. He has been called upon to be a guest speaker at training forums for the REIQ, REIA, REINT, REIWA and various franchise groups.

Peter also provides individual Risk Management training to a number of his Franchise Group clients.

Guy Pearson

CEO/Chairman/Angel Investor
Practice Ignition & Interactive Accounting

Guy Pearson is a Chartered Accountant, a Tax agent with 15 years experience in public practice (8 as a Director) and a self confessed geek as a lover of numbers and technology.
His mantra is “Utilitarianism” - the greatest good for the greatest number, or in short, to get the right information to the right people to make the right decision. His journey from cloud accounting firm founder to tech company CEO follows this path.
A multi award winning entrepreneur, a keynote speaker and accounting industry stalwart (especially in the cloud discussion). Guy shares knowledge to help step change the industry and wants to help his fellow men and women get better advice to their clients, faster. Lastly, putting the gains where his mouth is, Guy has made numerous investments in startup fintech + business tech platforms around the globe and sits on a 12+ advisory boards.

Troy Swan

General Counsel & Company Secretary
Winc | Staples + OfficeMax

Troy Swan is the Chief Legal Officer, Company Secretary and Board Member of the $1.4billion office products company Winc Australia & New Zealand. Winc was formed following the acquisition of Staples & OfficeMax by US based private equity firm Platinum Equity.

He has been publicly recognised as one of Australia's leading corporate lawyers and was named the 2017 Australian Lawyer of the Year (FMCG) and a General Counsel of the Year finalist in both 2016 and 2017. He became only the second Australian lawyer to win the prestigious International Value Champions Award in San Francisco and was recently named in Washington, the Association of Corporate Counsel Member of the Year, from over 43,000 lawyers worldwide for his commitment to the legal community and profession. This was the first time this honour was ever awarded to a lawyer outside America.

Known for his business judgment, he is highly active within the Sydney legal and business community. He is a regular speaker and media commentator on legal affairs, innovation and large scale legal service delivery models and leads an award winning legal team based in Sydney.

Kim Payne

Managing Director

Kim works with professional advisers to unlock the hidden value in their business. Because most know how valuable they are, but struggle when it comes to communicating it.

Kim helps them to clarify, explain and demonstrate the value of their advice so they can get more clients, get paid what they’re worth and build a business that makes them proud.

Having spent 20 years in the corporate world, been a financial adviser and running two of her own businesses, she gets a kick out helping others through keynote presentations, commenting in the media, delivering group workshops and coaching her clients.

Jenny Pearse

Business and Marketing Consultant
Jenesis Consulting

Jenny Pearse is an award-winning Marketing Consultant as well as a speaker and presenter who has worked in the marketing and advertising industry over the last 20 years.

She is Managing Director of Jenesis – a business and marketing consultancy she founded in 2006. For the past 14 years, Jenny has been helping financial services organisations, financial advisers, business owners and their teams to succeed and flourish in a rapidly changing landscape.

With a keen focus on digital media and using technology as a platform to engage, Jenny has helped transform businesses all over Australia as they adapt and thrive in today’s digital world.

Jenny is a marketing strategist at heart and her goal is to help you find your voice and amplify it through your marketing and communications!

Steve Prendeville

Founder & Director
Forte Asset Solutions, Forte Licensing Solutions, Forte Consulting Solutions

Is the founder and Managing Director of Forte Asset Solutions, Forte Licensing Solutions and Forte Consulting Solutions. Forte’s Asset Solutions core activity is selling financial services businesses. Forte Licensing Solutions assist practices to find the right Dealer group or become self- licenced. Forte Consulting Solutions assists business to grow.

Steve has enjoyed a successful 30 plus year career in financial services.

Steve was a Partner in Deloitte and CEO of DFS Financial Services a HNW Advisory Group. After selling DFS Steve created Australia’s first specialist financial services M&A group.

Steve is a member of the International Association of Consultants, Valuators and Analysts.

Michael Rees-Evans


Michael is a Director and Representative of Libertas Wealth Consulting and a Director of EFS Strategic and heads the Wealth Advice team.

Michael has been providing personal financial advice since 2002 after initially training as a Chartered Accountant with PwC in London, then working as a management consultant with PwC in London and Johannesburg before joining Accenture, Sydney, in late 1999.

In addition to holding MBA, MMgt and BSc(Hons) degrees his professional qualifications include being a CERTIFIED FINANCIAL PLANNER professional, SMSF Specialist Advisor, Fellow of the Tax Institute and a Registered Tax Agent.

Tanya Sale

Chief Executive Officer
outsource financial

Tanya Sale is the Founder, CEO and Managing Director of multi award-winning, national Aggregator group, outsource financial. Tanya is the only female CEO / Managing Director of a mortgage Aggregator in Australia. Having extensive banking and finance experience, Tanya pioneered the third-party mortgage sector, by creating diverse models to change the way lending was conducted in Australia.

In 2019 Tanya appeared on the expert's panel, for a new television show on Channel 9, called Secrets of the Money Masters. A series featuring some of Australia's biggest sporting celebrities who learn about financial strategy and security. Additionally, in 2019, Tanya won 'CEO of the Year' at the Women in Finance Awards and was named as one of MPA’s Global 100.

Sue Viskovic

Managing Director
Elixir Consulting

Sue Viskovic is a proud mother of four; the founder of national consulting business Elixir Consulting; a popular speaker; a business coach; and author of a number of books, research reports and programs designed for advisers.

An award-winning advocate for financial advice and small business, Sue and her team specialise in helping advisers to improve their businesses with a firm focus on delivering better outcomes for their clients.

As an independent Consultant to the financial advice sector, Sue is highly sought-after for her depth of knowledge, her strategic thinking, and her ability to inspire others with her passion for improving the profession of advice.

Jeff Zulman

Managing Director
Trailblazer Finance

Jeff Zulman is one of Australia’s leading M&A specialists, with expertise in the mortgage broking and financial intermediary industries. Jeff’s market knowledge and savvy insights have been gained over a 25-year period, from executive roles at Goldman Sachs on Wall Street and in London, to managing financial institutions in Sydney. Jeff also understands what it takes to successfully start, manage, buy and sell businesses, as he has done so with several of his own businesses.

As the Founder and Managing Director of Trailblazer Finance, Jeff offers finance, brokerage and consulting to mortgage brokers, financial planners, accountants, equipment rental brokers, real estate agents and strata managers. Jeff and Trailblazer Finance provide the loans that banks can’t or won’t provide.

Jeff is sought-after in the finance industry as a speaker, writer, commentator and awards judge. Jeff studied at the University of Witwatersrand, South Africa, read law at Oxford University, England, and studied Tax Law at Sydney University.

Cathy Dimarchos

Chief Executive Officer

Cathy Dimarchos is an executive that cuts through the noise of everyday life and business and truly listens to what you aim to achieve. Embracing disruption with supportive and inclusive behaviours she will enable you to reach your goals.

With 35 years in Finance, Counselling qualifications and an understanding of business, Cathy will lead you to where you want to be.
Her leadership experience includes both Start Ups and existing businesses across countries and cultures. She works at integrations, increasing profitability, and scaling with structured strategies, mentoring and coaching.

Her passion of people has been further enhanced through her involvement in Africa and having lived with the Maasai, built water tanks, taught in schools and held babies in orphanages and crisis centres where babies have been abandoned. There is little she has not seen or been involved in.

Cathy says “Thinking outside of the square and pushing through barriers brings a heightened awareness to everything that you do. Step outside your comfort zone and be liberated by what you can do.”