Adele Martin is disrupting the financial advice industry. Adele is a graduate of the Speakers Institute and an experienced speaker who has spoken both nationally and internationally
(including training for 200,000 Japanese Financial Advisers).
Adele’s business incorporates both financial coaching and financial advice in order to give the client the best outcome.
Adele’s mantra when growing her business is “what can I outsource or automate” and unlike other “experts’” you hear speak she currently runs a fee for service financial advice business and has been in the industry since 2001.
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.
Like many Adatree staff, Alex Scriven is a passionate and creative Product Developer. As Adatree’s Chief Operating Officer, Alex brings 17 years of experience building products in regulated markets including Funds Management, Broking, Banking, and Information Services.
Before joining the Adatree C-suite in 2021, Alex held the role of Head of Open Data at Equifax, where he owned the Open Data strategy for the region and participated in Open Data advocacy globally. But his digital innovation smarts have been garnering attention for many years. In 2016, Alex secured Money Magazine’s “Best Banking Innovation” award.
As COO for Adatree, Alex primarily focuses on their aggressive business expansion across Australia and into Canada, growing Adatree’s network of partners and advocating for CDR holistically across all industries.
When he’s not working on Adatree, Alex and his wife lead a busy life with 3 daughters in primary school. He’s a passionate football supporter and he still finds time to play over 35s with his local club on the weekend.
Andrew has over 20 years of experience in Australian financial services, in both senior leadership and founder roles. He founded a large mortgage broking business, Club Financial Services, and co-founded MOGO bankconnect; a RegTech providing digital verification services used by major banks, consulting firms and credit bureaus. Andrew brings a wealth of experience bringing innovative solutions for partners and their customers.
MBA (Exec), B.A, B.Com, Dip Fin Advising, M. Applied Finance, Dip. Company Directors.
Camilla founded eInvest in 2018. eInvest specialises in offering actively managed ETFs in Australia. eInvest believes that all Australians should have the ability to access high quality investment solutions suitable to be the foundations of their investment portfolios run by smart investors but also have the control and flexibility they desire through listed investment opportunities.
Camilla is also a Director at Perennial Investment Management Limited. Over the eighteen years she has been with the Perennial Group, she has been an integral member of the team marketing, promoting and building the Perennial business both domestically and overseas.
In 2017, Camilla also founded F3 – Future Females in Finance. F3 aims to foster the next generation of female talent in financial services through education, providing great career role models, demystifying careers and providing practical work experience.
Camilla is a Fellow of FINSIA and a former Treasurer of Women In Super NSW.
Camilla is the former Chair of the UNSW Business School Alumni Advisory Board and is a current member UNSW Alumni and Engagement Committee.
Camilla is also a Director on the Abbotsleigh Foundation, Metis Technologies and TAD (Technical Aid for the Disabled) Boards.
Camilla has jumped out of a plane twice, likes to ski off high mountains and loves a good laugh (one ‘Who’s line is it anyway’ episode at a time).
Dr Catriona Wallace has been recognised by the Australian Financial Review as the Most Influential Woman in Business & Entrepreneurship.
Catriona is an expert in the field of Artificial Intelligence and is an Adjunct Professor, keynote speaker, Chair of an AI VC fund and the Director of the Gradient Institute, a Responsible AI consultancy.
As the founder of one of the first Artificial Intelligence companies to list on the Australian Securities Exchange, Catriona has truly lived the life of an entrepreneur and CEO in the emerging technologies field. Indeed, Flamingo AI was the second only woman-led (CEO & Chair) business ever to list on the Australian Stock Exchange.
Based on her extensive experience in AI, and working between the US and Australia, Catriona delivers keynote speeches globally on topics including Artificial Intelligence and Digital Transformation, Responsible Technology, the Future of Work and Diversity and Inclusion.
Catriona’s rare experience as one of the first women leaders in advanced technology means that she is ideally suited to present on these important and highly topical subjects and does so in a way that is highly accessible and informative, non-technical, engaging and inclusive.
This unique skill set has also seen Catriona invited to Co-Chair Sir Richard Branson's B Team's AI Coalition, to sit on the Federal Government’s AI Action Initiative team as well as achieve significant industry awards. She has been achieved Advance Australia’s highest award in Technology & Innovation for Australians working abroad, she has been named among the Top 9 Female Entrepreneurs by the Sydney Morning Herald and Top 30 Women redefining business by Womens’ Agenda and as one of the top AI speakers, globally, by Onalytica. Catriona was also inducted into the Royal Institution of Australia acknowledging her as one of Australia’s most pre-eminent scientists.
With a burning passion for and deep knowledge of Artificial Intelligence Catriona believes that sharing knowledge about the responsible use of technology and is her true path and purpose.
Catriona is also a philanthropist, human rights activist and mother of five.
Charlie has spent 10+ years as a hedge fund advisor and analyst, most recently as Vice President of Global Special Situations at Religare Capital Markets in Singapore, covering global special situations, including M&A, holding company and activist strategy for the world’s largest hedge funds.
Following this, Charlie went on to advise the Houston Technology Center (HTC), an industry-backed deep technology accelerator for aerospace and nanotechnology before returning to Australia to help YBF Ventures (Australia) launch highly successful innovation hubs for large corporations including Honeywell, Treasury Wine Estates and Linfox – exploring innovation strategy regarding vision systems, precision agriculture, AR, VR, and smart cities (to name a few).
Over the past few years Charlie has also advised Monash University, DBS Bank (Singapore), PPB (now part of PwC), Sensis and several large-scale emerging technology companies in South-East Asia.
As a Senior Analyst, Charlie will be leveraging a deep understanding of innovation and finance to identify compelling opportunities for Holon across global markets.
Daniel joined FinClear in October 2021 as Head of Platform. He has over 20 years of experience in financial services, particularly focussing on design, build and implementation of proprietary investment management and wealth administration platforms.
Since 2003, he has built managed account platforms for alternative hedge fund firms, family offices, private wealth intermediaries and retail investors across all asset classes, trading styles and frequencies including direct equities domestic and international, managed funds, listed derivatives, FX and credit in the UK, Europe and Australia.
Daniel is a fellow of the Institute of Chartered Accountants of England and Wales.
Jill Berry is a product expert in banking and finance and the CEO and co-founder of Adatree, an Open Data intermediary technology.
With a career rooted in banking, Jill has moved through a series of product roles from institutions including M&T Bank, Macquarie Bank and AMP. In 2015 she joined Tyro Payments as Lead Product Developer, turning data insights into regulator-approved products. During her time at Tyro she also obtained a banking licence and introduced one of the world’s most innovative loans. Two years later Jill flexed her expertise and became a founding member of Volt Bank in a product development and customer experience role.
Through all of that career climbing, Jill became increasingly fixated on the data challenges faced by the Australian banking sector. So when the Consumer Data Right legislation was introduced in 2017, she dove in head first.
Jill could see the technical hurdles it would introduce for banks. She knew that there were zero market-ready solutions available and reached out to former Tyro colleague and software engineer Shane Doolan to talk shop. As innovative entrepreneurs, they knew this was an incredible opportunity. As technologists from highly-regulated environments, they knew just the team to build it.
In 2019 they founded Adatree: a customer-centric technology company leading the way in the Consumer Data Right. Adatree is the most secure data intermediary platform in Australia, offering organisations of all sizes the ability to access consumer data without the headache of technical or regulatory compliance requirements.
In 2021 Adatree attracted $1.2 million in seed funding and established themselves as the industry leaders in CDR regulatory tech by becoming the first organisation to receive Accredited Data Recipient status.
When Jill isn’t building her business, she’s sitting on the Advisory Board at The University of Sydney Business School or completing a shift of surf lifesaving at Bondi Beach.
Jill has secured awards for the Finnies ‘Emerging Fintech Leader’, the Business NSW ‘Outstanding Young Business Leader’, and the Women’s Agenda ‘Emerging Leader in Tech’.
With over 30 years’ experience as a technologist and executive, John De Angelis is the CTO of Asendium. As a transformational leader, John brings his experience in building and scaling technology for the likes of AMP, ING and ANZ to Asendium. Leading the technology team, John’s expertise and leadership has helped bring Asendium’s vision of helping financial planning businesses produce more advice and service more Australians to life.
Marcus Thompson is a retired Major General who served 34 years in the Australian Army. Graduating from the Royal Military College in 1988, Marcus was allocated to the Royal Australian Corps of Signals. He served in a variety of command, regimental and Special Operations appointments including: Command of the 3rd Combat Signal Regiment; secondment to the Department of the Prime Minister and Cabinet as the Senior Advisor Defence Policy and Operations; Director General Special Operations Capability; Commander 6th Brigade; and deployments to East Timor, Iraq, and Afghanistan. His final appointment was as the inaugural Head of Information Warfare for the Australian Defence Force.
Marcus holds a Bachelor of Electrical Engineering with honours from the University of New South Wales, a Bachelor of Business from the Royal Melbourne Institute of Technology, a Masters Degree in Defence Studies from the University of Canberra, a Masters Degree in Strategic Studies from Deakin University, and a PhD in Cyber Security from the University of New South Wales. He was appointed a Member of the Order of Australia in the 2014 Queen’s Birthday Honours List.
Since leaving the Australian Army, Marcus has founded Cyber Compass Pty Ltd, an independent advisory focused on improving cyber security and developing sovereign Australian capability. He has worked with and supported several Australian entities, including Bank Australia, Macquarie Telecom Group, NAB, Macquarie Bank, ParaFlare, and Melbourne Business School. He is the Chair of the Board of Penten and an elected Board Director of Engineers Australia.
Paul is the Managing Director of Holley Nethercote Lawyers – a financial services regulatory and commercial law firm that acts for a large portion of the traditional financial services and credit industry sectors, as well as the newer crypto asset sector, including some of the world’s largest crypto conglomerates. He chairs Blockchain Australia’s Financial Crime committee, co-chairs the Advice Licensees’ compliance forum, and also works with his General Manager Kath Bowler to continue to develop the HN Hub – a compliance and training portal for licensees.
Paul helps clients in the financial services industry to meet their legal and compliance obligations. Paul regularly assists businesses acquire their Australian Financial Services
Licences (AFSL), and build robust governance systems to help them stay out of court, and out of the hands of regulators.
Paul also provides regulatory training to crypto asset firms, dealer groups, banks, government regulators (including ASIC and ACCC), accountants, and on behalf of professional associations. Training, licensing and documents are provided under the business Holley Nethercote Compliance.
Paul began working for Holley Nethercote in 2001. Paul completed his Arts/Law degree with honours in law in 2004, and became a solicitor in 2005 and holds a Diploma of Financial Planning.
Victoria Devine is a multi-award-winning financial adviser and best selling author, helping thousands of people change their relationship with money. She is a young, influential and driven entrepreneur who pushes the boundaries in not just the finance industry but in a number of charities and nonprofit organisations.
Honest, relatable, non-judgemental and motivating, Victoria is a financial adviser who knows what millennial life is really like and where we can get stuck with money stuff.
Founder and host of She’s on the Money, a chart-topping personal finance podcast for millennial women, Victoria is passionate about empowering women to make smart money decisions. After one season in production, She’s on the Money has quickly become a progressive online community of more than 200,000 women, a podcast with more than 5 million downloads and a financial education platform empowering women with the tools and confidence they need to change their financial situations.
Victoria is the Director and Co-Founder of Zella , a thriving financial advice, accounting and finance broking practice in Melbourne, Australia.
With an impressive pedigree and a down to earth approach to money matters, Victoria has been a guest speaker at events and featured in publications such as; Vogue, 9 to Thrive, ABC News, Finder.com, RMIT Future of Financial Planning, AFA Panel, Mamamia, Elle Magazine, Yahoo Finance and many more. She was recently added to the national “Be That Girl” campaign for women’s clothing company Sportsgirl.
Learn how to be more secure, independent and informed with your money - with clear steps on how to budget, clear debts, build savings, start investing, buy property and much more. And along with all the practical information, Victoria will guide you through the sometimes-tricky psychology surrounding money so you can establish the values, habits and confidence that will help you build your wealth long-term.
Awards & Recognition: Victoria was recently a Forbes 30 under 30 honouree, a finalist in the 2019 AFA Rising Star of the Year award and the 2019 Consultum Rising Star of the Year Award, was nominated for the Pro-Bono of the Year and the Innovator of the Year award for the Women in Financial Services Awards 2019, and was recently named as one of the top 50 most influential Financial Advisers in Australia through the Financial Standard.
Interested in becoming a speaker? Please contact:
P: 02 9922 3300
E: [email protected]