Andrew has 35 years’ wealth industry experience and is a Sloan Fellow of London Business School. He has worked in asset management, platforms, pensions, and advice, in roles spanning strategy, products, and marketing as a senior executive, consultant, and director.
Andrew commenced his career in Australia with roles including CBA and Rothschild Asset Management. After gaining an M.Sc at London Business School in 2003, he founded Tria Partners, a wealth industry consulting firm which became a well-known boutique later acquired by NMG Consulting in 2013.
Andrew returned to industry as a senior executive with roles at major pension funds including AustralianSuper and QSuper. A further stint in consulting followed overseas as UK & EMEA Partner for NMG in London from 2017-20.
Andrew joined Ignition Advice in 2021 as Senior Adviser to guide the development of the firm’s strategy and was heavily involved in the Quality of Advice Review. In February 2022 Andrew was appointed as Ignition’s Global Head of Strategy and Corporate Services.
Chief has over 30yrs experience as a Fitness Coach, having founded Australia’s first (and now the world’s longest-running) bootcamp fitness program – Original BootcampTM while serving as an Australian Infantry Soldier. The Original Bootcamp network of licensees grew to over 50 locations across Australia, Malaysia, and the US.
After leaving the Army Chief dedicated more than a decade to working with some of the world’s most elite Special Forces, Combat, Tactical Law Enforcement, and Fire Rescue operators and trainers from around the world, helping to establish new standards of assessment, training, and overall physical and mental resilience.
Over the past 15yrs, along with his wife and business partner Emilie, Chief has established himself as one of the world’s leading Rapid Transformation Coaches. The duo are best known for their jaw-dropping celebrity transformations including Guy Sebastian, Osher Günsberg, Rodger Corser, Larry Emdur, and most recently Pete Murray.
On the back of their upcoming celebrity reveal in June this year, Chief and Emilie will be launching TransformationCoach.com as an online hub providing programs, advice, and inspiration for living your best life, over 40.
George has 35 years financial services experience in senior executive roles managing some of the country’s largest and most successful financial advisory business. Organisations that George has been involved with include: GM, Perpetual Private Clients, Head of Advice & Investments at ANZ Private Bank, Managing Director of RetireInvest, Principal of Mercer Global Consulting, National Manager, Securitor, as well as establishing Asgard’s Corporate Superannuation division.
During his career, he has developed an extensive range of financial service offerings which proved to be invaluable when he established his own advisory firm and partnered with 35 accounting practices that eventually became licensed under his AFSL. George Co-Founded the Fintech - moneyGPS, to deliver digitally supported, accessible and affordable personal financial advice to the 90% of Australians who cannot afford to access traditional advice services.
moneyGPS now has three key distribution channels, including a SaaS-Enterprise proposition for Superfunds & Institutions, an extensive retail base via formal partnerships with 14 national groups which provide access to a client pool of over2.0m people, as well as engaging with numerous AFSL’s with the objective of licencing the moneyGPS digital platform for their respective advisory networks. George brings a unique perspective to the digital advice world having worked in the tradional advice environment, managing his own advice firm and now creating a digital advice platform. He has a very acute understanding and appreciation of the opportunities and challenges faced by both sides of the advice industry.
Hans Egger is one of the founders and Managing Director of AstuteWheel financial planning software.
As a financial planner Hans started building tools to more effectively engage with his clients and to show the value of financial planning in the initial stages of their relationship and during reviews.
In 2012 these ground-breaking client engagement tools were developed into the AstuteWheel financial planning software and have been continually enhanced and improved to cater for the changing needs of the financial planning industry.
Hans is a Certified Financial Planner (CFP) and holds the following qualifications:
• Bachelor of Business (Marketing)
• Graduate Diploma in Applied Finance
• Graduate Diploma in Financial Planning
• Certificate IV in Mortgage Lending
• Currently studying - Doctorate of Professional Studies with CQU
Hans is a current member of the FPA, and FINSIA.
Jason has been with abrdn for 4 years and has a wealth management and pensions background from his time in Australia and overseas over the course of 35 years. He leads abrdn’s retirement and digital transformation expansion into Australia, focussing on working with other industry organisations to provide a fresh and forward thinking set of solutions across digital, member, adviser and investment funds.
He has worked in industry and in professional services firms focussing on strategy, marketing, operations, M&A and digital transformation.Previously, Jason was IBM’s Global Wealth Management and Pensions Leader and a partner at EY in the financial services practise.
Jodie is the CEO of Fitzpatricks Group. She has worked in financial services for over 20 years and has a breadth of experience across business strategy, new business development, acquisitions and partnering for growth.
Jodie’s passion is to help businesses achieve all they can be. She leads the Fitzpatricks Group, their advisers and team, to achieve its full growth potential, with a positive impact on clients and their communities.
Adele Martin does financial advice differently. She is the founder of My Money Buddy and the Savings Squad Podcast.
She is passionate about helping more people get advice and so is now supporting other financial advisers to grow modern businesses so they have more time and money.
Check out her “Financial Adviser Scale Blueprint” inside My Advisers Buddies (Adele’s free Facebook group for financial advisers who are growing and scaling their business).
Amanda Thompson is an award-winning financial planner, Ironwoman and the Founder and Director of Endurance Financial. Amanda specialises in offering strategic financial guidance for individuals and businesses with complex matters requiring more than textbook advice. Amanda draws on her 20 years of financial advising and life experiences to educate and mentor in a relaxed and relatable way to support women overcome their fear of finances and own their financial future.
She is particularly driven to help women overcome the gender biases that stand in the way of personal achievement; lessons learned after thriving in typically male dominated environments.
Amanda has a strong technical background, specialising in strategy advice to high net wealth businesses and individuals. Her experience has provided her exceptional knowledge and advisory skills in all aspects of financial planning. Her areas of expertise include investment strategy, wealth creation, self managed superannuation, personal insurance and retirement strategies.
Amanda renews personal and business confidence, teaching businesswomen the value of their services with the end goal of compensating themselves fairly. She provides the financial knowledge and confidence to have a great relationship with money.
Amanda is well respected and has a unique ability to develop professional relationships with her clients based on both financial reasoning and client emotional drivers to deliver successful outcomes and to provide solutions that surpass all expectations. Always advising with integrity and honesty, Amanda is self motivated and has a strong determination to become a leader in her industry.
Board Strengths
Financial acumen
Strategic growth
Gender equality leadership
As the founder of The Cyber Collective, Fraser Jack is on a mission to ensure every client in Australia can trust their financial professionals to protect their confidential information safely. He would love you to join him on this mission.
Having run a financial planning practice, working in and around the profession for over 20+ years, including many years working with technology, Fraser understands the reasonable steps professionals must take to protect client data.
Fraser brings practical insights and analogies to help Financial Professionals understand confusing, confronting and unfamiliar cybersecurity jargon.
The Cyber Collective helps financial professionals who are unsure what to do about cybersecurity through our three-phase cyber transformation framework, so they can feel confident about protecting their client’s private details.
Gianna Thomson runs a small, professional family office in Canberra, licensed by Fitzpatricks Private Wealth. Over the last 4.5 years she went from 0 clients and $0 revenue to a profitable, ‘nice little business’. She will share with you how her focus on providing a premium service to a select group of clients, allows her to maintain a long-term, profitable business whilst balancing her family, health and hobbies
Luke Jecks is a visionary entrepreneur and the Founder of SLOCOACH, a leading digital coaching and learning platform. With a proven track record of success in the world of online retail, Luke is a driving force in leveraging technology to transform industries and empower individuals.
Luke's previous accomplishments include being the Founder of Naked Wines Australia and CEO of Naked Wines International, where he pioneered a customer-winemaker virtuous circle that propelled Naked Wines to become the world's most successful online wine retailer. This experience of using technology to create meaningful connections and disrupt traditional industries has laid the foundation for Luke's current mission.
With SLOCOACH, Luke is now revolutionizing the way knowledge and wisdom are shared and obtained across the sporting world and extending that expertise by partnering with Nigel and Scientiam to address the challenges in the financial advice industry.
Maja's career in journalism spans well over a decade across finance, business and politics. Now an experienced editor and reporter across all elements of the financial services sector, prior to joining Momentum Media, Maja reported for several established news outlets in Southeast Europe, scrutinising key processes in post-conflict societies.
Matthew Esler is co-founder and co-CEO of Padua Solutions and along with his sister Anne-Marie, has successfully led Padua to where it is today. Matt is focused on enabling advisers to generate high quality advice in a timely, cost-effective and engaging manner.
Matt Esler has been at the forefront of financial technology for over a decade, having formerly founded Midwinter. Matt has experience across both technical and investment advice having formerly been Head of Technical Services at Advance Asset Management and Head of Retail for Ibbotson Associates (now Morningstar Investment Management).
‘Nigel Baker is the Founder of Scientiam.com.au an online digital advice platform. Scientiam was founded to solve a problem faced in his financial advice business Arch Capital, where clients were asking to help children, grandchildren, and friends, however as those in the industry know too well the cost to serve clients was increasing and not all clients require complex advice. With a desire to help and also a curiosity to solve the problem, Scientiam or ‘knowledge’ in Latin was created and has now been launched for other professionals to use with their clients.
Nigel is also a Chartered Accountant and Certified Financial Planner and has been in the industry for over 20 years, starting off with a major bank, then heading up the wealth division in Sydney for what was at the time Australia’s 5th largest accounting group before starting his own independent firm in 2012.
He is the author of “The Super-Secret” published in 2021 and has sat on a committee for the Financial Planning Association and is regularly quoted in various industry press and involved in industry round tables.’
An Actuarial Studies survivor at university, Peita’s first adventure in finance over 20 years ago was set in the shark infested waters of Investment Banking. While proving a human can actually work over 100hrs a week, she also learnt the importance of translating the complex for her clients – smarts were simply not enough. By anchoring important concepts with storytelling, her clients were able to absorb the intricate concepts & make decisions with confidence.
When Peita moved into Financial Advice this continued to ring true, & culminated in the release of her Finance Action Hero book series in 2014 & 2016. Over time, it became clear that there was an additional mindset Peita needed to develop and tap into – the entrepreneurial mindset – with a focus on being nimble, looking for incremental improvement and constantly questioning the norm. This ultimately resulted in her current fascination with applied innovation – the adoption of innovative business models, the development of innovative products and technologies and the engagement of the public in more innovative ways.
A senior financial services executive and director with broad experience across large institutions and SMEs.
Award winning advisor and one of the top 50 most influential financial planners in Australia. An accountant, financial planner and founder of the Find Foundation.
If you're interested in speaking at the summit, please contact Katie Ardzejewski via email or on 0404 392 572
