Mike has more than 30 yrs experience in the financial services industry and has worked in management and leadership teams across the industry including Centrepoint Alliance, ClearView Financial Advice, Executive Director and Responsible Manager for Millennium3 and AXA Australia.

These roles involved the strategic planning of licensee services and supporting the growth and development of adviser businesses.

Damon has over 26 years’ experience working with financial planning practices, including some of Australia’s leading financial planning firms.

In his role, he helps financial advice practices develop, refine and implement processes to enhance value for their clients.

Damon joined Betashares in 2017 and prior to taking on the Practice Management role I established the Victorian office.

Damon holds a Diploma of Financial Planning, a Bachelor of Business, a Grad Dip in Applied Tax and Financial Planning, and a Bachelor of Law.

Emily has over 10 years of experience in financial services across Australia and the UK.

Prior to joining Perpetual, Emily was a Senior Consultant and Principal at Mercer, providing investment advice to a range of institutional clients specialising in superannuation and post retirement. As part of her role at Mercer, she also led several research initiatives on wellness, financial needs and investment solutions in retirement.

Before Mercer, Emily was an Investment Strategist at State Street Global Advisors (SSGA) in London developing new Defined Contribution investment products and building out SSGA’s European retirement offering.

Emily holds a Masters in Chemistry from the University of Oxford, the UK Investment Management Certificate, the CFA Institute Certificate in ESG Investing and the Chartered Financial Analyst designation

James's team conducts customised, outcome-orientated client engagements around portfolio construction and risk management to assist with asset allocation, portfolio structure, and implementation decisions. Across multiple asset classes & structures (active and index).

Previous roles include the EMEA BPAS team, iShares Portfolio Analysis & Solutions, Credit Suisse (CS ETF Sales Strategy),Royal Bank of Scotland, and ABN AMRO.

He holds a B.Sc. (Hons) in Mathematics & Physics with Astrophysics from King's College London and a M.Sc. in Astrophysics from University College London.

James brings a strong background of working with some of the leading advice firms in Australia and globally.

His focus is to help advice firms increase business efficiency to improve the likelihood of achieving their own goals, and most importantly deliver reliable outcomes for end clients.

James has over 20 years experience working with sophisticated investors, and is very proficient in investment structures and philosophy, and client communication strategies.

John has over 20 years experience in finacial services. 

Prior to joining Lonsec in 2021, John was the founder and director of Clarity Wealth, a financial planning consultancy delivering a range of financial advice.

Prior experience included National Advice Manager - Onepath Financial Planning, ANZ and BT FInancial Group.

He holds a Bachelor of Business degree

Manny joined Insight Investment Consultants in November 2021. He has over 23 years’ experience in Financial Services.

As Director Manny’s key role is to manage Insight’s overall business and client relationships.

Manny is an experienced leader in Funds Management having held roles with AMP Capital, Franklin Templeton & Vanguard.

He has extensive experience assisting advisers in portfolio construction and investment management. \

His experience spans across multiple asset classes and product structures including separate accounts, managed funds and exchange traded products.

He holds a Bachelor of Economics from the University of Sydney and has completed the FPA’s Diploma of Financial Planning & Certified Financial Planning Program.

Matt joined SQM in 2020 and his role involves working with the financial services community to grow the subscriber base of the SQM Fund Explorer tool and build the awareness and usage of SQM Research and its services.

He has over 30 years experience in financial services. His previous roles included working for Pendal Group, Franklin Templeton, Credit Suisse Asset Management & Bankers Trust Australia.

Matthew Swieconek
Head of Investment Relations - Findex

For more than twenty years, Matthew has held a variety of client advisory and corporate roles across the Wealth Management industry in Australia and the UK, with a particular focus on high net worth individuals and families, as well as not-for-profit organisations.

As Head of Investment Relations for Findex, Matthew works in collaboration with the Findex Investment Team and Findex Financial Advisers to help construct and deliver the Findex investment proposition to clients.

Matthew holds a Bachelor of Commerce and a Graduate Diploma in Applied Finance. He is a member of the Financial Planning Association of Australia (FPA) and the Financial Services Institute of Australasia (FINSIA).

Michael heads up an investment consultancy focused on providing advised and implemented solutions to financial advisors.

Prior roles include: Head of Private Investment Consulting at NAB Asset Management, CEO - MC Asset Management, Head of Asset Allocation & Investment Strategy AUS - UBS Global Asset Management, AMP Capital.

He holds an Economics degree from Adelaide University.

Varria has been providing financial advice to people throughout Australia for over 2 decades and is proudly a small business employing 23 staff.

Peter is an experienced adviser and loves helping people get where they want to be and is driven to help people learn to make great financial decisions.

Peter has completed a Masters of Financial Planning and is featured in the New York Times Best Seller Give and Take written by Adam Grant.

With close to 30 years’ experience in the financial services industry, primarily working within the delivery of advice and superannuation solutions throughout his career.

He has held a number of senior positions including National Manager Corporate Superannuation at Suncorp Life Ltd, National Client Service Manager at Sunsuper and State Manager Queensland at Equity Trustees Ltd.

Samantha has worked in Financial Services throughout her whole career, including as a Certified Financial Planner for 21 years.

Samantha transitioned into a Business Development role with Praemium in 2016, becoming a Regional Manager for the company in 2018. 

Samantha is also a Responsible Manager on the Praemium licence.

Samantha’s work experience included a senior role within a planning practice with the responsibility for Practice Management, Compliance, Recruitment and Training of all staff.

Samantha is using this knowledge to assist advisers in adapting their advice and client engagement models to this take advantage of the rapidly growing Managed Account sector and importantly technology to create greater efficiency and connectivity.

Will joined Ralton (now Clime Investment Management) in 2018 as a Portfolio Manager and is responsible for portfolio construction across the varied strategies.  He brings over 15 years of funds management experience having held senior portfolio management roles within investment and superannuation organisations.

In Will’s last role as Senior Investment Manager at REST (Super Investment Management), he was responsible for portfolio construction, risk management and analysing Australian large and small-cap equities. Prior to REST, Will spent time at Wallara Asset Management as a Senior Investment Manager and at AMP Capital where he was Lead Portfolio Manager for the firm’s Sustainable Alpha Funds.

During his time at AMP Capital, Will became a CFA charterholder. He also holds a Bachelor of Commerce from Monash University and a Bachelor of Arts from the University of Melbourne