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Bryan Ashenden

Head of Financial Literacy and Advocacy

BT Financial Group

Bryan Ashenden leads a team of 21 experts with over 175 cumulative years of experience in financial services and an average 9 years in a technical services role. He has many years’ experience in the leading and delivery of comprehensive technical solutions to advisers and their clients, the last 12 years spent with BT Financial Group.

With qualifications in Law, Commerce and Financial Planning, and a SPAA Specialist Advisor, Bryan is a frequent presenter and facilitator at many industry events such as the FPA and SPAA National Conferences and is currently Chair of the FPA Technical Working Group. He is frequently sought for comment and analysis in many industry publications on technical and regulatory issues and is also a regular panellist on Sky Business’ “Your Money Your Call”.

Gerald Stack

Head of Investment and Portfolio Manager (Infrastructure)

Magellan

Gerald Stack joined Magellan in January 2007 and is Head of Investments, Head of Infrastructure, Transport & Industrials and Lead Portfolio Manager of Magellan’s Select Infrastructure strategy. Prior to Magellan, Gerald was a Director of Capital Partners (now known as CP2) where he was Head of Securities Research and a member of the Management and Investment committees.

Gerald has extensive experience in the analysis and investment management of listed and unlisted debt, equity and hybrid assets on a global basis. Gerald holds a Bachelor of Economics and a Master of Business Administration, both from Sydney University, and is a Chartered Accountant. Gerald is Chair of Magellan’s Investment Committee.

Ben McVicar

Portfolio Manager (Infrastructure)

Magellan

Ben McVicar joined Magellan in October 2013 as an Investment Analyst in the Infrastructure, Transport & Industrials Team. Ben was promoted to the additional role of Assistant Portfolio Manager in August 2016 and subsequently promoted to Portfolio Manager in January 2017. Prior to Magellan, Ben spent nearly five years as an Equities Analyst at Credit Suisse in Sydney, most recently as Lead Analyst for Australian Utilities.

Ben has previously had experience in the Small Caps, Energy and Telecoms sectors. Ben holds a Bachelor of Commerce (First Class Honours), for which he was awarded a University Medal, from The University of Queensland and is a CFA Charterholder.

Professional Development DaysOur speakers

March 2017

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Scott Moffitt

National Manager, Life Insurance Product

BT Life

Scott has worked in the financial services industry for over 25 years in various corporate and consulting roles. He joined BT Financial Group in 2009 and is currently the National Manager, Life Insurance Products for the Life Insurance business. In his role, Scott is in charge of the team responsible for development of life insurance products distributed by direct to customer, via banking channels, financial advisers through the Westpac Banking Group as well as through Independent Financial Advisers.

Starting in the industry as an actuary, Scott has been a Director in Ernst & Young’s Advisory Services group providing consulting advice to the financial services industry and for five years led the life insurance product and marketing team at ING Australia. He holds a Bachelor of Economics (major Actuarial Studies).

Brendan Bowen

Technical Manager, Life Insurance

BT Life

Brendan Bowen is a Technical Manager at BT Life Insurance and has over 15 years’ experience in financial services.

In this role he extensively presents, writes and advises on a range of life insurance technical strategies and is actively involved in regulatory change projects impacting the life industry. He holds a Master of Applied Finance.

Gary Lembit

Senior Manager, Client Insights & Analytics, Marketing & Communications

Perpetual

Gary has had a career of almost 30 years as a market research specialist having worked at Global Research Consultancy TNS for twenty years, followed by six years at Macquarie before joining Perpetual in the middle of 2014.

Throughout his career Gary has specialised in financial services research and has worked with almost all of Australia’s large financial institutions.

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Kajanga Kulatunga

Portfolio Specialist

NAB Asset Management

Kajanga Kulatunga is a Portfolio Specialist at NAB Asset Management, specialising in Global Shares and Alternative assets. Kajanga also leads research efforts in behavioural finance.

Kajanga joined MLC in 2005 and worked in various investment roles before becoming part of the Investment Management team. Prior to joining MLC, he was an Emerging Market analyst covering Asian infrastructure.

He has designed tools using insights from behavioural finance research to help investors make better investment decisions. His current research interests include; cognitive decline and investment decisions, unintended consequences of policy changes in retirement saving behaviour and behavioural investment profiling.

Kajanga has completed studies in behavioural economics at both Massachusetts Institute of Technology and Harvard University in Boston. Kajanga holds a Bachelor of Science in Electrical Engineering from Purdue University, USA and a Master of Science in Industrial Engineering from UNSW.

Jessica Brady

Risk Strategy Specialist

Zurich Life Risk

With over 10 years’ experience in the financial services industry, Jessica Brady’s expertise encompasses insurance, financial planning and wealth management.

Jessica is a Risk Strategy Specialist for Zurich’s Life risk business, recently joining the team from Macquarie Wealth. She has also previously worked with the Commonwealth Bank. Jessica is currently the youngest member for the AFA NSW committee, having held her position since 2011.

She is passionate about advocating the “value of advice”, speaking frequently at conferences and universities, raising awareness of financial planning as a career path, as well as supporting the Financial Planning Student Group (FPSG) and acting as a panel judge for the FPSG Student initiative.

Frank Wirds

Client Portfolio Manager

Robeco

Mr. Wirds has been a Client Portfolio Manager Quant Equities at Robeco Hong Kong since March 2012. In this capacity he supports Robeco’s institutional sales force in the Asia- Pacific region and conducts client and consultant meetings for Robeco’s Factor Investing and Quant Equity products.

Before that, he worked as a Product Specialist (Quant) Emerging Markets Equities at Robeco Investment Management in New York. Mr. Wirds joined Robeco in 2006. He holds an MSc degree in Financial Economics from Erasmus University Rotterdam. He is a CFA charter holder.

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Jan Sytze Mosselaar

Director, Portfolio Manager

Robeco

Mr. Mosselaar is a Portfolio Manager within the Quantitative Equities team. His primary responsibility is Robeco’s Low-volatility strategy ‘Conservative Equities’. He started his career in 2004 at Robeco and worked for ten years as a Portfolio Manager in the Robeco Asset Allocation department, managing multi-asset allocation funds, quant allocation funds and fiduciary pension mandates.

He also was part of Robeco’s Asset Allocation Committee. Mr. Mosselaar holds a Master’s degree in Business Economics with a specialization in Finance & Investments from the University of Groningen. He is a CFA charter holder.

Adam Cassidy

Practice Advice Specialist, Accountants

BT Group Licensees

Adam is the Practice Advice Specialist for BT Group Licensees, charged with the responsibility of helping Accountants who have made the decision of entering into the world of financial planning.

Adam has been working in the financial services industry since 2009 with his key areas of expertise in governance, development and management of AFSL’s. He has extensive experience in the development of new advisers to the financial planning industry and is passionate about providing a supportive environment through his ability to build and foster strong relationships.

Adam is also a match official/referee in the NRL so knows the importance of being an effective communicator and is no stranger to making decisions in high pressure situations.

Scott Hoger

Technical Account Manager

TAL

Scott Hoger is a Technical Account Manager with TAL who has over fifteen years of industry experience in both the financial planning and insurance fields. Beginning his professional career at a young age, Scott built a sound knowledge base as a Financial Adviser and Business Development Manager for a number of banking institutions and insurance companies in and around Brisbane, QLD.

In 2011 Scott founded his own financial planning business with his wife specialising in personal and business insurance. For over three years he provided his retail clients with cutting edge, personal and business insurance advice.

Scott made a move to Melbourne to join TAL. His primary responsibility is providing strategic risk advice to financial advisors and licensees.

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Sam Mann

CEO and Co-Founder

Longreach Alternatives

With over 16 years of funds management experience, Sam is considered to be one of Australia's leading experts in Alternative investments and product solutions. Longreach Alternatives is a provider of tailored Alternative investment solutions for institutional and retail investors alike and was founded by Sam Mann in conjunction with Ironbark Asset Management.

Prior to Longreach, Sam was a Managing Director of Franklin Templeton Solutions and K2 Advisors, in which he oversaw all Australian and New Zealand operations, with a sole focus on Alternatives solutions. Sam previously worked at Deutsche Asset Management in several roles including Head of Alternative Product Distribution and Head of RREEF Client Relations in which he was responsible for the distribution of Alternative Investments Funds, Private Equity, Infrastructure and Real Estate. Sam has also worked as an independent placement agent and consultant in the Australian market in distributing global hedge funds and private equity managers.

Sam has also worked for other companies including State Street Global Advisors, State Street Australia and SBC (now UBS Warburg). He holds a Bachelor of Agricultural Economics from the University of Sydney.

Sarah Conte

Senior Manager, Advice Technical & Regulatory

BT Financial Group

Sarah leads a team of Regulatory and Technical specialists who develop business and strategic solutions for financial planners and the BT Advice business.

Sarah has over 15 years’ experience in leading and delivering comprehensive technical solutions to advisers and their clients, the last 13 spent with BT Financial Group.

She has qualifications in Finance, Economics and Financial Planning. In addition she has specialist advice accreditations in SMSFs and Margin Lending.

Stuart Devlin

Southern Region Manager

Franklin Templeton Investments Australia

Stuart Devlin joined Franklin Templeton Investments in April 2012 with responsibility for Key Accounts across Victoria, South Australia, Tasmania and Western Australia.

Mr. Devlin has 16 years experience in the financial services industry having previously held roles in the areas of business development, training, research, investment management, compliance, financial planning and accounting.

Prior to joining Franklin Templeton, Mr. Devlin worked with ING Investment Management, AXA, Zurich, the Lonsdale Group, Grant Thornton and the Victorian Superannuation Board.

Mr. Devlin holds a bachelor's degree in business accounting from RMIT University and a diploma of financial planning from the University of South Queensland, as well as having completed a Certificate IV in Superannuation with the Association of Superannuation Funds of Australia.

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Deb Jeffreys

Founding Director

Brilliant Digital

"For me the most exciting part of my role is business transformation. To turn a business around by delivering a steady flow of quality leads and sales is, quite simply, wonderful.”

"I particularly love working with successful and well-established companies who can clearly see that digital technologies are changing the landscape. They know they need to embrace digital marketing but don’t know how to get results."

The thing that energises me the most is strategy. I absolutely love the first strategy meeting with a new client.

Often our clients start the meeting feeling nervous because of past bad experiences. But as we work through our process, I watch their confidence grow. By the end of that meeting I have a happy client and a clear vision of how to market their business.

Next I love seeing the team roll into action to deliver on the strategy. And of course seeing that client smiling a few months later once the results are flowing is priceless."

Deb started her career as a Veterinary Surgeon and owned a practice in the UK for 15 years. When Google came along she knew this was the future of marketing and she built her first website for her Vet practice in 2000 and got immediate results. She has been creating globally successful websites and digital marketing campaigns ever since. In 2009 to create Brilliant Digital. Her complete understanding of the Digital Marketing Space is rare in her field and her infectious enthusiasm ensures her workshops are always incredibly well received.

Matt Manning

Technical Consultant

BT Financial Group

Matt Manning is a member of the BT Advice Technical team. He has 16 years of experience in the financial services industry including the last 13 years in a technical services role, and the last 7 years with BT Financial Group. His qualifications include an undergrad degree in Commerce majoring in economics, and a postgraduate Masters of Taxation.

Tim Howard

Technical Consultant

BT Financial Group

Tim is part of the Advice Technical team at BT Financial Group.

Tim has over 12 years experience within financial services across various roles including the direct provision of financial advice to clients, to assisting financial advisers with all areas of technical and legislative strategy.

With qualifications across Economics, Commerce and Financial Planning Tim is well versed in many areas of advice and delivers comprehensive technical solutions to advisers and their clients through a variety of mediums including today’s presentation.

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Melissa Crawford

IFA Distribution Strategy & Marketing Manager

AIA

Melissa Crawford has over 20 years’ experience in financial services spanning underwriting, reinsurance, National Insurance Manager for a licensee, business manager, adviser and coach.

She now works at AIA leading the Distribution Marketing team; building tools and strategies to help advisers grow their business. Melissa has an active voice in the industry and has regularly been published in industry press. Her use of social media saw her named by Financial Standard as one of the top 50 most influential social media users in finance in 2014 and 2015.

In 2015 Melissa was also named as a finalist in the Money Management Women in Financial Services Awards, in the Life insurance division.

Andrew Cuttriss

Practice Advice Specialist

BT Group Licensees

Andrew is one of the Practice Advice Specialists within BT Group Licensees and has over 10 of years’ experience in the financial services industry.

During this time, Andrew has been on each sides of the fence being both Senior Financial Planner and a Senior Adviser for the New Zealand based Regulator – The Financial Markets Authority.

This gives him a unique perspective on the advice industry and drives his desire to ensure quality advice is provided to all clients.

Outside of work, Andrew is a self-confessed cricket tragic with a particular highlight of his ‘glory days’ being the wicket of ex New Zealand Captain Brendan McCullum (stumped off his ‘terrible off spin’). He also loves to sneak out and catch a few waves.

Gordon McNaught

Technical Services Manager

Asteron Life

Gordon McNaught is a Technical Services Manager for Asteron Life and Suncorp Life.

Gordon initially began his career as a Futures Trader, becoming one of the youngest Senior Traders in history. From here he moved into financial services, where he has worked as a compliance officer, paraplanner and planner specialising in SMSF and Business Insurance.

From planning, Gordon moved into life insurance with BT Financial Group as a Strategic Sales Manager, Senior Business Development Manager, and a Risk Practice Development Manager.. Prior to arriving at Asteron Life, Gordon was a Practice Development Manager for a boutique AFSL.

Gordon holds an Advanced Diploma of Financial Planning.

Gordon is committed to unlocking new ways of thinking for his advisers in both technical and relational areas. Gordon’s insightful and humorous delivery sees his seminars as being considered to be both entertaining and highly educational.

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Julio Cagigas

Key Account Manager

Asteron Life

Julio has been in the Life Insurance industry for the last 15 years. He has held a number of roles starting his career in administration and spending the bulk of his time in business development and key accounts.

Julio was appointed Key Account Manager for Asteron Life in May 2010. In this time he has enjoyed working with AFSL’s and helping build their relationship with Asteron Life and assisting them with the development of Life insurance within their business.

Prior to his appointment at Asteron Life Julio worked for TOWER Australia for 8 years in a variety of roles mainly consisting of Sales.

Julio has always focused on insurance and has spent all his time in the IFA market working with advisers and AFSL’s in reaching their full potential.

He thrives on working with quality groups and really partnering with them to achieve beneficial outcomes for both businesses.

Blair Jamieson

Business Development Manager

BT Life

Blair Jamieson is a Life Insurance specialist BDM with BT Financial Group. He has worked in the Financial Services Industry for 10 years now and has been involved with the local chapters of the AFA and MDRT. He is a passionate advocate of the Life Insurance industry and a strong believer in the importance that comprehensive and strategic insurance advice plays in the overall financial planning process.

The average time it takes an insurance policy to be completed is 4 weeks from the date of lodgement, with some practices averaging only 2 weeks to completion. In this workshop find out tips, traps and process efficiencies from BT Life as well as valuable discussions with your Securitor peers on how to reduce bottlenecks and avoid common frustrations to reduce the completion time and get your client’s insurance policies in force faster. This session is for practice administration and client service team members.

David O’Connell

Senior Technical Consultant

BT Financial Group

David is a Senior Technical Consultant with the BT Financial Group Advice and Private Banking team where he assists financial advisers throughout the country with high net worth clients and complex client situations.

He is a member of the SMSF Association and has presented for them on a regular basis including at their National Conference. He also contributes to a number of publications.

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Kate Cain

General Manager

Irongroup Lawyers

Irongroup Lawyers is a law firm dealing exclusively in the areas of estate planning and business succession planning. All work is referred to us by financial planners, accountants and risk writers, so we have a strong focus on helping them meet their clients’ needs. That extends to our on-going education programs.

Kate acts in the role of General Manager. She is a Registered Psychologist and has a Bachelor of Commerce, and Graduate and Postgraduate Diplomas in Psychology. She is a PhD candidate at the University of Melbourne.

Kate has held senior accounting and marketing roles with National Australia Bank and Challenge Bank and has consulted to Fly Buys (Australia & New Zealand), Medibank Private, NRMA, AMP and Shell (Malaysia & Argentina).

Within these capacities Kate has had extensive experience in developing and delivering product and service training programs across Australia and New Zealand. She has also been responsible for the development and delivery of the legal seminars and workshops for Irongroup Lawyers on Estate Planning, Business Succession Planning and Generational Transfers for major clients including Zurich Insurance, AIA, AMP, Asteron Life, Suncorp, OnePath, ANZ, BT Australia, TAL, Westpac Bank and the Financial Planning Association.

Steven Degetto

Head Of Wealth & Life Intermediaries

Suncorp

Steven Degetto commenced as Head of Wealth and Life Intermediaries in 2017 and has been with Suncorp Group since early 2012. Prior to this role, Steve spent the past three years overseeing a transformation of the Bank Intermediaries business during this time where the Bank repositioned its mortgage portfolio, with a focus on sustainable growth, quality business and high standards of service.

Steve led the business through this period of solid growth and is responsible for home lending, small business and commercial lending through brokers. He and his team have concentrated on delivering a strong service proposition to brokers across Australia, and positioning Suncorp Bank nationally as the genuine alternative for brokers and their customers.

A seasoned industry professional, with over 20 years in financial services and over 15 in the Intermediary channel, Steve holds a Bachelor of Business degree, Graduate Diploma in Applied Finance and Investment and an Advanced Diploma in Financial Planning. Steve is a Fellow of both the MFAA and of FINSIA.

Steve is passionate about the intermediary channel and the value that intermediaries created for their customers and has held several positions in industry bodies over the past 15 years.

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