The Players: The Experts

When you’re making a big decision it pays to get good advice, and to get it early. Our experts each bring a unique perspective on maximising the value of a planning practice.

Paul Barrett

General Manager, Advice and Distribution, ANZ

As General Manager, Advice and Distribution, ANZ, Paul is responsible for ANZ’s financial planner and advice distribution networks. He has significant experience in developing new distribution channels as well as supporting and driving significant cultural change.

Terry Slattery

Forensic Accountant and Partner, DFK Australia New Zealand

Terry is a forensic accounting and business valuation expert, specialising in the valuation of private, closely held businesses. He provides expert opinion on a wide range of valuation matters including the valuation of goodwill and the purchase and sale of businesses. Terry Slattery is well recognized expert witness and regularly appears in the Supreme and District Courts of New South Wales and the Family Court of Australia.

Tim Browne

General Manager CommInsure - Retail Advice, CBA

Tim joined the Commonwealth Bank in March 2007 as General Manager of Financial Wisdom. Tim was appointed General Manager, Retail Advice for CommInsure in June 2010. Tim has over 17 years of international financial services experience including distribution, advice, paraplanning, operations and technology.

Geoff Lloyd

Group Executive of Private Wealth, Perpetual

Geoff Lloyd is Group Executive of Private Wealth at Perpetual. He is responsible for delivering on the Group’s ambition of being the leading provider of wealth management services to financially successful Australians and their families.

Gerard Doherty

Managing Director - Australia, Fidelity International

Gerard Doherty is Country Head for Fidelity's operations in Australia and New Zealand. He joined the firm in 2008 and has more than 30 years experience in the Investment and Financial Services industry.

Stephen Prendeville

Director, Forte Asset Solutions

Stephen Prendeville cofounded Kenyon Prendeville, but in May 2011 decided to go his own way and established Forte Asset Solutions. Forte will leverage off Steve's experience at Kenyon Prendeville but will further develop the value proposition to business financial services business owners in buying selling and merging their businesses.

Adrian Lynch

Senior Associate, Hall & Wilcox Lawyers

Adrian is a Senior Associate at Hall & Wilcox Lawyers. He has specialist knowledge and experience in advising clients in the financial services industries on business sales, client list transfers and company restructures.

Martin Checketts

Partner, Mills Oakley Lawyers

Martin Checketts is a partner with Mills Oakley Lawyers. Martin specialises in all aspects of business succession, including mergers and acquisitions, inter-generational transition, management buyouts, shareholders agreements, restructures, and preparing businesses for sale.

Shane Kirsch

National Manager - Financial Planning Banking, National Australia Bank

Shane is the National Manager for Financial Planner Banking within NAB. He has over 15 years experience in diverse management roles across the financial services industry and has been involved in acquisition, divestment, succession planning and asset finance.

Rod Bertino

Principal, Business Health

Rod is a principal of Business Health Pty Limited, one of Australia’s leading practice management groups. Rod has spent the last 20 years in the Financial Services industry, specifically working in adviser distribution. He is focused on helping professionals build valuable, profitable, sustainable and relevant advisory practices.

Richard Klipin

Chief Executive Officer, Association of Financial Advisers

Richard is the Chief Executive Officer of the Association of Financial Advisers. Richard has been involved in building the AFA into a large National Adviser Association, by strengthening the member proposition and building the brand profile across the industry, Government and broader community.

Mark Rantall

Chief Executive Officer, Financial Planning Association

Mark is the Chief Executive Officer of The Financial Planning Association. Mark is highly qualified and respected within the profession and has a wealth of experience working with financial planning practices of all sizes over the past 25 years.

Alan Kenyon

Founder, Kenyon Partners

lan Kenyon is the director of Kenyon Partners and has more than 20 years' experience in the industry. Alan's focus is providing a highly personalised service to Financial Planning business owners selling all or part of their business.

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