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.

Kim Payne

, 9Rok Consulting

In financial services since 1990, and consulting since 2002, the best part of what I do is work with business owners, leaders and advisers helping them solve their problems, remove obstacles that are in their way and most importantly achieve big results.

Kath Bowler

Head, SMSF Advice

Having recently been appointed as the Head of SMSF Advice Limited, Kath Bowler brings to the role a unique understanding of the accounting and financial planning industries.

Christina Kalantzis

Principal, Alexis Insurance Brokers

Christina Kalantzis has over 13 years experience in the financial services industry and extensive risk management, professional indemnity insurance and compliance experience.

Anne Graham

Principal, McPhail HLG Financial Planning

Anne has been a financial planner for 14 years and involved in financial services for over 30 years. She is a CFP and CPA and is currently studying Masters of Applied Finance.

Eddie Lees

Founder, Now Sorted!

A personal ‘close-shave’ led Eddie to develop Now Sorted!, which is a service that focuses on organising family estate information. The service is distributed through financial intermediaries (referred to as facilitators).

Deborah Kent

Principal, Integra Financial Services

Deborah has been practising financial planning for 19 years; she holds a Diploma in Financial Planning and is a practising Certified Financial Planner CFP.

Claire Wivell Plater

Managing Director, The Fold

The Fold is a law firm that helps financial services firms operate honestly, efficiently and fairly.

David Lane

CEO, Count Financial

David is responsible for the strategic growth and financial performance of Count. He is a Member of the Board and a Director of Count subsidiaries.

Stewart Bell

Business Coach, Elixir Consulting

Stewart Bell is a business coach with Elixir Consulting, an organisation providing business coaching, training and consulting for financial advisers and those who work with them.

Murray McKinley

Director, McKinley Plowman & Associates

Murray is a partner with McKinley Plowman & Associates, a CPA accounting practice based in Joondalup WA.

Terry McMaster

Founder, Dover Financial Services

Terry has degrees in law and in commerce from Melbourne University and practices as a solicitor, an accountant and a financial planner.

Brian Boggs

Co-founder, Leading Minds Academy

Brian Boggs is cofounder of Leading Minds Academy and principal of Information, Learning And Implementation, a financial service performance enhancement practice.

Malcolm Arnold

Head of Client Succession, MLC

Malcolm Arnold is Head of Client Succession at MLC and is responsible for the management of MLC's buying and selling of client registers through the Connect for Growth program. The program helps advisers transition to retirement and helps growing and new practices to build their businesses.

Simon Harris

Executive Manager, Guardian Advice

Simon Harris is Executive Manager Guardian Advice. He has held senior executive roles in distribution, operations, marketing and product development in some of Australia’s largest financial services organisations including CBA and AXA.

Chris Yena

General Manager, Warringal Financial Services

With more than 25 years of experience in developing and enhancing both business and people performance,

Harold Hall

Director, Lexington Advocates Pty Ltd

Harold has 12 years banking experience in the commercial banking space. He has worked with banks such as Macquarie Group, nab and Westpac as well as GE Corporate Finance gathering an array of different experiences and knowledge.

Annick Donat

National Manager, Offer Development, Securitor & Licensee Select

Annick joined BT Dealer Groups in July 2011 as the National Capability Manager. Her role is to enhance the skill and effectiveness of the Dealer Group Practice Development team.

Nick Hilton

National Manager, MLC Accountant Solutions

Nick has over 13 years experience in the wealth management and professional services where he has worked in operational, corporate advisory and consulting roles with small, medium and large organisations.

Alex Malley

CEO, CPA Australia

Alex is a visionary and free spirit when it comes to leadership and life. As CEO of CPA Australia, Alex is responsible for 18 offices globally and more than 139,000 members in 114 countries.

Ray Miles

Executive Director, Fortnum Financial Advisers

Industry veteran Ray Miles created a new dealer group under the banner Fortnum Financial Advisers. Miles was the former managing director of Associated Planners/Genesys Wealth Advisers. A statement from Miles announcing his plans said Fortnum would “represent a new approach – an attempt to build the next generation of dealer groups”.

Geoff Pritchard

CEO, Australian Private Wealth

Geoff Pritchard has been involved in the financial advice and accounting space for more than 20 years. He has established and run a number of successful firms, including high ranking BRW Fast 100 companies. He currently serves as CEO of Australian Private Wealth, a specialist firm which provides trusted advisory services to a select range of clients including business owners, medical and legal practitioners and senior corporate executives.

Ian Knox

Managing Director, Paragem

Ian has a proven background in establishing and creating shareholder wealth over 20 years experience in the financial services industry. Following a successful management period as the CEO of Sealcorp Holdings, Ian founded Paragrem to cater to advisers seeking an environment more clearly separating the functions of advice and product. His areas of expertise include the platform market, wealth management IT and research industries as well as distribution management of the third party independent financial planning market.

Troy Beutel

Regional Manager, RI Advice Group

Troy joined the financial services industry as a paraplanner over fifteen years ago and has a Bachelor of Applied Finance degree. He has been RI Advice Group's regional manager for Queensland and the Northern Territory for over four years where his role is to support to RI's practices to build and implement growth strategies. He also works to support practices buying new books of business, those looking for succession solutions and also recruits quality practices to the network.

Anne Fuchs

Founder and Management Consultant, My Dealer Group

Anne is the founder of Pinnacle Practice, a consulting business that specialises in building profitable advice businesses. Anne has 15 years financial services experience and has worked for premium brands such as BT, Colonial First State and ING in the Qld, NSW, Vic and the UK markets.

Daniel Lowinger

National Manager - Financial Planning Banking, National Australia Bank

Lowinger has over 8 years' experience in providing banking solutions to the industry, and prior to his appointment headed up the financial planning banking strategy for Victoria and banked a number of privately held professional services firms within Australia.

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

Managing Director and Chief Executive Officer, 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.

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, Nicholas O'Donohue & Co

Adrian is a Senior Associate at Nicholas O’Donohue & Co. 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.

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.

Mark Ballantyne

General Manager, Financial Wisdom

Mark is the General Manager of Financial Wisdom. He has a passion for this industry and its continued success and prosperity.

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.

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