MC
MC, podcast host and ASA Member
Phil is the creator, host and producer of the Shares for Beginners, Stocks for Beginners and ETFs for Beginners podcasts. Proudly independent, created single-handedly in 2019, and achieving over 2 million listens in over 190 countries around the globe.
SPEAKERS
Chair, Suncorp
With a diverse career and broad set of insights and experience gained over more than three decades,
Christine McLoughlin AM has been a prominent figure in leadership and governance within some of Australia's largest and most regulated industries, while also playing a significant role in the fields of education, tourism, events and sporting sectors.
Chair, NAB
Philip Chronican is Chair of National Australia Bank Limited (NAB) and has more than 40 years of experience in banking and finance in Australia and New Zealand.
Former AFR Rear Window Columnist
Joe Aston is one of Australia’s most influential commentators on business, finance and politics.
For 12 years he struck fear into the hearts of the nation’s political and corporate leaders with his must-read column Rear Window in The Australian Financial Review.
Chair, ACSI and CEO, HESTA
As CEO of HESTA — the $80 billion industry super fund — Debby Blakey leads an organisation dedicated to creating positive outcomes for its more than 1 million members.
Chair, AGL
Non-Executive Director since 1 May 2019 and Chair since 19 September 2022.
Current Directorships: Chair of NSW Ports and the Sydney Desalination Plant group companies.
Co-Chair Victorian Company Monitoring Committee
Mike started his working life as a research scientist and spent 10 years with ICI in a range of applied R&D areas. He spent a further 18 years in Telstra in middle and senior management positions and was the founding COO of Telstra’s HK-based mobile Operator HKCSL.
Founder, Rask
Owen is the Chief Investment Officer of Rask Invest and Founder of Rask. Since founding The Rask Group in 2017 in the hillside suburb of Upwey, Victoria, Owen has overseen the growth of the Rask platform to over 200,000 investor followers.
CEO, Staude Capital Limited
CEO, ASFA
Mary Delahunty joined ASFA this year and her leadership qualities, industry knowledge, and demonstrated commitment to advancing the sector, align with ASFA’s 60-year-long mission to bring the whole industry together to strengthen the effectiveness of the superannuation system for all Australians.
Market Analyst, Moomoo
David is a highly accomplished executive with a distinguished career spanning Australia and the Asia Pacific region. With extensive experience in the technology industry, including Cloud computing, data centers, and colocation, David brings a wealth of knowledge in driving successful market entry, services management, and Cloud services.
Evan Lucas Author of Mind over Money and financial commentator
Evan is one of the premier financial media presenters out there. He is a leading voice in the relationships between money, economics and behaviour.
CIO, Staude Capital Limited
Miles has over twenty years of experience in trading, investment management and research, covering a wide range of financial markets. He is the Portfolio Manager of GVF and serves as a Director on the GVF board. Miles is also the CIO of Staude Capital Limited.
Julian joined Resolution Capital in 2013 as a Senior Analyst and was promoted to Core Plus Co-Portfolio Manager in July 2014, and again to Global Portfolio Manager in October 2018.
Tracey Wahlberg joined Magellan in 2021 as an investment analyst in the Franchises team. Prior to joining Magellan, Tracey worked in Hong Kong as an investment analyst for Royal Bank of Canada’s Asian Equity Fund.
Senator Andrew Bragg is a Liberal Senator for New South Wales, elected to Federal Parliament in 2019.
Before entering the Senate Andrew held senior positions at the Financial Services Council and the Business Council of Australia.
Howard Coleman is a founder of Teaminvest, a membership organisation for high-net-worth self-directed investors, a founding director of ASX listed TIP Group Ltd, and a member of the investment committee of the Conscious Investor Fund, Corinthian Fund for NFPs, and Teaminvest Access Fund.
Warren’s focus is on the Australian economy, macroeconomic policy and global markets. He is regarded as one of Australia’s top economic analysts and is a regular in Australian and international media.
Don has over 25 years investment management experience and founded Plato Investment Management Limited in 2006. Don has written a number of white papers on after tax investing and has spoken at many conferences and seminars on this subject.
Steven had a lengthy and successful career in the Footwear Industry, in both Australia and the U.S. A successful entrepreneur, in 2007 he helped develop and launch the Vionic footwear brand with his business partners in the U.S. and despite beginning in the depths of the GFC, Vionic went on to become a top 20 brand and was subsequently sold to a large U.S. listed company in 2018.
Philip joined FIIG as Head of Research in late 2023 after a 20-year career working for the research teams of banks. He was most recently the Senior Fixed Income Strategist at Commonwealth Bank.......
Jamie Nemtsas is a founder of Wattle Partners, a fee-for-service investment and financial advice firm that specialises in retirement. Jamie’s career spans the corporate and private sector.........
Julieanne joined the board in 2022 and has been a member of the ASA since 2017 and a company monitor since 2019. She is an experienced long-term investor who believes in good governance and investing for the future in a rapidly changing world.
Ian is an Australian Shareholders’ Association (ASA) member and has over 40 years’ experience in the financial services industry working in Australia, New Zealand, Fiji, China, Vietnam, Philippines, Malaysia, Thailand, Indonesia, Singapore, and Hong Kong.
Kathleen Yeung Global Head of Corporate Development Qualitas Group
Kathleen leads the corporate development team and is responsible for the planning and execution of projects and retail product strategy.
Brendan Malone Managing Director and CEO Raiz Invest Limited
Mr Malone is the Managing Director and CEO of Raiz Invest Limited. Brendan Malone has over 20 years’ experience in financial institutions including The Royal Bank of Scotland (RBS) and ABN AMRO (AMRO).
Cameron Gleeson Senior Investment Strategist Betashares
Cameron’s responsibilities span supporting all distribution channels and working alongside the portfolio management team. Prior to joining BetaShares, Cameron was a portfolio manager at Macquarie Asset Management.........
Marc Jocum Product & Investment Strategist Global X
Marc Jocum is a Product & Investment Strategist at Global X ETFs Australia. He is responsible for investment research and ETF analysis to facilitate market insights, product development, investment strategy and portfolio construction.
Craig Keary is an experienced Global CEO and Non-Executive Director with experience across Stockbroking, Banking, Wealth Management, Asset Management and Technology.
Chris Andrews is Chief Executive Officer of La Trobe Financial.
Chris has over 20 years’ experience across asset management, credit and financial services and has held a number of senior roles since joining the business in 2006.
Elfreda Jonker Portfolio Manager Alphinity
Elfreda works closely with the Alphinity Investment teams and the Fidante Business Development team to provide investment insights and service Alphinity’s growing client base.
Nick Healy WAM Global (ASX:WGB) Portfolio Manager, Wilson Asset Management
Nick has more than nine years’ global investment experience. Nick joined Wilson Asset Management in 2018 with the inception of WAM Global, after three years at Fidelity International in London.