Dahn good advice

10 min read
10 min read

Growing up in suburban Melbourne, Sue Dahn was forced to develop financial skills early as the only child of German migrants who had limited English.

“I became a semi-financial adviser even as a child because I was expected to translate,” she recalls. “I got involved doing tax returns at the kitchen table.”

Dahn, a partner and executive director at Pitcher Partners in Melbourne, has leveraged that early experience to become one of the most successful financial planners in Australia.

But alongside her advisory work, Dahn has also forged a career as a director of major superannuation funds, including MTAA Super where she has helped drive a major turnaround in the fund’s investment performance.

Alongside her advisory work, Dahn has also forged a career as a director of major superannuation funds, including MTAA Super where she has helped drive a major turnaround in the fund’s investment performance.

The dual career has given Dahn rare insights into the super industry, at a time when the industry faces renewed scrutiny and change.

Dahn says that funds have a big opportunity to develop and deepen their relationships with members, and leverage those relationships to expand the services they offer to members.

“It’s about long-term relationships,” she says. “The mission of good super funds is quite similar to that [of a financial planner] – to be a trusted financial partner.”

But Dahn also has a warning for super funds and their members: they need to brace for a significant fall in the outlook for investment returns.

“We’re going into another quite tough five-year period which will require people to adjust expectations and plans,” she says.

Making her way in the finance world

At school, Dahn studied her first loves – history and literature. But she was also fascinated with how the world worked, so she added politics and economics.

When choosing her university major, Dahn’s focus was on getting a job when she graduated. Together with economics and finance, she majored in accounting during her Commerce degree at Melbourne University.

“It was very clear I was going to have to make my own way in the world,” she says. “I thought accounting was dull but might lead to a job.”

In 1981, Dahn joined big six firm Arthur Andersen. “I was right,” she says. “Accounting was dull. I didn’t stick around.”

Dahn transferred to the Victorian public service, with stints at the Victorian Auditor General’s Office, Department of Premier and Cabinet and the Department of Treasury and Finance. “I gained brilliant experience and training there; in many ways far better than the private sector,” she says.

During her time in the public service she also completed an MBA at the Melbourne Business School.

Dahn was exposed to the superannuation industry when she worked on Victoria’s Commission of Audit in the early 1990s. During a Williamson Community Leadership Forum, an immersive leadership program, she became fascinated by the transformative potential of superannuation.

Photography by Lisa Saad.

Financial adviser as a vocation

In 1994 Dahn had an epiphany: she wanted to be a completely independent, fee-only, client-centric, conflict-free financial adviser. (Dahn had completed FINSIA’s Graduate Diploma in Applied Finance and Investment while at Victorian Treasury.)

Pitcher Partners backed her vision and in 1998 she joined the mid-tier accounting firm. “I was very grateful to Pitcher Partners for giving me that opportunity to develop that [my adviser] career.”

Dahn has built Pitcher Partner’s Investment Advisory practice into an industry powerhouse. It now has $4 billion of funds under management and $1.5 billion of funds under advice. “Combined, that is the size of a pretty substantial super fund,” she says.

Dahn says the Advisory practice’s success is based on “letting the service speak for itself”. The service is “radically transparent, simple, client-centric”.

But she says it took eight to nine years of slow growth to reach $1 billion of funds under management or advice. Then the GFC struck. Rather than damaging the practice, inflows surged, doubling to $2 billion in just two years. Word of mouth drove the rapid growth. “We protected people’s money in the GFC, for which clients were incredibly grateful; they told all their friends.”

In June prestigious US financial publication Barron’s crowned Dahn Australia’s top financial adviser in Australia for 2019, in rankings carried out for The Australian newspaper. Dahn also became the first woman to top the rankings since they began three years ago.

Dahn says the success of Pitcher’s advisory practice has been built on founder Ron Pitcher’s notion that ‘if you do great work you will have a great business’.

A highlight of her advice career, she says, is the close respect and relationships she builds with clients: getting asked to be executor of people’s estates or a co-trustee of a trust; and receiving letters from children saying how grateful their parents had been for the advice they received from Dahn.

A highlight of her advice career, she says, is the close respect and relationships she builds with clients.

But that early exposure to super through the Commission of Audit also opened up a parallel career. Dahn says she had bought into the vision of building a collective savings vehicle through Australia’s superannuation system. ;“Why shouldn’t all working people be able to invest as if they were institutions?” she says.

In 2001 she was invited to join the board of ESSSuper, which covers emergency services and Victorian Government employees, as a non-executive director and chair of the investment committee.

She spent nine years on the ESS board, then joined public sector fund AGEST Super as non-executive director and Chair of the Investment Committee. Dahn also spent five years as Deputy President and Chair of the Finance and Audit Committee of the Australian Council of Super Investors (ACSI).

Restructuring, merging and other insights

Her latest superannuation directorship is MTAA Super.

MTAA Super struck a challenging period during the GFC when its illiquid, unlisted-asset-heavy investment strategy led to a $1.7 billion loss and a plunge to worst performing status from 2009 to 2013. The performance prompted regulator APRA to investigate the fund.

As part of a governance and board overhaul, former Victorian Premier John Brumby was appointed Chairman in 2011, and a new Chief Executive, Leeanne Turner, was installed. Dahn joined the board as an independent director in 2012.

For the first few years, Dahn helped oversee a major restructure of the fund, including its investment strategy. “We had to do a major overhaul of the fund’s balance sheet to ensure we aligned assets of the funds with its cash flows,” she says.

The turnaround has been a major success. The fund’s balanced option has been the fifth-best performing super fund over the most recent five-year period, generating a return of 9.1 per cent, according to SuperRatings. “The fund continues to invest heavily in unlisted assets but with heightened risk management and monitoring,” Dahn says.

Both ESS and AGEST Super merged while Dahn was a director.

ESS merged with government super fund, the Government Superannuation Office (GSO), blending a closed defined benefit (DB) fund with an open DB fund, which Dahn says made it much more sustainable. And in 2012, AGEST merged with AustralianSuper. (MTAA has also announced it has signed a memorandum of understanding with Tasplan to investigate a possible merger of two funds.)

As an adviser herself,
Dahn says super funds are generally doing a pretty good job at providing advice, but sometimes the “advice is overdone and therefore not of value to the member”.

The funds that are succeeding provide a modular, member-driven menu of advice that members can draw on when they wish, and is cost effective, she says. The modules provide answers to straight-forward questions that don’t need a full financial plan, such as whether or not to switch a fund to pension mode.

Photography by Lisa Saad.

Predictions and challenges ahead

Dahn says she could see a future where funds increasingly leverage their long-term relationships with members. Depending on how regulations accommodate it, that could see super funds extend their offerings to provide more services in financial, including a broader suite of products and services to retired members. She says that is particularly the case in the industry super space given their trusted brands.

Despite these opportunities, Dahn says a major challenge for the industry is the constant changing of rules. “The constant changing of super rules is a real negative for brand super,” she says. “Every government and every politician says they’re not going to change the rules, then they do. That’s a big issue and until we get to a period where we don’t change the rules and let things stabilise that will continue to be an issue.”

The introduction of choice has been a double-edged sword, she says. It has provided some people, mostly self-directed and informed investors, with some opportunity. “But the big point of collective savings and investment was to help people who either don’t wish to or can’t readily make those decisions for themselves,” she says. “Choice has added to the cost base for everybody whether they use it or not. There is a question mark about whether choice is a good thing for the super industry or not.”

Dahn says another major challenge for the industry will be lower returns.

Dahn’s dual career has given her a broad perspective on investment markets. She says markets are entering a challenging period where low or no economic growth will crimp returns.“

She says that equities and bonds are trading at record highs, and the investment cycle is already overextended. Global growth is weakening and corporate profits are faltering. Monetary policy has already reached its accommodative limits – that is, central banks can’t cut rates further or roll out more quantitative easing (QE).

But in the lead up to the US Federal election in 2020, politicians and policymakers will collaborate to extend the cycle further, Dahn believes.

But despite that, the cycle will finish.

“At some point, this growth cycle ends; it can’t be funded endlessly by monetary authorities who have run out of ammunition and governments who are indebted to the ceiling.”

Dahn recently wrote that the probability of a US recession in the next four quarters sits between a quarter and a third, and investors should position portfolios to withstand a recession post-November 2020.

Dahn says super investors will need to get used to a long period of far lower returns. “8-10 per cent returns for savings in super won’t be the norm,” she says.

Helping others to pursue their goals

Dahn is also active outside super and financial advice. She is a director and sits on the investment committee of a number of organisations, including AIA Australia, Trinity College at Melbourne University, and the Australian Communities Foundation.

Between all her roles, “I don’t really have a lot of spare time,” she says, adding she spends time with friends and family, as well as travelling and watching shows at the movies and theatre.

When it comes to her own career, Dahn says she has been fortunate enough to achieve a lot, work with great people and achieve personal recognition.

She wants to keep working, in super and financial advice, for at least another three to five years. “But I want to help others rather than pursue things on my own.

“I was lucky to have fantastic people who mentored me,” she says. “I’d like now to return that gift to others. I don’t have a milestone I need to achieve personally; I’d like to help others achieve.”

Picture of By Ben Power

By Ben Power

finance and economics writer

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Sinem Kalenderoglu

Marketing Manager - Brand & Content, Rest

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As a Brand and Content Manager, Sinem has built her career working across brand campaigns, social media strategy and cross-channel storytelling.

Working at the intersection of technology and creative innovation, she’s crafted her skill of turning complex brand concepts into engaging social narratives that connect and resonate with member experiences.

Specialising in superannuation, she’s passionate about exploring how brand storytelling through social media can converge to drive meaningful audience connection.

Gemma Kyle

Chief Risk Officer, Rest

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Gemma was appointed as Chief Risk Officer in November 2018 and leads the Enterprise Risk function which includes investment risk, operational risk, business resilience, financial crime, compliance and regulatory engagement.

Gemma has over 25 years’ experience in risk management and governance across multiple industries including government, engineering and financial services. She is known for her ability to drive organisational change and achieve business objectives in complex and dynamic environments. Prior to joining Rest, Gemma held senior positions at MLC Life Insurance, MLC Wealth, Parsons Brinkerhoff and Federal Treasury. She is a Director on the Board of the Fund Executives Association Limited. Gemma holds a Master of Arts from the Australian National University, a Bachelor of Economics, Social Science (First Class Honours) from the University of Sydney and is a graduate of the Australian Institute of Company Directors.

Adrian C

Director, Partnership Program, QLD and NT, Australian Signals Directorate (ASD)

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Adrian C works in the Australian Signals Directorate and is the Director of ASD’s Cyber Security Partnership Program.

He has worked in various roles in the National Intelligence Community for the last 16 years including geospatial intelligence, intelligence support to Australian Defence Force Military Operations and writing core components of the Comprehensive Review – legal framework of the National Intelligence Community. 

Adrian transferred to Australian Signals Directorate in 2021 and was responsible for the section that develops and publishes ASD’s technical publications and guidelines.

He moved from Canberra to Brisbane in January 2023 to commence his current role within Australian Signals Directorate.

Kate Farrar

Chief Executive Officer, Brighter Super

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Kate Farrar is the Chief Executive Officer of Brighter Super, where she has led the fund’s transformation from a $10 billion Queensland public-sector fund into a $35 billion success story with more than 280,000 members.

Since her appointment as CEO in April 2018, Kate has overseen the merger of LGIAsuper and Energy Super and the acquisition of Suncorp Super—the first industry fund acquisition of a retail fund. This integration, completed 18 months ahead of schedule, delivered a 40% reduction in administration fees for members while expanding services across Queensland.

Under Kate’s leadership, Brighter Super has become one of the fastest-growing industry funds in Australia, recognised for both its operational sustainability and member-first approach. In acknowledgment of these achievements, she was awarded the Fund Executive of the Year Award by the Fund Executives Association Ltd (FEAL) in 2024.

Kate brings 35 years of leadership experience across finance and energy, including senior roles at Barclays de Zoete Wedd, Suncorp Investment Management, NSW Treasury Corporation, McKinsey & Company, and Ergon Energy.

Beyond her role at Brighter Super, Kate serves as a Non-Executive Director of ASX100-listed Seven Group Holdings and is the President of the Queensland Futures Institute.

She holds a Bachelor of Music (Honours) and a Master’s Degree in Econometrics and Finance. Through a scholarship from Chief Executive Women, she is also a graduate of INSEAD’s Advanced Management Programme. In 2025, following her FEAL award education grant, Kate completed the Stanford Graduate School of Business program, People, Culture, and Performance: Strategies from Silicon Valley.

Joseph Mitchell

Assistant Secretary, ACTU

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

As ACTU Assistant Secretary, Joseph is passionate about winning a better future for working people and growing the union movement.  

Joseph has a Bachelor of Economics and Bachelor of Arts from Australian National University and a Graduate Certificate in Applied Finance from the University of NSW.  

Joseph Mitchell is a trustee director of TelstraSuper.

Vasyl Nair

Group Chief Executive Officer, Team Super

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

The Team Superannuation Fund (Team Super) is a profit-to-members, public offer pension fund dedicated to serving the retirement needs of all Australians. Team Super manages over $22 billion in funds for approximately 150,000 members.

Vasyl Nair is the Chief Executive Officer of Team Super (prior to this, Vasyl held the roles of Deputy Chief Executive Officer, Chief Risk Officer and Chief Strategy Officer).

Vasyl is a keen advocate for the ongoing development of the superannuation sector, with active participation in a number of different parts of the industry. He has served as a director of an Australian fintech organisation, specialising in superannuation and investment administration.

Vasyl was appointed to the Board of the Association of Superannuation Funds of Australia (ASFA) as Director in January 2025, the peak pension fund association in Australia.

Vasyl has a strong background in law, corporate finance and strategy, having held senior roles across at some of Australia’s largest financial services institutions. Vasyl holds a Bachelor of Laws (Hon), Bachelor of Commerce, Graduate Diploma of Legal Practice and an Executive Master of Business Administration. He is admitted to the Supreme Court of NSW as a solicitor, is a Graduate of the Australian Institute of Company Directors and has achieved a Certificate of Business Excellence from the Haas School of Business, U.C.
Berkeley.

Kristian Fok

Chief Executive Officer, Cbus Super

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Kristian Fok is the CEO of Cbus Super, Australia’s leading specialist superannuation fund for the building and construction sector. Cbus was founded 40 years ago and provides superannuation and income streams to more than 925,000 members and manages over $105 billion of members’ money (as of 30 June 2025). He is responsible for all aspects of Cbus and reports directly to the Board.

Prior to his appointment in June 2023, Kristian Fok served as the Fund’s Chief Investment Officer (CIO) for 10 years. Cbus is a significant, long-term investor in the Australian economy and the Fund invests back into our members’ industries both directly and indirectly and via unique vehicles such as our wholly owned entity, Cbus Property.  

As CIO, Kristian was responsible for leading the Cbus investment strategy, this included evaluating opportunities that provide returns to members over the long term, managing investment governance and risk and monitoring the portfolio. Kristian led the development and implementation of Cbus’ hybrid internalisation strategy, which has proven successful in driving strong returns and delivering total cumulative fee and costs savings for members of over $730 million. 

Kristian is Chair of the Australian Sustainable Finance Institute (ASFI) and serves on the Board of the Australian Council of Superannuation Investors (ACSI). Kristian’s qualifications include Bachelor of Commerce, Fellow of the Institute of Actuaries Australia and Fellow of FINSIA.  

Kevin Fernandez

General Manager, Market Strategy & Propositions, Novigi

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Kevin has long played a central role in shaping and driving strategic initiatives across the superannuation and wealth management sectors. With deep expertise in data strategy and a passion for AI, Kevin leads the development of forward-thinking solutions – ranging from strategic partnerships to managed services – that address evolving client needs.  

A recognised thought leader, Kevin is known for leveraging data-driven insights to deliver sustainable value. His leadership is central to Novigi’s market positioning, helping to define the company’s growth strategy in an increasingly complex and dynamic financial landscape.  

Vicki Doyle

Chief Executive Officer, Rest

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Vicki joined Rest as Chief Executive Officer in May 2018, bringing more than 20 years of
senior executive leadership experience in superannuation, life insurance, wealth management and banking.

Vicki’s experience includes executive leadership roles at some of Australia’s largest financial services organisations. She has an extensive background in distribution, strategic marketing, digital, fund operations and contact centres, customer strategy and design and product management.

Vicki is passionate about simplifying and demystifying superannuation to help all Australians achieve their best retirement outcomes.

Vicki holds an Executive MBA from the Australian Graduate School of Management and a diploma from the Australian Institute of Company Directors. Vicki has been a Non-executive Director of the Australian Council of Superannuation Investors since 2018 and a Director of The Association of Superannuation Funds of Australia since 2022.

Louise Davidson, AM

Chief Executive Officer, Australian Council of Superannuation Investors (ACSI)

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Louise Davidson has spent her career with a focus on building long-term value for the millions of beneficiaries of Australian superannuation funds. Most recently this has included elevating the importance of environmental, social and governance factors in managing material financial risk in super fund investment portfolios. 

As CEO of the Australian Council of Superannuation Investors (ACSI) since 2015, Louise oversees ACSI’s program of company engagement, research and policy advocacy, backed by 30 years of senior experience in the financial services and ESG sectors. Her tenure as ACSI CEO has seen significant improvements in the way listed companies manage important issues including boardroom diversity, climate risk and human rights.  

Prior to being appointed ACSI CEO, she was Investment Manager, ESG at Cbus superannuation fund 

Louise is the co-founder of the Mother’s Day Classic, which has raised over $50 million for breast and ovarian cancer research since 1998. She was appointed a Member of the Order of Australia in 2019 for her significant service to the superannuation sector and to breast cancer research.  

She is a director of Chief Executive Women, deputy chair of the Federated Hermes Client Advisory Board, and a former director of the Peter MacCallum Cancer Centre and the International Integrated Reporting Initiative and former chair and director of the Mother’s Day Classic Foundation. 

Peter Chun

Chief Executive Officer, UniSuper

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Peter Chun joined UniSuper as the Chief Executive Officer in September 2021, bringing more than 30 years’ experience in financial services.

UniSuper is one of Australia’s largest super funds with more than 700,000 members and over $155 billion in funds under management (as at 30 June 2025).

As CEO, Peter is responsible for developing, leading, and implementing corporate strategy and culture. He is also accountable for the overall services and operational management of UniSuper Management nationally.

Prior to joining UniSuper, Peter held senior executive roles at Aware Super, Colonial First State and Credit Suisse.

Peter is a qualified Actuary with a Bachelor of Economics from Macquarie University. He holds Graduate Diplomas in Applied Finance and Investments and Financial Planning from the Securities Institute of Australia; and has undertaken the Advanced Management Program at Harvard Business School (Boston, USA).

Peter is a Director of Diversity Council Australia, a Member of the ASFA CEO Advisory Committee and the Australian Chamber Orchestra Finance Audit & Risk Committee.

Eoin Burke

Head of Financial Crimes, MUFG Retirement Solutions

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Eoin Burke is the Head of Financial Crimes, MUFG Retirement Solutions, a division of MUFG Pension & Market Services (MPMS), with over 20 years of experience in financial crime prevention, compliance, and data analytics. 

He has held senior leadership roles across APAC and EMEA, and plays a critical role in protecting the organisation from financial threats, responsible for safeguarding the data and monetary assets of over 20 million accounts. His remit includes fraud and scam prevention, AML/CTF compliance and reporting, regulator and law enforcement engagement, training and awareness, and driving innovation in protective technologies. He also developed ‘ALERT’, MPMS’s internal fraud analytics capability, which now protects over 10.5 million member accounts daily and has prevented more than $150 million in financial crime. 

A recognised industry leader, Eoin regularly speaks at major forums including the Financial Crimes and Cyber Security Forum and the AUSTRAC Symposium, sharing insights on emerging risks and best practices in financial crime prevention. His strategic direction continues to strengthen MPMS’s defences and reinforce its commitment to integrity and security. 

John Livanas

Chief Executive Officer, State Super

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Mr Livanas leads a team of experienced senior executives in managing the provision of member services and the investment of approximately $38 billion of assets (as at 30 June 2025).

Mr Livanas has over 30 years’ industry experience, having worked in organisations including Deloitte South Africa, the South African Government Employees Pension Fund – the precursor to the country’s sovereign fund – and several Australian superannuation funds.

Prior to his appointment in October 2011, Mr Livanas was the Chief Executive Officer of AMIST Super (2008–11) and the General Manager of FuturePlus Financial Services (2002–08). He was a Director of ISPT and ISPT Grosvenor International Property Trust from 2010–12 and in August 2013 was appointed to the Board of the Australian Council of Superannuation Investors.

Mr Livanas holds a Bachelor of Science in Engineering and an MBA from the University of Witwatersrand and a Graduate Diploma of Finance and Investments from the Financial Services Institute of Australia. He is an ASFA-accredited Investment Fiduciary and a Graduate of the Australian Institute of Company Directors.

Debby Blakey

Chief Executive Officer, HESTA

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Debby Blakey, GAICD, is the CEO of HESTA, Australia’s $96 billion superannuation fund for health and community services workers. With over 30 years’ experience in the superannuation and financial services sectors, she holds qualifications in Mathematics, Computer Science, Financial Advice, Governance, Pension Fund Design and Sustainability.

Debby’s leadership is characterised by a ‘people-first’ approach, focusing on enhancing member experiences and financial outcomes while also ensuring operational rigour and excellence. She is a strong advocate for innovation and transformation within the superannuation industry.

Debby is the President of the Australian Council of Superannuation Investors (ACSI), a Director of the International Corporate Governance Network (ICGN) and is the founding Chair of the 40:40 Vision initiative – promoting gender equality at executive and Board level in ASX300 companies.

Under Debby’s leadership, HESTA has been called the ‘corporate conscience of Australia’ for its commitment to strong governance, environmental management and gender equality.

Cath Bowtell

Chair, IFM Investors

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Cath is the Chair of IFM Investors; Industry Super Holdings (ISH); and the Federal Government’s Jobs & Skills Ministerial Advisory Board.   

She is a Director of Industry Fund Services (IFS) and of the Melbourne Arts Precinct Corporation. 

Cath has worked for many years in senior roles in both the superannuation industry and union movement. She was the Chief Executive of IFS and Chief Executive of the Australian Government Employees Superannuation Trust (AGEST) from 2010 until its merger with AustralianSuper in 2013.

Prior to this, Cath was a Senior Industrial Officer at the Australian Council of Trade Unions (ACTU). She has held a number of directorships and committee positions throughout her career, including Director of AustralianSuper, Director of AGEST Super and Director of Ausgrid.

Natalie Previtera

Chief Executive Officer, NGS Super

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Natalie is the Chief Executive Officer of NGS Super.  

With a career grounded in governance, legal, and strategic leadership, Natalie brings a forward-thinking and purpose driven approach to superannuation. She is responsible for steering the fund through a dynamic regulatory landscape, ensuring operational excellence, and delivering long-term value to members.

Natalie also served as Chief Risk and Governance officer having deep institutional knowledge and a strong track record in executive oversight and regulatory engagement.

She is known for her collaborative leadership style and her ability to drive transformation while maintaining a strong member-first ethos.

Prior to joining NGS in 2019 Natalie held senior governance roles at AMP, Suncorp and Perpetual.  

Laura Catterick

Director, Resilience & Cyber, UK Finance

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Laura Catterick is the Director of Resilience & Cyber at UK Finance, which is the collective voice for the UK banking and finance industry, representing over 300 firms and supporting members in their efforts to build more resilient firms and a more resilient financial sector.

Within UK Finance, Laura works closely with industry leaders, government, and regulators, influencing policy on operational resilience and cybersecurity at a national level. UK Finance also co-chairs CMORG (Cross Market Operational Resilience Group) to deliver collaborative resilience initiatives that address systemic risks.

Laura is a Chartered Professional Accountant from Canada with extensive experience in risk, regulatory compliance, cyber security, operational resilience, and large-scale transformation. She has held senior executive roles within highly regulated sectors, including roles across all three lines of defence within Deloitte, PricewaterhouseCoopers, Lloyds Banking Group, and Mastercard.

Josh Cross

Chief Operating Officer, SS&C Technologies

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Josh Cross brings over 30 years of experience in Technology, Operations, Delivery and Transformation within the Australian Financial Services industry. His expertise spans Trade Finance, Institutional and Corporate Lending, Consumer Lending, Share Trading, Insurance and Superannuation.

Josh joined SS&C in July 2025 through a lift-out from Insignia Financial – one of Australia’s largest Superannuation and Investment providers, known for its growth through large-scale acquisitions and technology separations from major Australian banks.

In his current role, Josh leads the SS&C  Business Process Outsourcing (BPO) function, which delivers technology, operations, and service delivery for more than one million Australian across multiple technology eco-systems, supported by a team of approximately 1300 staff. Over the next three years, Josh will also lead the major transformation of the underlying superannuation platforms and processes, migrating to SS&C’s Bluedoor ecosystem.

Lt Gen Michelle McGuinness, CSC

National Cyber Security Coordinator, National Office of Cyber Security

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Lieutenant General Michelle McGuinness, CSC was appointed as Australia’s National Cyber Security Coordinator (the Coordinator) on 26 February 2024.

As the Coordinator, LTGEN McGuinness leads national cyber security policy, the coordination of responses to major cyber incidents, whole of government cyber incident preparedness efforts, and the strengthening of Commonwealth cyber security capability. 

LTGEN McGuinness has served in the Australian Defence Force for 30 years in a range of tactical, operational, and strategic roles in Australia and internationally.

Prior to this appointment, LTGEN McGuinness most recently served as Deputy Director Commonwealth Integration in the United States Defense Intelligence Agency. In this role, she led policy and cultural reform, and technological integration, including interoperability across information technology, systems and data.

Jamie Bonic

Global Head of FX and Commodity Sales, NAB

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Jamie Bonic is NAB’s Global Head of FX and Commodity Sales, responsible for several FX-related sales businesses including NAB’s Institutional, Corporate, and Government teams.  Prior to joining NAB, Jamie spent 17 years in London working for JPMorgan as a Managing Director in their Global Markets division, leading sales and trading across Interest Rate and FX products. Jamie holds a Bachelor of Economics from The University of Sydney and is currently based in Sydney.

Katie Miller

Deputy CEO, Regulation, AUSTRAC

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Katie Miller is the Deputy CEO, Regulation, AUSTRAC and has strategic responsibility for AUSTRAC’s regulatory, policy and legal functions. 
Katie has extensive experience exercising regulatory functions and advising regulators at state and federal levels. Katie is a published author on issues involving regulation, law and technology and supports connections between government, practitioners, communities of practice and academia. 

Derek Thompson

Via live link

Best Selling Author, Podcast Host of 'Plain English'

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Few speakers can match Derek Thompson‘s ability to synthesize mega-trends in society, labor, economics, technology, and politics. Put another way: Derek trawls the data sets and does the forecasting and deep reporting necessary to help us better understand how we live, how we vote, how we spend, and how we work.

In his paradigm-shifting #1 New York Times bestseller, Abundance (co-written with Ezra Klein), this award-winning journalist reveals how our policies and culture have pushed us into a world of scarcity (not enough housing, workers, or progress)—and offers a radical new path towards a world where housing is affordable, energy is plentiful, and innovation flourishes across industries.

He shares a compelling vision of a future where we have more than enough for everybody, and a practical, actionable roadmap for how to get there. It starts with taking more risks, building more expansively, and recognizing that we all have the power to create a world of abundance. “Everything’s utopian until it’s reality,” he says.

Carmen Beverley-Smith

Executive Director - Superannuation, Life & Private Health Insurance, APRA

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Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Carmen joined APRA in March 2023 and holds the role of Executive Director, Life and Private Health Insurance and Superannuation.  

She has had an esteemed career in financial services, spanning over 25 years. She has held diverse leadership roles at Westpac and Commonwealth Bank of Australia, including across risk, transformation and change, product and portfolio development, and sales and service. 

Prior to joining APRA, she held the role of General Manager, Risk Transformation Delivery Integration at Westpac. This involved leading the group-wide implementation of a suite of solutions to uplift risk management capability and develop data, analytics and reporting. 

Carmen leads with a values-driven approach and a particular interest in developing and mentoring talent. 

She holds a Bachelor of Commerce and Accounting, is a certified Chartered Accountant and a Graduate of the Australian Institute of Company Directors. 

Amy C. Edmondson

Novartis Professor of Leadership and Management, Harvard Business School

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Amy C. Edmondson is the Novartis Professor of Leadership and Management at the Harvard Business School, a chair established to support the study of human interactions that lead to the creation of successful enterprises that contribute to the betterment of society.

Edmondson has been recognized by the biannual Thinkers50 global ranking of management thinkers since 2011, and most recently was ranked #1 in 2021 and 2023; she also received that organization’s Breakthrough Idea Award in 2019, and Talent Award in 2017.  She studies teaming, psychological safety, and organisational learning, and her articles have been published in numerous academic and management outlets, including Administrative Science Quarterly, Academy of Management Journal, Harvard Business Review and California Management Review. Her 2019 book, The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation and Growth (Wiley), has been translated into 15 languages. Her prior books – Teaming: How organizations learn, innovate and compete in the knowledge economy (Jossey-Bass, 2012), Teaming to Innovate (Jossey-Bass, 2013) and Extreme Teaming (Emerald, 2017) – explore teamwork in dynamic organisational environments. In Building the future: Big teaming for audacious innovation (Berrett-Koehler, 2016), she examines the challenges and opportunities of teaming across industries to build smart cities. 

Edmondson’s latest book, Right Kind of Wrong (Atria), builds on her prior work on psychological safety and teaming to provide a framework for thinking about, discussing, and practicing the science of failing well. First published in the US and the UK in September, 2023, the book is due to be translated into 24 additional languages, and was selected for the Financial Times and Schroders Best Business Book of the Year award.

Before her academic career, she was Director of Research at Pecos River Learning Centers, where she worked on transformational change in large companies. In the early 1980s, she worked as Chief Engineer for architect/inventor Buckminster Fuller, and her book A Fuller Explanation: The Synergetic Geometry of R. Buckminster Fuller (Birkauser Boston, 1987) clarifies Fuller’s mathematical contributions for a non-technical audience. Edmondson received her PhD in organisational behavior, AM in psychology, and AB in engineering and design from Harvard University.

 

Daniel Mulino MP

Assistant Treasurer and Minister for Financial Services

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Born in Brindisi, Italy, Daniel was a young child when he moved with his family to Australia. He grew up in Canberra and completed his first degrees – arts and law – at the ANU. He then completed a Master of Economics (University of Sydney) and a PhD in economics from Yale.

He lectured at Monash University, was an economic adviser in the Gillard government and was a Victorian MP from 2014 to 2018. As Parliamentary Secretary to the Treasurer of Victoria, Daniel helped deliver major infrastructure projects and developed innovative financing structures for community projects.

In 2018 he was preselected for the new federal seat of Fraser and became its first MP at the 2019 election, re-elected in 2022 and 2025. From 2022 to 2025, Daniel was chair of the House of Representatives’ Standing Economics Committee in which he chaired inquiries; economic dynamism, competition and business formation and insurers’ responses to 2022 major floods claims.

In 2025, he became the Assistant Treasurer and Minister for Financial Services.

In August 2022, Daniel published ‘Safety Net: The Future of Welfare in Australia’, which aims to explore the ways in which an insurance approach can improve the effectiveness of government service delivery.