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Spotlight on Retirement 2025

About this event

2025 has proven to be an interesting and challenging year so far with all eyes on political and economic events both at home and overseas. The impact on superannuation accounts and future retirement income streams, strategies and policies has not been missed.  

Don’t miss ASFA’s Spotlight on Retirement event on 17 June to learn more about how to prepare you and your teams for future retirement challenges and opportunities. We are putting together a full day of insightful sessions and informative content from leading retirement experts to enable you and your teams to take ideas back to your office and challenge your thinking. Learn more about the new developments impacting superannuation, members, and the retirement income system.  

With approximately 200,000 Australians entering retirement every year, being prepared by exploring opportunities arising from recent changes in the regulation of financial advice and guidance, aiming to improve retirement outcomes for all Australians. 

An important day to stay informed about recent innovations, strategic thinking and potential opportunities whilst networking with your industry peers.

Details

Mayfair Ballroom, Grand Hyatt Melbourne

17 June, 2025
9:00am – 5:00pm

Pricing (incl. GST)

Standard

Member: $900
Non-member: $1,170

Tables

Member table of 8: $6,000 ($750pp)
Non-member table of 8: $7,840 ($980pp)

CPD

This event qualifies for 5 CPD points

Enquiries

For all enquiries, please contact ASFA Events

Speakers

Jean-Luc Ambrosi

Chief Member Officer, CareSuper

Speaker Bio

Jean-Luc Ambrosi
Chief Member Officer, CareSuper

Jean-Luc is an award-winning marketer known for shaping impactful member engagement strategies, leading member centric transformation programs in both accumulation and retirement phases, and building meaningful, differentiated brands in the Australian superannuation landscape.

His background in psychology lays the foundation to understand what drives consumers, how to communicate with them and how they fundamentally relate to brands. Central to his approach is his rejection of clichés and pre-packaged ideas, replaced by a practice based on building customer insights and personalisation, mastering customer engagement techniques, leveraging digital platforms, and an ability to create forward visions - for each organisation to be genuinely relevant.

Jean-Luc Ambrosi is also the author of the book 'Branding to Differ' published in November 2013.

Andrew Baker

Global Head of Strategy and Corporate Services, Ignition Advice

Speaker Bio

Andrew Baker
Global Head of Strategy and Corporate Services, Ignition Advice

Andrew has over 30 years of experience in the financial services industry including founding industry consulting firm Tria Investment Partners, and subsequently senior roles with AustralianSuper, QSuper, and NMG Consulting’s London practice.
Andrew develops and executes Ignition’s business and financial strategy and acts as Ignition’s policy subject matter expert

Tiana Berriman

Senior Manager, VSPL Strategy & Services, Vanguard Australia

Speaker Bio

Tiana Berriman
Senior Manager, VSPL Strategy & Services, Vanguard Australia

Tiana Berriman is a seasoned financial services leader with over 15 years of experience spanning risk, compliance, strategy, and governance. Currently serving as Senior Manager, VSPL Strategy & Services at Vanguard Australia, Tiana plays a key role in shaping strategic initiatives and service delivery.

Prior to this, she held senior leadership roles at Netwealth and Colonial First State, where she led risk and compliance teams through periods of significant growth and transformation. Tiana brings deep expertise in superannuation, regulatory engagement, and operational resilience, making her a valuable contributor to discussions on the future of retirement in Australia.

Kristin Bishop

Senior Manager, Retirement Advice, Cbus Super

Speaker Bio

Kristin Bishop
Senior Manager, Retirement Advice, Cbus Super

Kristin Bishop leads the retirement advice strategy at Cbus, driving innovation in delivering accessible, scalable advice for members transitioning into retirement. Kristin’s remit includes addressing the apathy tax through proactive member engagement and solving for the advice needs of the missing middle approaching retirement.

Prior to joining Cbus, she ran her own successful comprehensive advice business, giving her deep, real world understanding of client needs and the complexities of advice delivery. With experience spanning strategy, operations, and regulatory engagement, Kristin is committed to reshaping the way funds support members in retirement. She brings a practical, member-first mindset to the evolving challenge of providing meaningful retirement outcomes at scale.

Shaun Bransdon

General Manager - Retirement & Wealth, TAL

Speaker Bio

Shaun Bransdon
General Manager - Retirement & Wealth, TAL

Shaun has over 16 years’ experience across investment platforms, superannuation and life investment products at TAL and the Macquarie Group. In his current role, Shaun leads a team of product, investment and operational specialists who develop and deliver retirement income solutions to Australian superannuation funds. He also leads the teams responsible for managing and growing TAL’s wealth partnerships.

Platon Chris

Partner, KPMG

Speaker Bio

Platon Chris
Partner, KPMG

Platon is a Partner in the Superannuation Advisory practice and is also the Consulting Lead for Asset Wealth Management at KPMG. Platon has over 28 years’ experience in the superannuation industry, including fund administration, investments, insurance and advice

Platon has previously worked at Mercer, Perpetual and JANA Investment Advisers.

Platon is a keen follower of soccer which has seen him travel all over the world to watch his favourite teams.

Ross Clare

Director - Research and Resource Centre, ASFA

Speaker Bio

Ross Clare
Director - Research and Resource Centre, ASFA

In this role Ross has been responsible for preparation of research papers across a range of superannuation and retirement income issues, including adequacy of retirement income and the structure of the Australian retirement income system. 

He is responsible, amongst other things, for the development and maintenance of the ASFA Retirement Standard, which is now very commonly used.

Prior to joining the staff of ASFA he held senior positions with the Australian Treasury and an Australian Government research agency, the Economic Planning Advisory Commission.

Ross has degrees in Economics and Law from the Australian National University. 

Mary

Mary Delahunty

Chief Executive Officer, ASFA

Speaker Bio

Mary Delahunty
Chief Executive Officer, ASFA

Mary Delahunty joined ASFA in 2024 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.

In 2022 she founded Seven Advisory which provides specialist ESG and impact advisory services to institutional investors developing their social license to deliver long-term value. Prior to that she was Head of Impact at HESTA where she was instrumental in shaping strategic policies and responsible investment practices to advance member outcomes in the superannuation system. She was also previously an executive with Link Market Services.

Mary is a member of the Pensions & Investment World Pension Summit International Advisory Board and holds several board positions including in the RegTech and education sectors and was a 2015 Churchill Fellow awarded for international research on gender equity in retirement outcomes.

She holds a Bachelor of Arts from the University of Melbourne and a Masters of Applied Finance.

James Douglas

General Manager, Superannuation, APRA

Speaker Bio

James Douglas
General Manager, Superannuation, APRA

James Douglas is a General Manager for Superannuation at APRA. James leads APRA’s Member Outcomes branch, with responsibilities spanning APRA’s retirement work, the performance test, superannuation publications and a portfolio of system-level project work. James has previously led a range of policy, supervisory and project functions spanning APRA and Treasury.

Jody Evans

Associate Professor, Melbourne Business School

Speaker Bio

Jody Evans
Associate Professor, Melbourne Business School

Associate Professor Jody Evans is a senior academic at Melbourne Business School with over 25 years of experience in marketing, brand strategy, and leadership development. Her work spans the corporate, government, and social purpose sectors, with a focus on helping organisations engage meaningfully with the communities they serve and supporting leaders to navigate complexity with clarity and influence.

Jody brings a distinctive interdisciplinary perspective, drawing on formal qualifications in both psychology and marketing. Her research and consulting expertise lie in brand positioning, stakeholder engagement, and customer-centric strategy. She has led projects across a wide range of sectors, including financial services, health, and the arts, helping organisations shape strategic narratives, strengthen their value proposition, and communicate with impact.

In recent years, Jody’s research has focused on improving financial well-being in retirement. Through the Orford Initiative at MBS, she has led behavioural research exploring how confidence, trust, and emotional framing influence consumer engagement with lifetime income products. This work contributes to broader industry efforts to support better retirement decision-making and long-term financial security for Australians.

Jody also directs two Executive Leadership Programs at MBS designed to support women at key inflection points in their leadership journey. She regularly works with senior and emerging leaders to build presence, influence, and communication capability, helping them lead with authenticity, strategic clarity, and purpose.

She currently serves on the Board of the Melbourne Recital Centre, where she chairs the Foundation Committee, and is a former board member of the Shepparton Art Museum Foundation and the Public Galleries Association of Victoria.

Sarah Forman

Chief Retirement Officer, Team Super

Speaker Bio

Sarah Forman
Chief Retirement Officer, Team Super

Sarah Forman is a senior executive with over 30 years’ experience in financial services across the superannuation and wealth management sectors, having led strategy, product, sales, member experience and operational teams. Sarah has extensive experience in the management and delivery of financial advice services, having successfully led the financial advice functions at some of Australia’s largest superannuation and wealth management providers, and wants to see all Australian’s supported with the help, guidance and advice they need to feel confident about their futures and live a great retirement.

Ms Forman holds a Bachelor of Arts (Economics and Government) from Sydney University, is a Graduate of the Australian Institute of Company Directors, and has a range of professional KAPLAN accreditations related to financial services as well as a Professional Certificate in Management from the Graduate School of Management, University of Adelaide.

Katherine Forrest

Chief Operating Officer, IQ Group

Speaker Bio

Katherine Forrest
Chief Operating Officer, IQ Group

Katherine Forrest is a strategic leader with over 25 years of experience in the superannuation and financial services industry. As Chief Operating Officer of IQ Group, she has played a key role in driving innovation, blending modern operational strategies with business and technology leadership. Her expertise spans project delivery, strategy, and IT management across both public and private sectors, shaping IQ Group’s consulting capabilities and redefining how clients achieve success.

A sought-after speaker on industry transformation, Katherine draws on her extensive experience to help organisations navigate change, whether through regulatory adaptation, digital transformation, or shifting consumer expectations. She has deep insights into how highly regulated industries can leverage technology and operational efficiencies to enhance customer experience, improve compliance, and drive long-term sustainability.

Katherine’s work in superannuation has also provided valuable lessons for adjacent industries, including aged care, health and retirement. As the sector faces increasing regulatory pressures, service delivery challenges, and evolving consumer demands, she shares insights from superannuation’s transformation - exploring how industry consolidation, digital innovation, and governance best practices can serve as a blueprint for aged care leaders. With a passion for driving meaningful change, Katherine translates complex industry challenges into actionable strategies, helping organisations stay ahead in an era of disruption.

Angela Hartl

Principal, Mercer

Speaker Bio

Angela Hartl
Principal, Mercer

Angela Hartl is a Principal and qualified Actuary at Mercer, based in Sydney. She specialises in helping trustees enhance member outcomes during the retirement phase and frequently speaks at retirement conferences while publishing thought leadership pieces. Alongside her retirement-focused work, she is also a defined benefit Actuary. With over 25 years of experience at Mercer, her international career spans both the United Kingdom and Australia.

Daniel Hicks

Executive Manager - Client Relations, Guideway

Speaker Bio

Daniel Hicks
Executive Manager - Client Relations, Guideways

Daniel has been working in the financial services industry for over 20 years. Initially working as a financial adviser, Daniel helped set up UniSuper's award-winning financial advice business. Since 2017 he has been working with Guideway helping super funds provide their members with quality advice, at scale. Daniel holds qualifications in business, finance and economics and is the author of "Understanding Economics: A work of science fiction".

Emma Higgs

Special Counsel, Financial Services, Mills Oakley

Speaker Bio

Emma Higgs
Special Counsel, Financial Services, Mills Oakley

Emma Higgs is an experienced advisor on legal and regulatory matters affecting superannuation funds, working with trustees to navigate the complexities of compliance, strategic planning, and industry reform in an evolving regulatory and commercial environment.  She has a specialist interest in retirement incomes, trustee governance and member outcomes, having spent several years in London advising on occupational pension schemes, including at the UK pensions regulator - dividing her time between fund oversight, enforcement action and policy development.  Emma will present findings from a detailed review of retirement income strategy summaries across the industry, offering insights into how funds are responding to the Retirement Income Covenant and preparing for the introduction of revised SPS 515 Member Outcomes.

Ben Hillier

Director, Retirement, AMP

Speaker Bio

Ben Hillier
Director, Retirement, AMP

Ben Hillier, Director Retirement at AMP, has over 25 years of experience in strategic management and product leadership, and has worked in every sector in superannuation – retail, profit-for-member, government, corporate and SMSFs.  Ben joined AMP in 2021 where he led the development of MyNorth Lifetime, a market-first lifetime income solution that pay high rates of income for life yet allows complete investment choice and considerable income flexibility.  Prior to joining AMP, Ben was Head of Product at QSuper where he launched their Lifetime Pension product.

Peter Hogg

General Manager, Guidance & Advice, Aware Super

Speaker Bio

Peter Hogg
General Manager, Guidance & Advice, Aware Super

Peter Hogg is the General Manager of Guidance & Advice at Aware Super. He has over 15 years’ experience working as an Advice leader within profit for member superannuation funds which includes leading significant transformation programs and embedding regulatory change in practice.

After 20 years, he remains a licensed financial planner who is a known advocate for the value of advice and role it plays in improving retirement outcomes for members.

James Koval

Chief Policy & Advocacy Officer, ASFA

Speaker Bio

James Koval
Chief Policy & Advocacy Officer, ASFA

James joined the ASFA team in 2024 to lead policy, research and advocacy. James brings over a decade of public policy experience working for government, peak-body organisations, and other key policy and strategic roles.

ASFA is the peak policy, research and advocacy body for Australia’s superannuation sector, and the role of James’ team is to advocate for efficiency, sustainability and trust in Australia’s world-class retirement income system and to ensure all Australians are able to enjoy a dignified retirement.

Prior to joining ASFA, James has worked as a government engagement specialist in the Vice-Chancellor’s office at the University of Sydney and prior to that worked in various roles across government, including for treasurers, government leaders, and senior cabinet ministers.
James holds qualifications from the Australian National University and has undertaken further learning with the London School of Economics and the University of Sydney.

Pippa Lane

Acting Senior Executive Leader - Superannuation and Life Insurance, ASIC

Speaker Bio

Pippa Lane
Acting Senior Executive Leader - Superannuation and Life Insurance, ASIC

Pippa leads ASIC’s Superannuation and Life Insurance team within ASIC’s Regulation and Supervision group. She oversees ASIC’s regulatory work associated with the life insurance and superannuation industries.

Prior to joining ASIC, Pippa held senior roles in policy and supervision at the UK Financial Conduct Authority across life insurance, pensions and mortgages. Pippa led financial services policy at Citizens Advice, the UK’s national debt advice charity after starting her career in government research. She holds a PhD in politics and history.

Michelle Lusty

Senior Manager, Midwinter Advice Products, Bravura Solutions

Speaker Bio

Michelle Lusty
Senior Manager, Midwinter Advice Products, Bravura Solutions

Michelle has been with Bravura Solutions since August 2006. In her role she is responsible for the strategic direction and product Management of Midwinter solutions.
With over 29 years of experience in the financial services industry across Australia, New Zealand and London, the majority of those have been spent serving the Superannuation industry with a focus on advice in recent years.

Shaun McKenna

CEO, Head of Global Investor Distribution Solutions Australia, SS&C Technologies

Speaker Bio

Shaun McKenna
CEO, Head of Global Investor Distribution Solutions Australia, SS&C Technologies

In this role, Shaun leads the organisation responsible for providing leading technology and services to the Superannuation, Retail Wealth, Life Insurance and Asset Management markets, managing the day-to-day operations to achieve optimum outcomes. This includes ensuring high quality and innovative product and service delivery that meets all quality, operational and financial targets.

Shaun has a degree in Business Information Technology, from which he began his career as a software developer before moving into consulting, sales and relationship management which has provided great foundations for a successful career at SS&C. Shaun have been with the organisation for the past 13 years, starting his tenure running the business process management business unit, before progressing into leading product, client relationships and new business sales, growing the business through strategic acquisitions and lift outs.

Shaun has more than 23 years of experience in the industry, with extensive experience across superannuation and asset management within EMEA and APAC.

Prior to SS&C, Shaun worked for technology companies delivering process automation solutions, helping companies successfully enable digital operations.

Jennifer McSpadden

Head of Retirement, Brighter Super

Speaker Bio

Jennifer McSpadden
Head of Retirement, Brighter Super

Jennifer McSpadden is the Head of Retirement at Brighter Super and is passionately committed to transforming financial wellbeing and retirement outcomes for all members. With 25+ years in the superannuation and retirement sectors, Jennifer excels in understanding member needs, providing simple retirement propositions and delivering impactful financial education and guidance.

Jennifer's journey with Brighter Super began in 2022 as the Head of Marketing. Her dedication led to her promotion to the newly established role of Head of Retirement in November 2023. In this pivotal, cross-functional role, she spearheads the implementation of the Fund’s Retirement Income Strategy, driving growth for both the Fund and its members.

A graduate of the Australian Institute of Company Directors, Jennifer also holds an MBA and a BA in Marketing, underscoring her experience and dedication to the field.

Aaron Minney

Head of Retirement Income, Challenger

Speaker Bio

Aaron Minney
Head of Retirement Income, Challenger

Aaron is the Head of Retirement Income for Challenger where he is responsible for research and advocacy for retirement income for Australian retirees. For 13 years he has been researching ways to generate income from investments in retirement. He has worked with super funds on developing retirement solutions, has published academic research in the area and is a sought-after spokesperson on retirement income.

Aaron has 30 years’ experience as an investment strategist and researcher, across a wide range of asset classes. Prior to Challenger, Aaron has held roles managing investment portfolios, led investment product innovations, and worked with clients to develop bespoke investment solutions.

Aaron is also an Honorary Fellow at the Macquarie Business School’s Applied Finance Centre where he is an adjunct lecturer in Advanced Investment Management.

Shannon O'Shea

General Manager - Retirement, HESTA

Speaker Bio

Shannon O'Shea
General Manager - Retirement, HESTA

Shannon O’Shea is the General Manager of Retirement for HESTA. With a proud 20+ years in the superannuation sector, Shannon’s passion is making superannuation a benefit everyday Australian’s can easily engage with and value, through to a dignified retirement. Shannon has worked across multiple funds and organisations in Leadership, Strategy and Growth roles. Completing her MBA in 2017 and her Women on Boards program in 2018. Achieving Partner at a Global consultancy firm in 2020 and into her most meaningful role at HESTA since 2022.

Shannon has a breadth of experience and is energised every day to work on improving how Australians experience their superannuation and look forward to retiring with confidence. Representing many organisations through her career as an industry leader, featured on panels and hosting conferences.

Jon Sedawie

Principal, Retirement Product, AustralianSuper

Speaker Bio

Jon Sedawie
Principal, Retirement Product, AustralianSuper

Jon is Principal Retirement Product at AustralianSuper, responsible for leading the management and development of their decumulation products. To enable their members to reach their best possible financial position in retirement they are focussed on an integrated income stream product offer that is simple, effective and value for money.

Jon has worked in superannuation or product related roles for more than 30 years including roles with NAB/MLC, Aviva, and ESSSuper. Most recently he was Head of Product and Head of Retirement at Cbus.

Kelly Shay

Retirement & Partnerships Leader, Mercer Super

Speaker Bio

Kelly Shay
Retirement & Partnerships Leader, Mercer Super

Kelly Shay is passionate about financially empowering people throughout their working lives and into retirement. Kelly spent the first 20 years of her working life organising workers in the aged care, early childhood education and care and disability sectors in Australia and North America. During this time Kelly was a Trustee Director on the HESTA Board for 6 years which lead to a career change into superannuation.

After 5 years at AustralianSuper, Kelly joined the Mercer Super leadership team where she is currently the Retirement & Partnerships Leader helping over 1 million members on their journey to and through retirement.

Kelly is a graduate of the Australian Institute of Company Directors (GAICD) and is a Board Director on FvREE the lead specialist family violence service in the eastern metropolitan region of Melbourne.

Melanie Slade

Head of Retirement, Product & CX Risk, TelstraSuper

Speaker Bio

Melanie Slade
Head of Retirement, Product & CX Risk, TelstraSuper

Melanie Slade is the Head of Retirement, Product & CX Risk at leading profit-to-member fund, TelstraSuper. Once run exclusively for Telstra employees, today anyone can join TelstraSuper.

Mel has over 20 years’ experience in financial services, working across a range of leadership roles in financial planning, member education, product, and member servicing. She is passionate about helping members access the information they need to make empowered decisions.

In her current role, Mel is responsible for leading the Fund's retirement offering and product development, as well as helping members understand how to build a better financial future through education and guidance.

Giacomo Tarantolo

Manager, Retirement Solutions, UniSuper

Speaker Bio

Giacomo Tarantolo
Manager, Retirement Solutions, UniSuper

Giacomo joined UniSuper in the role of Manager, Retirement Solutions in 2023 and is responsible for leading a cross-functional team that maintains and implements UniSuper’s Retirement Income Strategy across the Fund, ensuring that UniSuper's Retirement Income Covenant obligations to its members are met.

Giacomo is a qualified Actuary having completed a Bachelor of Actuarial Studies with a Bachelor of Applied Finance at Macquarie University. Giacomo is approaching ten years' experience in financial services in roles spanning retirement product development, institutional business development, actuarial and investment consulting at Allianz and Mercer.

Rosalyn Teskey

Partner, Regulatory, Risk and Forensics, Deloitte

Speaker Bio

Rosalyn Teskey
Partner, Regulatory, Risk and Forensics, Deloitte

Rosalyn is a Partner in Deloitte’s Risk and Regulatory practice and leads the firm’s Financial Services accountability offering. She has led numerous engagements to implement the BEAR and FAR regimes for banking, insurance and superannuation clients. Rosalyn’s accountability work has included working with organisations to understand the implications of accountability regimes and to support them to not only meet the requirements of FAR but to embed a culture of accountability.

Catherine van der Veen

Head of Group Retirement Solutions, Allianz Retire+

Speaker Bio

Catherine van der Veen
Head of Group Retirement Solutions, Allianz Retire+

Catherine is the Head of Group Retirement Solutions for Allianz Retire+. Catherine is accountable for partnering with superannuation funds to deliver sustainable, member-first retirement propositions to help Australians secure their best retirement possible. Catherine has a demonstrated track record of developing successful strategies for client-focused outcomes and has a deep understanding of the retirement landscape and the challenges facing retirees. Catherine has more than 20 years of financial services experience in product and channel development, distribution, marketing, strategy, and execution for institutional, retail, and direct clients. Catherine job shares this role with Lucy Foster.

Bec Wilson

Columnist, Speaker & Author

Speaker Bio

Bec Wilson
Columnist, Speaker & Author

Bec Wilson is a columnist, speaker and bestselling author of How to Have an Epic Retirement.

Her first book became Australia’s #1 retirement guide and is now preparing for release worldwide. Her new book, Prime Time: 27 Lessons for the New Midlife, will be released on 30 July. She is the founder of the Epic Retirement Institute, which provides scaled pre-retirement courses online to help people navigate the choices ahead, and she hosts the Prime Time podcast, helping people explore the second half of life with clarity, confidence and purpose.

Bec writes a weekly syndicated column for the money section of The Sydney Morning Herald, The Age and other major newspapers, leads The Epic Retirement Club on Facebook and is a regular guest speaker for super funds, the finance industry and workplace education programs.

Sarah Yu

Partner, King & Wood Mallesons

Speaker Bio

Sarah Yu
Partner, King & Wood Mallesons

Sarah Yu is a Partner at KWM and specialises in financial services, superannuation and insurance. Sarah has an extensive legal practice with over 25 years’ experience that spans regulatory, advisory, transactional and disputes work. Sarah advises retail, industry and corporate superannuation funds, administrators and promoters, banks and wealth management institutions, life and general insurance companies.

Gold Partner

Silver Partners

Coffee Partner

Lanyard Partner

Sinem Kalenderoglu

Marketing Manager - Brand & Content, Rest

Sessions

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

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

Sessions

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)

Sessions

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

Sessions

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

Sessions

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

Sessions

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

Sessions

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

Sessions

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

Sessions

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)

Sessions

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

Sessions

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

Sessions

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

Sessions

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

Sessions

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

Sessions

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

Sessions

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

Sessions

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

Sessions

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

Sessions

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

Sessions

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

Sessions

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'

Sessions

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

Sessions

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.