Jonathan is the Managing Partner and founder of QMV Legal, a superannuation focused law firm. He has a diverse background with qualifications in business, history, and politics in addition to his legal qualifications (which came later in life than for many lawyers).

Jonathan is a fellow of ASFA and sits on several working groups and committees. He was Chair of ASFA’s Victorian State Executive in 2021 and currently sits on the ASFA Member Engagement Committee. He is also a member of the Law Institute of Victoria and the Law Council of Australia.

Glen McCrea is Chief Policy Officer and Deputy CEO of the Association of Superannuation Funds of Australia (ASFA). Glen leads ASFA’s teams on policy, research and analysis, government relations, advocacy and the delivery of technical and operational services to members.

Prior to ASFA, he spent 15 years developing economic policy at the Federal Treasury, including a secondment working as the senior tax adviser to the Assistant Treasurer. Glen has specialist skills in strategic political advice and communications as well as expertise in economic and policy analysis, superannuation, tax, insurance and fiscal policy.

Glen holds a Bachelor of Economics (Hons),a Bachelor of Commerce and a Masters of Public Policy (Economic Policy) from the Australian National University.

Joshua was appointed to the role of Chief Advice Officer in January 2020. Joshua and his team are responsible for making a real difference to the financial futures of HESTA members through education, financial advice and other engagement activities.

Joshua has 20 years experience in the financial services industry including financial advice, compliance, practice management and para planning. He has held senior positions at a diverse range of organisations including AXA, RACV, Bank of Melbourne, IOOF and Bendigo and Adelaide Bank. Most recently Joshua was Executive Manager Distribution at VicSuper.

Joshua holds a Bachelor of Business, Graduate Diploma in Management, Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner. He is also a Graduate Member of the Australian Institute of Company Directors (GAICD).

Lynda Cross is Head of Advice at Cbus and has over 15 years of senior industry experience. This includes leadership roles across scaled and comprehensive advice teams and advice operations. As a CFP, she has been an advice practitioner as well as a senior financial analyst.  In her current role as Head of Advice at Cbus, she leads a team of advice professionals committed to providing a superior retirement experience to members’.

With over 20 years’ experience in Super, Jen Harding leads the development and growth of HESTA’s member engagement and advice services.

Jen’s background involves creating, leading and managing ‘action oriented’ help and advice services for many of Australia’s leading Super funds spanning retail, corporate and industry. Taking an insights and data driven approach, Jen is skilled in developing tailored and innovative solutions to support better retirement outcomes for members.

Jen is a people oriented leader experienced in managing change, and passionate about developing and leading high performance teams.

Jen holds a Bachelor of Economics, Diploma of Financial Planning, Certificate of Behavioural Financial Advice, and is studying organisational leadership with Harvard Business School.

Ross is one of the most recognised tax advisors to the superannuation industry in Australia, with experience across the whole spectrum of industry, corporate, public sector, and retail funds.​

Ross advises across the whole breadth of taxation issues affecting funds, including tax due diligence on proposed new investments, tax within unit pricing, interaction with the ATO, fund mergers, and member related issues (e.g.. Tax obligations in respect of lost members, temporary residents, PAYG withholding, no-TFN contributions tax, etc.).​

Ross is the immediate past Chair of the Victorian State Executive of the Association of Superannuation Funds of Australia (ASFA), and a member of the ASFA Tax Advisory Committee. His role with ASFA includes assisting with lobbying government for changes to superannuation policy and legislation, including most recently on the non arm’s length income (NALI) provisions.

Ross is a regular speaker for ASFA and the Tax Institute on tax issues affecting superannuation funds.

Clare is responsible for AustralianSuper’s ESG and stewardship program for the Fund’s listed investments. Clare works closely with the listed equities team during due diligence to identify material ESG risks and value drivers and engages with portfolio companies to improve ESG practices during the ownership phase.

Clare has over 15 years’ experience working in ESG and Sustainability. Prior to joining AustralianSuper, Clare worked at TelstraSuper in the Sustainable Investing team and IFM Investors where she worked with unlisted infrastructure portfolio companies to accelerate sustainability performance and set carbon reduction targets. Prior to IFM Investors, she headed up the Sustainability Team at Transurban, where she developed the sustainability strategy, led a program to rejuvenate road corridors and set corporate environmental targets. Clare has previously worked in the non-profit sector where she helped identify impact investing opportunities and in financial services at Reuters and Goldman Sachs in London.

Clare sits on the Steering Committee of Investors Against Slavery and Trafficking. Clare holds a Masters’ degree in Corporate Sustainability and Environmental Management, Monash University and Bachelor of Arts and Bachelor of Business (Management), Monash University.

Mary is the founder of Seven Advisory, helping companies progress with purpose and Impact.

Previously Mary was the Head of Impact for HESTA a $67B superannuation fund leading the responsible investment, government relations and CSR programs. She has held senior roles in financial services organisations for over 15 years and is passionate about authentic progressive capital.

Mary is a 2015 Churchill Fellow awarded for the completion of international research on equity for women in pension systems.

Mary is a current Board Member of The Emergency Services Telecommunication Authority, The McKell Institute and Emily’s List Australia.

Mary has served as the Chair of the Ministerial Advisory Council for Gender Equality in the State of Victoria, and was a past Chair of Reclink Australia.

Mary is a former Mayor, Deputy Mayor and elected Councillor for an inner city municipality.

Mary holds a Masters of Finance (Corporate Advisory) and has six children.

Steve has been working in the financial services industry for over 20 years, beginning with 2 years working for Zurich in London. Following this, Steve spent 4 years in the ANZ Wealth Management division in operational & project roles, then moving into a practice management role.

Steve took over as Head of the IOOF Employer Super business at the beginning of 2013 and during this time was responsible for building out the member engagement program as well as the successful launch of the IOOF MySuper product.

In June 2016 Steve moved into the role of Head of Client Delivery at IOOF. In this role, Steve was responsible for the coordination and delivery of IOOF 'open architecture' platform and service proposition, assisting advisers and employers in delivering financial independence to their clients / staff.

During this time Steve chaired the steering committee for the evolution of the IOOF managed account service (MDA) which oversaw the development and delivery of ethical MDA options to IOOF’s advice network.

From July 2021, Steve accepted the role of Head of ESG (environment, social & governance) and is responsible for the development and delivery of the Insignia Financial ESG strategy.

Steve is passionate about delivering ethical, sustainable financial solutions to the market to help Australians build a better future.

Lorraine Moore is responsible for business development in the Asia Pacific Region for The Climate Service, an S&P Global company. She works with investors and companies to consult on industry trends, assess their climate risk and advise on the integration of tools that help manage climate related exposures and opportunities.

Prior to joining S&P Global, Lorraine was Head of Sustainable Investing and Assistant Fund Manger at APN Property Group. She was responsible for developing and implementing the Responsible Investment strategy and developing a Green Property Fund for the organisation. Prior to APN she worked at CBUS Property and was responsible for the integration and reporting on overall ESG risks that may impact the Funds operations and investments. This includes the ongoing development and implementation of the group's ESG strategy.

Lorraine holds a Bachelor of Science (Environmental Management), a Post Graduate Diploma – Environmental Engineering and is currently completing a Master of Business Administration (MBA) at Victoria University.

Luke Barrett is General Counsel for UniSuper, one of Australia’s largest superannuation funds and institutional investors with over $100 billion in funds under management.

In 2021, he was nominated by law firm partners, barristers and industry peers for General Counsel of the Year and won the award for Asia Pacific in the financial services category.

He is the former Chair of the Law Council of Australia's Superannuation Committee and continues to serve on that committee, now for over 10 years. This role sees him proactively involved in the regulatory reform process, consulting with Government and regulators.

Barrett also has non-executive director experience from serving as an independent trustee director on the board of Diversa Trustees Limited, which is the trustee of various superannuation funds.

His prior experience includes senior legal positions with leading law firm Allens and with Vanguard Investments.

Barrett has over 20 years'​ experience in financial services, advising fund managers and superannuation funds across all aspects of their businesses and investments, including the establishment of new products, product restructures, outsourcing, custody, brokerage and administration agreements, fund mergers, product disclosure, licensing, benefit claims, disputes and trust deed advice.

He leads UniSuper's Legal & Governance function and is responsible for the Fund's legal position across its superannuation, funds management, financial advice and administration businesses. For 10 years he led the legal team within UniSuper's investments business, which included risk management responsibilities.

In recent years, Barrett has run successful litigation in the High Court and Supreme Court and has advised on some of Australia's largest infrastructure and retail property transactions. He was also deeply involved in the set-up of UniSuper's internal funds management capability.

Barrett regularly speaks at industry conferences and has given evidence in Parliament on legal issues affecting the financial services and superannuation industries.

He has written business columns for Fairfax newspapers and is also an art writer and interviewer of artists.

David joined Frontier in 2015 and leads the Member Investment Group. He provides investment advice to a range of clients and conducts research in the area of retirement strategy and product development for superannuation funds.

Prior to Frontier David spent nineteen years at Mercer in both the UK and Australia. Prior to joining Mercer, David was at Towers Perrin for around six years, working with a number of clients in a consulting and research capacity.

David holds a Bachelor of Economics from Macquarie University and is a Fellow of the Institute of Actuaries of Australia.

Karen Henricus joined Mercer Australia in January 2018 as the Major Bids leader. Working closely with the sales team in all new business opportunities, her focus is leading the sales support team to tailor superannuation and investment solutions with the primary focus of ensuring the client’s expectations and experience is enhanced.

Karen has over 20 years’ experience in corporate superannuation, investments and group insurance, having worked for a number of financial services organisations and has significant experience in business development, relationship management, transition and change management.

Karen holds Fellow status with the Association of Superannuation Funds Australia (ASFA).

Balaji Gopal is Head of Personal Investor at Vanguard Australia, and a member of Vanguard’s Australian executive team.

In this role, Balaji leads Vanguard Australia’s retail business, including the build out of a digital offer that allows Australian investors to take greater control of their investment portfolio.

Prior to taking on his current role in July 2020, Balaji served as Vanguard Australia’s Head of Product Strategy, where he led the team responsible for long-term product planning, research, development and implementation.

Balaji has gained over 18 years’ experience working across government, financial services, investment and management consulting sectors. Prior to joining Vanguard in April 2017, Balaji held positions at the Australia and New Zealand Banking Group Limited (ANZ) including working within the ANZ Wealth Global Chief Investment Office, where he provided oversight across business management, technology, governance, strategy and investment and product related matters regionally.

Balaji holds a Bachelor of Commerce and Computing from Osmania University (India), along with a Masters in Applied Science (Computing) from RMIT University and a Masters in Applied Finance from Macquarie University.

With 15 plus years’ experience at a senior executive level, I am an innovative thinker with a rare blend of creativity and analytical skills. I bring extensive experience in corporate strategy, customer experience, product innovation and marketing.

My ability to influence and engage stakeholders is complimented by an outgoing and enthusiastic personality. These qualities have been central to leading high performing teams, often through periods of change and modernization.

I have a proven track record in identify commercial opportunities to increase growth, revenue and profitability.

My expertise in operations, product and marketing consistently results in transforming business strategy into profitable, tangible outcomes across a range of business sectors. I am a supportive leader who builds and develops high performing teams that have trust and respect across the business.

Tom manages AIA Australia’s advisory and regulatory affairs capability as well as engagement with industry bodies like ASFA, AIST and the FSC.  Tom has more than 25 years’ experience in financial services across banking, superannuation and life insurance working across product, marketing, technical sales and relationship roles with a strong focus on group insurance through super. 

Chris Ketsakidis is a Partner at Mills Oakley Lawyers in the Financial Services practice. Chris advises a range of participants in the superannuation and financial services industry, including public offer superannuation funds, industry funds, corporate funds and pooled superannuation trusts, responsible entities and administrators.

In addition to compliance and regulatory matters, including FSR, Chris acts for trustees and fund administrators in matters concerning fund transfers and mergers, member communications, taxation, governing rules and preparing fund documentation. He also advises unions, employers and trustees on the prudential, commercial and taxation issues affecting worker entitlement funds, such as redundancy funds and portable annual leave funds.

Chris was admitted to practice in 1993 and, before joining Mills Oakley Lawyer, led the superannuation and financial services practice groups at several mid-tier law firms.

Chris is a regular speaker at seminars and the author of numerous articles published by professional journals on issues affecting superannuation and financial services.

Chris is a member of the Law Institute of Victoria, the ASFA Legal, Regulatory & Compliance Sub-Committee, the ASFA Member Engagement & Advice Sub-Committee, and a Chartered Tax Adviser. He holds a Bachelor of Law and a Bachelor of Science from Monash University.

As a Private Clients Partner, Susie has spent the past 27 years working with C-suite’s designing, building and implementing business and growth strategies.

Susie has extensive experience advising and working with numerous Boards across strategy planning and decision making in addition to holding senior executive roles at some of Australia’s leading consulting and financial services institutions.

At PwC, Susie leads the National Private Clients Consulting Team and works with corporates across business strategy, customer experience, culture and operational improvement. As well, works with financial services market on financial wellbeing strategies, member retention strategies, customer experience & trusted advisor relationship models.

Dulare has over 8 years of experience in consulting, medical administration, teaching and customer services.  She has a degree in Biomedical Engineering from RMIT University.

After 6 years experience in medical administration and consulting in customer services, in 2019 Dulare joined PwC’s Data Assurance practice as an Associate. She is currently using business intelligence tools (such as Alteryx, MS-SQL and PowerBI) to support historical data analysis, data remediation and process improvement. She has developed a strong foundation in data analysis and analytics, complemented with a deep understanding of the data integrity and data quality measures required to support auditable deliverables.

Dulare has built her business and technical skills through a willingness to help and learn from different teams. She has experience and exposure working in a broad range of operational environments. Prior to PwC this included healthcare, teaching, superannuation and telecoms.  In her 2 years at PwC, she  has delivered data analytics for clients across a variety of industries including banking, education, local government and retail.

Dulare is continuously developing her skills through training and self learning.  She has used this motivation to expand her knowledge and views on superannuation, as she is keenly aware that what she does today will hold her in good stead in retirement.

Catherine is a Senior Economist at ANZ Research. She provides research, forecasts and analysis on the labour market, business and infrastructure investment, ESG and the broader Australian economy.

Prior to joining ANZ, Catherine worked as a Senior Policy Adviser/Economist for the Victorian Government, an Environmental Economist for the Namibia Nature Foundation, and an Economic Analyst for BIS Oxford Economics.

Catherine holds a Master of International and Development Economics from the Australian National University.

John has broad experience in financial services, funds management,  blockchain, corporate and commercial law, with a particular emphasis on funds management related matters.

John has acted for a wide range of financial services providers (both start-ups and established industry providers), including retail and wholesale fund managers, investment advisers, financial planners, stockbrokers, IDPS operators, managed discretionary account providers and consumer credit providers. He has advised financial services providers on all aspects of managed investments schemes, AFSL and ACL licensing, disclosure requirements, and ongoing compliance with regulatory requirements.

John also has extensive experience in advising financial services industry participants in relation to the establishment and development of various financial products, as well as the preparation of disclosure documents such as financial services guides, product disclosure statements and information memoranda.

John also has significant experience in a broad range general corporate commercial matters; from company establishment, shareholder agreements, mergers and acquisition and ASX listings.

More recently John has taken a keen interest in Blockchain related matters and gained significant experience advising on, and establishing, crypto currency funds, reviewing Whitepapers for Initial Coin Offerings (ICO) and advising on the establishment of cryptocurrency exchanges including preparing AML/CTF Programs and terms of use and advising on conducting Security Token Offerings (STOs) in Australia. John is currently a mentor for the RMIT Blockchain Strategy Course.

Jonathan is the Managing Partner and founder of QMV Legal, a superannuation focused law firm. He has a diverse background with qualifications in business, history, and politics in addition to his legal qualifications (which came later in life than for many lawyers).

Jonathan is a fellow of ASFA and sits on several working groups and committees. He was Chair of ASFA’s Victorian State Executive in 2021 and currently sits on the ASFA Member Engagement Committee. He is also a member of the Law Institute of Victoria and the Law Council of Australia.

Andrew is an experienced leader in the financial services industry with specialised knowledge in superannuation, investments, risk management and insurance. During his career, he has driven research and public policy in various areas including retirement adequacy, retirement income products and solutions, member disclosure and advice, member engagement and digital solutions, governance and conflict management.

Andrew has been a regular speaker at various industry events including the annual ASFA Conference, the 2012 and 2015 Asia-Pacific Pensions Forum, and the 2010 OECD/IOPS Global Forum on Private Pensions. He was a member of the Board of Directors of ASFA from November 2015 to April 2019, during which time he was Chair of the Consumer and Industry Outcomes Policy Council and Deputy Chair of the Super System Design Policy Council. He was also Chair of ASFA’s 2019 and 2020 Conference Committee, having previously been a committee member from 2009-14.

With more than 35 years of financial and superannuation experience, Ms Anthony is an executive with strong risk and governance experience in financial institutions.

Ms Anthony was the Chief Risk Officer and Company Secretary at LUCRF Super and previously, Executive General Manager Governance and Product at ESSSuper, and has held senior positions at EnergyAustralia, Vanguard Investments and Aviva Wealth Management Australia. She commenced her career as an Actuarial Consultant and is currently a lawyer.

Jonathan is the Managing Partner and founder of QMV Legal, a superannuation focused law firm. He has a diverse background with qualifications in business, history, and politics in addition to his legal qualifications (which came later in life than for many lawyers).

Jonathan is a fellow of ASFA and sits on several working groups and committees. He was Chair of ASFA’s Victorian State Executive in 2021 and currently sits on the ASFA Member Engagement Committee. He is also a member of the Law Institute of Victoria and the Law Council of Australia.