VIC State Forum

Anne is responsible for championing financial advice, financial literacy and education across ART, seeking to influence and shape the advice industry and ensure financial advice is accessible for all members.

Anne has been leading the advice business, first at Sunsuper and now ART since 2015 and has sat on multiple boards and external advisory committees throughout her 25-year career. Anne has worked in senior roles at leading financial institutions including the Association of Financial Advisers (AFA) ING Australia and Bankers Trust.

Anne is also a non-executive director on the board of Teachers Union Health. She is a Graduate of the Australian Institute of Company Directors and holds an Advanced Diploma of Financial Services (Financial Planning) and a Bachelor of Arts.

Bec Wilson is a leading voice in retirement strategy, renowned for her bestselling book “How to Have an Epic Retirement” and her influential weekly column in the SMH/Age Money Section. As a podcaster, she extends her expertise to a wider audience, offering insights into the financial, physical, and emotional aspects of retirement planning.

Her approach to retirement goes beyond traditional financial advice, advocating for a holistic strategy that encompasses all facets of well-being. This perspective has not only shaped her writing and speaking engagements but also positioned her as a pivotal figure for those navigating the complexities of retirement.

Bec’s expertise is rooted in her ability to blend comprehensive research with practical experience, making her advice both accessible and actionable. Her sessions are celebrated for their engaging delivery and the tangible value they offer, making her a sought-after speaker for anyone looking to rethink retirement planning.

Bec brings invaluable insights to the table, driven by her commitment to helping individuals achieve a fulfilling retirement. Her work, characterized by its depth and accessibility, has made a significant impact on the field, inspiring a new generation to approach retirement with confidence and clarity.

Derek Bopping is the Head of the Australian Signals Directorate’s (ASD) Melbourne Office. Previously, he led ASD’s Cyber Engagement and Strategy Division, where he oversaw ASD’s cybersecurity partnerships with industry, the media, and other government stakeholders.

Derek was formerly the Deputy Counter-Terrorism Coordinator, overseeing the design and implementation of Australia’s federal counter-terrorism laws, and has worked as an independent consultant focusing on the insurance and business interruption aspects of cyber risk.

Derek holds a PhD in social psychology from the Australian National University.

Jonathan is the Managing Partner and founder of QMV Legal, a Melbourne based law firm specialising in advising and representing trustees of APRA regulated superannuation funds. QMV Legal’s clients include UniSuper, HESTA, MLC Wealth, Qantas Super, Cbus, and Vanguard. QMV Legal has also acted as an ASIC appointed independent expert reviewing large remediation programs.

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). He has also completed executive education in financial regulation at the London School of Economics.

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

Liberty is an accomplished Information Security professional and cybersecurity subject matter expert with over 7 years of experience in cyber risk management. He is passionate about simplifying cyber risk communication to help business leaders make effective decisions. His expertise lies in information technology governance, risk management principles, information security audit, cyber risk quantification, and incident management.

Liberty has supported Australian and global organisations with Cyber transformation programs and regulatory compliance assessments, including APRA’s CPS 234 assessments for Australian local and global banks, insurance companies, and wealth & asset management organisations.

Liberty holds a Postgraduate Diploma in Computer Science (Cybersecurity), Certified Information Security Manager (CISM) and Certified Information Systems Security Professional (CISSP) certifications, and a Bachelor of Commerce with a double major in Accounting and Finance. He has also completed the Cyber Leadership Program and Executive Leadership Program.

Dr. Michael G. Kollo is an accomplished executive leader and educator on the importance of artificial intelligence in business strategy and products across financial services, technology and public services.

As an executive, Michael has held leadership positions at large institutional investors as Blackrock, Fidelity, Renaissance Asset Management, Axa Investment Managers and HESTA. As a board member, he holds a non-executive directorship for ASX listed entity Clime Investment Managers.

Today Michael is the CEO of Evolved AI, A Generative AI research and development focused on helping Australian firms navigate the AI landscape for a safe and sustainable AI adoption.

Sophie is an emerging industry leader with a diversity of experience across a range of industries. She has always brought an unbridled enthusiasm and a thirst for knowledge to her work, which prior to superannuation saw her contributing to fields as varied as heritage restoration and social housing strategy.

As an analyst in Novigi’s Market Strategy and Propositions team, Sophie plays a key role in shaping Novigi’s product and service offering. She is heavily involved in Novigi’s thought leadership content, such as the Quarterly Report, to which she contributes content and oversees delivery. Prior to joining the Market Strategy and Propositions team, Sophie was instrumental in the delivery of several large engagements for Novigi, including the transition of BT Super to Mercer Super. She’s also passionate about diversity, equality, and inclusion, and has been pivotal in related initiatives at Novigi.

Sophie graduated with a degree in construction project management with first class honours from the University of Technology Sydney and is currently completing a Master of Business Administration at The University of Sydney.