Who’s on the move? December

5 min read
5 min read

KPMG announces transaction services partner

KPMG has announced the appointment of Samantha Brewer as a transaction services partner, part of the deals, tax and legal division. Brewer will lead and maintain a number of client relationships for KPMG with domestic superannuation funds and alternative capital markets, along with assisting the delivery of transactions services in the business. She joins the firm having been with Macquarie Infrastructure and Real Assets (MIRA) since 2006.

Angus Wilson, national lead partner, transaction, valuations and deals tax, KPMG, said: ‘We are pleased to have Samantha on board. Her experience will be a great addition to the team, which continues to enjoy significant deal activity, which Samantha will be able to help clients with.”

AMP announces additions to wealth solutions leadership team

John KeatingShaune EganAMP has appointed John Keating (pictured, left) and Shaune Egan (pictured, right) to key leadership roles in its wealth solutions and customer team.

Keating, who was previously AMP’s head of platform products, has commenced as head of wealth distribution, southern region, reporting to Nicole Mahan, AMP’s director of wealth distribution.

Egan will commence at AMP as head of platform development on 19 November 2018, reporting to Rod Finch, AMP’s director, superannuation, retirement and investments. He joins AMP from MLC, where he led the wrap platform and managed account business.

Nicola Roxon announced as new HESTA independent chair

HESTA has announced that the Hon Nicola Roxon will become its new independent chair when Angela Emslie steps down from the position at the end of her term on 31 December 2018.

The HESTA board welcomed Roxon, acknowledging the unique insights, skills and experience she would bring to the fund and a deep understanding of the health and community services sector.

Hostplus appoints deputy CIO

Greg ClerkHostplus has announced the internal appointment of Greg Clerk as deputy chief investment officer. This follows two years as Hostplus’ head of investment strategy and 14 years prior advising the industry fund through its asset consultant, JANA.

Hostplus CIO Sam Sicilia said the fund was delighted to promote Clerk who will deepen his involvement in developing Hostplus’ $37 billion investment strategy, portfolio construction, asset allocation and other key investment-related decisions.

VicSuper announces new appointments

Martin VassalloJo McKennarieyVicSuper has announced the appointments of Martin Vassallo (pictured, left) as chief risk officer, and Jo McKennariey (pictured, right) as executive manager, people experience.

In his newly created role, Vassallo leads the risk and compliance teams and oversees the development and deployment of risk and compliance frameworks, reporting and governance to support VicSuper’s strategic objectives. Vassallo has over 30 years’ experience in financial services, risk management, compliance and information security, having previously served as general manager, operational risk & compliance for NAB business banking. More recently, Vassallo held positions as chief risk officer at Tandem Corporation and Asia Pacific chief risk officer for FIS Global.

Jo McKennariey joined VicSuper as executive manager, people experience in late October. She has held a range of executive roles, most recently with Blue Sky Alternate Investments as interim chief people officer and corporate affairs director.

“Martin and Jo’s depth of skills and experience significantly strengthens our existing executive team and enhances our capacity to deliver great outcomes for our members,” CEO Michael Dundon said.

Catholic Super announces new executive structure

Catholic Super has announced the departure of CEO Frank Pegan following changes to their leadership team.

Catholic Super board chair Danny Casey said that Pegan had overseen a period of extraordinary growth at the fund, delivering strong and consistent investment performance for Catholic Super members.

Under the new leadership structure, David O’Sullivan, chief risk officer, will be acting CEO and will lead the executive team.

“It’s a time of change on many levels for Catholic Super. We are grateful for all that Mr Pegan has achieved, for the many members he has helped and for the extraordinary legacy he leaves at Catholic Super,” Casey said.

Tasplan recruits former CBUS CIO to board

Trish DonohueTasplan has announced the appointment of Trish Donohue as a non-executive director of Tasplan, effective 1 January 2019. Donohue is a skills based appointment, achieved via a nomination of the Local Government Association of Tasmania and her appointment reflects Tasplan’s focus on ensuring there continues to be an appropriate skills mix on the board.

Donoghue has spent 18 years at CBUS and was awarded joint Conexus Chief Investment Officer of the Year in 2017. Currently she is a director of the Infrastructure Victoria Audit and Risk Committee, she has extensive not-for-profit and government related board and committee experience. She holds a Bachelor of Science (Mathematics Major) from Melbourne University and is a Graduate of the Australian Institute of Company Directors, a Fellow of the Financial Services Institute of Australasia and an Associate Actuary of the Institute of Actuaries of Australia. Naomi Edwards, chair of the Tasplan board said they were very excited to welcome Donoghue to the Tasplan team.

More Reading

Q&A with IFM Investors’ David Whiteley
In-Depth In-Depth

Q&A with IFM Investors’ David Whiteley

Super system can turbocharge productivity on road to net zero
In-Depth In-Depth

Super system can turbocharge productivity on road to net zero

Understanding the Division 296 super tax
In-Depth In-Depth

Understanding the Division 296 super tax

Derek Thompson

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.