Speakers

 
 

Philip Kewin

CEO, AFA

Philip is the CEO of the AFA, Australia’s oldest professional association representing the interests of financial advisers. Founded in 1946, the AFA passionately believes in the value of financial advice and the difference it makes to the lives of everyday Australians.

 

With extensive experience in financial services, Philip is a former financial adviser having owned his own practice and held a number of senior executive roles across Life Insurance, Superannuation and Investments.

 

Philip is passionate about the value of advice and the great outcomes achieved as a result of good advice.

Phil Anderson

General Manager Policy & Professionalism, AFA

Phil Anderson is the General Manager Policy and Professionalism with the Association of Financial Advisers.  Phil was previously with the AFA between August 2011 and September 2015 and rejoined the AFA in June 2017. 

 

At the AFA, Phil has responsibility for policy and the implementation of the requirements of the new Professional Standards legislation.  Phil has previously been integrally involved in the FoFA, TASA, Education/Professional Standards and the early stages of the Life Insurance Framework debates including driving the development of submissions to Treasury, ASIC, the Tax Practitioners Board, the PJC and Senate Economics Committee on Legislation, Regulations and Regulatory Guidance. 

 

Phil is a CPA and has a Bachelor and Masters of Commerce along with the DFP and ADFP.

Troy McMillan

Chief Executive, TWD Australia

AFA Practice of the Year 2018

You might see articles by Troy MacMillan regularly in the finance section of The West Australian, or see him speaking to some of the country’s most influential people. Since founding TWD, the company has been awarded Australia’s Best Advice Practice – and named a winner in WA for the Telstra Small Business Award. Troy’s ethos is built upon lessons learned from years spent living and working in Japan, where he adopted the philosophy of “kaizen,” which translates to “continuous and never-ending improvement.” Troy is also a member of the Board of Directors for Nulsen Disability Services. His vision is to deliver greater financial certainty to more Australians.

Cara Graham

Director, TWD Australia

AFA Practice of the Year 2018

Incredible work ethic and client care earned Cara the role of Director before her 30th birthday. Cara joined TWD after working for a large national firm and finding she didn’t like the ‘corporate approach’. Meeting Troy, Cara remembers “I loved how different his approach was and pretty much made him hire me – even though wasn’t recruiting at the time” Embodying TWD ethos on giving back, Cara has a charitable heart, one time creating an event that raised $17,000 for the Starlight Children’s Foundation. Cara has a Bachelor of Commerce (Finance & Economics), a Diploma of Financial Planning (CFP) and is an accredited Self-Managed Super Fund Specialist Adviser.

Hugh Robertson

Managing Director, Centaur Financial

AFA Adviser of the Year 2018

Hugh Robertson is the CEO of Centaur Financial Services. A private wealth firm that is not connected to any major banking institution. In 2018 Hugh won arguably the most prestigious award in the financial planning industry, the Association of Financial Advisers Financial Adviser of the Year.

It was an honour for Hugh to win the award as well as testament to his focus on great customer service, highly educated advice, and commitment to running a sustainable business model. 

In addition to advising the firms private clients with their complex financial positions Hugh has started to give back to the industry and most recently was involved with the ‘your money your life’ expo down in Sydney which was open free to the public to help people start to understand the value of financial advice.

A survey of the firm’s clients by the Beddoes Institute gave Hugh a 97% trust score and a 90% net promoter score, which means his clients are raving fans. Hugh is also part of the Most Trusted Adviser network based off these results.

Hugh has two Masters degrees, a Master in Financial Planning, and an MBA. Hugh also holds a Bachelors Degree in International Finance with an Accounting major. In addition to these Hugh is a Certified Financial Planner and also holds the Self-Managed Superannuation Specialist designation.

Outside of work Hugh spends his weekends chasing around his three young children with his wife and trying to get to the beach to enjoy the beautiful part of the world they live in, on the Gold Coast.

Olivia Sarah-Le Lacheur

AFA Foundation Chair

Olivia has over 20 years experience in financial services. Specialising in insurance, Olivia has worked in business development, practice management, adviser recruitment, business protection, technical and national account management.

 

She is an experienced people leader, managing teams of up to 200 people. Olivia has a strong understanding of product, pricing, marketing, administration, underwriting, claims and technical services and can use this expertise to drive results for both you and your clients.

Olivia has been the AFA Foundation National Chair for over 2 years and has worked with a team of dedicated volunteers across the country to take the AFA Foundation into our second decade, raising over $1.6m since inception, and building a corpus of funds to future proof the Foundation’s commitment to partnering with charity partner across the AFA community.

Jody Fitzgerald

Head of Institutional Portfolio Management Asia Pacific, Morningstar Investment Management

Jody Fitzgerald is the Head of Institutional Portfolio Management and Solutions at Morningstar Investment Management. A senior investment executive with over 20 years’ experience in technical investment roles and business leadership positions, Jody's previous roles have been Head of Investment Product and Strategy for Australian Unity Investment and Senior Management roles at UBS Wealth Management, Deutsche Asset Management and Skandia.

Donna Lee Powell

Principal Financial Adviser, dlp life design

Female Excellence in Advice Winner 2018

Founder and Financial Adviser for dlp life design, Donna Lee Powell brings over twenty years’ experience in the financial services industry, commencing her career with ANZ Bank in 1995. After working in business and personal lending roles, Donna gained an insight into financial planning and the importance of good quality, sound advice. This recognition and her desire to help others inspired her to commence a financial planning role with ANZ in 2001.

In early 2007, Donna and her long term ANZ colleague commenced their own financial planning practice. More recently Donna has founded DLP Life Design to continue to follow her passion of delivering a connected and holistic financial experience for clients, adding meaningful value across all dimensions of family wealth and maintaining long term relationships with her clients. Donna is committed to supporting those who have lost a loved one or may have limited time to live, to navigate and plan their financial wealth and estate planning desires.

With our aging population, men dying younger, combined with almost half of marriages ending in divorce, one of the biggest challenges Donna sees for women is to create and manage their financial and family affairs. Donna is passionate about empowering and educating women to create wealth and achieve financial stability.

Dr Jennifer Whelan

Founding Director, Psynapse Psychometrics

Jennifer is the founding director of Psynapse Psychometrics. A former Research Fellow at the Melbourne Business School and the University of Melbourne, Jennifer is a recognised academic expert, and organisational consultant specialising in diversity, unconscious bias, inclusion, and innovation. 

Jennifer is an active thought leader and a regular contributor to industry forums, events, and public debate, including contributions to The Conversation and The Age; and engagements with The Sydney Opera House, The Committee for Economic Development of Australia, The Australian Human Resources Institute, and The Diversity Council of Australia.

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