Overview
The Financial Services Council invites you to a timely event bringing together leading industry voices in superannuation, investment, advice and innovation. Innovation in Retirement 2025 is a full-day forum dedicated to the future of retirement in Australia, set against a backdrop of significant demographic, economic and regulatory change.
Through expert keynotes, strategic panels and real-world case studies, the program will examine the structural shifts reshaping retirement: from evolving member expectations and advice delivery models to the rise of private market investment, longevity-focused product design, fintech and AI, and the implementation of the Retirement Income Covenant and other obligations.
Within the next decade, over 2.5 million Australians are expected to retire. This event offers timely insights into the technologies, behaviours and policies redefining the sector as it caters to this new wave of retirees. Participants will walk away with practical knowledge to inform strategy, investment and product design, supported by high-level networking with senior industry stakeholders.
Now is the time to lead with innovation, challenge existing thinking and help shape a more sustainable retirement system for the future.
Program is correct at time of publishing but is subject to change.
Sponsors
Major Partners
Supporting Partner and Lanyard Partner
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PROGRAM
SPEAKERS
Blake Briggs
CEO, Financial Services Council
DAVID BRYANT
Chair, Financial Services Council & CEO, Marsh McLennan Pacific
President, Mercer Pacific
Blackrock’s extensive experience and capability in investment and retirement will provide dynamic insights into the global macro perspectives on institutional investment trends and portfolio construction and the forces shaping retirement outcomes worldwide
Mike McCorry, Chief Investment Officer, Australia and APAC along with Stacey Tovrov, Managing Director and Head of Investment Strategy, Retirement Solutions (live from Chicago) will discuss how this impacts retirement portfolio construction across the US, Europe and the Asia Pacific region.
Their insights will set the stage for a forward-thinking dialogue on building resilient, innovative retirement solutions for the next generation of retirees.
Blackrock’s extensive experience and capability in investment and retirement will provide dynamic insights into the global macro perspectives on institutional investment trends and portfolio construction and the forces shaping retirement outcomes worldwide.
Mike McCorry, Chief Investment Officer, Australia and APAC, will be joined by Stacey Tovrov, Managing Director and Head of Investment Strategy, Retirement Solutions, live from Chicago. Together they will examine how developments in the US, Europe, and Asia Pacific are reshaping retirement portfolios and setting the direction for innovation.
Their insights will set the stage for a forward-thinking dialogue on building resilient, innovative retirement solutions for the next generation of retirees.
SPEAKERS
Dr Mike McCorry
Chief Investment Officer, BlackRock Australia and APAC
STACEY TOVROV
Head of Investment Strategy for Retirement Solutions, BlackRock
Australia is on the cusp of the largest wave of retirees in its history. Meeting their needs will demand a fundamental shift in how the financial services industry measures success, engages members, innovates for longevity and invests for sustainable outcomes.
This session brings together leading financial services industry CEOs to take a system-level view of retirement. They will explore what must change, how the industry must reframe its approach, and the bold steps needed to ensure Australians can retire with confidence.
SPEAKERS
Chair
DAVID BRYANT
Chair, Financial Services Council & CEO, Marsh McLennan Pacific
President, Mercer Pacific
David Moffatt
Chairman - ANZ, Apollo Global Management
Deanne Stewart
CEO, Aware Super
Blake Briggs
CEO, Financial Services Council
As superannuation funds look to implement the Retirement Income Covenant (RIC) and work towards achieving ‘best practice’ under the Government’s proposed principles framework, the ability to define, measure and deliver a “good” retirement becomes critical.
This session will explore how funds are approaching measuring retirement success to meet their obligations under the RIC and using data to inform their approach to assisting customers shift out of the accumulation phase, into retirement.
SPEAKERS
Chair
Natalie Previtera
CEO, NGS Super
Matt Rady
CEO, BT Financial Group
Kelly Shay
Head of Retirement & Retention, Mercer
Frank Lombardo
Chief Executive Officer, ANZ, MUFG Retirement Solutions
Artificial intelligence is reshaping industries globally, with financial services at the forefront. This session draws on a new white paper commissioned by the FSC and authored by Will Liang, one of Australia’s leading AI experts, to examine how superannuation funds and investment managers can harness AI to drive efficiency, strengthen decision-making, and respond to sector pressures. From in-sourcing of investment management to cybersecurity, fee challenges, member engagement, and the ageing population, this session will highlight practical use cases and emerging applications that are set to transform the industry.
SPEAKERS
Will Liang
CEO, Amplify AI Group
Australians are living longer and are often enjoying extended retirements. Many would benefit from longevity protection, but the take-up of lifetime income streams remains low.
This session will explore the role of longevity solutions in delivering good outcomes for retirees.
With government and regulators focusing on how funds should be helping members manage risks to the sustainability and stability of their expected retirement incomes, how are funds innovating to deliver the right solutions for members.
SPEAKERS
Chair
Liz McCarthy
CEO, MLC Expand
Anton Kapel
Chief Executive - Insurance, Challenger
Andrew Gregory
General Manager, Financial Advice & Education, UniSuper
Anthony Saliba
Partner, Actuarial Consulting, Deloitte
Active member engagement is critical to a good retirement.
With the wave of Australians reaching retirement age nearing its peak, funds should be providing their customers with a range of dynamic and practical solutions to help them better understand their superannuation and make choices that align with their retirement goals.
This session will examine how superannuation funds are innovating to deliver the financial advice and guidance that meet the needs of a wide-ranging customer base. With generational advice reforms at our doorstep, how will financial advice and guidance help superannuation funds to deliver the right outcomes for members? And how can funds successfully deploy advice to meet the aims of the Government’s proposed Best Practice Principles and Retirement Income Covenant and remove the complexity of retirement for Australians?
SPEAKERS
Chair
Ian Knox
Chair,
Otivo
Matt Lawler
CEO, Akumin
Melanie Dunn
Principal, Accurium
Andrew Howard
ED, Strategy & Innovation,
Insignia Financial
As superannuation wealth continues to grow, investment managers are looking more and more to the private markets sector to provide investment opportunities that satisfy the investment goals of Australia’s 17 million plus superannuants.
As interest in private markets grows, so too does the regulatory scrutiny on the sector.
This session will explore what role private markets play in the future of superannuation and how the regulator should approach the delicate task of balancing consumer protections and investor choice.
SPEAKERS
Tarik Trent
Head of Solutions, APAC, Apollo Global Management
Simon lA Greca
Head of Private Debt, QIC
Jacqui Crothers
Director in Global Client Solutions, KKR
Herbert Suen
Senior Managing Director,
Blackstone Private Wealth, Singapore
Chair
Victor Rodriguez
Chief Executive, Funds Management, Challenger
Hear directly from the Regulator on APRA’s priorities for the superannuation sector, including how funds are expected to respond to industry challenges, manage emerging risks, and sharpen their focus on delivering quality retirement outcomes for consumers.
The keynote will be followed by a fireside chat with Melinda Howes, Group Executive at AMP, exploring how regulatory oversight can balance accountability with innovation, and what this means for the future of retirement in Australia.
SPEAKERS
CHAIR
Margaret Cole
Deputy Chair, APRA
Melinda Howes
Group Executive, Superannuation & Investments, AMP Limited
Superannuation has come a long way since the inception of the compulsory system in the 90s and continues to evolve as the system matures.
This session will explore what the superannuation industry could look like in the decade ahead. Increased merger activity, greater regulatory scrutiny, and intensifying competition are reshaping the sector and driving sharper focus on member outcomes and long-term performance.
A panel of industry leaders will discuss the key steps super funds should take to stay relevant and deliver value in an ever-changing landscape. This discussion will be facilitated by former AFR Editor in Chief, Michael Stutchbury.
SPEAKERS
Chair
Renato Mota
Industry Leader
Kate Farrar
Chief Executive Officer, Brighter Super
Daniel Shrimski
Managing Director, Vanguard Australia
Michael Stutchbury
Executive Director, Centre for Independent Studies (CIS)
SPEAKERS
DAVID BRYANT
Chair, Financial Services Council & CEO, Marsh McLennan Pacific
President, mercer pacific
David Bryant is CEO of Marsh McLennan Pacific and President of Mercer Pacific. He leads a collaborative effort in the region to deliver innovative solutions and greater client impact at the intersections of the Company’s four businesses: Marsh, Mercer, Guy Carpenter and Oliver Wyman. As our clients, colleagues and communities face new challenges and opportunities, David is charged with bringing together the capabilities from across our businesses and expanding what’s possible for our clients and our more than 4,500 people in the region. He is a member of the Marsh McLennan International Executive Team, the Mercer and Marsh Global Operating Committees and is accountable for the region’s overall results.
In his role as Mercer President, Pacific and CEO, Australia, David leads Mercer’s 1,600+ colleagues in Australia and New Zealand in providing trusted advice and best in class solutions in the areas of superannuation, investments and workforce consulting. He is passionate about the financial security and wellbeing of all Australians, and believes Mercer has an important role to play in advancing the good we want to see in our communities through the provision of these services. This drive to make a difference in people’s lives is also reflected in his work with the Movember Foundation, of which David is a Director and a member of its Audit & Risk Committee.
He is Chairman of the Financial Services Council and is often asked to express his views on the changing nature of the financial services industry, as well as the barriers that stand in the way of societal and economic equity and prosperity.
David joined Mercer in 2020 following a successful 40-year career in financial services, asset consulting, and banking across the Asia Pacific region. Previous roles include Chief Executive Officer, Wealth & Capital Markets and Chief Investment Officer at Australian Unity.
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Margaret Cole
Deputy Chair, APRA
Margaret Cole was appointed Deputy Chair of APRA on 31 October 2022, after joining APRA as Executive Board Member on 1 July 2021. She is responsible for the oversight of the superannuation sector, and represents APRA at the International Organisation of Pension Supervisors.
Margaret graduated from the University of Cambridge with a degree in law and spent more than 20 years in private legal practice specialising in commercial litigation with an emphasis on financial services.
Margaret was formerly a partner at Stephenson Harwood and White & Case. She joined the UK Financial Services Authority (FSA) in 2005 and became Managing Director of Enforcement and Financial Crime and interim Managing Director of the Conduct Business Unit and a board member. Prior to joining APRA, she spent a year as PwC's Global Regulatory Leader based in Melbourne. Before that, she was PwC UK Chief Risk Officer and General Counsel from 2012 to 2020.
Margaret has also been an independent non-executive director of Toronto Dominion Bank Europe Limited, Chair of Toronto Dominion Securities Limited and a trustee and executive committee member of the Institute for Fiscal Studies. She is an Honorary Fellow of Murray Edwards College (formerly New Hall), University of Cambridge. She has also been awarded an Honorary Doctorate of Law from the University of Law, London.
Jacqui Crothers
Director in Global Client Solutions, KKR
Jacqui joined KKR in 2024 and is a Director in Global Client Solutions. She is the Head of Global Wealth Solutions for Australia and New Zealand (ANZ). Jacqui is responsible for setting the strategic direction and leading the distribution of KKR’s alternative investment capabilities across the private wealth market in ANZ. She oversees relationships with private banks, leading private wealth firms, and research consultants, with a focus on delivering institutional-quality investment solutions tailored for wealth investors. Prior to joining KKR, Jacqui spent over six years at J.P. Morgan Asset Management, where she led key account partnerships and strategic initiatives across the private wealth segment, including private banks, high-net-worth advisory firms, and family offices. Earlier in her career, she held distribution and client-facing roles at Colonial First State Global Asset Management, Colonial First State, and the Commonwealth Bank of Australia. Jacqui holds a Bachelor of Commerce from the University of Sydney and has completed the Certified Investment Management Analyst (CIMA®) designation.
Melanie Dunn
Principal, Accurium
Melanie is Principal and Senior Actuary at specialist consulting and training firm Accurium. She is an experienced actuary, technical speaker and leader with extensive knowledge and experience in superannuation and retirement. She is a Fellow of the Institute of Actuaries of Australia and SMSF Specialist Adviser with over 17 years’ experience in Accurium’s superannuation team, and is a member of the Actuaries Institute Superannuation and Investments Practice Committee and Retirement Income Working Group.
Melanie is passionate about helping people make informed decisions about superannuation and retirement, and assisting institutions, financial advisers, and accountants efficiently and effectively deliver superior retirement outcomes for their clients through practical and meaningful research, advice, tools, and training.
KATE FARRAR
Chief executive OFFICER, BRIGHTER SUPER
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.
ANDREW GREGORY
General Manager, Financial Advice & Education, UniSuper
Andrew Gregory leads UniSuper's Financial Advice and Education business, with end-to-end responsibility for education, guidance, and advice nationally – this includes general, intrafund & comprehensive personal advice.
The UniSuper Advice Team is over 165 people strong, advising over 37,000 clients and $25.9 billion in funds under advice.
Andrew has an extensive background in financial services having held senior roles in both large and boutique financial advice, banking, and wealth businesses.
Andrew Howard
Executive Director – Strategy & Innovation, Insignia Financial
Andrew has over 25 years’ experience working in financial services, primarily in wealth management. Initially an organisational psychologist, Andrew began his career in management consulting with Accenture and then joined NAB & MLC, where he held a variety of executive positions across superannuation, advice, life insurance, asset management, strategy and people & culture. After this time, he was appointed Chief Operating Officer of Rest Super and also served as its interim CEO before later joining TAL Australia as Chief Commercial Officer. At TAL, Andrew led the newly acquired Asteron business and its separation from Suncorp and integration with TAL. Subsequently, Andrew was appointed as Chief Commercial Officer – Group Life & Investments. Andrew now serves as Executive Director – Strategy & Innovation for Insignia Financial which includes leading an enterprise program to invigorate MLC wealth management solutions.
Melinda Howes
Group Executive, Superannuation & Investments, AMP Limited
Melinda was appointed Group Executive Superannuation and Investments in January 2024, joining from KPMG where she led the Actuarial and Data Analytics team. She leads AMP’s Investment business and the Superannuation (Amp Super) business which serves personal and corporate super members. She also leads AMP Investments and AMP New Zealand.
Melinda has deep expertise in superannuation with more than 30 years in the industry. She also has experience in wealth management, life insurance, general insurance and not for profit organisations, including as CEO of the Actuaries Institute and Policy Director at ASFA.
Having spent eleven years at BT Financial Group in the 1990-2000’s, Melinda was Managing Director, Superannuation for seven years from 2014 where she led the transformation and simplification of BT’s complex heritage superannuation business to a modern digital enterprise, migrating $31bn and 560,000 members from multiple products to the go-forward offer.
Melinda is an actuary and is a Fellow of the Institute of Actuaries of Australia. She has executive and non-executive director experience and is a graduate of the Australian Institute of Company Directors. She has been an active member of ASFA and the FSC over many years, including serving on ASFA’s board and the FSC superannuation board committee.
ANTON KAPEL
Chief executive - insurance, Challenger
Anton was appointed Chief Executive, Insurance in July 2025, having previously held the roles of Chief Executive, Life and Solutions, and Challenger Life’s Chief Financial Officer and Appointed Actuary.
Prior to joining Challenger in 2018, Anton held a Chief Actuary role following a 20-year consulting career.
Ian knox
Chair, Otivo
Ian is a selective private equity investor in sme ‘s that have a vison and social purpose.
After taking an equity position in a company, he provides an active shareholder support programme with a view to helping grow the business into best in class. This includes capital raising, corporate introductions, strategy direction and stakeholder management.
He is currently the current Chair of Otivo Pty Ltd, a technology company based around a digital advice platform dedicated to making advice scaleable for planners and superfunds. Otivo’s social goal is enabling advice to become accessible and affordable for all Australians.
He is also the Chair of Ford/Scott Financial Planning including being independent chair of its investment committee. Ford/Scott is one of the fastest growing and most successful financial planning firms in Australia.
He was the founder, ex MD and then chair of Paragem Pty Ltd, which was sold to the ASX listed HUB24 group before merging with the ASX listed Diverger group - which in turn was acquired by ASX listed Count Financial.
His earlier corporate career includes CEO of Lend Lease investment services, Deputy MD of Westpac Investment Management, and CEO of Sealcorp group which housed Asgard Capital Management, Securitor and Assirt Research.
Ian has been a forthright spokesperson in the industry for over two decades supporting the professionalisation of advice. His underlying passion is small business ownership and consumer advocacy.
He is a regular speaker on leadership with team motivation, the Australian financial advice landscape, and how small business ownership can be harnessed for growth. In addition, he undertakes pro bono mentorship and support of emerging businesses
Simon La Greca
Head of Private Debt, QIC
Simon joined QIC in December 2023 as Head of Private Debt, leading QIC’s global Private Debt platform across both Private Debt Infrastructure and Private Debt Australia strategies. He is a member of all QIC Private Debt investment committees.
Simon brings over 25 years of experience in infrastructure debt and leveraged/private credit, with a strong track record in origination, structuring, and portfolio management across global markets.
Prior to joining QIC, he was a founding partner at AMP Capital Infrastructure Debt, where he played a key role in deploying over US$10 billion in global expansion efforts over 19 years. Following AMP Capital's acquisition by Ares Management, he continued to contribute significantly to the firm's growth.
Earlier in his career, Simon worked at Deutsche Bank in their Project & Leveraged Finance team.
Simon holds a Bachelor of Business in Banking & Finance from Monash University.
Matt Lawler
Chief Executive Officer,
Akumin
Matt is a seasoned senior executive with over 20 years of experience in the financial services sector, renowned for driving industry-first strategic and operational innovations. His leadership style emphasizes simplicity in strategy, relationship-building, and staying attuned to industry trends to enhance commercial performance, build brands, and increase market share through customer-centric approaches. He has a proven track record of managing significant change initiatives, including M&A activities, diversification, brand evolution, and turning around underperforming divisions, always focusing on creating value and preparing businesses for future challenges.
A strategic thinker with a collaborative leadership approach, Matt fosters open team environments and emphasizes stakeholder engagement to secure buy-in on key issues. He is passionate about staying ahead of industry disruptions by leveraging intuition and conceptual thinking, ensuring organizations are not only optimized for current success but also resilient for future growth. His career reflects a commitment to transforming businesses, driving growth, and creating sustainable competitive advantages in a dynamic financial landscape.
Will Liang
CEO, Amplify AI Group
Will is the CEO of Amplify AI Group, a consulting firm which advises, builds and coaches AI for the finance industry. With over 18 years’ experience leading AI, data and technology, he was CTO for MA Asset Management , served as enterprise architect and CIO for Macquarie Capital Asia Pacific as part of a decade at Macquarie Group, and led KPMG’s national regulatory technology practice.
Will is recognised internationally for his technology leadership, including as a Top Voice on LinkedIn for Data Science and AI and as a Global Top 100 Data and Analytics Leader by Corinium. He was also named one of Asia’s Top 100 CIOs by CIO.com. In Australia, he was named the Most Influential Asian-Australian in Corporate in 2023, selected in 2025 by the Department of Foreign Affairs as one of the inaugural Asian Australian Voices, and awarded an honorary fellowship at UTS for his work on AI education in 2024.
He also contributes to industry leadership as a non-executive director and Chair of the Nomination Committee on the board of the RegTech Association and was a former member of the Forbes Technology Council and the technology committee at the Financial Services Council.
He is a sought-after keynote speaker, having delivered talks at global conferences and industry events, including TEDx and the Financial Times.
Frank Lombardo
Chief Executive Officer, ANZ, MUFG Retirement Solutions
Frank Lombardo is Chief Executive Officer, ANZ, MUFG Retirement Solutions, a division of MUFG Pension & Market Services. With more than 30 years’ experience across insurance, superannuation, retirement, and banking, Frank is a highly regarded financial services executive recognised for his ability to drive transformation and deliver client-focused outcomes.
Passionate about combining people and technology to build deeper, more personalised client relationships, Frank has led major initiatives in technology, client service, product innovation, and operations. His career spans executive leadership roles at Insignia Financial, National Australia Bank, and MLC Limited, where he consistently achieved strong results for clients and business partners alike. Frank has a proven track record in leading large, high-performing teams with energy and clarity, helping them achieve superior outcomes for clients and the business.
Liz Mccarthy
CEO, MLC Expand
Liz has over 20 years of experience leading large-scale projects in data, automation, artificial intelligence and analytics across the financial services, payments and aviation industries.
As CEO of MLC Expand, Liz has end-to-end accountability for Insignia Financial’s wrap platforms and advisory solutions and is responsible for product strategy, management and development, client operations and sales.
Liz has held various roles at Humm, Jetstar, Macquarie, Westpac and AMP. Most recently, Liz was the Chief Executive Officer at OneTwo Home Loans.
Dr Mike McCorry
Chief Investment Officer, BlackRock Australia and APAC
Mike is Chief Investment Officer for BlackRock Australia and Head of the firm’s Multi-Strategy Hedge Fund business. He serves as Lead Portfolio Manager for both the flagship Multi Opportunity Fund and the Global Liquid Alternatives Fund and leads BlackRock Australia's Multi-Asset Strategies & Solutions team. He is also a member of BlackRock Australia's Board and Executive Committees.
With over 24 years of experience in hedge fund investing, Mike has held senior leadership roles in portfolio management and research across Equities, Fixed Income, and Global Macro strategies at BlackRock and previously at Barclays Global Investors. He has served as Lead Portfolio Manager and/or Lead Researcher across a diverse range of hedge fund strategies, including Equity Market Neutral, Global Macro, and Fund of Hedge Funds.
In 2004, Mike played a key role in establishing BlackRock’s global flagship multi-strategy fund of hedge funds, which now holds a 21-year track record. He continues to lead this team which has expanded to include commingled funds, daily liquid alternatives, and tailored client solutions.
He holds both an MBA and a PhD in Finance from the University of Memphis. He relocated to Australia in 1994.
DAVID MOFFATT
CHAIRMAN - ANZ, Apollo global management
David has over 40 years’ experience in executive leadership, CEO and board positions for companies in the Telecommunications, Finance, Industrial Services and Media Industries. He has lived and worked in Australia, US, Europe and Asia.
David is Chairman of Ventia Services Group Limited, a $6.0 billion revenues Telecommunications, Defence, Infrastructure business (Roads, Water, Power), Environmental Remediation and Social Services (Hospitals, Schools) with over 35,000 employees and contractors, operating in Australia and New Zealand.
In 2023 David was appointed Chairman – Australia and New Zealand to Apollo Global Management one of the world’s largest alternative asset managers. He is a long-term Senior Advisor to Apollo.
In May 2025, David was appointed Chairman American Chamber of Commerce in Australia. David joined the Board of Directors in August 2024.
David’s previous roles include Chief Financial Officer and Group MD Consumer for Telstra Corporation Limited and Finance Committee Chair of Foxtel Limited. He was also CEO GE & GE Capital Australia New Zealand. Other organizations David worked for include Lebara Group, Bain and Company and Citigroup.
David’s community and charitable activities include being a Founding Director, and now Foundation Chairman of Giant Steps Limited. Giant Steps is an Autism education, therapy and support organization helping children, adults and families dealing with autism.
David graduated from Queensland University of Technology (QUT) in 1985 with a Bachelor of Business. He is an MAICD and in 2020 was awarded a Doctor of the University (QUT).
David and his wife Lindy Shelmerdine live in Melbourne.
Renato Mota
Industry Leader
Renato is an accomplished CEO and Board Director with more than 25 years’ experience in Australia’s financial services sector.
As CEO of Insignia Financial, he led one of the industry’s most significant transitions, integrating major acquisitions, strengthening governance, and modernising technology to create Australia’s largest retail wealth manager with $300bn in assets under management. Throughout his career, he has advocated the role the wealth management industry plays in supporting the wellbeing of Australians.
Prior to Insignia Financial, Renato held strategy and corporate development roles at NAB and N.M. Rothschild, where he focused on capital management, business transformation, and long-term growth initiatives.
Natalie Previtera
CEO, NGS Super
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.
Matt Rady
CEO, BT Financial Group
Matthew Rady was appointed to the FSC Board in September 2023.
Matthew Rady was appointed Chief Executive Officer (CEO) of BT Financial Group in October 2021.
He is responsible for BT's Superannuation and IDPS Platforms and investment Products business.
Previous roles include CEO at Allianz Retire+ and other executive roles in companies including Macquarie Group and global financial technology company, IRESS.
He has more than 30 years' experience in the financial services and wealth industries.
Matt is also a Non-Executive Director at Breakthrough T1D, a global not-for-profit supporting type 1 diabetes research. He has a Bachelor of Economics and is a graduate of the Australian Institute of Company Directors.
Victor Rodriguez
Chief Executive, Funds Management, Challenger
Victor was appointed Chief Executive, Funds Management in August 2022 and continues to act as Head of Fixed Income after joining Challenger Investment Management in April 2017. Prior to his appointment, he was Head of Asia Pacific Fixed Income at Aberdeen Asset Management based in Singapore from 2014 to 2017. There he led a team of more than 30 investment professionals across the region including Singapore, Indonesia, Thailand, Malaysia and Australia. Before locating to Singapore, Victor led the Aberdeen Fixed Income business in Australia. Prior to this, Victor worked for over 13 years at Credit Suisse Asset Management in Australia, where he was the Deputy Head of Fixed Income for three years up to 2009. Victor holds a Bachelor of Economics from Sydney University and a Graduate Diploma in Applied Finance and Investment from FINSIA.
Anthony Saliba
Partner, Actuarial Consulting, Deloitte
Anthony is a Partner in Deloitte’s Actuarial practice with over 15 years in financial services. He leads Deloitte’s work in the Retirement Income market, supporting super funds with Retirement Income Covenant strategies across member engagement, lifetime income products, governance and outcomes measurement. Previously, Anthony headed the FinTech team at Rice Warner, was a senior actuary at CommInsure focused on retirement income product pricing, and a senior manager at EY advising banking and wealth clients and contributing to retirement income policy thought leadership.
Kelly SHay
Head of Retirement & Retention, Mercer
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 & Retention 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.
Daniel Shrimski
Managing Director, Vanguard Australia
Daniel is responsible for all aspects of the management, distribution, and operation of Vanguard's Australian business.
Daniel joined Vanguard Australia in 2011 as the company's Chief Financial Officer. He moved to the U.S. in January 2017 to become the divisional CFO of the U.S. Retail Investor Group, which comprises over $US2 trillion in AUM and more than 7 million retail investors. Most recently, he was CFO of Vanguard's International business and a member of the International Leadership Team.
Prior to Vanguard, he spent 11 years at GE across Australia, the U.S. and the Netherlands where, amongst other roles, he was a Finance Director within GE Capital Australia's consumer finance division.
Daniel has a Bachelor of Commerce from Monash University and is a member of the Institute of Chartered Accountants. Daniel serves on the FSC Superannuation Board Committee and is also a member of the Investment Committee at the American Chamber of Commerce
DEANNE STEWART
CEO, aware super
Deanne joined Aware Super as Chief Executive Officer in 2018 and has more than 25 years of experience in financial services, both in Australia and overseas. She is an expert in super, wealth and insurance. Before leading Aware Super, Deanne was Chief Executive Officer at MetLife. Prior to this, she held senior roles at BT, Westpac, Merrill Lynch and McKinsey & Co.
During her time as CEO, Deanne has overseen some pivotal moments and significant growth, with Aware Super now one of Australia's largest and top-performing superannuation funds. She led the successful merger of VicSuper and First State Super in 2020 and the launch of the Aware Super brand. Throughout her time at Aware Super, Deanne has been a strong advocate for gender equality. She was honoured by the Workplace Gender Equality Agency as a pay equity ambassador in 2019.
Deanne also serves as a Director of the Super Members Council, the Australian Council of Superannuation Investors and the childhood cancer charity, Redkite. A hallmark of Deanne’s career has been a passionate commitment to building and maintaining a strong culture and clearly defined purpose to drive business success.
Michael Stutchbury
Executive Director, Centre for Independent Studies (CIS)
Michael Stutchbury is the Executive Director of the Centre for Independent Studies (CIS). He is the former Editor-in-Chief of The Australian Financial Review, a role he held from 2011 until 2024, when he became the masthead’s Editor-at-Large. With a career in journalism spanning several decades, and including a stint as a Washington correspondent, he is widely respected for his expertise in economic and public policy issues and his engagement with business issues.
Before leading the Financial Review, he served as Economics Editor and later as Editor of The Australian, where he played a key role in shaping national discourse on fiscal policy, industrial relations, and economic reform.
Herbert Suen
Senior Managing Director,
Blackstone Private Wealth, Singapore
Herbert Suen is a Senior Managing Director in Blackstone Private Wealth, based in Singapore.
Before joining Blackstone, Herbert worked at Barclays Wealth as Head of Managed Products in Asia. Prior to Barclays, he held various roles at Credit Suisse, Societe Generale Corporate & Investment Bank, Franklin Templeton and Mitsubishi Corporation including portfolio solutions, financial engineering and business development.
Herbert received a Master of Science (with Distinction) in Mathematics for Finance & Actuarial Science jointly from Paris Dauphine University and City University of Hong Kong. He graduated from Curtin University of Technology with a Bachelor of Science in Computer Science and a Bachelor of Arts (with Distinction) in Asian Studies. He is a CFA charter holder, a certified FRM, and speaks fluent English, Cantonese, Japanese and Mandarin.
Stacey Tovrov
Head of Investment Strategy for Retirement Solutions, BlackRock
Stacey Tovrov, Managing Director, is the Head of Investment Strategy for Retirement Solutions (“RS”) within BlackRock's Multi-Asset Strategies & Solutions ("MASS") group. RS serves as the center for lifecycle investing at BlackRock, bringing together expertise in research, portfolio management, strategy, and technology. She is responsible for the development and commercialization of BlackRock's lifecycle and decumulation investment strategies and representing the global LifePath target date fund franchise to institutional investors, consultants, and financial professionals. Ms. Tovrov is a member of the MASS Leadership Group and the US Defined Contribution Management Committee.
Ms. Tovrov has held multiple roles throughout her 17-year career at BlackRock. Prior to joining Retirement Solutions, Ms. Tovrov was focused on product development and strategy for BlackRock’s Sustainable Investing platform, as well as the Strategic Product Management group. Previously, as Chief of Staff to the Head of the Portfolio Management Group, she was responsible for executing strategic projects and business management initiatives across the firm's investment teams. Ms. Tovrov joined BlackRock in 2008 as part of the institutional client business in New York and London, where she was responsible for developing and maintaining relationships with the firm's pension funds, central banks, multilateral agencies, and other official entities.
Tarik trent
Head of Solutions, APAC, Apollo Global Management
Tarik Trent is a Principal in the FIG group at Apollo Global Management, which he joined in 2018.
He has been involved in Apollo’s insurance investments including Athene and ACRA and now focuses on solutions development spanning retirement, portfolio construction, product development, and M&A in the APAC region having relocated to Singapore in 2023.
Prior to Apollo, Tarik held a variety of actuarial and quantitative roles across AON and Munich Re.
He is a Fellow of the Society of Actuaries and holds a Master of Science in Finance from The University of Alabama, graduating Phi Beta Kappa, and a Bachelor of Science in Applied Mathematics from Emory University.
Blake Briggs
CEO, Financial Services Council
Blake Briggs is the Chief Executive Officer of the Financial Services Council. Blake became CEO of the Financial Services Council in January 2022 after joining the FSC as Deputy Chief Executive Officer in 2020, where he was responsible for policy and advocacy on behalf of FSC members.
Blake has extensive experience as an advocate for the financial services industry. Blake has previously worked for Westpac Group, as Head of Government Affairs for Wealth, and at the FSC as Senior Policy Manager for Superannuation. Blake has also worked as a policy adviser and industrial advocate for the Commonwealth Government and the NSW Business Chamber.
Blake is also a member of the Board of Advice for the University of Sydney Business School's Discipline of Work and Organisational Studies. Blake holds a Juris Doctor from the University of New South Wales and a Bachelor in Commerce (liberal studies) from the University of Sydney.
Ticket PRICING
MEMBER
Individual: $455 +GST
Table of 8: $3,540 +GST
NON MEMBER
Individual: $570 +GST
Table of 8: $4,460 +GST
*Cocktail Event included in cost.
View the booking terms and conditions here.
Event DETAILS
Date
Thursday 16 October 2025
TIME
8:15am / Registration and refreshments
9am - 5pm / Event sessions
5pm - 6pm / Networking drinks
VENUE
Four Seasons Hotel Sydney
199 George Street, The Rocks