Guest Speakers

Anna Hacker is the National Manager of Estate Planning and Principal of Australian Unity Trustees Legal Services. She holds a Bachelor of Arts (Hons)/Bachelor of Laws (Hons) from Monash University, is an Accredited Specialist in Wills & Estates and a Full Member of the Society of Trust and Estate Practitioners (STEP).

Anna has considerable experience in the field of elder law, estate planning and succession law. She has worked in both private practice in a mid-tier firm and in the trustee company sector where she managed one of Australia’s largest estate planning departments and also assisted high net worth clients fulfil their estate planning objectives. [Read more]

26 years of experience in financial services. Previously Head of Distribution at Credit Suisse Asia and Head of Absolute Return Strategies at Deutsche Bank Asia and co-founder of Snowball Financial Group in 1999 which grew to become one of Australia’s largest independent financial advice businesses, Shadforths Financial Group that was acquired by IOOF in 2014.

BA (Melbourne), MA PhD candidate, (Pennsylvania) [Read more]

Kevin Davis is Professor of Finance at the University of Melbourne. Until December 2018 he was Research Director of the Australian Centre of Financial Studies (of which he was the Inaugural Director)

Primary research interests are financial regulation, banking, financial institutions and markets, financial innovation and corporate finance.

He is co‐author/editor of 20 books/government reports in the areas of finance, banking, monetary economics and macroeconomics and has published numerous journal articles and chapters in books. [Read more]

Hazel Bateman is a Professor in the School of Risk & Actuarial Studies, UNSW Sydney and a Chief Investigator and Deputy Director of the ARC Centre of Excellence in Population Ageing Research (CEPAR).

Her current research investigates the role of choice and information architecture, financial advice and financial literacy on lifecycle financial decisions including superannuation and housing. She also works on design of and demand for retirement products including annuities, aged care insurance and reverse mortgages, [Read more]

Peter is Managing Director of Promontory Australia. Peter is a former Deputy Chair of both the Australian Securities and Investments Commission and the Australian Competition and Consumer Commission.

He was also Chief Executive Officer of CHOICE, the Australian Consumers’ Association. [Read more]

Ian is working to raise the profile of older people and to strengthen the collective voice of National Seniors members.

A teacher before choosing a career in the media in 1980, Ian has worked in film, television, radio and print for 37 years. He has served on the board of the ABC, presented regular radio programs and won prestigious media awards, including UN Media Peace Prizes in 2007 and 2009.

Ian was named Telstra Rural Journalist of the Year in 1998 and was a finalist in the prestigious Walkley Awards twice. [Read more]

Claire leads the team at Legal & General Home Finance (LGHF) – one of the UK’s leading providers of later life borrowing. Having entered the market in 2015, LGHF now supports one in three new lifetime mortgage originations in the UK, has over 20,000 customers, and has released £3 billion in total lending.

Before joining LGHF as its Chief Executive at the end of 2019, Claire ran Legal & General’s Mature Savings business, [Read more]

Kaye is founder and CEO of Staying Connected, an innovative digital community hub which shares inspiring ways to stay connected at every life stage, through fortnightly webinars, podcasts and enews updates.

Kaye Fallick has been researching and writing about retirement planning and income for 20 years, as Founder and Publisher of YourLifeChoices website, enews and eGuides, Australia’s longest established and largest digital retirement community, with 250,000 members aged between 50 and 75.

This role involved covering key information and insights into the moving landscape of retirement, [Read more]

Tim is widely regarded as one of Australia’s leading property market analysts and commentators by business and the media.

As the founder of the CoreLogic Australian research division (formerly RP Data), Tim’s expertise across property markets has positioned him as one of the country’s most experienced and popular property market analysts and commentators. His knowledge and expertise is sought after by myriad government entities and regulators as well as national and international corporate entities operating across property, [Read more]

Garry is the founding Executive Chair of Industry Fund Services (1994) and recently retired as Chair of IFM Investors Pty Ltd and the group holding company, Industry Super Holdings Ltd, as well as The New Daily (thenewdaily.com.au). He is a Senior Advisor with Tanarra Capital.

Garry is a former independent director and Chair of ME Bank and was a foundation member of Melbourne’s Docklands Authority and Infrastructure Australia. As ACTU Assistant Secretary in the 1980s, [Read more]