Mike has more than 30 years’ experience in the financial services industry and worked in management and leadership teams across the industry including ClearView Financial Advice, Executive Director and Responsible Manager for Millennium3 and AXA Australia and more recently Centrepoint Alliance.

These roles involved the strategic planning of licensee services and supporting the growth and development of adviser businesses.

As part of the Centrepoint Alliance group, Mike’s role in LaVista Licensee Solutions is to provide comprehensive licensee services and support to the boutique AFSL market.

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Combining the right mix of expertise and know-how, Adrian is in tune with our clients' needs to ensure debt solutions represent the perfect fit.

A partner in Strategic Wealth, Adrian uses his 20 years of financial planning experience to help clients achieve their financial goals.

Adrian has completed a Bachelor of Business in Financial Planning and is a Certified Financial Planner.

Beatrice Yeo, CFA, is a Strategist in the Multi-Asset Strategies & Solutions (MASS) Group, focusing predominantly on the Australian Model Portfolio Solutions business. She is based in Melbourne. Beatrice partners closely with the investment teams, consultants and research houses to deliver model portfolio solutions for clients in Australia. As a Strategist within the broader MASS Group, she is also responsible for providing insights on the broader MASS platform.

MASS is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and cutting-edge alpha insights. MASS constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels.

Prior to joining BlackRock, Beatrice held roles as an economist and investment strategist in Vanguard Australia and Hong Kong, focusing on delivering thought leadership on markets and asset allocation. Her research has been published in top-tier academic journals including the Journal of Financial Data Science.

Beatrice holds a Bachelor of Commerce (Economics and Finance) from the University of Melbourne, Australia. She is a CFA Charterholder and a member of the CFA Institute.

Brent has 20+ years’ industry experience and joined MLC Asset Management in 2021 from Mercer, having previously spent 6 years with Commonwealth Bank, most recently as the Head of Research for the bank’s multiple advice licensees.

He has also held various investment and research roles at Suncorp and Perpetual.

His current role involves leading a team of experienced investment professionals, providing investment consulting services to financial advice firms and licensees.

The team's focus is on leveraging MLC AM's multi-asset capabilities to develop and deliver bespoke managed account solutions to licensees and advice firms.

Initially practising as a qualified Chartered Accountant and licensed tax advisor for 12 years, Craig’s passion saw him transition from accounting into financial markets. With Craig’s unique broad taxation and financial experience, Craig considers your family’s total financial structures and position. This enables the most suitable investment portfolios to be created, managed, and monitored, to ensure wealth preservation for your future generations.

Craig’s clients benefit from his deep 30 + years of experience across global investment markets and economics, to shape the best advice possible from our holistic approach.

Before founding Emanuel Whybourne & Loehr, Craig held the title of Director at Macquarie Group from 2002 to 2008, then a Director of UBS until 2015. More recently Craig was an Executive Director of Morgan Stanley until 2020. During that time, Craig sat on the UBS National Advisory Council and the Morgan Stanley Financial Advisory Council.

For three years in succession, Craig was ranked in the Global investment publication Barron’s Top 10, Top 25 Investment Advisors in Australia.

Damon has over 26 years’ experience working with financial planning practices, including some of Australia’s leading financial planning firms.

In his role, he helps financial advice practices develop, refine and implement processes to enhance value for their clients.

Damon joined Betashares in 2017 and prior to taking on the Practice Management role I established the Victorian office.

Damon holds a Diploma of Financial Planning, a Bachelor of Business, a Grad Dip in Applied Tax and Financial Planning, and a Bachelor of Law.

David Bainbridge, a Certified Financial Strategist, has been an integral part of Lifestyle Asset Management for over a decade, now serving as the Head of Governance.

With a Master of Business Administration from Sydney University, David brings a wealth of experience to the firm.

Prior to his role as a Financial Adviser, he spent over 40 years as a Chartered Accountant, accumulating extensive consulting and management expertise across various sectors, including finance, transport, manufacturing, retail, healthcare, and local and state government.

Duncan is responsible for ensuring JANA’s high standards of services are consistently delivered to all clients, including achieving optimal client investment outcomes.

Since 2007, Duncan has been the lead consultant for clients across multiple client segments. Duncan has held several roles during his time at JANA including Head of Consulting, a senior member within the Australian Equities Research Team, former Head of Property Research Team and a member of the JANA Research Committee.

Before joining JANA in 2007, Duncan spent 12 years with the NAB Superannuation Fund as Assistant Fund Secretary and Finance Manager. Through Duncan’s role at JANA and previous employment he has also held positions on Investment Committees and Advisory Boards.

Duncan has a Graduate Diploma in Applied Finance & Investments, Graduate Diploma in Financial Planning and a Bachelor of Business. Duncan is also a Fellow of the FINSIA and a member of CPA.

Julian is a wealth management product specialist with 13+ years of experience in product and platform strategy, development, management and rationalisation.

He leads the MyNorth Managed Portfolio product team, and has helped double Funds Under Management year on year to reach $11 bn today.   

Julian has a passion for delivering innovative solutions using digital and emerging technologies to help advisers embed scalable product solutions that improve practice efficiency and reduce cost to serve.

He holds a Bachelor of Commerce (BCom), with a Finance and Management Major and a
Kaplan Diploma of Financial PlanningDiploma of Financial Planning

Kyle leads the Investment Research team, and is responsible for the overall investment solutions of the firm, managing teams of highly experienced investment professionals across capital markets research, asset allocation, manager research, stock analysis and portfolio construction advice, as well as portfolio analytics and investment insights for client portfolios.

Prior to this role, he was General Manager - Research & Operations for Perpetual Investments, where he managed key ratings house relationships and maximised rating outcomes across all funds and asset classes.

Kyle earned his Bachelor of Accounting with Distinction from the University of Technology, Sydney, and also holds the Chartered Financial Analyst designation, Chartered Alternatives Investment Analyst designation and is a Certified Practising Accountant

Martin has 34 years of Financial Services experience, joining the industry as a trainee Business Development Manager in London.

Passionate about the industry, Martin has since that time held senior roles in Distribution, AFSL Management, has non-executive Director experience and in recent years was a Director of Praemium, Australia, leading the company’s Sales and Marketing Divisions as a member of their Executive team. He has also spent time working within advice businesses, including his own, and held the CEO role of an SMSF administration and technology business. This experience has allowed Martin to build his knowledge and expertise in client engagement and strategic planning and working with financial advisers to build engaged and profitable clients.

Immigrating to Australia in 2000, Martin has, and always, challenges his knowledge and experience and searches for new ways to learn and add value. As such, he has undertaken his MBA, is a graduate of the Australian Company Directors Course and is a certified Behavioural Sales Coach through the US based Management Research Group.

Joining Centric, Martin is focused on using this experience to assist the team in delivering a truly disruptive solution in the Australian Financial Services market and to change the way advisers and investors view the possible value delivered by platforms.

Matt joined SQM Research in 2020 with 25+ years of experience in working with and supporting the financial planning community across Australia.

Prior to joining SQM Research, Matt represented several major investment managers in the Australian market.

In his roles with these companies, he supported and engaged with the broader financial advice community ranging from administration platforms and dealer groups to individual advice businesses.

Paul has 30 years’ experience in the investment industry. He joined BNY Mellon Investment Management affiliate, Mellon Investments, in 2005 and has been Head of the Systematic Fixed Income Team since 2015. In September 2021, Mellon Investments’ fixed income strategies, including the Systematic Fixed Income Team, formally joined Insight.

Based in San Francisco, Paul and his team of portfolio managers, researchers and traders pioneered the development of highly implementable systematic fixed income strategies by combining innovative model-driven alpha research with cutting-edge trading technology.

Before becoming Head of the Systematic Fixed Income Team, Paul was a senior portfolio manager responsible for the yield curve arbitrage strategy within global asset allocation portfolios.

Additionally, he engineered and built the process to automate fixed income portfolio rebalancing and improve operational risk control.

Prior to joining Mellon Investments, Paul was a senior fixed income portfolio associate at Pacific Investment Management Company (PIMCO), where he analyzed, implemented and managed active US and global fixed income portfolios. Previously, he was a trader at Westdeutsche Landesbank Tokyo, where he built the interest rate swaps trading desk, and a trader at Bankers Trust Tokyo, where he ran the Japanese government bond book. Both positions included market making and proprietary trading.

Paul received a BA from University of Michigan at Ann Arbor. He is a CFA charterholder and is a member of the CFA Institute

Ramana Mysore
Co-founder and CTO
Data Senz

Ramana has extensive experience and knowledge in software development, Design and Architecture. He has worked at big multinationals, medium enterprises and start-ups including Philips healthcare, DB Schenker and Blackbaud.

Ramana leads the Product development and Professional services teams at DataSenz and enjoys working with other Developers and Analysts.

In the Financial planning sector, Ramana has led and implemented several productivity improvement solutions for several clients including Philo Capital, Kabel, AdviseWise, Wealth Partners, etc. using the technology stack from Microsoft Power platform and D365 and IBM AI and Automation - Watsonx

Ramana has done his Bachelor of Engineering from Bangalore University.
He also holds a current Microsoft Azure Solutions Architect certificate.

Ty is the CEO, director and shareholder of Financial Foundations Australia (FFA). As CEO, Ty is responsible for the strategic direction of the business. Ty has cultivated a highly qualified and accountable team at FFA and is committed to ensuring the team at FFA are well resourced for the provision of high-quality financial advice.

Ty’s dedication to developing a business that provides precise, consistent, yet tailored advice, ensures all clients receive exceptional service.

Ty has a Bachelor of Education, Advanced Diploma of Financial Planning and is a Certified Financial Planner (CFP), the profession’s highest practitioner qualification. He has also completed the Leadership Executive Program at The Wharton School in the USA and the Organisational Leadership, Innovation and Client Centricity Program at INSEAD Business School in Singapore.

Additional qualifications and memberships held by Ty include; the Self-Managed Superannuation Specialist Adviser (SSA) designation which is recognised to be the leading superannuation advisor qualification in the industry; a member of the Financial Advice Association Australia (FAAA); and is a Retirement Planning and Aged Care specialist.