Your hosts for the conference - Introducing the Infocus Licensee Services Team:

Darren  Steinhardt  Founder  &  Chairman  Group  Head  Office  (QLD)  

Nickname  The  Dazzinator  Something  funny  I  really  struggle  to  stay  up  past  9:00pm  Greatest  business  challenge  Bringing  everyone  along  on  the  journey  towards  operating  more  

professional  and  efficient  financial  planning  practices  To  relax  Surfing,  hanging  out  with  my  beautiful  wife  and  daughters  

Rod  Bristow  CEO  Group  Head  Office  (QLD)  

Nickname  Don't  have  one,  though  I  do  tend  to  get  called  a  few  things!    I'll  leave  it  for  others  to  find  something  that  suits  Something  funny  I  have  been  known  (on  occasion)  to  lapse  into  a  Scottish  brogue  and  tell  

a  Billy  Connolly  joke  or  two.  He's  one  of  the  funniest  people  on  the  planet!  Greatest  business  challenge  Balancing  growth  with  business  transformation  To  relax  I'm  an  avid  Ducati  rider,  having  had  Ducatis  for  20  years.  Now  ride  my  Multistrada  1200  Tourer  whenever  time  permits  

Jim  Currigan  Director  

Nickname  JC  Something  funny  my  wife  said  there  was  nothing  funny  about  me  that  she  could  recall  -­‐  which  is  a  worry!  To  relax  go  for  a  log  bike  ride  

Jon  Hubbard  Director  

Nickname  Hubbo  Something  funny  I  love  trains  Greatest  business  challenge  Continuing  to  strengthen  the  relationship  with  our  advisers  to  together  improve  and  grow  our  businesses  To  relax  Dining  out  

Barrie  Adams  Director  

Nickname  Bazza    

Tanya  McJannett  Company  Secretary  Group  Head  Office  (QLD)  

Nickname  Red  Something  funny  Like  crocodiles  Greatest  business  challenge  Getting  the  balance  right  To  relax  Spend  time  with  family  and  friends  

Ron  Bewley  Research  &  Investment  Committee  Member  

Nickname  Burt  Something  funny  I  used  to  be  very,  very  fit  and  healthy  Greatest  business  challenge  Finding  a  new  ambition  To  relax  60's  rock  music  

Jo  Willoughby  Head  of  Sales  &  Marketing  Group  Head  Office  (VIC)  

Nickname  Scooter  Something  funny  I  have  no  idea...  Greatest  business  challenge  Embracing  change  To  relax  Spending  time  with  friends  &  family,  travel,  drinking  great  wine,  bikram  yoga  &  visiting  the  Mornington  Hot  Springs  

Lyn  Dixon  Head  of  Professional  Standards  Group  Head  Office  (QLD)  

Nickname  Dragon  Lady  Something  funny  No  I’m  not  funny  Greatest  business  challenge  Audits  To  relax  Diving,  taking  the  bird  for  a  walk  

Andrew  Collett  Head  of  Business  Services  Group  Head  Office  (QLD)  

Nickname  Gusset  Something  funny  Why  I  got  my  nickname,  Gusset  Greatest  business  challenge  Living  down  my  nickname  To  relax  See  my  nickname.  

 

Simon  Richards  Head  of  Finance,  Administration  &  HR  Group  Head  Office  (QLD)  

Nickname  Buddha  Greatest  business  challenge  Changing  regulations  To  relax  beach,  travel  

Helen  Mantle  Executive  Assistant  Group  Head  Office  (QLD)  

Nickname  Jeannie  Something  funny  Hyperextended  elbows  Greatest  business  challenge  Not  enough  time  in  the  day  To  relax  Going  to  the  beach  

William  Wang  Portfolio  Manager  Group  Head  Office  (VIC)  

Nickname  Noodle  Something  funny  Talk  to  me  to  find  out  Greatest  business  challenge  Talk  to  me  to  find  out  To  relax  Spa,  Sauna  and  Swim  

Sarah  Golledge  Research  Manager  Group  Head  Office  (QLD)  

Nickname  Research  Something  funny  I  prefer  to  eat  pizza  cold.  Greatest  business  challenge  Not  enough  hours  in  the  day!  To  relax  Friday  night  football  on  the  couch  with  my  partner  and  a  glass  of  wine  

Adam  Peterson  Business  Development  Manager  Group  Head  Office  (VIC)  

Nickname  Peto  Something  funny  I  barely  passed  business  subjects  in  high  school  Greatest  business  challenge  Time  management  To  relax  Spending  time  with  family  and  friends  

Adrian  Judd  Business  Development  Manager    Group  Head  Office  (QLD)  

Nickname  Juddy  Something  funny  Broke  an  arm  not  riding  a  horse  Greatest  business  challenge  None  To  relax  Developing  my  15  acres  at  Eumundi  

Darren  Joseph  Business  Development  Manager    Group  Head  Office  (WA)  

Nickname  DJ  Something  funny  Have  been  in  Neighbours  and  Blue  Heelers  Greatest  business  challenge  None  To  relax  Walking  and  socialising  

Todd  McSwan  National  Practice  Development  Officer  Group  Head  Office  (QLD)  

Nickname  Swanny  Something  funny  I  dont  have  a  funny  bone  Greatest  business  challenge  Managing  &  implementing  change  efficiently  while  still  being  profitable  

                       To  relax  Hanging  with  my  family  /  beach  

Jennette  Starr  Training  &  Relationship  Manager  Group  Head  Office  (QLD)  

Nickname  Netty  Something  funny  nothing  I  can  think  of  Greatest  business  challenge  Team  work  To  relax  Go  to  the  beautician  or  beach    

Nazeem  Hoosen  Training  &  Relationship  Manager  Group  Head  Office  (VIC)  

Nickname    Something  funny    Greatest  business  challenge    To  relax  

Sybil  Quadros  Training  &  Relationship  Manager  Group  Head  Office  (VIC)  

Nickname  Syb  Something  funny  afraid  of  cats  Greatest  business  challenge  constant  change  To  relax  treks    

Alex  Coumailleau  Marketing  Coordinator  Group  Head  Office  (QLD)  

Nickname  Frenchie  Something  funny  I  am  a  professional  BMX  rider  Greatest  business  challenge  Communciations  To  relax  Riding  BMX    

Drew  Hipwood  Marketing  Coordinator  Group  Head  Office  (QLD)  

Nickname  Rooster  Something  funny  I  am  extremely  clumsy  Greatest  business  challenge  Collaboration  To  relax  Travel  around  Europe  

Jim  Jongebreur  Data  Architect  Group  Head  Office  (QLD)  Nickname  Jimmy  Greatest  business  challenge  Reducing  caffeine  consumption  To  relax  4WDing  /  Camping  /  Fishing    

 

Introducing the Infocus Money Management Offices:

Ayesha  Brine  Infocus  Adelaide  (Norwood)  

Nickname  Aishie  Something  funny  In  the  past,  I  could  only  get  out  of  bed  in  the  morning  on  an  actual  5  minute  increment  of  the  hour.  Greatest  business  challenge  Absorbing  duties  for  Staff  on  maternity  leave  To  relax  Hunting  millipedes  &  snails  with  my  3  y/o    

                                                       daughter.  

Jamie  Panelli  Infocus  Adelaide  (Norwood)  

Nickname  Sticks  or  Black  Pearl  Something  funny  I  am  OCD  -­‐  tidy  freak  Greatest  business  challenge  Staff  Quality  and  Management  To  relax  Time  with  family  

Jason  Harris  Infocus  Bairnsdale  

Nickname  Jase  Something  funny  My  BDM  registered  me  for  this  conference  because  I  was  overseas  when  registrations  closed  Greatest  business  challenge  Gaining  new  clients  To  relax  Travel  

David  McMaster  Infocus  Brisbane  (Breakfast  Creek)  

Nickname  Punt  Struck  Something  funny  I  like  walking  around  the  house  naked  Greatest  business  challenge  Someone  to  answer  the  phone  To  relax  Bull  Riding  

Roland  Knight  Infocus  Brisbane  (Caboolture)  

Nickname  Lounge  lizard  Something  funny  ask  my  wife  Greatest  business  challenge  not  having  a  good  referral  partner  To  relax  Good  conversation  great  food  good  wine  fantastic  friends  

Jenny  Hansen  Infocus  Brisbane  (Capalaba)  

Nickname  Jenny  Greatest  business  challenge  constant  change  To  relax  spending  time  with  friends  and  family  

Peter  Hansen  Infocus  Brisbane  (Capalaba)  

Nickname  Pete  Something  funny  I'm  not  funny  Greatest  business  challenge  Constant  change  To  relax  Fishing      

Shane  Hatch  Infocus  Brisbane  (CBD  -­‐  Creek  Street)  

Greatest  business  challenge  Dealer  group  To  relax  Cycle  

David  Bentley  Infocus  Brisbane  (CBD  -­‐  Queen  Street)  

Nickname  Bents  Something  funny  I  take  a  long  lunch  every  friday  with  my  mates  Greatest  business  challenge  Compliance  

To  relax  Lunch  

Tracy  Fourez  Infocus  Brisbane  (Petrie)  

Nickname  Cyclone  Something  funny  I  can  say  the  alphabet  backwards  Greatest  business  challenge  Getting  it  up  to  date  To  relax  Gardening  

 

Xavier  Fourez  Infocus  Brisbane  (Petrie)  

Nickname  X  Something  funny  I  sleeep  as  if  on  a  rotissery  I  bounce  form  back  to  side  to  tummy  to  side  and  repeat  over  and  over.  Greatest  business  challenge  FoFA  To  relax  writting  

 

 

 

Neil  McCoist  Infocus  Brisbane  (Wavell  Heights)  

Nickname  Neil  Greatest  business  challenge  See  new  people  To  relax  A  barby  ,  a  few  mates  and  a  thousand  beers.  

Rob  Morgan  Infocus  Cairns  (CBD)  

Nickname  Maddog  Something  funny  Nothing  Greatest  business  challenge  Change  in  client  demographics  To  relax  Laying  in  my  hammock    

Adam  Woodhouse  Infocus  Cape  York  

Nickname  Woody  Something  funny  There  is  nothing  funny  about  me.....  haha  Greatest  business  challenge  Compliance  Workload  To  relax  Fishing  and  Camping  

Andrew  Whitaker  Infocus  Fraser  Coast  (Hervey  Bay  &  Maryborough)  

Something  funny  I  was  once  tied  up  by  a  monkey.  Greatest  business  challenge  Shortage  of  coffee  To  relax  Fishing!  

Nev  Daniels  Infocus  Fraser  Coast  (Hervey  Bay  &  Maryborough)  

Nickname  Nifty  Something  funny  I  love  shopping  with  my  wife  Greatest  business  challenge  Legislation  

To  relax  Not  shopping  with  my  wife  

Gavin  Rogers  Infocus  Mackay  

Nickname  Roger  Ramjet  Something  funny  I  used  to  be  a  long-­‐haired  biker.  Greatest  business  challenge  Kathleen  To  relax  Doing  nuthin'.  

 

Kathleen  Rogers  Infocus  Mackay  

Nickname  Big  K  Something  funny  I  am  shy  and  retiring!  Greatest  business  challenge  Succession  Planning  (Gavin's  gotta  go!)  To  relax  Drinking  &  Eating  with  friends  (surprise!)    

Americo  Donato  Infocus  Melbourne  (East  Kew)  

Nickname  Ric  Something  funny  I  enjoy  a  good  comedy  Greatest  business  challenge  Succession  planning  To  relax  Exercise  

Ann  Rogers  Infocus  Melbourne  (East  Kew)  

Nickname  Annie  Something  funny  Frequently  experience  issues  with  electrical  items  Greatest  business  challenge  Providing  ongoing  advice  To  relax  Reading  

Juergen  Schultz  Infocus  Melbourne  (Frankston  -­‐  Juergen  Schultz)  

Nickname  Yogi  Something  funny  I  have  crashed  a  paraglider  into  a  pine  forest  and  walked  away  unharmed  Greatest  business  challenge  complacency  To  relax  golf  

Mike  Boucher  Infocus  Melbourne  (Frankston  -­‐  Mike  Boucher)  

Nickname  Mike  Something  funny  Don't  know!!!!!!  Greatest  business  challenge  When  to  retire  To  relax  Lawn  bowls    

Yvonne  Gillam  Infocus  Melbourne  (Frankston  -­‐  Mike  Boucher)  

Nickname  Yvonne  To  relax  bushwalking  &  sailing  

Phil  Thompson  Infocus  Melbourne  (Ringwood)  

Nickname  Thommo  Something  funny  I  am  funny  Greatest  business  challenge  Time  management  To  relax  Spend  time  with  my  family  

Mark  Defranciscis  Infocus  North  QLD  (Burdekin)  &  Infocus  Townsville  

Nickname  Cheese  Something  funny  I  am  the  father  of  triplets  Greatest  business  challenge  Succession  Planning  To  relax  Sleep  ;  watch  sport  on  TV  ;  fish  ;  lawn  bowls    

 

Martin  Milton  Infocus  Perth  (Joondalup)  

Nickname  Marty  Something  funny  Unknown  Greatest  business  challenge  Client  reviews  &  talking  about  fees  To  relax  Mountain  biking  

Bill  Hackett  Infocus  Perth  (Malaga)  

Nickname  Drover  Something  funny  In  the  Army  Reserve  I  would  love  to  mix  Booby  trapping  with  Pranking  Greatest  business  challenge  Me..taking  too  long  to  do  stuff  To  relax  Go  to  the  movies  with  Tess  

Martin  Watson  Infocus  Perth  (Midvale)  

Nickname  Legend  /  Wato  Something  funny  My  mother  was  going  to  name  me  Mungo  Greatest  business  challenge  Implementing  Long  Term  Systematic  Service  Delivery  To  relax  Watch  Sport    

Pat  Sullivan  Infocus  Perth  (Midvale)  

Nickname  General  Something  funny  I  can  really  speak  some  Swahili  -­‐  taught  by  my  dad.  Greatest  business  challenge  implementation  of  FOFA  To  relax  To  crude  to  put  here  

Shane  Fisher  Infocus  Perth  (Midvale)  

Nickname  Dougie  Something  funny  Undecided  Greatest  business  challenge  I  am  brand  new  to  Infocus,  so  challenges  are  unknown.  To  relax  Play  golf  and  spend  time  with  family  and  friends.  

Cal  Henry  Infocus  Perth  (Nedlands)  

Nickname  Cal  Something  funny  Told  the  employer  he  could  shear  sheep  but  had  no  experience  which  turned  out  to  be  a  very  funny  story  when  he  only  removed  wool  off  6  sheep  after  the  first  two  hours.  Greatest  business  challenge  Increasing  the  Value  To  relax  Dining  Out  

Geoff  Bird  Infocus  Perth  (Nedlands)  

Nickname  Birdy  Something  funny  I  like  beer  Greatest  business  challenge  Growing  profit  by  50%  YoY  To  relax  camping,  shooting  4  wheel  driving    

Ben  Williams  Infocus  Perth  (Osborne  Park)  

Nickname  Willo  Greatest  business  challenge  Getting  in  front  of  our  preferred  client  To  relax  Exercising  -­‐  anything  physical  

Pete  Stevens  Infocus  Perth  (Osborne  Park)  

Nickname  Stevo  Something  funny  I'm  obsessed  with  my  cat  Zeus.  Greatest  business  challenge  Getting  the  word  out  that  194  Main  Street  is  the  place  to  be!  To  relax  Being  outside  or  on  the  water.    

Amanda  Doyle  Infocus  Perth  (South  Perth)  

Nickname  any  suggestions?  Something  funny  See  attached  essay  Greatest  business  challenge  Compliance  To  relax  Playing  tennis  

Kelsea  Brennan  Infocus  Perth  (South  Perth)  

Nickname  Kels  Something  funny  For  a  period  of  time  I  was  a  minor  celebrity  in  my  home  town  for  singing  a  solo  dressed  as  a  bear!  Greatest  business  challenge  Attracting  new  clients  To  relax  Spending  time  with  friends  and  family  

Chris  Speijers  Infocus  Perth  (South  Perth)  

Nickname  Britney  Something  funny  refer  to  my  nickname  Greatest  business  challenge  Retirement  To  relax  I  should  say  spending  time  with  my  kids,  but  as  that  is  not  always  relaxing,  I  would  have  to  say  there  is  nothing  better  than  going  for  a  long  run  -­‐  just  me  and  the  pavement.  

 

Hans  Speijers  Infocus  Perth  (South  Perth)  

Nickname  Big  H  Something  funny  I  look  more  like  WA's  'fruit  &  vegie  man'  than  the  person  it's  meant  to  look  like  Greatest  business  challenge  Successful  handover  to  my  son  To  relax  Falling  asleep  in  front  of  the  TV  

Erica  Jackson  Infocus  Sunshine  Coast  

Nickname  Eggy  To  relax  Going  to  the  beach    

Mike  Rawlings  Infocus  Sunshine  Coast  

Nickname  Spike  Something  funny  Huh?  Greatest  business  challenge  Finding  great  new  clients  To  relax  Kayaking  

Tony  Sandercock  Infocus  Sunshine  Coast    

Nickname  Gritty  Dick  Something  funny  Do  you  mean  funny  weird  or  funny  ha  ha  Greatest  business  challenge  Seeing  enough  of  the  right  people  To  relax  Home  Renovation  

Tracey  Tomich  Infocus  Sunshine  Coast    

Nickname  Tomo  Something  funny  My  dance  moves  

Greatest  business  challenge  compliance  and  administration  To  relax  beach,  golf  and  vino  

Arun  Chaudhuri  Infocus  Sydney  (CBD)  

Nickname  Aaron  Something  funny  Too  hard  Greatest  business  challenge  systems  and  processes  To  relax  alchohol  

Bill  Savellis  Infocus  Sydney  (CBD)  

Nickname  DollaBill  Something  funny  it  is  an  aspect  of  your  life  which  is  humorous  that  has  not  been  made  public  Greatest  business  challenge  Segmenting  my  client  base  

To  relax  Movies  

Jeff  Braysich  Infocus  Sydney  (CBD)  

Nickname  Bracko  Something  funny  …..  Greatest  business  challenge  making  a  profit  To  relax  my  girls  

 

Mark  Grady  Infocus  Sydney  (CBD)  

Nickname  Grades  Something  funny  Sense  of  humour  Greatest  business  challenge  Time  Management  To  relax  Running    

Jane  Ridder  Infocus  Sydney  (Parramatta)  

Nickname  Khaleesi  Something  funny  I  have  two  nieces  and  one  has  been  mistaken  for  my  twin  sister!  Greatest  business  challenge  FOFA  To  relax  Go  out  to  dinner  with  my  partner  and  have  good  food...  and  great  wine!  

 

Introducing the Infocus White Label Offices:

Rod  Stark  Active  Wealth  Managers  

Nickname  Only  used  in  personal  situations  Something  funny  That  im  not  funny  Greatest  business  challenge  meeting  expenses  To  relax  What  is  relaxing?      

Travis  Styles  Active  Wealth  Managers  

Nickname  Trav  Greatest  business  challenge  Me  turning  up!  To  relax  Exercise  /  Training  

Steve  Curnow  Adroit  Financial  Group  -­‐  Bendigo  

Nickname  The  Fonz  Something  funny  I  like  to  wear  my  wifes  summerdress  and  perform  the  theme  to  to  Oklahoma  on  my  front  lawn  at  Christmas  time.    It  has  become  quite  the  event  on  the  Bendigo  social  circuit  Greatest  business  challenge  Identifying  clients  that  actually  want  to  do  business  To  relax  Kicking  back  in  Palm  Cove  

Patrick  Allchin  Adroit  Financial  Group  -­‐  Melbourne  

Nickname  Tanga  Something  funny  Third  nipple  Greatest  business  challenge  Bill  Shorten  To  relax  Count  my  money  

Sam  Clarkson  Adroit  Financial  Group  -­‐  Melbourne  

Nickname  Sam  Something  funny  I  used  to  make  curtains  for  a  living!  Greatest  business  challenge  Inconsistencies  in  compliance  To  relax  an  ice  cold  beer!  

Joe  Zerella  Brecknock  Wealth  Management  

Nickname  Pep  Greatest  business  challenge  educating  and  motivating  referral  partners  To  relax  fishing  or  water  skiing  

Mark  Ellis  Brecknock  Wealth  Management  (VIC)  

Greatest  business  challenge  Red  tape  To  relax  Golf  

Desley  Williams  Business  and  Wealth  Partners  

Nickname  Sweetheart  :)  Something  funny  I'm  getting  younger  every  day?  Greatest  business  challenge  Managing  volumes  and  maintaining  quality  professional  output  to  be  proud  of  To  relax  I  love  to  paint  every  spare  minute,  too  bad  about  housework  

Penny  Dalmeyer  Business  and  Wealth  Partners  

Nickname  Pen  Something  funny  I'm  not  a  funny  person  Greatest  business  challenge  Time  To  relax  Reading  

Rod  Baker  Business  and  Wealth  Partners  

Nickname  Bake  Something  funny  I'm  happy  to  be  here  Greatest  business  challenge  Local  economy  To  relax  Time  with  my  kids      

Ron  Mellody  Collins  Mellody  

Nickname  RJ  Something  funny  How  much  I  don't  like  answering  these  types  of  questions!  Greatest  business  challenge  The  compliance  burden  of  providing  advice  and  associated  costs  to  my  business  To  relax  4WDing;  Music  -­‐  both  listening  and  playing  

Vaughan  Franks  Collins  Mellody  

Nickname  Vaughany  Something  funny  Often  asked  to  provide  identification  to  prove  my  age!  Greatest  business  challenge  Determining  the  right  price  for  our  advice  services  To  relax  Exploring  the  playgrounds  of  Melbourne  with  my  twin  sons  -­‐  with  take  away        

                                                             coffee  in  hand!  

 

Chris  Harvey  Harvey  Financial  Management  

Nickname  Half  Day  /  Horse  Something  funny  strong  like  horse  -­‐  not  smart  like  tractor  Greatest  business  challenge  demands  for  new  business  v  demands  of  admin  To  relax  surfing  

Tony  Lawrence  Instrat  Financial  Services  

Nickname  Monster  Something  funny  Ran  with  the  bulls  at  pamplona-­‐if  you  call  that  funny!  Greatest  business  challenge  FoFA  To  relax  Basketball  and  running  

Ange  Fritzsch  Integra  Wealth  

Nickname  Annie  Something  funny  According  to  my  son,  red-­‐heads  steal  souls....  Greatest  business  challenge  Time  or  lack  thereof  To  relax  Zzzzzz  on  a  beach    

Janean  Hicks  Integra  Wealth  &  Legacy  Professionals  

Nickname  Princess  Something  funny  Love  my  spaniel  more  than  my  hubby  Greatest  business  challenge  time-­‐not  enough  hrs    

                                                     in  each  day                                                              To  relax  sundowners  on  the  beach  

Sonya  Treble  Legal  &  Financial  Advisory  Services  

Nickname  Son  Greatest  business  challenge  new  quality  clients  To  relax  playing  piano  with  a  glass  of  good  red  

David  Strybosch  MyLife  Financial  Planning  

Nickname  Strybes  Something  funny  Cats  like  me  Greatest  business  challenge  over  regulation,  compliance  and  paperwork  To  relax  A  decent  drink  and  a  good  book,  playing  with  my  kids  and  catching  up  with  friends  and  family  

Kerry  Sutherland  MyLife  Financial  Planning  

Nickname  Kez  Greatest  business  challenge  Balancing  changing  compliance  requirements  with  timely  advice  delivery  for  clients  To  relax  Kayaking  -­‐  fishing  or  just  cruising  on  the  water  

Martin  Duncan  NexiaCorp  Financial  Services  Pty  Ltd    

Something  funny  I  have  incredibly  stretchy  facial  skin  Greatest  business  challenge  Keeping  on  top  of  increasing  administration/reporting  To  relax  Play  golf,  watch  sport,  drink  wine!  

Andrew  ONeil  O'Neil  Financial  Planning  

Nickname  Jumbo  Something  funny  Why  I  am  called  Jumbo  Greatest  business  challenge  Revenue  Growth  from  the  right  clients,  new  clients  To  relax  exercise  or  gardening  

Jeff  Glossop  PennyWise  Investments  

Nickname  colgate  or  smiley  Something  funny  I  am  really  a  very  shy,  quiet,  reserved  person  Greatest  business  challenge  Completing  separation  To  relax  Having  a  hit  of  tennis,  doing  exercise  in  a  fun  way  or  chilling  out  with  interesting  people    

                                                             and  friends.  

Danielle  Jones  Prosperity  Partners  

Nickname  Dani  Something  funny  I  ask  the  opinion  of  my  3  year  old  daughter  on  what  clothes  to  wear  and  or  buy!  Greatest  business  challenge  Key  Person  Risk  To  relax  Spending  fun  filled  time  with  Coco  and  entertaining  with  friends  

David  Griffiths  Prosperity  Partners  

Nickname  Griffo  Something  funny  I  barrack  for  Collingwood    Greatest  business  challenge  Preparing  and  consolidating  FoFA  To  relax  Sport  

 

Brad  Cumming  Pure  Wealth  Management  &  Infocus  Toowoomba  

Nickname  Brad  Something  funny  nothing  Greatest  business  challenge  FoFA  To  relax  golf      

Susan  Brooker  Pure  Wealth  Management  &  Infocus  Toowoomba  

Nickname  Susan  Something  funny  not  sure  Greatest  business  challenge  finding  new  clients,  FoFA  regulations,  client  retention,  client  confidence  in  the  market  To  relax  holidays,  golf      

Bruce  Baynes  PWA  Financial  Services  Pty  Ltd  Nickname  Buck  Something  funny  I'm  a  closet  bogan  (according  to  Sharon)  Greatest  business  challenge  Compliance  constantly  changing  To  relax  Haunting  Bunnings    

Sharon  Pacey  PWA  Financial  Services  Pty  Ltd  

Nickname  Shaz  Greatest  business  challenge  Keeping  Up  

To  relax  camping  

Darryn  Snooks  Retirement  and  Pensioner  Planning,  Infocus  Melbourne  (William  Street),  MCA  Financial  Services  (Aust)  &  Ridge  Financial  Services  

Nickname  Daza  Something  funny  Can  actually  cook  Greatest  business  challenge  Capacity  To  relax  Car  Rallying  

Shane  Bonke  SAB  Financial  Planning  

Nickname  Bonke  Something  funny  When  drunk  enough  my  party  trick  is  rapping  Shaggy's  Boombastic.  Greatest  business  challenge  Finding  quality  clients.  To  relax  Entertaining  my  11  month  old  son,  playing  tennis  and  basketball.  

 

Martin  Lambert  Stamford  Financial  

Nickname  Marty  Something  funny  Not  my  jokes  (see)  Greatest  business  challenge  Efficiency  To  relax  Run    

 

Introducing our Paraplanners:

Andrea  Ludlow  Paraplanner  Greatest  business  challenge  ensuring  SoAs  can  be  completed  efficiently  in  a  post-­‐FOFA  environment  To  relax  sport  -­‐  boxing  and  netball      

 

 

Introducing our Alliance Partners:

Platform Partners

Heath  Davies  Colonial  First  State  

Nickname  Heathrow  Something  funny  Everything  Greatest  business  challenge  See  above  To  relax  Surf  ,  swim  

Shane  Muscat  Colonial  First  State  

Nickname  Sharky  Something  funny  How  I  received  my  nickname  Greatest  business  challenge  Supporting  advisers  through  FoFA  To  relax  Watching  sport  

Di  Ranger  IOOF    

Leah  Waldie  IOOF  

Something  funny  I'm  not  funny-­‐  I  can't  tell  a  joke!  Greatest  business  challenge  regulation  To  relax  running  or  the  beach  

Rob  Gjorgioski  IOOF  

Nickname  bobi  Something  funny  open  book  Greatest  business  challenge  time  To  relax  Football  

John  Gray  MLC  

Nickname  JG  Something  funny  Once  lived  in  a  tent  for  4  months  Greatest  business  challenge  Workload!  To  relax  Body  surfing  at  Manly  

Chloe  Kane  OnePath  

Nickname  Chloe  Something  funny  has  5  Dogs  Greatest  business  challenge  Helping  advisers  adapt  to  a  new  landscape  To  relax  Spending  time  with  Matilda  :)  

Lauren  Matthews  OnePath  

Nickname  Lozza  Something  funny  I  am  afraid  of  the  butterfly  house  at  the  Melbourne  Zoo.  To  relax  A  good  book  and  a  glass  of  wine    

Risk Partners

Casey  Sugden  AIA  Australia  

Nickname  Case  or  Suggy      

Denise  Rodger  Asteron  Life  

Nickname  Betty  Boop  Greatest  business  challenge  The  need  for  sustainable,  flexible  insurance  products  particularly  as  clients  age  (currently  on  a  working  group  at  Asteron  Life).  To  relax  Walking,  about  70  kms  a  week,  travelling.  

Voula  Makris  CommInsure  

Nickname  Voulz  Something  funny  Concious  of  time  Greatest  business  challenge  The  under  insurance  problem  in  Australia  To  relax  Relaxing  by  the  pool  

John  Gray  MLC  

Nickname  JG  Something  funny  Once  lived  in  a  tent  for  4  months  Greatest  business  challenge  Workload!  To  relax  Body  surfing  at  Manly  

 

Chloe  Kane  OnePath  

Nickname  Chloe  Something  funny  has  5  Dogs  Greatest  business  challenge  Helping  advisers  adapt  to  a  new  landscape  To  relax  Spending  time  with  Matilda  :)  

Lauren  Matthews  OnePath  

Nickname  Lozza  Something  funny  I  am  afraid  of  the  butterfly  house  at  the  Melbourne  Zoo.  To  relax  A  good  book  and  a  glass  of  wine  

 

Ange  Porcaro  TAL  

Nickname  Pocs  Something  funny  I  have  a  phobia  with  clowns  To  relax  Time  with  family  

 

 

 

Debt Partners

Chris  Hill  Commsec  Adviser  Services  

Nickname  Chills  Something  funny  Often  get  mistaken  as  a  police  officer.  And  I  can  twerk  better  than  Miley  Cyrus  Greatest  business  challenge  Dealing  with  my  colleagues  To  relax  Running  events,  triathlons  and  catching  up  with  friends  over  a  few  beers  

 

Fund Manager, Cash & Retirement Products Partners

Claudia  Faundez  Challenger/Fidante  

Nickname  Claud  Something  funny  I  could  have  been  a  professional  ballet  dancer  if  I  decided  to  keep  dancing  rather  than  study  commerce  at  uni.  To  relax  Go  shopping!  

Ian  Westley  Equity  Trustees  

Nickname  Turps  Something  funny  Dominated  by  my  dog  Greatest  business  challenge  Aged  Care  To  relax  Time  with  family  

Ron  Grima  Equity  Trustees  

Nickname  Rockin  Ronny  Something  funny  I  am  from  NQ  but  I  can't  speak  the  language  because  I  don't  put  Aaa  at  the  end  of  every  sentence.  Greatest  business  challenge  Economic  conditions  To  relax  A  bet  and  a  beer  

Wayne  McGauley  Investors  Mutual  

Nickname  Digger  Something  funny  Born  in  Ireland  and  seem  to  have  all  the  typical  Irish  traits  Greatest  business  challenge  There  is  always  constant  change,  whether  that  be  markets,  industry  change/regulation  and  I  think  with  all  participants  in  the  industry  there  is  no  finish  line  as  such....one  has  to  keep  fluid  and  relevant  to  clients  needs  To  relax  –  I  have  4  boys  –  busy  and  boisterous  lads  who  keep  me  busy  and  entertained  

Neville  Mills  Macquarie  Bank  

Nickname  Millsy  Something  funny  I  have  2  Children    under  5  Greatest  business  challenge  Finding  growth  focused  advisers  To  relax  Camping  boating  fishing  

Alistair  Dunne  UBS  Global  Asset  Management  

Nickname  Al  Dunne  Something  funny  I  am  current  vice  president  of  the  Bonsai  Society  Greatest  business  challenge  Client  Relationship  Management  

 

To  relax  Bike  riding  

Michael  Kerr  UBS  Global  Asset  Management  

Nickname  Kerrbox  Something  funny  One  of  5  kids  Greatest  business  challenge  Administrative  To  relax  Rugby    

Bruce  Halliday    Vanguard    

 

Marcus  Wallace  (Day  3  only)  Vanguard  

 

Ebony  Keltie  (Halloween  dinner  only)  Vanguard  

 

Introducing our Conference Photographer & Videographer:

Chris  Peckham  -­‐  Source  Media  

Nickname  Pacman  Something  funny  My  sense  of  humour  Greatest  business  challenge  Cashflow  To  relax  On  the  deck        

Introducing the Spouses:

Kerene  Melvin  Spouse  of  Jeff  Glossop  

Kirsty  Hatch  Spouse  of  Shane  Hatch  

Lesley  Hubbard  Spouse  of  Jon  Hubbard  

Michael  Breig  Spouse  of  Helen  Mantle  

Michael  Gall  Spouse  of  Andrea  Ludlow  

Robyn  Speijers  Spouse  of  Hans  Speijers  

Sarah  Franks  Spouse  of  Vaughan  Franks  

Stephanie  Steinhardt  Spouse  of  Darren  Steinhardt  

Taryn  Bird  Spouse  of  Geoff  Bird