Events

Graham is a pioneer of retail managed funds research in Australasia, and of financial planning in New Zealand. He started his financial services career in NZ in 1975. In 1983, he established his own business delivering funds research and financial advice professional development services. After initially adding Morningstar as a minority shareholder in his fund research business in 1999, he continued to develop it for several years, before selling the rest of the fund research business to Morningstar. In 2002, Graham established Portfolio Construction Forum. Kylie Willment is a Partner in Mercer’s Institutional Wealth business and is Chief Investment Officer for the Pacific region. Kylie leads the Delegated Solutions portfolio management team which consists of asset allocation strategists, portfolio managers and analysts across Australia and New Zealand. The team is responsible for managing over $30 billion in assets within Mercer's Multi-Manager Funds. Kylie is a member of Mercer's Pacific Investment Committee, Mainstream Assets Global Investment Committee, the Institutional Wealth Leadership Team and the Pacific Leadership Team. She is based in Sydney. Sonia joined BT Investment Solutions in November 2015 as Portfolio Manager within the Equities Team. Sonia is responsible for the day to day management of the Equities and REITs portfolios and the development and maintenance of models as well as working with the Analysts to conduct Manager Research and the execution of the strategy for the team. Prior to BTIS, Sonia spent 8 years in the Colonial First State Investments team where she was a Senior Portfolio Manager responsible for undertaking research of investment managers and portfolio construction for the FirstChoice multi-manager product rangeAndrew is the Institutional Business Development Manager at Aberdeen Asset Management. Responsible for Managing client, consultant and prospective client relationships and building Aberdeen's successful Australian business. Experience across equities, fixed income, property and alternatives. Over 20 years asset management experience, 11 in the UK and 9 in Australia. ._ERbj1g7D { position: relative; } ._epNwrNGv { position: relative; overflow: hidden; display: inline-flex; justify-content: flex-start; align-items: flex-start; vertical-align: middle; max-width: 100%; } ._epNwrNGv picture { width: 100%; } ._epNwrNGv img { display: inline-block; object-fit: cover; max-width: 100%; max-height: 100%; height: auto; text-align: center; width: 100%; vertical-align: middle; position: unset; } ._epNwrNGv img.pf-placeholder-svg{ min-width: 150px; } ._epNwrNGv.image--rounded { border-radius: 10px; } ._epNwrNGv.image--circle { border-radius: 100%; } ._epNwrNGv[data-action], ._epNwrNGv[data-event] { cursor: pointer; } ._O689JW7n { position: relative; } ._VWvqNvR9 { vertical-align: middle; } ._7XqAY8_A > span:last-child { line-height: inherit; } ._7XqAY8_A[class*="dropcap--"] > span:first-child { display: block; margin-right: 10px; float: left; font-size: 2em; background: #919da9; color: black; width: 50px; height: 50px; line-height: 50px; } ._7XqAY8_A[class*="dropcap--"]:not(.dropcap--none) > span:first-child { margin-right: 20px; text-align: center; } ._7XqAY8_A.dropcap--none > span:first-child { text-align: inherit; line-height: 1 !important; width: auto !important; height: auto !important; background: none !important; border-radius: 0; } ._7XqAY8_A.dropcap--circle > span:first-child { border-radius: 100%; } ._7XqAY8_A:not([class*="dropcap--"]) > span { margin-right: 0 !important; } ._7XqAY8_A ol, ._7XqAY8_A ul { list-style-position: inside; } ._7XqAY8_A blockquote { font-size: inherit; } ._pDNE0kYl { position: relative; } ._pDNE0kYl { margin: 0 -15px; } ._DblQBlAM { position: relative; } ._DblQBlAM { clear: both; } ._DblQBlAM[data-parallax="true"] { position: relative; background: none !important; } ._DblQBlAM__parallax { position: absolute; top: 0; left: 0; width: 100%; height: 100%; overflow: hidden; pointer-events: none; background-size: cover !important; background-repeat: no-repeat; } ._DblQBlAM { box-sizing: border-box; padding: 15px 0; position: relative; } ._DblQBlAM[data-container] ._DblQBlAM__container { padding-left: 15px; padding-right: 15px; width: auto; margin: auto; box-sizing: border-box; } ._DblQBlAM .pf-parallax__img { position: absolute; object-fit: cover; top: 0; left: 0; width: 100%; height: 100%; z-index: -1; } @media all { .__pf_us81m7 ._GBXPh0bq[data-id="_GBXPh0bq"] { width: 250px; } .__pf_us81m7 ._V4rNT23p[data-id="_V4rNT23p"] { text-align: center; } .__pf_us81m7 ._NBZOha2Q[data-id="_NBZOha2Q"] { width: 250px; } .__pf_us81m7 ._yW5qTjKW[data-id="_yW5qTjKW"] { text-align: center; } .__pf_us81m7 ._obQRhkwq[data-id="_obQRhkwq"] { width: 250px; } .__pf_us81m7 ._JvQwTJeY[data-id="_JvQwTJeY"] { text-align: center; } .__pf_us81m7 ._jBGqhLbl[data-id="_jBGqhLbl"] { width: 250px; } .__pf_us81m7 ._epmOT03p[data-id="_epmOT03p"] { text-align: center; } .__pf_us81m7 ._v6b3hkXD[data-id="_v6b3hkXD"] { text-align: left; } } @media only screen and (max-width: 767px) { } @media only screen and (min-width: 768px) and (max-width: 991px) { } @media only screen and (min-width: 992px) and (max-width: 1199px) { } @media only screen and (min-width: 1200px) { } window.__pagefly_options__=window.__pagefly_options__||[],window.__pagefly_options__.push({"isBackend":false,"isPreview":false,"key":"helper","css":[],"js":[],"page_id":"480"});

James Debs Senior Associate, Direct Sales – Capital Markets Markets I Corporate & Institutional Banking I National Australia Bank James is a Senior Associate on the Direct Sales Desk – Capital Markets – at NAB Markets (formally FICC), Corporate & Institutional Banking at National Australia Bank. James’ responsibility is offering and transacting on primary and secondary trades to wholesale investors across fixed income and debt securities (listed & OTC), cash and deposits and ASX primary issuance. Prior to this role, James worked as an Associate in NAB Asset Management (NABAM), working alongside the Investment Distribution team within Strategic Accounts. During his time in NABAM James has also spent several months seconding in NAB Capital Markets Origination in Corporate Finance gaining exposure to the Debt Capital Markets desk and Hybrid & Structured Capital Origination desk. James commenced his career at NAB Wealth in 2015 whilst part of a program studying his Undergraduate Degree in Economics and Applied Finance full-time. James is recognised as an emerging leader and has over 5 years of industry experience in banking, investment sales and financial markets. James is also the National Chair of the FSC Under 35s Circuit Committee and is working towards his CFA designation. Demetria Chelepy Senior Manager – Customer Complaints Governance, Customer Solutions Westpac Group Demetria is a Senior Manager, Customer Complaints Governance, Customer Solutions at the Westpac Group. With a background in law, Demetria has always been passionate about helping others and this shines through in her work, and in her roles as National Co-Chair of The Youth Network and committee member of the FSC Circuit. In her spare time, Demetria is studying a Masters of Development Studies and is training for a triathlon. She enjoys writing, keeping active through touch, futsal and running, and challenging her culinary capabilities. She loves a good podcast and can find an inspiring quote for any occasion. Emily Wu Head of New Fund Partnerships MLC Life Insurance Emily is currently the Head of New Fund Partnerships at MLC Life Insurance. Emily has previous technical experience having been involved in industry working groups responding to regulatory change and managing products for large industry fund clients. Prior to working in financial services, Emily was a practicing lawyer. Ieesha Maybury-Picatoste Membership Associate Financial Services Council Ieesha joined the FSC team in August 2017 as the Membership Associate. Ieesha works closely with the Membership Manager and is the first point of contact for members. She organises member activities such as policy briefings and CEO breakfasts, is responsible for The Circuit Under 35s Program and works to maintain high customer service standards and member satisfaction. Previously, Ieesha held roles of Receptionist/Event Coordinator and Production Manager. She holds a Diploma in Event Management and has extensive experience volunteering and co-ordinating events. James Fleiter, CFA Business Development Manager Institutional James is Business Development Manager at BNP Asset Management here in Sydney where he is responsible for representing BNP to institutional investors across the superannuation, insurance and pension fund industries. Prior to joining BNP Paribas Asset Management, James spent several years as an Associate Director at Aberdeen Standard Investments’ Australia & New Zealand business, supporting their various distribution channels and working with both financial advisers and professional investors. James also spent 6 years working for the MLC Asset Management business, including the investment analysis, consulting, strategy and sales functions. James has a Bachelor of Applied Finance and a Bachelor of Economics from Macquarie University and is a CFA charter holder. In his spare time, James is a volunteer lifesaver at the Palm Beach Surf Life Saving Club located in Sydney’s Northern Beaches and has just started studying mandarin. Max Nicholson Senior Product Manager AMP Capital Max is a Senior Product Manager in AMP Capital’s Public Markets team. Prior to this he spent 7 years at BT Financial Group in senior positions in the Corporate Strategy team as well as roles managing Super and Investment products. His passion lies in driving change in the wealth management industry especially around technology and improving investor outcomes. Outside of work he loves bushwalking, surfing and his Golden Retriever, Mowgli. Prue Roberts Marketing Communications Manager Financial Services Council Prue joined the FSC team in October 2018 as the Marketing Communications Manager. Prior to joining the FSC, Prue was the Senior Client Services Manager for a full-service marketing and public relations agency in Sydney, working with a number of financial services organisations – as well as a range of fintech, regtech and insurtech businesses, both locally and internationally. Prior to this, she held roles in the marketing, advertising and media spheres, where she honed her content creation and digital media skills. With exposure to member services activities and involvement in a broad range of industry events in the past, her professional experience extends across a wide range of communications aspects. //

We invite you to join us at a session involving a distinguished panel of expert speakers who will unpack the near-term macroeconomic effects of the Royal Commission, Budget and Federal Election. The event will welcome Michael Thomas, Director at Deloitte Access Economics and Su-Lin Ong, Managing Director, Chief Economist & Head of Australian Research at RBC Capital Markets.   DATE  Wednesday 29th May TIME 7.30am - 9.30am VENUE Financial Services Council - King Room, Level 24, 44 Market Street, Sydney COSTMembers - $30 Non-Members - $50    REGISTER NOW   MORE ABOUT YOUR SPEAKERS   Mike Thomas Director - Deloitte Access Economics Mike is lead director for Deloitte Access Economics’ financial services team, providing robust economic analysis and policy and strategy advice to the Australian banking, insurance and superannuation sectors and public sector clients.  A senior economic advisor, with broad-based expertise, Mike joined Access Economics (now Deloitte Access Economics) in 2007, after 15 years working as an economist in financial markets and wealth management with Credit Suisse First Boston, NM Rothschild Australia and ICAP.   Su-Lin Ong Managing Director, Chief Economist & Head of Australian Research - RBC Capital Markets Su-Lin has led the Economics & Fixed Income Strategy team for Australia and New Zealand since 2010 and her responsibilities expanded in 2015 to also include oversight and supervision of Australian equity research.  Su-Lin is part of the global strategy team with primary responsibility for formulating and presenting RBC’s AU/NZ macroeconomic outlook, cash rate view and bond yield forecasts. Based in RBC’s Sydney office, she works closely with sales and trading across fixed income, currencies, and equities in Australia as well as key hubs in Toronto, NY, London, Tokyo, and HK.     If you have any questions for us in the meantime, please reach-out to Stirling Wright at This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak3bebefb172433f728b864575637f2208').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy3bebefb172433f728b864575637f2208 = 'swright' + '@'; addy3bebefb172433f728b864575637f2208 = addy3bebefb172433f728b864575637f2208 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text3bebefb172433f728b864575637f2208 = 'swright' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloak3bebefb172433f728b864575637f2208').innerHTML += ''+addy_text3bebefb172433f728b864575637f2208+'';      

  FSC Exchange Traded Fund (ETF) Forum . Australia’s ETF industry has seen significant growth over the past few years with the market cap reaching $46bn in March this year. This follows a market cap growth of 26% over the last 12 months(1) To explore the development of ETFs, from a regulatory and growth perspective, the FSC is hosting a half day ETF Forum to coincide with the International Organisation of Securities Commissions (IOSCO) annual meeting being held in Sydney. This is a rare opportunity to obtain insights on global regulation of ETFs, how ETFs are regulated in different markets and the development and trends of ETFs domestically and globally. (1)As reported by BetaShares EVENT DETAILS DATE  Wednesday 15 May TIME  8.00am - 11.45am VENUE  Financial Services Council, King Room, Level 24, 44 Market Street, Sydney    REGISTRATION MEMBER RATE $50 per person NON-MEMBER RATE $150 per person SPEAKERS WHO WILL BE JOINING US We are looking forward to welcoming the following industry experts who will speak at the forum; Robert Taylor, Head of Global Asset Management Strategy, Financial Conduct Authority (International) Cian Murphy, Head of Function - Markets Policy Division, Central Bank of Ireland (International) Axel Lomholt, Head of ETF’s International, Vanguard (International) Rhys Bollen, Senior Executive Leader - Investment Managers, ASIC Alva Devoy, Managing Director, Fidelity International Australia Kevin Nixon, Managing Director, Nixon Global Advisory Andrew Campion, Head of Investment Products, ASX Stephen Ead, Head of iShares Product & Platform in Australia, Blackrock Glyn Roberts, Equity Trading, Deutsche Bank FORUM PROGRAM Time Session Speaker 8:00am Arrival Tea & Coffee                   8:25am Welcome Sally Loane, CEO, Financial Services Council 8.30am Session 1 - IOSCO Keynote SPEAKER: Robert Taylor, Chair, IOSCO Committee on Investment Management 9:00am Session 2 – International Regulation of ETFs - Regulator Panel The audience will hear from a panel of international regulators exploring the regulatory landscape in each of their respective jurisdictions. The session will explore issues such as: Non-transparent ETF models and the rise of Active ETFs; Emerging risks and future regulatory priorities in each market; and Trends and recent regulatory developments from around the world. CHAIR: Kevin Nixon, Managing Director, Nixon Global Advisory Robert Taylor, Head of Global Asset Management Strategy, Financial Conduct Authority Cian Murphy, Head of Function - Markets Policy Division, Central Bank of Ireland Rhys Bollen, Senior Executive Leader - Investment Managers, ASIC   9:45am Morning Tea                       10:15am Session 3 - Global Provider Perspective Keynote Axel Lomholt (UK) is Vanguard’s Head of ETF’s, International and will discuss: An overview of recent global trends and in the ETF industry and major themes shaping ETF investing; Exploring the ETF ecosystem differences between regions and structural shifts transforming the asset management industry; and The recent findings of Vanguard’s regulatory engagement program in the context of ETFs   SPEAKER: Axel Lomholt, Head of ETF’s International, Vanguard 10:45am Session 4 –  Exploring the Australian ETF Market   With different stakeholders across the value chain being represented, this session will explore: The growth of the Australian ETF market and implications; The role of different market participants; ETF strategies - Active Vs Passive ETFs, should there be a different treatment? Whether ETF’s have any impact on underlying markets and Themes arising from the regulator panel.   CHAIR: Nikki Bentley, Partner, Norton Rose Fulbright  Andrew Campion, Head of Investment Products, ASX Alva Devoy, Managing Director, Fidelity International Australia Stephen Ead, Head of iShares product and Platform in Australia, Blackrock Glyn Roberts, Equity Trading, Deutsche Bank   11:45am End of Forum If you have any questions for us in the meantime, please reach-out to Stirling Wright at This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloake58e02dd4da4d6fb2fbb130b6847e7f5').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addye58e02dd4da4d6fb2fbb130b6847e7f5 = 'swright' + '@'; addye58e02dd4da4d6fb2fbb130b6847e7f5 = addye58e02dd4da4d6fb2fbb130b6847e7f5 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_texte58e02dd4da4d6fb2fbb130b6847e7f5 = 'swright' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloake58e02dd4da4d6fb2fbb130b6847e7f5').innerHTML += ''+addy_texte58e02dd4da4d6fb2fbb130b6847e7f5+''; . Sponsored by the ASX.

The consultation on the Consultation Draft was extended to 31 January. The FSC is pleased to report that we have now received 25 submissions and have been promised 3 more. We will continue to review the consultation submissions with members to decide which suggestions should be incorporated in the Code and, if so, how. Work on this is ongoing. The implementation date is currently planned for 1 July but this may need to be reviewed in the light of the time it could take to finalise the Code and implement the changes.     More on the Code pdf Click here  to download a copy of the media release outlining details of the draft Code's launch on 12 November. Life Insurance Code Update - CEO Sally Loane's introductory remarks from the Roadshow launch event in Sydney on 12 November.  

Exhibitors Welcome Throughout the year the FSC partners with corporations to deliver our events and research. There are two major summits with a number of partnership opportunities available. FSC Life Insurance Summit The Summit There are also several event series run throughout the FSC calendar year FSC BT Political Series FSC Circuit Series - a bespoke program for under 35s Are you Interested in becoming a Corporate Partner? Please contact our Director of Member Services, Sharon Sherry, at This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloake4475f41fd8bd152ec2367602b2ce02e').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addye4475f41fd8bd152ec2367602b2ce02e = 'ssherry' + '@'; addye4475f41fd8bd152ec2367602b2ce02e = addye4475f41fd8bd152ec2367602b2ce02e + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_texte4475f41fd8bd152ec2367602b2ce02e = 'ssherry' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloake4475f41fd8bd152ec2367602b2ce02e').innerHTML += ''+addy_texte4475f41fd8bd152ec2367602b2ce02e+'';  or on (02) 8235 2528. Become an Event Partner