SAFAA 2020 Virtual Conference | Stockbrokers And Financial Advisers Association Limited | 26 August 2020 | Virtual Event

The Stockbrokers And Financial Advisers Association (SAFAA) is the peak body for Stockbrokers and Financial Advisers in Australia.

SAFAA has three roles:

Firstly, it advocates on behalf of its Principal Members for ethical, efficient and stable listed equity and debt markets.

Secondly, it provides specialist education and training for its Practitioner Members.

Thirdly, it provides Code Monitoring for TASA advisers as an accredited tax (financial) adviser Association
for the purposes of the Tax Agent Services Act (TASA).

2020 Speakers

Calissa Aldridge
Senior Executive Leader, Market Supervision, ASIC

Jason Andriessen
Managing Director, Core Data

Cathie Armour
Commissioner, Australian Securities and Investments Commission

James Astley
Federal Agent, Crime Operations, Australian Federal Police

Sunny Bangia
Portfolio Manager, Antipodes Partners

Heath Bencke
Founder and Managing Director, Holon Global Investments

Paul Black
Partner, KPMG

Michael Blomfield
Investment Trends

Donna Caird
Head of Risk, Euroz Securities

Max Cunningham
Executive General Manager, Listings & Issuer Services, ASX

George Deva
Head of Private Wealth, Ord Minnett

Judith Fox
CEO, Stockbrokers and Financial Advisers Association

Stuart Frith
Sales & Delivery Director, Lumen, Iress

Pat Garrett
Co-Chief Executive Officer, Six Park Asset Management

Stephen Glenfield
CEO, FASEA

Jonathon Gordon
Practice Group Head, Global, Finance Regulatory, Ashurst

Scott Helfstein
Co-Head of Market Research and Strategy & Head of Thematic Portfolios, Morgan Stanley USA

Matt Heine
Joint Managing Director, Netwealth Investments Limited

Will Hickson
Senior Investment Adviser, Morgans Financial

Stuart Holdsworth
CEO, Financial Simplicity

Narelle Hooper
Editor-in-Chief, Company Director

Mark Hoven
CEO, AdviserRatings

Senator the Hon Jane Hume
Assistant Minister for Superannuation, Financial Services and Financial Technology

Vic Jokovic
CEO, Chi-X

The Hon Stephen Jones MP
Shadow Assistant Treasurer and Shadow Minister for Financial Services

Eylem Kamerakkas
Head of Managed Accounts Product, Wealth Product & Technology, Macquarie Group

David Locke
Chief Ombudsman and CEO, Australian Financial Complaints Authority

Ronan Leonard
Head of Wealth Market Development, Pacific, Refinitiv

Julia Lee
Founder and Chief Investment Officer, Burman Invest

George Lucas
Founder Managing Director/CEO, Raiz

Daniel Madhavan
CEO, Impact Investing Group

Mary Manning
Portfolio Manager, Ellerston Capital

Stefan Marcionetti
Portfolio Manager, Magellan Global Trust

Craig Mason
Executive Chair, Complii

Peter McCarthy
Founder & Executive Chairman, myprosperity

Kelly-Ann McHugh
Director, Asia-Pacific, MyComplianceOffice

Jacob Mitchell
CIO and Lead Portfolio Manager, Antipodes Partners

Martin Morris
Head of Distribution and Director, Praemium Australia

Laszlo Peter
Head of Blockchain Services Asia Pacific, KPMG

Nicole Roberts
Manager, Risk & Governance, Morgans Financial

Helen Rowell
Deputy Chair, Australian Prudential Regulation Authority

Roger Samuel
Senior Vice President, Equity Research, Jefferies

Dominic Stevens
Managing Director and Chief Executive Officer, ASX

Lindsay Tanner
Former Federal MP for Melbourne

Kate Turner
Responsible Investment Specialist, First Sentier

Jamie Wickham
Managing Director, Morningstar Australasia

2020 Sponsors and Exhibitors

GOLD:
• ASX

SILVER:
• Macquarie Wealth Solutions
• Morgan Stanley Wealth Management
• NRI
• Refinitiv

EXHIBITING:
• Broadridge
• chi-x
• Complii FinTech Solutions
• Finantix
• IG Prime
• Iress
• MyComplianceOffice
• Praemium

SUPPORTER:
• Sydney Stock Exchange