Your money & your life
A FESTIVAL OF
ICC SYdney hall 6 on the 9th and 10th of Nov, 2018
It’s your money and it’s your life, it’s time to start living.
Whatever stage of life you are in, now is the best time for you to take control of your money. After all, its what truly lets you live the life you want to live.
Register for your free ticket
A Two Day Consumer Expo with Free Entry to the general public.
What can you get out of the day
- Gain access to great financial insights
- Hear from some of the most in touch Finance experts in the country
- Learn how to save better, spend better and invest in your financial future
- Hear about the state of our economy, it isn’t as gloomy as you think
- Understand how your superannuation and retirement work
- Learn to budget for your budding family
- Hear about the impact of the share market and what it means for you
- Go in the draw to WIN a holiday
WIN a holiday package to RACV Royal Pines
By registering to come to YMYL Expo you can go in the draw to win an amazing holiday package at RACV Royal Pines.Includes
- 3 nights accommodation
- 2 person Spa Accommodation voucher including Breakfast
- Return Economy Saver flights to Coolangatta Airport for 2 people.
- Total Prize pool value is $3000.
Hear from the experts
Did you ever want to hear about
how others have achieved financial freedom and what their financial journey looked like?
Brian Parker, CFA was appointed to the role of Sunsuper’s Chief Economist in May 2015. Prior to joining Sunsuper, Brian worked in a series of economics, portfolio management and communication roles with a range of organisations in a career spanning nearly 25 years, including Rothschild, JP Morgan, Citigroup, MLC and the Reserve Bank of Australia. Brian has an honours degree in economics from the University of Queensland, where he also taught macroeconomics. Additionally, he is a charted financial analyst.
Host of Channel 7, Sunrise
Chairman Port Adelaide Football Club
Alongside his roles as host of Sunrise and President of Port Adelaide Football Club, David Koch is one of Australia’s foremost business and finance commentators. A small business owner for 30 years, David has a passion for the sector, and was a director of the NSW Small Business Development Corporation for 6 years. He is patron of the Youth off The Streets managed Koch Centre For Youth at Macquarie Fields.
Author, Financial Adviser, Caboodle Financial Services
Peita is a new form of ‘geek’ hybrid, a combination of maths and finance nerdiness with a passion for communicating. She is on a mission to empower the public to take charge of their finances.
With over 20 years in the financial services industry, she has worked with international conglomerates right through to young couples. No matter the size of the financial transaction she has been most valued for her ability to take complex concepts and break them down to their fundamentals.
Peita uses humour and storytelling to communicate the best way to approach an individual’s finances.
Chief Economist at CommSec, interpreting ‘big picture’ economic and financial trends for customers, clients and staff. CommSec is known for innovative, ‘user friendly’ reports including State of the States, the CommSec iPhone Index and CommSec Home Size report. Craig has worked in banking, finance and journalism for around 38 years and holds both Bachelor and Master degrees in Commerce (Economics). Craig is also a regular commentator on Channel 7’s Sunrise. His Chief interest outside work is Masters athletics, basically sprints.
2017 Apogee Financial Planning Limited,
Adviser of the Year
Glen is a multiple award winning financial adviser with experience helping countless people get on top of their finances. He is conservative and somewhat a contrarian in the way he delivers his practical & fun financial help. Glen has a particular interest in personal finance and small business for millennials. With his own personal financial success behind him, Glen has a passion to help people achieve financial freedom, like he has. His teaching method is light hearted and fun while still managing to cover sensitive and important topics in an engaging way. Glen regularly speaks to regular people & financial planning professionals at various events nationally. He is a regular contributor to national industry and consumer facing publications.
Founder and Chief Evangelist at
Best Financial Friend
Pete’s a serial entrepreneur, determined to make a difference to women’s financial lives. His 20-year finance career guided his decisions to start, grow and eventually sell the successful, budgeting App, MoneyBrilliant to AMP. He recently launched Best Financial Friend (BFF). A world first Digital Money Coaching service which was created to help get women out of credit card debt and build better relationships with money. His goal is to help 10,000 women get bad debt free by 2020
Personal Financial Adviser,
Evalesco Financial Services
Mia believes that the value of Advice is so much more than maximising investment returns but rather helping clients understand what is truly important to them and providing a strategy to increase the probability of those things being achieved. She was the winner of the 2017 AFA Rising Star award, the current AFA Genxt NSW State chair, and has presented at industry events on the benefits of a truly holistic approach to financial advice. She is committed to empowering her clients and advice community to live a Healthy, Wealthy, Happy Life.
Financial Adviser, Money Coach &
the Founder of Pivot Wealth
Ben is a Financial Adviser who founded Pivot Wealth to help young professionals make smart money decisions and create a life not limited by money. These education sessions were born out of Ben’s frustration at seeing far too many people earning good incomes but not having much to show for it. Taking action is the most powerful thing you can do when it comes to money, but first you need to know the rules of the game. As a self-confessed finance geek, Ben educates you about how to make the most of your money. In Ben’s workshops he draws on practical experiences from working with hundreds of young professionals to provide simple and tried and tested money strategies that actually work, delivered in an easy to understand way.
CEO and Founder of Propertybuyer.com.au
Rich Harvey is a buyers’ advocate, economist, CEO and Founder of Propertybuyer.com.au, an independent Buyers Agency.
Rich is President of the Real Estate Buyers Agent Association of Australia (REBAA).
He holds a Master of Economics and is a research expert with over 20 years experience. Rich freely shares his knowledge and experience to help home buyers and investors make wise property decisions.
He is a recognised media commentator in the Financial Review, Domain, Sky Business and other leading media. And most recently was the Buyers’ Agent host of “Buying Blind” on Nine!
Rich and his team have won over 30 awards for excellence and purchased over 2800 properties.
Chief Retail Insurance Officer, AIA Insurance
Pina has twenty five years’ experience in managerial, operations, sales, distribution, marketing and Board positions in the superannuation and life insurance industry.
She is experienced in establishing and managing administrative infrastructure, start-up operations, sales/distribution/operational business units and insurance/superannuation products. She has worked for National Mutual, National Australia Bank, AIG, TOWER and now AIA Australia.
Pina has been the Chairperson for the AFA Victorian Committee, the Chairperson for the AFA Foundation Committee and the AIA Women at Work Committee.
Away from work she chooses to spend as much time as possible with her young family.
Co-Founder, Aspire Retire Financial Services
In 2003 Olivia co-founded Aspire Retire Financial Services with her husband and business partner Stephen Degiovanni, she was already ahead of the pack when it came to managing money and investments.
She bought her first shares at the age of 20, her first house at 22 and successfully paid off her home in less than 5 years.
Olivia is proud of Aspire Retire’s transparent fee-for-service model, which has been company policy from the beginning. Building a financial advisory business not based on commissions or percentage-based structures which has always been able to provide unbiased advice, giving clients confidence that their financial plan will deliver the outcomes and lifestyle of which they dream.
Olivia currently serves as a judge for the Telstra Business Awards, is the finance columnist for Fairfax Media Publications, has a money segment on ABC radio and appears on Channel Nine talking money.
Founder of Women with Cents
Natasha Janssens wears many hats. Proud mum of two, financial planner, accountant and mortgage broker.
After arriving in Australia as an 18-year-old refugee alone, Natasha learned first had the complexities of navigating the Australian financial system and the challenges faced by Australian women.
Her passion for education and helping others led her to start Women With Cents – an award winning finance business dedicated to empowering Australian women through education.
Dr Megan Chircop
Associate Professor, Medical Scientist & Nutritionist
Associate Professor Megan Chircop is a medical scientist and nutritionist with 16 years’ experience. She has a thorough understanding of how the body works and about how to eat for optimal health, well-being, energy and athletic performance.
By having a personalised approached she has helped hundreds of Australians understand what their body needs to nourish itself, achieve better health as well as that inner “I feel good in my own skin” feeling with simple and easy-to-follow customized approaches that focus on enjoying real food that is assembled in a delicious way. By making food taste amazing, her clients (and their families) have been able to adopt a new way-of-living that is transformative in terms of improving their overall health and well-being in the long-term.
After 7 years as an Investment Banker at Citigroup, Mario left the industry to focus on using technology to help people to feel better about money, he wanted “to do more for customers” than what the big banks were offering. Mario’s mission? He wondered why, in an era of increasing self-reliance in financial matters, is money still a taboo topic in ‘polite’ conversation? How can we help families improve their financial literacy and their overall wellbeing by having open, honest conversations about money?
The reformed banker with degrees in Physics, Computer Systems Engineering and International Relations is one half of the award winning fintech start-up Spriggy. Spriggy offers a mobile app and prepaid card for 6-17year olds that helps parents and young people manage money together. Spriggy has enjoyed tremendous success, with over 150,000 members in less than two years.
Managing Director & Principal Adviser of Noall & Co
Marc is the MD and Principal Adviser of Noall & Co which began operations in Australia and has now expanded into Asia and the Gulf. Based in North Sydney they have grown a team to 14 to assist clients with a ‘project managed’ holistic service for the creation of retirement wealth, providing a safety net and an estate planning solution for themselves, their families and their assets.
He has been the recipient of a number of industry awards, past VP of the AFA and enjoys mentoring. He has written a book about Money and still enjoys running around a soccer field and travelling with his family.
Head of Marketing and spokesperson for GetCreditScore
Lloyd Smith is the Head of Marketing and spokesperson for GetCreditScore.
He has a wealth of experience within the finance industry and is a passionate advocate for disruptive technology and the positive impact it can have on our lives.
At GetCreditScore he is in the midst of helping to revolutionize the way Australians learn about & apply for credit.
Libby Koch, Co-Presenter of Kochie’s Money Makeover and Finance Co-Author
Libby Koch is wife to Australia’s media personality David Koch.
Libby works in the operations of their family business Pinstripe media, and co-authors Money Matters for News Limited syndicated newspapers as well as co-presenting on-line video personal finance content for Kochie’s Money Makeover.
She was the Director and secretary of the Board of Australian Financial Press 1990-1999 and co-authored several books with husband, David Koch, on personal finance .
Libby has been an Ambassador to Youth Off The Streets, 2010 to present as well as Founding Board member of Youth Off The Streets Overseas Relief Fund, 2005 to present. Both she and David are patrons of the Koch Centre in Macquarie Fields
She is a regular volunteer at YOTS in helping women learn more about financial management and running a household budget.
David and she have raised four children and are enjoying life as grandparents to five grandkids.
Head of Business Support for Bridges & Associates, part of the IOOF Group
Kate’s role is to manage the support network for Bridges and Associates, this includes the responsibility for managing and administering the divisional training events required to ensure Authorised Representatives & their staff comply with the training, licensing guidelines and standards of the regulatory and industry bodies that guide and impact on the provision of financial services.
Her role also includes the responsibility for managing all operational, reporting and marketing functions within the business to ensure the business runs efficiently and all necessary agreed support and services are delivered to advisers and/or network partners.
Kate joined IOOF as Head of Technical in 2014 and has over 15 years’ experience in the financial services industry as a technical consultant assisting advisers with legislative research and technical strategies.
She has extensive experience as a speaker in the areas of super, tax, retirement and social security, Kate has presented for the Financial Planning Association, CPA Australia, and The Institute of Chartered Accountants and for many financial planning and accounting groups. She is also a regular presenter on Sky Business.
Joshua Van Gestel
National Manager of Education, Sunsuper
Joshua is responsible for delivering Sunsuper’s education strategy to members and overseeing the development of bespoke multi-channel communication strategies for Sunsuper’s key employer clients and their employees.
With nearly 25 years’ experience in Financial Services and Financial Media, Joshua is passionate about empowering Australians to achieve their retirement dreams through the provision of effective, tangible and engaging experiences.
He also brings a desire to create employer advocacy to improve the financial wellbeing of employees.
Joshua Van Gestel
Founder, Mad about LIFE
Jodie is a Financial Adviser & Risk Manager with over 15 years of experience within the Financial Services Industry.
She built Mad About LIFE – Risk Advice from her passion for making sure young Australian people and families were are aware of their Financial Risks.
Her clients have the peace of mind to live the life they choose to knowing that they have a strategic & personalised plan in place to protect them and to reach their future financial goals.
Some of the services at Mad About LIFE are; Strategic Financial Risk Advice and Management, Cashflow and Budgeting tools & management, superannuation and investment advice & management, Estate Planning Facilitation, Ongoing Advice and Management of your Financial Future.
Founder, Jigsaw Tax and Advisory
Joanne McCauley founded Jigsaw Tax and Advisory in 2008 in Goulburn, NSW. Jigsaw Tax is a CPA accounting practice focusing on small business and individual clients providing them with excellent tax advice as per their mantra “we take the puzzle out of taxation”.
Jigsaw Tax has grown since 2008 and now has offices in the Hills District of Sydney, Canberra and Goulburn.
They like to keep things simple, understanding clients are time poor and ultimately interested in making money rather than worrying about tax.
Joanne has been concerned for some time about the lack of knowledge that her Tradie clients have about accounting and the Australian tax system. She has been trying to find a way to help them.
Founder, Founder, Fox & Hare Wealth
Jessica Brady has been in financial services for more than 12 years.
She has worked for the Commonwealth Bank, Macquarie Bank and Zurich Financial Services.
She quit her corporate life in October 2017 to start Fox & Hare Wealth, where sitting down and mapping out financial and non-financial goals was fun and exciting.
She was a finalist for Financial Adviser of the Year in the Young Leaders in Finance Awards and is a finalist for Start-up Super Star in the NSW Business Chamber Awards.
Partner Enablement Manager
Jeremy guides the My Prosperity partner enablement team to deliver the best outcome for their Partners. Prior to joining myprosperity, Jeremy was General Manager at Change GPS, where he specialised in project management and helping firms implement financial services software.
Director and Financial Adviser, Evalesco Financial Services
Jeff Thurecht is motivated by empowering his team, clients and the community to be healthy, wealthy and happy. He is a passionate believer in the opportunity for financial advice to play a greater role in helping clients to stay on track to living their best life.
Evalesco has just celebrated it’s 10th birthday. Under Jeff’s leadership Evalesco has been widely recognised for it’s innovation and outstanding service to their clients. Including being awarded 2013 Professional Investment Services Practice of the year, being a finalist in the IFA Excellence Practice Principal of the year for 2016 and finalists in the 2017 Centrepoint Alliance Practice of the year.
Jeff is enjoying his 22nd year in financial advice while looking forward to continuing to help more people to be healthy, wealthy and happy.
Jeff is also a Director of the Association of Financial Advisers.
Founder and Adviser, Sufficient Funds
James broke the shackles of the corporate world 4 years ago and now runs his own money coaching and mortgage broking business, Sufficient Funds.
Award-winning financial planner and money blogger, James helps young, coast-dwelling couples and families make small tweaks that have a big impact.
Before you push the limits and live out your wildest dreams you need to get the foundations right.
James coaches clients to make better money decisions and uses automation and outsourcing to free them from financial worry and focus on the good stuff.
Co-founder and Director, PMC Property Consultants
James is the Co-founder and Director of PMC Property Consultants. James started working in the property industry in 1999 as a valuer’s assistant and became, at the time, Queensland’s youngest registered Valuer in 2002. Since becoming a Valuer James has completed residential, commercial and industrial valuations across Brisbane and other parts of Queensland.
In 2007 James began working as a buyers advocate and has acquired over $100 million of residential and commercial property on behalf of clients in Brisbane, Toowoomba and surrounding areas. James has also personally managed multiple renovations and house and unit developments for himself and his clients.
PMC now specialises in property investment and portfolio strategies, property management, project management and the acquisition of residential and commercial property throughout Brisbane, Toowoomba, Sydney, Newcastle and surrounding areas.
PMC are dedicated to provide their clients with a unique experience, having 100% commitment to providing exceptional customer service and results whilst always operating with the upmost integrity and honesty that the property industry requires.
CEO, Centaur Financial Services
Hugh Robertson is the CEO of Centaur Financial Services and the 2018 Association of Financial Advisers of Australia Adviser of the year.
He has three university degrees and is a Certified Financial Planner as well as a SMSF Specialist.
A golfing tragic who spends his weekends with his wife, Joanne, and three young children – Archie, Harvey and Jack. His commitment is to help all everyone live the Australian dream
Distribution Development Manager, Asteron Life
Gordon is a passionate advocate of the life insurance industry and all of it’s participants, especially advisers and their clients.
Gordon has had extensive experience in his 17 plus years in the financial advice industry and has held roles as a Financial Planner, Paraplanner, Strategic Sales Manager, Senior Business Development Manager, Risk Specialist Practice Development Manager, Practice Development Manager, Technical Services Manager and now his current role as Distribution Development Manager.
Gordon oversees Asteron Life’s Sophisticated Adviser program and draws on both his professional and personal experiences to deliver relevant, highly informative and quite often entertaining sessions to advisers.
He is unashamedly passionate in his approach to delivering quality education to advisers and their clients.
Director and Owner. My Debt Adviser
Phillip believes – Strategy first, interest rate second. He help’s clients achieve superior outcomes and minimise risk by understanding their overall situation and co-coordinating it as required with other key advisers.
With over 20 years running his own business and experience in Finance, Financial Planning, and Accounting he brings a strong combination of technical knowledge and hands on business experience.
His Specialties: Residential mortgages & Finance, investment mortgages and Finance, commercial lending, SMSF lending, strategic finance and general finance and structuring advice.
Group General Manager, Noall and Co
Gavin entered the financial services industry in 2001 and has worked various institutional businesses including Macquarie Bank, AMP, Asteron and Royal and Sun alliance. Working closely in business and sales strategy he has gained a strong reputation for delivering strong results underpinned by innovative thinking.
Through partnering with the AFA (leading association representing independent financial advisers) since 2006 Gavin has been responsible in building the Leaders Forum, a forum for leading businesses to come together to share experiences and push the boundaries of client engagement in financial services businesses.
His passion is ensuring more people can access financial advice, delivering great meaningful services and delivering more benefits that help his clients. Your Wealth Hub allows this to become a reality to both businesses and their employees.
Key Account Manager – Magellan
Emma joined Magellan in May 2017, prior to this she worked in wealth management at ANZ Banking, focusing on advice remediation and governance programs.
Before that, Emma was a member of the leadership team at Asgard Wealth Solutions and BT Financial Group where she was responsible for licensee growth initiatives and diversifying revenue streams.
She commenced her career in financial services in 1995 and has held business development and advice specialist roles at AMP Financial Services.
Director, Jade Financial Group
Dianne is owner of Jade Financial Group and founder of the Jade Kids Foundation based in Ipswich, Queensland.
She has been in financial services since 1993, CFP since 2000 along with currently studying Masters of Financial Planning.
Dianne’s engagement with clients is based on the pillars of her business name, Build, Protect, Grow and Enjoy. She believes we need to be reminded about the Enjoy part. Life is very busy, creating harmony between financial well-being and other areas of our lives is her unique approach with her clients.
The mission of Dianne and her business, Jade Financial Group, is empower all people and communities we serve to improve their financial well-being. She is passionate about improving financial literacy, not only in her community but the broader Australian community to raise awareness of the benefits of making good money choice. Dianne is leading an initiative with the AFA to work with all stakeholders on improving Australians financial well-being.
Chief Economist, Beta Shares
David is responsible for developing economic insights and portfolio construction strategies for adviser and retail clients. Prior to BetaShares, David was an economic columnist for The Australian Financial Review (AFR) for over a decade.
Prior to the AFR, David spent several years in the financial markets as a senior economist and interest rate strategist at Bankers Trust and Macquarie Bank. He started his career as a Commonwealth Treasury official, after which he spent three years as a research economist at the Organisation for Economic Cooperation and Development (OECD) in Paris, France.
David is the author of two online investment books, including Australia’s most comprehensive book on the local ETF market.
He graduated with first class honours from the University of Adelaide, and a Master in Public Policy from the J.F. Kennedy School of Government at Harvard University.
Managing Director, Atlas Wealth Management
Brett Evans is the founder and Managing Director of Atlas Wealth Management which is the leading provider of financial advice to Australian expats located in over 25 countries.
With over 21 years of experience in the finance and investments industry, Brett has worked for blue chip companies that include the Australian Stock Exchange (ASX), HSBC, Suncorp and Citigroup.
Having held senior roles in the areas of Margin Lending, Money Markets, Stockbroking, Portfolio Management & Financial Planning, Brett has a wealth of knowledge & experience that enables him to provide a higher level of advice to his clients.
Brett holds a Bachelor of Commerce, a Graduate Diploma in Financial Planning, a Professional Diploma in Stockbroking and has completed coursework with the New York Institute of Finance.
Brett & Atlas Wealth Management have been nominated as a finalist, as well as winning, numerous domestic and international awards for their specialised advice to Australian expats.
Chief Operating Officer at Raiz Invest Ltd
Brendan Malone has over 20 year’s experience in financial institutions including The Royal Bank of Scotland (RBS) and ABN AMRO (AMRO).
Brendan has extensive experience across all aspects of investment banking, client coverage and strategy, along with compliance and all operational functions. Brendan is known for his ability to innovate and operate at a highly strategic level, whilst driving operational excellence with a strong attention to detail.
Leadimg large scale workforces across most front and back office functions. He has delivered transformational agendas, resulting in significant synergies through mergers, acquisitions, restructuring and downsizing.
Brendan is responsible for the day to day operations of the Raiz Group’s business and is passionate about his customer-centric, highly efficient, productive and dynamic team who specialise in customer service, technology, finance and market.
Founder of Papillon Styling & Renovations
Belinda Woolrych is an Author, Speaker, Franchisor and the Founder of Papillon Styling & Renovations.
She published her first book, Rightsize Your Home: The Empty Nester’s Guide for a Stress-Free Downsize, in 2014.
For her work at Papillon, she was chosen as a finalist under the Business Leader category during the NSW Business Chamber Business Awards in 2015 and 2017.
Currently, Belinda manages Papillon operations in Sydney and Southern Highlands.
Associate Adviser, Stonehouse Group
Azaria is an associate adviser at Stonehouse Group and a Gen Z Personal Finance guru. She is passionate about financial empowerment and in her spare time runs a YouTube channel and a blog with a focus on money management.
Azaria has recently completed a Bachelor of Commerce with majors in financial planning and taxation. She regularly appears on ABC Radio Brisbane, discussing topics such as housing affordability and smart money habits.
Azaria believes that with the right direction and mindset, your money can be used to design the life you dream of. She plans to one day take a camper van across North America with her partner and dog, visiting all the music festivals and national parks she can.
M App. Fin, B Comm, Dip FP, GDip App.Fin, Aged care steps
Assyat has over 25 years’ experience in the financial services industry. She is co-founder and director of Aged Care Steps which is an independent business specialising in the provision of strategy support and tools to enable professionals including advisers to deliver aged care advice services to their clients.
Prior to Aged Care Steps, she was Executive General Manager, Financial Services at Trust Company where she was responsible for financial, trust and estates planning, philanthropy, personal injury and funds management.
Assyat has been a Chair of a Masters subject and a lecturer at Finsia as well as the Treasurer/Director at the Prince of Wales Hospital Foundation.
Catherine van der Veen
CEO, Generation Life
Catherine van der Veen is an experienced Executive with 15 years of Financial Services experience. Catherine completed her bachelor degree in Agricultural Economics at Sydney University and is a graduate of Harvard Business School (leadership program). Catherine held a variety of roles within the Westpac and CBA Banking groups, and affiliates, including product management, projectmanagement, distribution, marketing, strategy and business management across retail banking, wealth management and investment management based in Sydney, Boston, London and Singapore. She has a demonstrated track record in leadership, product development and driving commercial and customer outcomes. Prior to joining Generation Life as CEO, Catherine was the General Manager of Strategic Projects for the Wealth Management arm of the Commonwealth Bank of Australia, in a successful job-share partnership with Lucy Foster. Catherine is a co-Director of JVDV Consulting, providing strategic advice to Government, Infrastructure and banking/funds management clients on a range of programs including project management, tender evaluations, sales, product development, staff engagement, customer strategy and innovation. Catherine has two young sons and she is an active member in her local community and acts as committee member and treasurer for local volunteer organisations.
Catherine van der Veen
CEO, Generation Life
Lucy Foster has extensive experience in strategy and execution having worked for global Financial Services companies, predominantly in Wealth Management in Australia (CommBank) and for various FSorganisations in the UK (Standard Life UK, KPMG FS Consulting UK). Developing and delivering pragmatic strategy that turns the dial is what makes Lucy tick. Having spent nearly a decade at CommBank, Lucy has a depth of knowledge and understanding across product development, distribution, operations, strategy and business transformation. Recently, Lucy has led various transformation agendas across customer/channel/product to drive significant consumer and financial upside. Lucy is recognised for her ability to engage and influence to implement sustainable change in a people-focused, commercially-aware and agile manner. As the CEO of Generation Life, Lucy is passionate about helpingAustralian families optimise and grow their financial position, recognising significant opportunities for service and product innovation in the sector to better support younger, growing families as well as families transitioning into retirement. Lucy is a strong and active advocate of flexible working, having held multiple senior job share roles in her career. Lucy is part of a community of Executive job-sharers in Australia and the UK who support and mentor talented individuals looking to work flexibly. Lucy has two young daughters and is a supporter of Amnesty International and UNHCR. Lucy holds an MBA (distinction) from the University of Strathclyde and an undergraduate degree in Medical Sciences from the University of Glasgow.
Head of Client Experience, MyBudget
As a senior leader of Extraordinary Client Experience at MyBudget, Steven Bailey is a dynamic and influential leader who brings a caring and innovative approach to your money management. In his role, he ensures that MyBudget’s clients receive outstanding service that help them to realise their full financial potential.
In his time at MyBudget, he has transformed the client experience, developed new products, empowered MyBudget employees to be extraordinary, and launched MyBudget’s lending solutions.
Steven brings to this role more than 13 years’ experience in the financial services industry and currently has responsibility for a team of 200 + employees. Today, he is focused on MyBudget’s global mission to help people live the life they desire, free from money worries, and works tirelessly to deliver cutting-edge products and world class customer service.
Consumer expo theme & activities
Including entertainment for the whole family and hourly lifestyle & money sessions
Join the discussion across a range of interactive theatres exploring the ins an outs of money matters and lifestyle planning like managing your cash flow and savings, buying a property, retirement planning, leveraging credit cards, investing and much more.
Sometimes the best inspiration comes from meeting those who have achieved their own personal success in life, sport and finance. This is your change to meet subject matter experts, celebrities and leading financial gurus.
Ever wanted to know what the professionals are really thinking? Watch as selected panelists lively debate the most pressing financial and lifestyle issues facing Australians today.
On the spot
Sit down for ten minutes with a qualified financial adviser and ask those burning questions that really matter to you. Take your pick of a range of specialist advisers who are available throughout both days to answer common money questions.
The YMYL Consumer Exhibition is proud to partner this inaugural event with the following companies:
Building financial resilience is an integral part of creating the Australian dream, however ensuring that your physical health and wellness works with you and not against you is just as important as your financial health. AIA Vitality is a scientifically-backed health and wellness program that can support you through your financial journey. Join AIA Australia at our stand to learn more about this unique program, which assists customers to learn more about their health and take steps to improve it over time.
Asteron Life has made a positive difference to the lives of hundreds and thousands of Australians, through the partnership with financial advisers, by helping them to protect what they love about life.We’ve grown with the times and evolved to meet the needs of our customers by empowering them to remain a step ahead in life and in business.
As a profit-for-members fund, our members are truly at the heart of everything we do. We’re open to all Australians in all industries and currently look after $58 billion in retirement savings for more than 1.3 million members.Dream with your eyes open, with Australia’s super fund of the year.
A FESTIVAL OF
ICC Darling Harbour, hall 6 on the 9th & 10th of November 2018
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