QLD Current and Future Leaders 2023

Ben Campbell has extensive experience in providing corporate advisory, restructuring and turnaround consulting services both in Australia and overseas.

Ben’s experience has been focused on advising companies, Boards, management and financial stakeholders of businesses which are facing operational and/or financial challenges, as well as leading large and complex formal restructuring assignments.

With broad industry experience, Ben has advised a number of companies within the resources and energy, infrastructure, real estate and construction, and leisure and hospitality sectors. He has also been involved in most of the corporate restructurings in the coal and energy sectors in Queensland during recent years.

Prior to joining FTI Consulting, Ben was a Partner in the restructuring practice at PwC Australia, and had roles with market leading restructuring firms in Australia and overseas. Ben was also Interim CFO of the Brazilian subsidiary of a global commodities trader headquartered in Canada where he was responsible for developing and executing a successful turnaround strategy.

Peter is a responsible manager and investment director (Macro) of India Avenue Investment Management. A Mid-Cap Indian Equity fund jointly based in Mumbai, India and Sydney.

His background is in treasury markets, products and treasury accounting where he focuses on private & institutional wealth management solutions, He also is an FCPA of CPA Australia and sits on their Ethics Centre of Excellence committee. His current research experience is focused increasingly on ESG and Sustainable finance in emerging markets. He has several degrees in finance as well a masters of arts in literature.

He is studying Japanese in his spare hours after paddling the Brisbane of a normal weekend.

David Lane is an experienced financial services leader, having held management and advisory positions for a range of firms, from global investment banks to boutique wealth managers. He is currently Queensland State Manager and Senior Private Wealth Adviser for Ord Minnett.

He is a member of FINSIA’s Financial Advice & Services Advisory Council and QIMR Berghofer Medical Research Institute’s investment committee.

David was recognised in the 2020 and 2021 editions of Barron’s Top 100 Australian Financial Advisers and has received recognition at the IFA Awards. His expert insights are often sought by media, and he regularly appears on Ausbiz and LiveWire.

David holds a Master of Applied Finance, Graduate Diploma of Financial Planning, Graduate Diploma of Applied Finance and a Bachelor of Business (Accountancy). He is a Fellow of FINSIA, CPA and a member of AICD.

Glenis Phillips is the author of Map Your Finances and the designer of Financial Mappers. She has been involved with FINSIA, and its precursors for about thirty years.

Financial Mappers Pro was developed for financial advisers, accountants and mortgage brokers as cash flow modelling software that automates the report writing process once a financial plan has been created.

Currently she is developing a new product called Advice Online which is being designed in direct response to the Quality of Advice Review. This software is designed to bring low-cost financial advice to the mass market.

Glenis was invited to the Adviser Innovation Summits of 2018 and 2019 to present on stage a live presentation of Financial Mappers Pro.

In 2019, Glenis Phillips was one of a small group of Fintech’s asked by the FPA to design a Statement of Advice that can be presented digitally in a multi-media format.

Glenis is also the author of the blog Good Financial Reads. The aim is to encourage both consumers and financial professionals to expand their financial knowledge.

Kerry is CBA’s General Manager, Regional and Agribusiness Banking, Queensland and Northern Territory. He also leads CBA’s regional property and construction portfolio on a national basis. For 11 years prior, Kerry led and developed CBA’s highly successful QLD Corporate Team. establishing a separate Commercial Business and state-based specialisations in Property, Health and Private Equity sponsored transactions.

Kerry has over 40 years’ experience in the financial services industry with exposure and success across a range of institutions and geographical locations. During this time, he has led teams in many segments of banking, including Retail, Business, Corporate and Agriculture. Kerry has an exceptional record in building a strong sales and service culture. Central to this culture has been a passion for building deep customer relationships.

Kerry is a leader who is passionate about building capability through the coaching and development of people. He was a long-term mentor on FINSIA’s mentor program and previously held the position of Chair of the Queensland State Council. 

Matt is responsible for launching and expanding Revolut’s product offering in the Australian and New Zealand markets. He oversees all aspects of operational and financial performance including licensing, regulation, product development and hiring.

Matt is a strategic and people-oriented leader with an entrepreneurial spirit and over 20 years of diverse experience across B2C businesses facing disruption or significant regulatory change. His experience in the financial services sector and consumer banking ranges from being part of a startup through to working within an established ASX listed company.

Prior to his role at Revolut, Matt has held the positions of Head of Retail Banking and Group CFO at the Bank of Queensland, and Managing Director of Virgin Money Australia

Heidi Samoilenko is QLD State Manager & Head of Commercial Health at BOQ Specialist, a leading lender to the health industry. Her role is responsible for a high-performing team of 45, with nearly $3bn under management and $50m of revenue generated p.a.

She has been in banking for 17 years and has a background in law and insolvency.

Heidi lives by her values, is a self-professed nerd and loves mentoring others.

Rachel is an experienced business development and relationship manager with a career spanning over 30 years. She has held roles across finance as well as wealth management compliance, practice management and within funds management business development. Rachel’s skills and experience lie in equities, strategic products, investment and tax strategies, small business practice management, coaching, investment platforms, compliance audits, retail banking, residential lending, and risk and general insurance.

As well as being a past President of Women in Finance (QLD), Rachel is a current member of the FINSIA Queensland regional council. She holds a Diploma of Financial Services (Financial Planning) and Diploma of Mortgage Lending, both attained through FINSIA (Securities Institute).