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Mark Thomas SF FIN

Mark Thomas Financial Services
Founder of Mark Thomas Financial Services & Inspirational Leaders, non-executive director, company adviser, educator. With over 25 years in investment management in both listed and unlisted markets, including 10 years in senior management, Mark has worked with large institutions to develop bespoke investment strategies, led sales efforts, managed back-office functions, and has been a trader in the derivative and equity markets. As a consultant Mark has assisted companies and individuals to achieve their goals through serving as the General Manager and Company Secretary of a finance industry body, chairing the Risk Committee for a Retail investment manager, and providing strategic advice to small and medium sized businesses. Mark has been teaching for over 30 years at the tertiary and post-graduate levels, working for universities, superannuation and finance industry bodies, and private education institutions to teach subjects in business, finance, investment management, derivatives, strategy, risk management, and communications. In addition to teaching, Mark has authored papers on finance, investment, and risk management. He also is a blogger on investment-related topics, and is a regular speaker on topics related to the financial services industry. Mark’s community service work is through directorships in the arts, youth, sports, and financial services sectors, where he has successfully steered each entity to grow whilst reducing risk through developing risk policies, risk management frameworks, improving financial processes, and leading the development of organisational strategy. Mark holds a GAICD, a M App Fin, a Grad Dip in Financial Planning, a Grad Dip in Applied Finance and Investment, and a BEng. Mark has been a member of FINSIA since 1988. In his spare time Mark is a writer, runner, cyclist, skier, bushwalker, and rower.

Andrew Butler SF FIN

The Information Source
Andrew has been a member of FINSIA since 1992.

Nathan Krieger F FIN

Dimensional Fund Advisors
Nathan has been a member of FINSIA since 2003.

Samantha Clarke SA FIN

Advice RegTech
Samantha has been a member of FINSIA since 2018.

Adam Morrison

Adam is an experienced leader in the Banking industry with over 25 years’ experience across a number of various roles from frontline to support teams. He is a passionate leader that can bring the best out of his colleagues whilst enabling strategy to come to life for the betterment of the customer and the colleague experience. He enjoys working with data and analysing performance to assist with the development of the appropriate strategies and change programs. He also has a keen interest in coaching and mentoring to help people be the best they can be. Away from work, Adam loves spending quality time with his family and is a soccer referee and referee coach across the winter months. Adam has been a member of FINSIA since 2021.

Zekija Glamocic F FIN

Zekija has been a member of FINSIA since 2020, and was appointed Chair in 2023.

Stephen Daniels F FIN

Stephen has over 30 years of banking experience in Australia and the US. He has held roles in Corporate & Institutional Banking coverage teams, Markets (Derivatives) Sales, and various role in Credit Risk including Policy, Decisioning and Oversight. He current leads a team providing Second Line Credit Assurance over NAB’s Personal, Business & Private, and Corporate Banking divisions. Stephen has been a member of FINSIA since 2017, and the Chair of the Vic/Tas Regional Council since 2019.

Phillip Dolan SF FIN

La Trobe University
Phil Dolan has a background in mathematics, IT and finance and has held senior positions in industry and academia. He completed his PhD in Finance at Stanford University and is a Senior Fellow of FINSIA and a Fellow of the Australian Institute of Company Directors. Within industry he worked for over a decade in the Investment Management arm of Macquarie Bank. Within academia he has delivered courses on Portfolio Management, Creative Problem Solving and Finance. Between 2011 and 2017 he was Dean of the UWA Business School. He is a Professor and Director of the Institute for the Future of Business at the University of Melbourne. He is also an active angel investor with a particular focus on female founded startups. Phillip has been a member of FINSIA since 1999.

Sara Harman SF FIN

Novus Capital Ltd
Sara has been a member of FINSIA since 1991.

Jim Christodouleas F FIN

Jim has been a member of FINSIA since 2015.

David Doyle F FIN

David has been a member of FINSIA since 2018.

Alex Lord F FIN

Alex leads high performing teams providing Risk Advisory, Governance and Assurance services to the pre-eminent financial institutions. Alex has more than 18 years, is a Fellow of FINSIA and holds both a Masters of Applied Finance (M APP FIN) and Chartered Accountancy (FCA), is a Graduate of the Australian Institute of Company Directors (GAICD) and has previously spent time living, working and studying in Asia Pacific, North America and Europe including London - UK, Beijing - China, Boston - United States, Singapore, France, and the South Pacific he is able to provide a global mindset to client challenges. Alex has experience in managing board stakeholders, negotiating and influencing appropriate outcomes. Alex has significant experience providing Risk Advisory & Audit Services to a wide range of regulated Banking, Wealth Management, Insurance and Superannuation entities (in the Risk, Finance, Operations and Compliance areas) as well as commercial experience having spent significant time seconded into roles within a Global Investment Bank, Commercial Bank and Australian Government Owned Entity. His focus and experience includes, the Financial Services Royal Commission, Operational risk, Compliance, Conduct, Financial and Non-Financial Risk frameworks, specialist skills in Data, including the Consumer Data Right (CDR), CPS900 Recovery and Resolution Planning, NOHC's and technology enabled strategic implementation at scale, remediation and regulatory breaches and regulatory reporting. He is also a recognised regulatory expert in CPS900 and NOHC’s, having advised a range of Australian FSI’s. Alex has been a FINSIA member since 2010.

Mandy Rashleigh SA FIN

Mandy has been a member of FINSIA since 2017.

Philip Vickery F FIN

K&L Gates
Philip has been a member of FINSIA the Securities Institute of Australia since 2006.
Deputy Chair

Kristy van Horck F FIN

Kristy has been a member of FINSIA since 2021.

Kerry McGowan SF FIN

Kerry has been a member of FINSIA and the Australasian Institute of Banking and Finance since 1990.

Peter Pontikis SF FIN

India Avenue Investment Management
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.

Peta Tilse SF FIN

Levantine Wealth
Peta has been a member of FINSIA since 1995.

Rachel Elfverson SA FIN

VGI Partners
Rachel has been a member of FINSIA since 2003.

Veronica Kregor SA FIN

Veronica has been a member since 2017.

Joanne Dwyer A FIN

Jones Day
Joanne has been a member of FINSIA since 2014.

Ben Owen F FIN

Westpac Group
Ben Owen is the Chief Strategy Officer and General Manager, Home & Energy for RAA (effective from January 2023), having formerly been the State General Manager, Consumer and Business Banking at Bank SA and Westpac SA & NT. With more than 20 years’ experience in senior leadership roles across the financial services sector, Ben has a successful track record in formulating, developing, and executing enterprise-wide strategy, business planning, innovation, and transformation. Ben has been a FINSIA member since September 2017.
Deputy Chair

John Montague SF FIN

Jana Investment Advisors
John has been a member of FINSIA and the Australasian Institute of Banking and Finance since 1992.

Ida Wong Taylor F FIN

Westpac Group
Ida has been a member of FINSIA since 2016.

Joe Formichella F FIN

Bendigo Bank
Joe has been a member of FINSIA since 2015.

Enza Ferraro

Enza has been a member of FINSIA since 2019.

Paul Hutchinson F FIN

The University of Adelaide
Paul is employed by the University of Adelaide as Executive Director responsible for the University’s major strategic projects. Prior to this appointment, he was Faculty Executive Director responsible for strategic, technical and operational capabilities of the Faculty of the Professions, including the Schools of Business, Economics and Law. Paul has an extensive background in strategy, finance, sales and distribution, commercial operations, and risk management honed through over 30 years in the financial services sector. Previous executive positions include Managing Director and CEO of Rural Bank, COO New Zealand Post and senior appointments with Westpac Banking Corporation, National Australia Bank and Bank of New Zealand. Paul holds directorships with Kina Securities Ltd, RSPCA (SA), SACE Board Planning, Finance and Performance Committee; FINSIA Regional Council; and chairs the University of Adelaide’s Business School Industry Advisory Board. Previous board appointments include Rural Bank Ltd, Outsource Australia Ltd and Datamail Group Ltd. Paul is a graduate of Harvard Business School General Management Program, Fellow of Institute of Financial Services and Member of the Australian Institute of Company Directors.

Sheridan Wright F FIN

People's Choice Credit Union
Sheridan has been a member of FINSIA since 2019

Wayde Keyser SF FIN

National Australia Bank
Wayde has more than 25 years’ experience with the WA banking sector, commencing in Business Banking before moving into Financial Markets. Wayde currently leads the nab Financial Markets team in WA. His team assist clients manage Foreign Exchange, Interest Rate and Commodity risks using a proactive relationship model based on market leading accreditation. Wayde also Chairs the FINSIA Regional Council in WA and has been a member of FINSIA since 2006, following completion of the Graduate Diploma of Applied Finance & Investment (Treasury Stream) under the Securities Institute of Australia Outside of work Wayde divides his time between his family (married with two daughters, 10 and 13), road cycling and his local community (the Fathers of West Leederville – FOWLs)

Rohan Mishra F FIN

Clayton Utz
Rohan became a member of FINSIA in July 2016

Ian O'Brien F FIN

Leeuwin Capital
Ian is a founding partner of Leeuwin Capital Partners, which specialises in the provision of independent debt capital advice to businesses across a breadth of industries. Ian has 20 years of experience in accounting, banking and corporate advisory services providing valuable insights to many Australian and international businesses with complex capital needs ensuring he contributes to the success of their business. Ian has extensive experience advising businesses on capital strategy, risk management as well as accessing debt capital markets to finance new projects, mergers, acquisitions and other growth ambitions. As a member since 2012, he is a Senior Fellow of FINSIA and a current member of the WA Regional Council.

Tim Sullivan F FIN

Wealth Advantage
Tim has been a member of FINSIA since 2011.

Emma Wright SA FIN

Mainsheet Capital
Emma has been a member of FINSIA since 2014.

Sinead Bannon A FIN

Sinead has been a member of FINSIA since 2017.

Brendon Kay SA FIN

Brendon has been a member of FINSIA since 2020.