PROGRAM

Neil Younger is the Group CEO of Entireti, a company founded in 2024 with a vision to transform the future of financial advice services – with a focus on making financial advice more accessible to Australians while ensuring business profitability, Neil leads the parent company of both the Fortnum Group and Personal Financial Services.

Neil is an established industry leader and experienced Senior Financial Services Executive, specialising in wealth management, licensee management and advice and distribution.

Neil excels in strategy development and execution, sales leadership, organisational restructuring, mergers and acquisitions, and leading large teams of over 1500 employees.

Prior to joining the Entireti Group in 2017 (previously named Fortnum), Neil served as Managing Director of Advice and Distribution at ANZ Wealth. In this role he oversaw ANZ’s financial advice and risk businesses, which encompass ANZ Financial Planning and its aligned licensees: Millennium3, RetireInvest, FSP, and Elders Financial Planning. Together these entities comprised a network of more than over 1500 financial planners.

Neil also has extensive executive level experience gained from roles such as General Manager at Commonwealth Bank Financial Planning, Head of Licensee Services at BT Financial Group and CEO of Securitor.

He is a graduate of the Australian Institute of Company Directors and brings extensive board and responsible management experience across various entities, regulated licensee businesses, and advice boards. His involvement with the Financial Services Council underscores his profound understanding of financial services regulatory reform. Neil has substantial experience engaging with regulators and government entities.

As a respected financial commentator, Neil’s opinions are frequently sought in industry publications, and he is regularly invited to speak at industry event and is frequently sought after for his insights by industry publications.

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Gemma Acton has worked across finance and broadcast media for more than two decades, covering market-moving stories and meeting the people behind the headlines – at home in Australia and across the world.   

Gemma is currently the Network Finance Editor at 7 News – the most-watched news service in Australia – where she presents the latest financial and business news to audiences across the entire country.

Emma Murray takes the audience through the key mindset rules she introduced to Richmond Football Club to propel them to premiers in under 12 months. Her rules gives the audience an understanding of the machine in their minds so that they can better control their attention to achieve more, perform better and feel happier.

Her rules are designed to stand up under the extreme pressure of high performance, high expectation environments, giving participants real life tools to take into their lives and job for immediate impact.

Emma uses examples and stories from her time at Richmond, individual elite athletes and her own life experience with spinal cord injury, to give weight to what she is teaching.

Advice Live Anchor

Cultivating change, growth and advocacy in media.

Jan Fran is a standout figure in Australian media, celebrated for her insightful journalism, charismatic TV presenting, and fearless social commentary. As a co-host on ABC’s ‘Question Everything’, she delves into pressing issues, adding depth to public discourse. 

Jan’s voice extends beyond the screen, as she hosts Listnr’s flagship news podcast, ‘The Briefing.’ Her online opinion segment, ‘The Frant’, has earned more than 25 million views, securing her a 2019 Walkley Award for Best Commentary, Analysis, Opinion, and Critique. Jan’s writing prowess has graced the pages of The Sydney Morning Herald and The Age. 

Jan’s global experiences, including living in Lebanon, France, Bangladesh, and Uganda, have shaped her perspective, and allowed her to produce documentaries worldwide. Her advocacy work as an ambassador for Plan International Australia and her dedication to women’s issues have earned her recognition in the form of a 2018 Walkley nomination for Women’s Leadership in Media.

Matt is a highly experienced leader in financial services having held senior executive roles across financial advice, wealth management, superannuation, investments, mortgages and banking. Matt joined AMP in July 2021 to lead and transform AMP’s advice business.

Matt has extensive experience in large scale advice transformations and a deep knowledge of building and operating successful advice businesses. He has led advice and mortgage broking businesses at MLC/NAB, was CEO of Yellow Brick Road, an ASX listed business, and Executive Director at Loan Market and Wealth Market, both privately owned businesses.

Matt holds a Diploma in Financial Planning from RMIT University and a Diploma in Applied Finance and Investment from FINSIA. 

Alexis George was appointed Chief Executive Officer (CEO) of AMP Limited in August 2021. She is responsible for leading the AMP business. In addition, Alexis was appointed to the AMP Limited Board and AMP Bank Board in August 2021.

Alexis has more than 30 years’ experience in the financial services industry in Australia and overseas. She spent seven years at ANZ, including most recently as the Deputy Chief Executive Officer, working with the CEO to drive group-wide strategic initiatives in addition to having responsibility for its shared service centres and banking services.

As the Group Executive Wealth Australia, Alexis led ANZ’s ~$4 billion wealth divestment program, including the separation and sale of its life insurance and superannuation businesses to Zurich and IOOF. Prior to ANZ, Alexis spent ten years with ING Group in a number of senior roles including CEO Czech Republic and Slovakia, responsible for banking, insurance and funds management, and Regional COO Asia, responsible for product, marketing, technology and operations.

Alexis is a member of the Institute of Chartered Accountants and a graduate of the Australian Institute of Company Directors. Alexis is an active member of Chief Executive Women and is a passionate advocate for women in leadership roles.

Sarah Abood is Chief Executive Officer of the Financial Advice Association of Australia (FAAA). The FAAA was formed in April 2023 from the merger of the Association of Financial Advisers (AFA) and the Financial Planning Association (FPA), and is Australia’s leading professional association for financial planners and advisers.

Sarah has over 25 years’ experience working in the financial services sector and she is a passionate advocate for financial planning. She has a deep understanding of the profession, and the demands of running an advice practice, gained from her nine years as CEO of a privately-owned and self-licensed financial planning firm.

Prior to commencing as FAAA CEO, Ms Abood held the position of chief operating officer at the for-purpose fund manager HOPE Housing. She has also worked in senior leadership, change and transformation, and marketing roles for some of Australia’s leading financial institutions including Fidelity International, CFS, BT, Westpac, Rothschild and AMP. Sarah holds a BA from the University of Sydney, an MBA from Macquarie University (MGSM) and is a Graduate of the Australian Institute of Company Directors (GAICD).

Mark is the General Manager Equity Partnerships for AMP Advice. In his role Mark leads a team that partners, as minority shareholders, with growth-minded financial planning businesses that AMP has an equity investment in. The alignment of interest with fellow shareholders ensures that Mark and his team are focussed on the initiatives that drive the greatest improvement for all stakeholders.

Mark’s career spans several decades in advice having led licensees at CBA (Financial Wisdom and CFP-Pathways) and as equity investor leading the foundation investment by Macquarie in Findex and serving as a director of Findex for three years through their early growth. Prior to this, he had a diverse range of experience with leadership roles at ING and MLC where he also spent three years leading initiatives for UK advisers. 

Mark holds a Bachelor of Economics from Macquarie University and a Masters of Business Administration from the Australian Graduate School of Management at the University of New South Wales. Mark, a qualified actuary, is also a Fellow of the Institute of Actuaries of Australia.

In the community, Mark served as a director of a large endowment fund for over a decade using his financial planning and business experience in the not-for-profit sector. Most of all, Mark has a passion for this industry and its continued success and prosperity.

Paul established AZ NGA in 2015, after a career as a senior executive at some of Australia’s leading banking and financial services institutions including the Commonwealth Bank of Australia, ANZ Bank and Rothschild.

Paul has over 20 years’ experience in wealth management.

Originally from New Zealand, Paul graduated from Victoria University in Wellington with a Bachelor of Commerce and Administration, majoring in Accounting and Commercial Law. He came to Australia in 1998 and held roles with Connelly Temple and Rothschild before being appointed General Manager of the CBA’s Financial Wisdom dealer group and later General Manager of Distribution for the bank’s wealth arm, Colonial First State.

After seven years at the CBA, he joined ANZ Wealth Management, rising to Managing Director, Global Advice and Distribution.

In 2014, Paul helped 4 Pines Brewing Company establish its first Board, serving as the group’s inaugural Chairman. During a period of significant growth and expansion, he guided the group to become a Certified B Corporation and oversaw its 2017 acquisition by global giant Anheuser- Busch InBev. Paul was also Chair of the 4 Pines Advisory Committee.

Scott began his career in financial planning as a graduate of AMP Horizons in 2009 before taking a position with Brisbane Hillross. In 2012, he founded Hillross Montefiore & Co, a financial planning business with a subspecialty in medical clients. In 2022, after growing the business to a team of 12, the business merged with William Buck QLD so that both businesses could offer a full suite of services to their clients. The merged business now has 140 staff across two locations in Brisbane and the Gold Coast as well as a team in the Philippines.

In addition to leading the wealth and lending businesses at William Buck QLD, Scott also works with Royal College of Physicians, Royal College of Psychiatrists, The Royal Australian and New Zealand College of Ophthalmologists Healthscope Hospitals and Arora Health where he provides CPD training as part of their professional development programs on structuring both personal and business structures and financial planning strategies for medical specialists.

Scott is the current Chair of the TAA, having previously been the Vice Chair for 2 years and on Consultancy Groups for over 10 years prior to that.

Scott holds a Masters in Business, Majoring in Applied Finance and is also an SMSF Specialist Advisor TM.