25 October 2022
Bravura’s FinCX Lab:
The evolution to ‘Anywhere, anytime’ advice & guidance
Bravura’s FinCX Lab brings together key segments – including superannuation, insurance, wealth and consulting firms – that all play a pivotal role in ensuring sustainable retirement outcomes for Australians.
A half-day forum featuring panel discussions and keynote presentations to spark inspiration and learn about in-practice methodologies from your industry fellows.
Agenda
Item | Description | Speakers | Time |
1 | Registration and coffee | 0830-0900 | |
2 | Opening, welcome, introductions: | Libby Roy, CEO, Bravura Solutions | 0900-0910 |
3 | Session 1: Role of technology in guidance, advice and engagement | Panelists: – Steve Cullen, Telstra Super – Vanessa Stoykov, Evolution Media Group – Neil Shewan, KPMG Chair: Steve Davison, Chief Commercial Officer – Midwinter, Bravura Solutions | 0910-0955 |
4 | Session 2: Accelerating a response to the Retirement Income Covenant | Panelists: – Andrew Long, TAL – Andrew Boal, Deloitte – Aaron Minney, Challenger Chair: Michelle Lusty, Head of Sonata Product, Bravura Solutions | 1000-1045 |
5 | Break | 1045-1110 | |
6 | Session 3: Outcomes from the Quality of Advice Review and how it might impact implementing a Digital Advice Strategy | Panelists: – Katherine Forrest, IQ Group – David Haynes, AIST – Victoria Devine, She’s on the Money Chair: Ron Mullins, Head of Enterprise Sales, Bravura Solutions | 1110-1155 |
7 | Session 4: Open floor discussion on the Quality of Advice Review and enhanced intrafund advice | Facilitator: Steve Davison, Chief Commercial Officer – Midwinter, Bravura Solutions | 1200-1225 |
9 | Closing remarks | Ron Mullins, Head of Enterprise Sales, Bravura Solutions | 1225 -1230 |
Speaker Lineup
Libby Roy
Chief Executive Officer &
Managing Director
Bravura Solutions
Steve Davison
Chief Commercial Officer
– Midwinter
Bravura Solutions
Vanessa Stoykov
Chief Executive Officer
Evolution Media Group
Steve Cullen
Executive General Manager, Financial Planning
Telstra Super
Neil Shewan
Partner
KPMG
Michelle Lusty
Head of Sonata Product
Bravura Solutions
Andrew Boal
Partner, Actuarial Consulting
Deloitte
Aaron Minney
Head of Retirement Income Research
Challenger
Andrew Long
Retirement Partnerships Lead
TAL
Ron Mullins
Head of Enterprise Sales
Bravura Solutions
Victoria Devine
She’s on the Money
Founder
Katherine Forrest
Executive Manager Consulting
IQ Group
David Haynes
Senior Policy Manager
AIST