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

ItemDescriptionSpeakersTime
1Registration and coffee0830-0900
2Opening, welcome, introductions:Libby Roy, CEO, Bravura Solutions0900-0910
3Session 1:  Role of technology in guidance, advice and engagementPanelists:
– Steve Cullen, Telstra Super
– Vanessa Stoykov, Evolution Media Group
– Neil Shewan, KPMG

Chair:
Steve Davison, Chief Commercial Officer – Midwinter, Bravura Solutions
0910-0955
4Session 2:  Accelerating a response to the Retirement Income CovenantPanelists:
– Andrew Long, TAL
– Andrew Boal, Deloitte
– Aaron Minney, Challenger

Chair:
Michelle Lusty, Head of Sonata Product, Bravura Solutions
1000-1045
5Break1045-1110
6Session 3: Outcomes from the Quality of Advice Review and how it might impact implementing a Digital Advice StrategyPanelists:
– 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
7Session 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
9Closing remarks Ron Mullins, Head of Enterprise Sales, Bravura Solutions1225 -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

Event Details

Date: 25th October 2022

Time: 8:30am – 12:30pm

Venue: The Cluster | Level 20, 31 Queen Street, Melbourne, 3000