With a judging panel including academics, business executives, entrepreneurs and innovators, the Fund Manager of the Year Awards is peer-reviewed recognition of your capabilities in finance and passion for driving the industry forward.
As Chief Executive of Lifespan Financial Planning, Eugene is passionate about ensuring that Lifespan continues to make it simple for advisers to provide quality advice to their clients. He is also a member of the Lifespan Investment Committee and believes strongly in the benefits and efficiencies that managed accounts can provide.
Eugene has worked in a variety of roles within Lifespan, ranging from Business Analyst, adviser, Compliance Manager, and General Manager. Understanding the importance of appreciating the adviser-client experience, Eugene is also a licensed financial adviser, advising clients in conjunction with his CEO role. Taking the helm back in 2015, Eugene is renowned for being approachable and closely connected to his adviser community, as well as his Lifespan team. With a love of all things data and numbers, Eugene graduated with a Bachelor of Science, majoring in Mathematics from The University of Sydney.
Julie Dolan is a Partner of KPMG Enterprise, CA & CPA qualified, with over 30 years’ experience providing taxation, superannuation legislative and estate planning advice to many sectors of the wealth industry, mid-market and private clients. She is the national lead for the SMSF & Estate Planning business for KPMG Enterprise as well as the Asset Wealth Management Sector Lead.
Having worked in the industry for many decades, Julie has extensive experience in Self-managed Superannuation Funds (SMSF’s), superannuation, taxation, accounting, compliance, estate and succession advisory to the wealth management industry, many sectors of the mid-market private clients and family offices. Due to her experience, she has the unique ability to work through complex problems and collaboratively work through tailored solutions with and for the family being advised.
Julie has had many varied roles in the wealth management industry and has been consulting on SMSF’s and the legislative rules and application since 1993. She is also one of the main educators to the financial services industry and has provided strategic / technical support, education, and consulting services to a significant number of accountants, advisers and lawyers around Australia. She also regularly writes for industry publications, has had the pleasure of educating thousands of SMSF Trustees as well as being on several industry technical committees.
I’m an entrepreneur, financial adviser, cross-fitter, and D&I activist; helping young professionals achieve financial freedom.
Prior to launching Fox & Hare, I was a Macquarie Banker for more than a decade!
I honed my craft in various roles from institutional broking to wealth management, finally leaving mid-2017 as one of the youngest Directors in the company.
Diversity and inclusion sits close to my heart. During my time at Macquarie, I often found myself wondering "where are all the advisers who look like me?"
Fox & Hare was launched to fill that gap. We saw young, diverse Australians being left behind and knew we could make a lasting and positive change.
We believed (and still believe!) that financial freedom should be accessible to all - not just the older, wealthier among us.
Since launching Fox & Hare I’ve:
David currently heads up the FTSE Russell indexing business in Australia and New Zealand and looks to bring personalisation, innovation and sustainability options to the indexing market. David sits on the APAC leadership team and has a deep understanding of the asset management industry having held critical and senior roles throughout the asset management vaue chain.
Previously David worked with a global ETF issuer tasked with bringing their range of products to the Australian market and prior to that spent over 7.5 years with the Australian Securities Exchange (ASX) looking after the cash equity trading platform working with investment banks, portfolio managers and dealing desks as well as with the ASX Investment products business – tasked with and succeeding in building investor preferences in listed assets and listed managed investment schemes
This was achieved through building out the supply of new listed investment products such as ETFs, Active ETFs and mFunds and developing distribution channels to key client segments including AFS License holders (Dealergroups), financial planners, accountants, retail brokers and retail investors.
David is passionate about giving back and dedicates a large proportion of his spare time on philanthropic activities being the Head of APAC for the London Stock Exchange Foundation, donating over a million dollars each year to much needed charities in the region, he sits on the committee of the Australian Stockbrokers Foundation and is a guest lecturer and program sponsor at UNSW looking to improve financial literacy particularly in future female leaders and making the students “work ready”.
Peter Lynch is a leader in Professional Indemnity Insurance in the real estate, valuation and management right industry sectors.
He boasts over 30 years’ experience with Aon Risk Solutions and as the Client Manager is responsible for developing new business within the real estate sector including the identification of business opportunities with franchise groups and other stakeholders.
He took a significant role in providing advice and support to introduce a Real Estate specific indemnity insurance scheme and is responsible for the highly successful REIQ/REINT schemes which he coordinated with the assistance of industry, lawyers, underwriters and claims staff.
Peter has a strong interest in promoting safe and quality business practices in real estate and has been a regular contributor to course materials, presentations and editorial submissions. He has been called upon to be a guest speaker at training forums for the REIQ, REIA, REINT, REIWA and various franchise groups.
Peter also provides individual Risk Management training to a number of his Franchise Group clients.
Scott Miller is the CEO of Asendium, a highly automated and digital financial planning software. As an ex-financial planner with over 10+ years in Financial Services, his mission is to help every eligible Australian access high-quality and affordable financial advice.
Dr Rahat Munir is a Professor and Head of Department of Accounting and Corporate Governance, Macquarie University. He is FCA, FCPA and PhD. For over 30 years Professor Munir has been at the forefront of initiatives that have positioned organisations to support significant development and change. He is internationally renowned for curriculum development, pioneering innovative learning and teaching (L&T) practices, Micro Credentials and academic standards (including TEQSA and Australian Qualification Framework), Accreditation (AACSB, AMBA, EQUIS, Professional Accounting Bodies), student experience and research. He has played a pivotal role in creation of research and teaching collaborations with professional accounting bodies, Universities in China, Southeast Asia, South Asia and Europe. He has served on the panel for Faculty/Course Reviews of various Universities in Australia and New Zealand.
His research is across management accounting and controls and related subjects. He supervises Master of Research and Ph.D. students. His research interests include from management accounting systems, performance measurement systems, CSR, corporate governance, and management control systems. He has published in leading international journals as well as presented at international conferences in many parts of the world. He is affiliated with several professional bodies including the Accounting and Finance Association of Australia and New Zealand, Professional Risk Managers International Association, USA, American Accounting Association and European Accounting Association.
Professor Munir serves on various high-level Committees and Advisory Boards. Professor Munir has also served on the TAFE NSW Higher Education Academic Board. He has served as guest editor and referee/scientific program committee of various international journals, and organised conferences & workshops. He has been invited for Keynote lectures and Policy presentations in international conferences and public sector institutions. With his strong engagement with industry, he leads CFO Forum, Industry Academic Series, Thought Leadership and Business Leaders Roundtables.
Professor Munir’s sustained excellence in teaching and research has been recognised through international and national awards, including:
2 x Macquarie University Vice Chancellor’s awards for developing programs and outstanding contributions to student learning,
Dean’s teaching excellence award,
2 x CPA Australia’s award for achievement in academia, and
Business/Higher Education Roundtable Award for excellence in accounting teaching collaborations.
Professor Munir's contribution has also been acknowledged for his projects in 2015 and 2021 for the Wharton-QS Stars Reimagine Education Awards at the University of Pennsylvania in the Nurturing Employability Award category for the most innovative pedagogical approach to learning and teaching. He has served on the judging panel of the Momentum Media and Accountants Daily’s Australian Accounting and Australian Digital Technology and 30 Under 30 Awards. Professor Munir's case study - The Ethics of Profit in the Australian Retail Industry was amongst the top 4 teaching cases globally by the Decision Sciences Institute, Washington DC for the ‘Best Teaching Case Studies Award’ competition.
Ben Nash is a financial adviser and the founder of Pivot Wealth, a financial advice firm that has been nationally recognised as Innovator of the year and Best client servicing financial advice company. Ben is a co-founder of Ensombl (formerly XY Adviser), Australia’s largest social network of Financial Advisers. Ben has been listed in the top 50 most influential financial advisers in Australia each year since 2017, the IFA best client servicing financial adviser in Australia, and awarded the Association of Financial Advisers excellence in education award. Ben is passionate about ensuring everyone has access to the life changing benefits of great financial advice.
Sarah founded Mayflower Consulting in 2014, to help super funds and investment managers succeed, with a focus on the intersection between customer experience, regtech and business strategy. Prior to this Sarah was a Division Director at Macquarie Bank, and held numerous roles across marketing, product and strategy. Sarah has a marketing and information management degree from the University of Western Australia, and is a known industry commentator with articles appearing in most major industry publications.
Sarah is Chair of the ASFA NSW Legislation Discussion Group, Managing Director of CREW (Compliance and Risk Executive Women) and Co-chair of the Technology and Innovations Expert Group for the Financial Services Council.