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Advisory Board

The role of the Advisory Board is to advise the International Centre for Financial Services (ICFS) on its activities, particularly the development of new activities, assist in fund raising and support for research projects, provide a communication channel between the ICFS and the financial services industry and enhance the scope and quality of the Centre's activities.

Matt Walsh - Chair

Matt Walsh - Chair

Head of Lifeplan, General Manager Specialised Products Australian Unity Investments

Matt Walsh is the Head of Lifeplan Funds Management, responsible for the combined Lifeplan and Australian Unity Investments' investment bonds business with $2 billion in investment bonds under management.

Matt has a B.Sc in IT and an MBA.

Peter Burgess

Peter Burgess

General Manager, Technical  Services and Education- SuperConcepts

Peter Burgess is General Manager, Technical Services and Education at SuperConcepts. Peter is a member of SuperConcepts’ Leadership Team and heads SuperConcept’s highly regarded team of SMSF technical experts and educators.

Peter is responsible for the delivery of SuperConcept’s adviser education programs, the delivery of technical support services to SuperConcepts clients and SMSF Government policy advocacy.

Peter has a strong reputation as an authority in SMSF technical matters and Government policy design. He is an adjunct lecturer with the University of Adelaide and is a widely published author and media commentator on SMSFs.

In 2014 and 2015, Peter was recognised as one of the top 50 most influential social media users in finance by Financial Standard Magazine and in 2016, in recognition of his outstanding contribution to the SMSF sector, Peter was awarded the SMSF Association’s Chairman’s Award.

Jane Dharam

Jane Dharam

Manager, Investor Services and Superannuation Research
Jane Dharam is the Manager of Investor Services and Superannuation Research at Funds SA. Funds SA invests over AUD$27 billion on behalf of South Australia's public sector superannuation funds and approved government agencies.

Jane's professional career includes over 20 years in funds management, from company analyst to fund manager and head of investor services and superannuation research.

Jane has held board positions and chaired committees within the finance, education and arts sectors. She is currently on the ASFA South Australian State Executive Committee and Finsia's Regional Council (and is a former Chair of the Regional Council and former board member of the Finsia national board).

She has a Bachelor of Economics (Honours), MBA (Advanced), Graduate Diploma of Finance and Investment and is a Certified Investment Management Analyst.

Professor Christopher Findlay

Professor Christopher Findlay

Executive Dean, Faculty of the Professions

From June 2011 Christopher took up the position of Executive Dean of the Faculty of the Professions at the University of Adelaide. Prior to that Christopher was Head of the School of Economics in the Faculty (since November 2005) and before then Professor of Economics in the Asia Pacific School of Economics and Government at the Australian National University.

Jordan George

Jordan George

Head of Policy at the SMSF Association

Jordan has been employed by the SMSF Association since February 2012 firstly as Technical Development Manager then Senior Manager, Technical and Policy before becoming Head of Policy in July 2015. Prior to his employment with the SMSF Association Jordan was a Policy Analyst with the Department of Treasury (Commonwealth) for 4 years.

Jordan has a B.Ec (Hons) and B.Law from the University of Adelaide, GDLP (ANU) and M.Tax (UNSW) as well as being a Specialist SMSF Adviser with the SMSF Association and Affiliate Member of The Taxation Institute.

Paul Hutchinson

Paul Hutchinson

Paul Hutchinson was the Managing Director and Chief Executive of Rural Bank following over nine years leading the business. During his tenure he has led the entire transformation of the organisation from a relatively underdeveloped operating model typical of a new market entrant, into a relevant, sizeable and profitable banking business. His focus on clear market positioning, sales and distribution execution, service excellence and risk management are underpinned by strong strategic thinking and commercial skills as well as very developed people leadership and change management competencies. These attributes have been honed through nearly 30 years of experience and credentials in the Australian, New Zealand and international financial services communities.

Before joining Rural Bank Paul was the Chief Operating Officer with New Zealand Post, responsible for the sales and distribution capabilities of the group and notably the key origination capability for Kiwibank. His prior experience has included senior appointments with Westpac Banking Corporation (Australia), National Australia Bank and Bank of New Zealand

Paul is well versed in corporate governance practices having been a respected director of the Rural Bank Board in addition to being a member of the Bank’s various management committees.  He is also a member of the University of Adelaide’s Business School Agribusiness Advisory Board and International Centre for Financial Services Advisory Board. Previous board appointments have included the Datamail Group Ltd (now Converga) and Outsource Australia Ltd. Paul has attended the New Zealand Bankers Institute (in association with Victoria University, Wellington) Bankers Course, is a graduate of the Harvard Business School General Management Programme and is a member of the Australian Institute of Company Directors.

Paul continues to be engaged by Rural Bank in a project capacity and is also providing consultancy services to the University of Adelaide.

Con Michalakis

Con Michalakis

Head of Investments Statewide

Con Michalakis is the head of investments at Statewide Super, South Australia's largest industry superannuation fund with total assets in excess of $6 billion. He joined Statewide in September 2008

Con also chairs the investment committee at the Cancer Council in South Australia and is a member of the Investment Working Group for the University of Adelaide, Endowment Fund.

Con has worked for asset managers Pzena Investment Management in New York, Merrill Lynch Investment Management in Sydney and Alliance Capital Management in London. He was an investment consulting at Watson Wyatt in Australia.

Con has a Bachelor of Mathematical Science from The University of Adelaide, a Masters of Science in Financial Economics from The University of London and a Post Graduate Diploma in Financial Strategy from Said Business School, Oxford University.

John Oliver

John Oliver

Chief Executive Officer HomeStart

John Oliver is the CEO of HomeStart, one of Australia's leading providers of affordable home finance.

Prior to this he was State Manager SA/NT, Bendigo and Adelaide Bank overseeing the merger of the retail branch network in SA, having previously had roles in Adelaide Bank as General Manager Retail Banking and Head of Products. Before joining Adelaide Bank, John was a senior executive in the Commonwealth Bank with experience in roles as diverse as retail distribution, business banking, product development, project management and business process implementation. He also has experience in the credit union sector having previously been a director of Gateway Credit Union from 1990 to 1996.

John has a Bachelor of Commerce degree (Newcastle University) and a Diploma in Banking Management (Macquarie GSM).

John O'Shaughnessy

John O'Shaughnessy

Non-Executive Director
John has worked in financial services industry as a Senior Executive of Consultant for more than 30 years. He is currently a non-executive director and is Chairman of Forticode Limited, a company that specialises in authentication and encryption, and is also a director of the ASX listed company, Centerpoint Alliance Limited.

He recently retired as a Director in the Asian markets practice of global consulting firm, A. T. Kearney. Prior to that he was Deputy CEO of the Financial Services Council (FSC).

Previously John was Head of Strategy and Project Officer for the ASX. Then in the mid - 1990s he joined AMP for ten years where he was appointed Head of Retail Strategy for Australian and New Zealand and then Director of Strategy for AMP International based in London.

John served as the inaugural Chair of the University's International Centre for Financial Services (ICFS) until 2010. He holds a Master of Business Administration from Macquarie University and has been a Fellow of the Governance Institute of Australia (GIA) and a Fellow of the Financial Securities Institute of Australia (Finsia).

Kevin Reid

Kevin Reid

Partner PwC Adelaide

Kevin moved to Sydney from London in 1985 and joined mid-tier firm BDO, becoming a partner in 1993, before joining PricewaterhouseCoopers in 2006.

Kevin was a member of BDO's Sydney and National Boards prior to which he was the Sydney office's HR Partner. He also headed BDO's Assurance Practice nationally.

Since joining PwC, Kevin has occupied a number of roles, including Sydney and National Business Development Partner for his industry group. Kevin officially joined the PwC Adelaide practice on 1st July 2011 and leads its financial assurance business as well as taking on a portfolio of clients.

Kevin is a fellow of the Institute of Chartered Accountants in Australia and a fellow of the Institute of Chartered Accountants in England & Wales. He is also a Registered Company Auditor.

Professor Ralf Zurbrugg

Professor Ralf Zurbrugg

Chair in Finance and Academic Director, ICFS University of Adelaide

Ralf Zurbruegg is a Professor of Finance within the School of Accounting and Finance. He has held a number of administrative appointments within the university including as acting dean, associate dean, and deputy head plus serving on various committees both inside the University and in the private sector. Ralf has taught and held various visiting positions around the world, including the UK, Singapore, Switzerland, UAE and the US. He is also a Senior Fellow at the Bradford University School of Management, a Justice of the Peace for South Australia, serves on the editoral board of several journals, is the academic convenor of the International Centre for Financial Services and a director of a quantitative investment solutions company. He regularly consults for industry, particularly for the hedge fund sector, as well as being an expert witness on a number of state and federal court cases. He has also appeared on television and been quoted in national newspapers over the years.

International Centre for
Financial Services

The University of Adelaide
Business School

Address

Level 12, 10 Pulteney Street
The University of Adelaide SA 5005
North Tce Campus Map

Contact

Telephone: +61 8 8313 8398
Facsimlie: +61 8 8223 4782
Email: icfs@adelaide.edu.au