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.
Caledonia Pacific Capital Partners
Over 25 years experience in the financial services industry as a Portfolio Manager, Chief Investment Officer (CIO) and Managing Director (MD) at various global and domestic financial firms. Experience includes managing investment mandates across multiple asset classes, head of asset allocation and dynamic / tactical overlay and managing financial services companies. Also an experienced MD of listed companies and also a Non-Executive Director (NED) of fund management firms and Charities. Experience includes: CIO at Atlas Capital; Director of Salter Brothers Asset Management; MD and CIO at Contango Asset Management; CIO and Executive Director (ED) at UBS; CIO and Head of Asset Management at Equity Trustees; Head of Asset Allocation, Fixed Income, FX and Equity Research at HSBC Asset Management and Economist at Westpac, NSW Treasury and SBC (now UBS). George holds a Bachelor of Economics, Hon (Flinders University); Portfolio Management Executive Certificate from the AGSM at the University of New South Wales (UNSW); Executive Certificate in Management & Leadership from Massachusetts Institute of Technology (MIT) Sloan School of Management; Investment Decisions & Behavioural Finance Program at Harvard University, Kennedy School of Government, Executive Education and the Securities & Derivatives Industry Association (SDIA) Accreditation (PS146).
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.
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.
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.
Executive Director, Faculty of the Professions
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.
Dr Andrew MacDonald
Director - ICFS
Andrew is a global business advisor who has spent the past 15 years working with many of the top CEOs of financial services companies and their client advisory teams. In his work with companies such as UBS, Standard Chartered, J P Morgan, HSBC, ANZ, Morgan Stanley, ICICI, Macquarie and Escala, Andrew has become known for cutting through the complexity of developing unique client experiences in today’s fast changing banking environment to uncover the core proposition issues and devise real world solutions. These solutions, shared with thousands of bankers, consultants and C-suite executives through workshops, seminars, coaching sessions and webinars have been praised for being practical, relevant and highly actionable—the kind of advice you can implement immediately.
Programs and projects have been delivered for clients in China, India, Hong Kong, Korea, Japan, Singapore, Malaysia, Vietnam, Dubai, UK, France, Italy, Spain, Switzerland, The Netherlands, USA, Canada, Australia, New Zealand, Ukraine and Russia.
Andrew holds a Ph.D. in Macroeconomics/Globalisation (University of Melbourne), Bachelor of Arts, Hons (Flinders University, Adelaide, South Australia). He has recently been appointed as the Director of the International Centre for Financial Services at the University of Adelaide, adjunct Professor at the Indian School of Business in Hyderabad and Eruditus Executive Education in Mumbai where he teaches customized executive education programs in wealth management, the customer experience and client relationship management. His current research interests include machine learning in financial services, the future of work in wealth management and hybrid advice in the Asia Pacific region.
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.
Director, Invest in South Australia
Mr Mario Pegoli has investment banking experience and worked on some of the world’s largest corporate finance transactions with world leading private equity and investment funds in a number of industry sectors including infrastructure, utilities, health, resources and property.
Whilst working in London he gained extensive global capital market experience and lead recommendations on numerous complex corporate transactions including large infrastructure deals and the world’s largest leveraged buyout transaction. He has been a valuable member of team which received numerous external and internal accolades.
Mario has completed a Master of Business Administration (MBA) at Adelaide University, and a Bachelor of Business; Banking and Finance (University of South Australia). Whilst completing his MBA he was awarded the Wallmans Lawyers Prize for E-Business finishing top of the University for the year.
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.