Shaun Matisonn

Shaun Matisonn is the Head of International Markets for Vitality Group, a division of Discovery Limited, a leading international financial services institution founded on the principles of consumer engagement and wellness. Mr. Matisonn also serves on the executive committee of Discovery Limited and has been with the company since 1994.  

Previously, Mr. Matisonn served as the CEO of PruProtection, where he created and grew the PruHealth and PruProtect businesses. He has published papers on health care reform and the use of medical savings account in various healthcare systems. Mr. Matisonn has also participated in consumer driven healthcare projects for the Harvard Business School.

Shaun holds a Bachelor of Science degree in mathematical statistics and actuarial science from the University of Witwatersrand, South Africa.  He is a Fellow of the Faculty of Actuaries (UK), a Fellow of the Actuarial Society of South Africa, an Associate of the Society of Actuaries (US) and a member of the American Academy of Actuaries.

Mr. Matisonn enjoys triathlons, cycling, marathon running and reading.




Dr. Aubrey de Grey is a biomedical gerontologist based in Mountain View, California, USA, and is the Chief Science Officer of SENS Research Foundation, a California-based 501(c)(3) biomedical research charity that performs and funds laboratory research dedicated to combating the aging process. He is also VP of New Technology Discovery at AgeX Therapeutics, a biotechnology startup developing new therapies in the field of biomedical gerontology. In addition, he is Editor-in-Chief of Rejuvenation Research, the world’s highest-impact peer-reviewed journal focused on intervention in aging. He received his BA in computer science and Ph.D. in biology from the University of Cambridge. His research interests encompass the characterisation of all the types of self-inflicted cellular and molecular damage that constitute mammalian aging and the design of interventions to repair and/or obviate that damage. Dr. de Grey is a Fellow of both the Gerontological Society of America and the American Aging Association, and sits on the editorial and scientific advisory boards of numerous journals and organisations. He is a highly sought-after speaker who gives 40-50 invited talks per year at scientific conferences, universities, companies in areas ranging from pharma to life insurance, and to the public.


Plenary Speakers


Rodney Maddock

Rodney Maddock is a Professor of Finance at Monash University, working in the Australian Centre for Financial Studies. He is also a Non-Executive Director of CEDA. Earlier he had been Executive General Manager (Strategy) at the Commonwealth Bank and Chief Economist at the Business Council of Australia. Rod's main research interests focus on the regulation of the finance sector and he is a regular commentator for the Australian Financial Review and other media. His PhD is from Duke University.


Dr Katrina Ellis

Katrina is a senior financial regulator with the Australian Prudential Authority (APRA), experienced in regulatory frameworks for banking, superannuation and insurance. She is a Fulbright scholar with a PhD in Finance from Cornell University USA.
Katrina has held a number of roles across policy, supervision and analysis during her 10 years at APRA. She is currently the General Manager of Data Transformation responsible for leading APRA's data transformation agenda


Michael Vrisakis

Michael has over 30 years’ experience in financial services. Michael’s primary area of focus and expertise is on the regulation of retail financial services, insurance, superannuation, platforms and products and, in particular, strategic regulatory advice and investigations. He is a recognised expert in the area of non-contentious regulation and is regularly nominated a leading practitioner in this space and quoted in the financial press.

He was most recently named as a leading practitioner in the area of regulation in Best Lawyers 2015 and Best Superannuation Lawyer in 2018, as well as being awarded Industry Excellence Awards by the Financial Services Council in 2014 and 2016 for outstanding contributions to the financial services industry in Australia. Michael was also a finalist for the Lawyers Weekly Partner of the Year awards in 2017.

In 2017 and 2018, Acritas Stars – an independent report commissioned by a global panel of General Counsels – listed Michael as one of 23 ‘stand-out’ lawyers globally.

In the 2018 Acritas Stars survey, clients described Michael as “a very creative legal thinker, who can be presented with an intractable problem and can present alternatives that often help us get to a result that we probably wouldn’t have got if we’d gone to anyone else”. Michael is also described as having “great commercial acumen” and as a “trusted adviser”.
Michael is widely recognised as a leader in his field and is regularly at the forefront of debating and developing new law. His advice is routinely sought in relation to strategic management of regulatory matters, including liaising with the lead Australian financial services regulators APRA and ASIC.

In the 2016 edition of Chambers Asia Pacific Guide, clients praised his strategic approach, and his ‘ability to always find new angles and insights.’ 


Ian Laughlin

Ian Laughlin
has a deep interest in risk management and risk culture - particularly in the financial services world. He has had a long career in financial services enior management and board roles, in various countries. He currently chairs the boards of a group of insurance companies owned by one of the major banks. He also is the Advisory Board Chairman of Blackhall and Pearl, a specialist risk management and board performance firm. Until mid 2015, he was Deputy Chairman of APRA, the prudential regulator of banks, insurance companies and superannuation funds.


Mrs Helen Rowell BA FIAA was appointed as Deputy Chairman of APRA in November 2015.

Mrs Rowell joined APRA in 2002 as General Manager, Industry Technical Services and was appointed APRA Member, with primary responsibility for superannuation, for a five-year term from 1 July 2013. 

Prior to that, Mrs Rowell held other senior roles including General Manager, Policy Development, General Manager, Diversified Institutions Division and Executive General Manager, Supervisory Support Division. 

She was the Chair of APRA’s (cross-divisional) general insurance industry group from 2006 to 2011.  Mrs Rowell has represented APRA at various subcommittees of the International Association of Insurance Supervisors, on the FSB’s Supervisory Intensity and Effectiveness Group and was previously co-Chair of the Joint Forum Financial Conglomerates Committee.

Prior to joining APRA, Mrs Rowell was a partner at the international consulting firm Towers Perrin; she is also a Fellow and past President of the Institute of Actuaries of Australia.


Anthony Asher is an Associate Professor with the UNSW Business School, currently teaching Part II Control Cycle and ERM courses. Anthony believes that the actuarial profession fulfils its social role by creating financial security for people.  His working life has been divided between universities, APRA and more conventional life insurance and consulting roles.  The major themes in his current research are the development of appropriate post retirement products and advice, and ethics and governance in the financial sector.


Paul Howes is a Partner at KPMG Australia and is the National Sector Leader for Wealth Management leading KPMG’s work in the superannuation, private equity funds management and wealth sectors. Paul is also the Partner in Charge of the KPMG’s Customer, Brand and Marketing Advisory practice which specialises in assisting clients across a range of industries to transform their organisations into more customer-centric ones, to build their brands and to apply more commercial rigour to their strategies.

Paul joined KPMG is 2014 from the Australian labour movement where he had worked for the previous 15 years including 7 years as the leader of the nation’s oldest and largest industrial union – The Australian Workers’ Union.

Paul’s professional experience prior to joining KPMG in the wealth sector came from his roles as the Deputy Chair and a Director of AustralianSuper (Australia’s largest superannuation fund managing over $110 billion on behalf of over 2.4 million members) between 2006 and 2014 and as an Alternate Director of CBUS.


William (Bill) H. Evans - Chief Economist
Managing Director & Global Head of Economics & Research
Westpac Banking Corporation

Bill Evans is a graduate of Sydney University (BEc. Hons I and University Medal) and the London School of Economics (M.Sc.). He has worked as a Research Manager for the Reserve Bank of Australia, Treasurer at the Commonwealth Bank of Australia, and prior to joining Westpac in 1991, was Director and Head of Financial Markets at Schroders Australia Limited for 8 years.

Bill joined Westpac in 1991 in the position of Chief Economist and Head of Research. During his time at Westpac he has also spent 2 years in New Zealand as Head of the Institutional Bank with responsibility for Westpac’s corporate and financial markets businesses.

He is currently Managing Director Economics. He is the Bank’s economic spokesman and is responsible for all of the Bank’s economic research. Bill travels frequently, advising Westpac’s customers on the Australian economy and financial markets. He has developed many important contacts in the U.S, Europe and Asia. Bill was Chairman of the Australian Business Economists for eight years and is now a life member.


Mark Ballantyne - General Manager, Financial Wisdom and CFP-Pathways

Mark is responsible for the services provided to, as well as the advice given by, over 450 advisers in over 220 independently owned and operated practices across Australia.

Appointed to this role in April 2010, Mark has led Financial Wisdom through the full regulatory reform journey that began with the Future of Financial Advice reforms proposed in 2010 and since 2015 has had leadership responsibility for Commonwealth Financial Planning – Pathways which has 100 authorised representatives .

Mark has over 20 years of experience with general management roles at Macquarie, ING and MLC - where he spent three years leading initiatives for UK advisers.

Mark holds a Bachelor of Economics from Macquarie University and a Masters of Business Administration from the Australian Graduate School of Management at the University of New South Wales. Mark, a qualified actuary is also a Fellow of the Institute of Actuaries of Australia.

On a personal note, Mark is married with three daughters. He follows (round ball) football, being a keen (and sometimes depressed) Arsenal supporter. He keeps fit by playing over 35s football during winter (and is always on the lookout for team members).

In the community, Mark has served as a director of a large endowment fund since 2009 using his financial planning and business experience in the not-for-profit sector.

Most of all, Mark has a passion for this industry and its continued success and prosperity.


Hadyn Bernau is the Managing Director of Cause Way, a new actuarial and strategy consultancy looking to re-shape corporate and NFP decision-making by blending actuarial and relational thinking.  For example, how can better pricing decisions be made by incorporating their impact on customer relationship capital?  And how can practices of financial capital management be applied to relational capital?

Plenary Facilitator

Melinda Howes is the General Manager of Superannuation for BT Financial Group. In this role she is privileged to be responsible for helping more than one million Australians live their best retirement.

Melinda is an actuary who has had a diverse career in financial services. Previous roles include Non-Executive Director roles in General Insurance, Director of Product Strategy and Services for AMP, CEO of the Actuaries Institute, Director of Policy at ASFA, and actuarial roles in life insurance and superannuation. She previously spent eleven years at BT from 1993.

Melinda is an Executive Director on BT’s Superannuation Board, and a member of BT’s Risk Review Committee. She’s also on the FSC’s Super Board and the Association of Superannuation Funds Australia (ASFA) Board as well as the advisory board of Macquarie University's Faculty of Business and Economics.



Geoff Atkins is a Principal of Finity, and has been consulting in general insurance since 1984. Geoff’s experience covers a wide range of insurance issues in both the public and private sectors. He has been an adviser to many insurance and reinsurance companies and also to a number of CTP and workers compensation schemes in Australia and NZ.

In 2017, Geoff worked with Sue Freeman to publish the Mental Health Green Paper commissioned by the Actuaries Institute.

practice area plenary speakers


Michael Rice (CEO, Rice Warner) specialises in providing strategic advice to financial institutions, fund managers, government agencies, industry associations and large superannuation funds. Michael is the Chief Executive Officer of Rice Warner, which he founded in December 1987. Michael heads up Rice Warner’s public policy work.

Michael has undertaken pioneering research into Age Pension dependency and trends. He has a keen interest in the integration of social security and superannuation as well as measuring the adequacy of retirement incomes.

He was Chairman of QSuper’s Investment Committee from January 2009 to June 2013 and remained an independent investment expert on the committee until March 2016. He is a former Councillor of the Actuaries Institute.

Michael is also a member of the Advisory Board of the ANU College of Business and Economics. He was appointed to the StatePlus Board in October 2016.

Michael is convener of the Actuaries institute’s Public Policy Committee and was awarded Actuary of the Year for 2017.


Damien Mu
Chief Executive Officer (Australia and New Zealand) and Director

Damien Mu has more than 18 years’ experience in the Australian financial services industry, with management experience spanning operations, claims and underwriting, superannuation, investments, distribution, product, pricing and marketing.

Damien’s career at AIA Australia began in April 2007. Over that time he has held various roles as Head of Group Insurance, Chief Distribution and Marketing Officer and the role of General Manager - Life Insurance. In this time, the company achieved significant, positive growth across all three channels of the business and was the recipient of a number of major Life Insurance awards.

On 1 August 2014, Damien was appointed to the role of Chief Executive Officer, a reflection of his instrumental part in driving AIA Australia’s growth and sustained success in the Australian market. In July 2016, AIA New Zealand was added to his responsibilities to further the company’s growth plans, leverage scale opportunities and drive greater efficiencies.



Greg is the Chief Actuary & Risk Officer for ClearView Wealth Limited.

Greg has more than 30 years experience in life insurance and funds management, including in the areas of financial management, governance, product development, and capital and risk management.

He currently oversees ClearView’s actuarial team, group risk management and compliance team, and the group product team. Greg is also a director of ClearView’s two financial advice businesses. Prior to joining ClearView in 2011, he was a Partner of KPMG, where he provided actuarial advice to the industry for 17 years.

He has held 10 appointed actuary roles during his career and has been a member of various regulatory, industry and professional committees and Boards, advised regulators, and published a number of industry related papers and articles. He has been a member of the Actuaries’ Institute Council and was Institute President in 2008. He is a currently a member of the International Actuarial Association’s Actuarial Standards Committee.


Dr David Knox BA PhD FIAA

David is a Senior Partner at Mercer and Senior Actuary for Australia.  He is the National Leader for Research and Policy and the actuary to the Tasmanian and Western Australian public sector superannuation plans.  He is the author of the Melbourne Mercer Global Pension Index.

Before joining Mercer in 2005, David was at PricewaterhouseCoopers and prior to that was the Foundation Professor of Actuarial Studies at The University of Melbourne.

He has acted as a consultant to a range of financial organisations, in both the private and public sectors, specialising in the superannuation and retirement incomes area. He has spoken and written widely in this area and served on many Government and industry committees. 

David was an independent Board member of Australian Prudential Regulation Authority from 1998 to 2003 and President of the Actuaries Institute in 2000.  

Emma Curtis is Group Senior Manager - Insurance, in the Australian Securities and Investments Commission's stakeholder team - Deposit Takers, Credit and Insurers (DCI), and manages a team of managers and specialists.  

ASIC is Australia's corporate, markets and financial services regulator. A key strategic priority of ASIC is to promote investor and financial consumer trust and confidence.

The DCI team has primary responsibility for the conduct oversight of insurance companies (life and general), retail banks, credit unions, building societies, credit providers, mortgage brokers and other credit intermediaries in Australia.  Emma has oversight of the life and general insurance work undertaken by the DCI team.  

Prior to joining ASIC in 2009, Emma held senior in-house legal roles in various financial services firms engaged in banking, life and general insurance, and funds management.  Emma has practised as a lawyer for over 20 years, working in a prominent Sydney law firm, and then moving into senior in-house legal and compliance roles.  

Emma has a Master of Law and Management from the University of New South Wales, and a Bachelor of Arts (Hons) and Bachelor of Laws (Hons) from the University of Sydney.

Paul Watson

Paul Watson is a Director of Berrill & Watson Lawyers, and runs their Brisbane Office. Paul is recognised as a leading lawyer in superannuation and life insurance disputes.

Paul has acted for consumers in superannuation, life insurance and financial advice disputes since 2003 and frequently runs education seminars for financial counsellors and other consumer groups.

Paul worked closely with Legal Aid Queensland and other consumer organisations to help with the many flood insurance disputes that arose after the 2011 floods in Brisbane. Paul also represented the people of Fernvale before the Queensland Floods Commission of Inquiry.

Paul is a current board member of Synapse, the Queensland Brain Injury Association and is an honorary life member of Palliative Care Queensland. 


Lucinda Brogden B.Comm., M.Psych.

Lucy has a strong commitment to helping others.  Her primary areas of focus are issues facing Women and Girls and Mental Health and Wellbeing particularly in the workplace.  She takes an evidenced based approach to problem solving and social investment.

Lucy has more than 25 years’ experience commercial experience with companies including Macquarie Group and Ernst & Young working in accounting, finance and organisational psychology. Specifically, Lucy has worked in trusted advisory roles with some of Australia’s leading CEO’s, Managing Partners, Ministers and Chairs.  In 2015, Lucy was named as one of the 100 Women of Influence in Australia.

  • Chair & Commissioner, National Mental Health Commission
  • Chair, Mentally Healthy Workplace Alliance
  • Chair, Australian Advisory Group for Suicide Prevention
  • Patron, Partners in Depression
  • Patron, Lifeline Northern Beaches
  • Friend, Carers NSW
  • Silver Medallion, Surf Lifesaving – Patrol at Bilgola Beach
  • Founder & Patron, Sydney Women’s Fund

Elizabeth Sheedy is a financial risk expert based in the Applied Finance Centre where she has been teaching in Singapore and Australia for more than 20 years. Prior to joining the university she worked for Macquarie Bank and Westpac. She is responsible for all courses in the Risk Management specialisation in the well-regarded Master of Applied Finance program.  In that role she has gained a broad knowledge of all aspects of risk (credit, operational, liquidity, market). A/Professor Sheedy has enjoyed a long association with RMA Australia (Risk Managers' Association) and PRMIA (Professional Risk Managers' International Association) and co-edited The Professional Risk Managers' Handbook. In previous years her research focussed on quantitative risk modelling. More recently her research focus has shifted to the role of governance and culture in determining outcomes for banks. Her current focus research interests are:  risk culture, ethical culture/leadership, remuneration and experimental investigation of risk management behaviour.

concurrent speakers


Tyson Johnston is the Group Insurance Client Strategy and Solutions (CSS) Director at Pacific Life Re. Tyson is responsible for Pacific Life Re’s Group Insurance business, including developing and implementing the insurance strategy, product development, client management and helping to write and retain profitable Group business. Prior to joining Pacific Life Re, Tyson worked at EY as an actuarial consultant working with life insurers across Australia. Tyson is a Fellow of the Institute of Actuaries of Australia.



Matthew Larkin is a Director in Pacific Life Re’s Client Strategy and Solutions (CSS) team, helping to manage Pacific Life Re’s existing Retail business and develop new partnerships in the insurance market. Matthew is a qualified actuary (FIAA) with nine years’ experience in Australia, the UK, Ireland and the USA. 

After starting his career working in a large UK insurer, Matthew moved into consulting with EY’s Life Actuarial team in Sydney, managing large deliverables and key stakeholders across a wide range of actuarial projects. Since joining Pacific Life Re, Matthew has utilised his client management and actuarial knowledge to help build deep partnerships with clients, develop innovative solutions to client issues and use technology to improve customer experience in the market. 


Samantha Clarke
CEO and Co-Founder
Advice RegTech 

25 years financial services experience in executive director and consulting roles, spanning policy, strategy, marketing and distribution, product development, technology and innovation, for multi-nationals, NFPs and start-ups.

Samantha has received industry awards for Leadership, IT and Compliance Innovation, and Industry Advocacy. 

Her qualifications include a Masters of Business, a Bachelor of Commerce, and she is a graduate of the Australian Institute of Company Directors. 

Jeremy Duffield is co-founder and chairman of SuperEd, a leading Australian digital financial advice provider serving super funds and their members.

Jeremy was the founder and Chairman of Vanguard Investments Australia (1996-2010) and served as a senior executive of The Vanguard Group for over three decades in the US, Asia and Australia. He was also founding chairman of Plum Financial Services. 

He is currently Deputy Chair of the Australian Centre for Financial Studies’ advisory committee, a director of NabWealth companies and chair of Nab’s asset management subsidiary. 
Jeremy is passionate about helping members get better outcomes through better assisted decision-making.


Darren Kennedy is Principal Adviser in the Retirement Income Policy Division of the Department of Treasury. His responsibilities include policy work to improve the retirement phase of our superannuation system, including both regulation and taxation aspects and Treasury’s central agency role on social security. Darren also worked on the development and implementation of the superannuation reform package announced in the 2016-17 Budget.

Darren has worked in the Department of Treasury for 17 years in most of the major policy groups. Major roles include senior adviser on the Financial System Inquiry in 2014 and working on secondment at the Department of Treasury, Papua New Guinea, as fiscal policy adviser for 3 years.

Darren holds both a Masters and Bachelor’s Degree (with Honours) in Economics from the Australian National University and recently completed an executive course on Behavioural Insights at the Harvard Kennedy School


Nick Callil

Nick Callil is Head of Retirement Solutions for Willis Towers Watson Australia and a senior member of the firm’s Australian business. He manages key relationships and provides strategic advice to some of Willis Towers Watson Australia’s largest clients. Nick has been with Willis Towers Watson for over 20 years.

Nick leads Willis Towers Watson’s research in the area of retirement strategy, and consults to leading superannuation funds and financial institutions on retirement and related matters, spanning topics such as default investment option design, longevity risk, safe spending rates in retirement, evaluation of retirement income strategies and asset allocation for retirees.  He also consults on risk tolerance modelling, demographic and retirement adequacy analysis, dynamic lifecycle strategies, retirement income projections and the use of fintech to devise retirement strategies and present retirement risks effectively.

Nick is a regular speaker at conferences and seminars in Australia and globally on risk, retirement, investment, and longevity related issues, and is the author of a number of papers on these topics. A qualified actuary, Nick is a member of the Association of Superannuation Funds of Australia (ASFA)’s Super System Design Policy Council, and an Adjunct Fellow of Macquarie University’s Applied Finance Centre.

Nick is a Fellow of the Institute of Actuaries of Australia and holds a first class Science degree with Honours in pure and applied mathematics from Monash University.

Catherine Nance leads many of PwC's superannuation/pension policy initiatives on superannuation and it's taxation, Ageing Australia and the impact of the ageing population on products, services and workforce

She has been a partner at PricewaterhouseCoopers for over 15 years specialising in superannuation, investment, and financial services

Catherine also holds a number of board and advisory positions across the financial services sector

Andrew Fisher joined Sunsuper in 2010 and is currently responsible for managing investment strategy incorporating Strategic Asset Allocation, Dynamic Asset Allocation and Risk. His recent experience has included roles with the Guardians of NZ Superannuation as an Investment Strategist and with Milliman as a Consultant. Andrew has over 15 years of experience in the investment industry and is a Fellow of the Institute of Actuaries, Australia.


Adam Fusca
Head of Group Risk
Challenger Limited

Adam has over 20 years of financial services experience in Australia and the UK, with deep product, pricing and management reporting expertise. At Challenger he is responsible for growing the inwards reinsurance portfolio, primarily focused on the Australian mortality & morbidity markets. Adam works across both the Insurance & Superannuation market, working with Industry Funds, Life Insurers and Reinsurers, creating solutions to help improve customer outcomes.

Professor Deborah Ralston is a researcher and recognized thought leader in financial services, with interests in digital disruption, superannuation and financial regulation. She holds a number of non-executive director positions including Chair of the SMSF Association, and is a member of the Reserve Bank of Australia's Payment System Board.

She was the inaugural Chair of ASIC's Digital Finance Advisory Committee (DFAC) and was recently appointed to the YBF FinTech Hub Advisory Board in Melbourne and to the Federal Treasurer's CIPRs Reference Group on retirement products. She is a Professioral Fellow at Monash University

Siddharth Parameswaran leads J.P. Morgan’s Insurance and Diversified Financial Equity Research practice for Australia and New Zealand. 

He is a Fellow of the Actuaries Institute, having specialized in general-insurance and investments many years ago. He previously worked with QBE, looking after pricing, valuations and capital modeling of their workers’ compensation, asbestos and travel insurance portfolios. 

Prior to working with QBE, he worked with Tillinghast; a consultancy focused on life insurance. Siddharth is fellow of FINSIA, holds a Bachelor of Economics from Macquarie University and holds an MBA from Insead. 


James Hickey

James Hickey has worked with Deloitte for over 20 years. He is a Fellow of the Institute of Actuaries of Australia (FIAA) and a Partner in the Deloitte Actuaries & Consultants team based in Sydney. Over his years with Deloitte, he has worked in Australia, New Zealand, South Africa and the United Kingdom.

He is also the lead author of a number of banking publications including Deloitte Australian Mortgage Report (2005 - 2014) and the Equity Release Market Survey (2006 - Now)


Andrew Doughman is a Senior Underwriter and Client Manager at Hannover Re, the 3rd largest Reinsurer both in Australia and globally. Andrew is responsible for servicing clients across Australia and New Zealand for all casualty lines including Public and Products Liability, PIDO, Medical Malpractice, Workers Compensation and CTP. Prior to Hannover Re, Andrew worked in General Insurance consulting as a Senior Manager for EY as well as in Product Management for the Workers Compensation portfolio at Suncorp. Andrew is also a member of council for the Actuaries Institute and currently chairs the Housing Affordability Working Group. 


Andrew Howard is Interim CEO at REST Industry Super. Appointed Chief Operating Officer on 14 April 2015, Andrew has led the delivery of high quality products and services to REST’s almost two million members and over 160,000 employers.  In February 2018 Andrew was appointed Interim CEO to lead the business until Vicki Doyle joins REST as CEO in May 2018.

Prior to joining REST, Andrew worked for over 12 years with the National Australia Bank group (NAB) in the Wealth Management division including; Asset Management, Corporate Superannuation, Financial Planning and Insurance. His general management positions included General Manager People and Culture for NAB Wealth, General Manager Group and Direct Insurance for MLC Insurance and General Manager, Distribution and Client Management for NBA Asset Management. Andrew also worked as a management consultant with Accenture for 7 years.  He holds a Bachelor of Arts in Psychology (Honours) from the University of Sydney and a Master of Psychology (Honours) in Organisational Psychology from the University of New South Wales. He is a Registered Psychologist in NSW and a Member of the Australian Institute of Company Directors.

Andrew chaired the Life Insurance in Super Code of Practice released in November 2017 and also serves on the Program Committee for FEAL.


David Rush has over 30 years’ experience, and has extensive and deep involvement in the development, interpretation and implementation of insurance accounting standards, including membership of the AASB Transition Resource Group for AASB 17, and membership of the Insurance Accounting Implementation Taskforce of the Actuaries Institute. 

David has previously worked at KPMG Actuarial as a Director, at APRA where he was a senior executive, responsible for matters across Life and General insurance, Superannuation and ADIs, and also at AMP.  Over the years, he has also been a member of a number of committees with the Actuaries Institute.  


Dan Taylor is General Manager of Innovation at TAL, Australia’s leading specialist Life Insurer, where he leads the innovation team including TAL’s Accelerator, Incubator and Data Lab.

Dan has been at the frontline of corporate innovation for over 15 years, and has developed and launched everything from digital payments technologies to smart home products, and insurance chatbots, and even founded some of his own businesses along the way.

Dan is a published author - The Secrets of Big Business Innovation - with deep expertise in customer-led proposition design and delivering innovation in the corporate environment.


David Bell is a lead author in relation to MDUF v1 and the Chief Investment Officer of Mine.

He has 20 years of experience in investments, portfolio management, retirement outcomes, and risk management. He has managed investment portfolios and investment teams, and consulted to and educated many groups onshore and offshore within the financial services industry, as well as academia.

At Mine, his team of 10 manage close to $10 billion in member retirement savings. David is responsible for overseeing the investment portfolio, enhancing the skills and capability of the investment team, and is involved in product development.

David holds a Bachelor of Mathematics from the University of Newcastle and a Master of Applied Finance from Macquarie University. He is currently studying towards a PhD on investment management at the University of New South Wales and is an honorary fellow at Macquarie University, where he lectures on hedge funds.


Sharanjit Paddam is a consulting actuary with over two decades of experience in financial services. He acted as appointed actuary to four Australian insurers and reinsurers.

Sharanjit specialises in providing advice to banks and insurers on climate risks and opportunities, including transition and physical risk analytics, and disclosure under the FSB’s recommended standards (TCFD).  He has co-authored a number of papers on climate risk and financial services, and is the convener of the Actuaries Institute’s Climate Change Working Group.


Klaas Stijnen is an insurtech founder, specialist financial modeller, business actuary, and consultant with over a decade of experience working with some of the world’s largest insurance brands, including PWC and Deloitte.

He is currently Managing Director and Founder at Montoux, a company built to solve the challenges he witnessed first hand in insurance product development, with a powerful actuarial platform providing more insightful, highly detailed pricing analytics quickly and easily.

Klaas is also a recognised thought leader within the insurance industry. He regularly contributes to industry events and publications, sharing his experience in change and innovation within life insurance product development.


Magnolia Aspiras is a senior actuary at Deloitte Actuaries and Consultants based in Sydney.  She is a fellow of the Institute and Faculty of Actuaries in the  UK, and the Society of Actuaries in the US. She is also a fellow of  the Life Management Institute. She has a masters degree in applied mathematics in actuarial science.

Magie has over 19 years of experience in several markets including United Kingdom, Asia and Australia and has held various roles across the breadth of actuarial function.

Magie is the lead manager for the Business Performance - Pricing proposition and has a keen interest in innovating the traditional pricing process given latest developments in technology, market, and regulation.


Alan Merten joined Deloitte as a Partner in the Actuaries & Consulting group in early 2016.  He is an actuary who has always used his technical and financial expertise in the insurance industry to advise or lead businesses to improve performance.  During his career he has held corporate Appointed Actuary, CEO and Board roles as well as led various business functions within insurance and wealth management organisations.  Al has successfully stepped between major consulting firms and a variety of corporate environments over 30 years of experience.  He has worked in developed and developing markets across three continents over his career, most substantially in the Asia-Pacific region.  This enables him to bring an empathetic and pragmatic approach to supporting his clients with their business imperatives.

Al’s area of focus in consulting is leading and working with multi-disciplinary teams on providing assurance and advisory services as an industry expert to senior executives in insurance and wealth management.  His client engagements are focused on helping leaders improve the performance of their businesses. 


Caroline Bennett is the National Leader of Deloitte Actuaries & Consultants team, the Regional Leader for the Actuarial business and is also member of the Global Deloitte Actuarial Executive Team.

Caroline has had extensive experience with major life insurers and wealth management organisations including AIA and NAB. She was also engaged by NAB to become Appointed Actuary for the NMLA entity. 


Ajay Parshotam (FIA) is a Manager at Deloitte Actuaries and Consultants. Over his 10+ year actuarial career, Ajay's area of specialty has been in life insurer financial reporting. Ajay is a Fellow of the UK Institute and Faculty of Actuaries (IFoA).

He has joining the Deloitte Melbourne office in January 2017 from Deloitte AIS in Johannesburg where he worked for six years.

Over the past year he has been managing use cases to highlight new exponential technologies, and how these will disrupt the future of work for actuaries. 


Chris Scheuber is an actuary with over 10 years’ experience in the life insurance industry and he is currently the Head of Actuarial, Capital & Risk Management at MLC.

Chris is leading the AASB 17 project at MLC to understand the implications of AASB 17 on MLC, the many potential interpretations and the work involved to implement the new accounting standard. He is also active within the profession, both as a member of the Institute’s Life Financial Reporting Sub-Committee and an active contributor to three of the AASB 17 taskforce’s working groups.

He is undertaking this presentation to provide a constructive view regarding APRA’s response to AASB 17 to assist them to continue their robust prudential oversight of life insurers without significantly adding to reporting requirements.


Robert Kerr is a fellow of the Faculty and Institute of Actuaries, he has worked in Australia for 3 years with Gen Re as a Senior Account Manager. 

Prior to this, and a bit of time travelling,  he worked in the UK for Gen Re, Scottish Provident and Aviva in mainly product development and pricing roles on protection and annuity products.

Keynote and Plenary Speakers