Advisers Big Day Out - Regional

Michael has over 20 years' experience in financial services and joined the business in 2013.

Prior to joining La Trobe Financial, Michael's career has spanned diverse disciplines including credit, portfolio, marketing and distribution with Big 4 Australian banks and an NBFI.

Michael holds an MBA from Deakin University, a Bachelor of Business (Economics & Marketing) from La Trobe University, and additionally obtained a Diploma of Financial Planning and a Certificate IV in Mortgage Broking. Michael resides in Melbourne.

Andrew Evans joined La Trobe Financial in June 2016 as a Senior Manager Client Partnerships for the Asset Management Division.

Andrew is responsible for servicing and managing existing financial adviser relationships in Queensland. Prior to joining La Trobe Financial, Andrew was Principal Consultant for his own innovative consulting business. Andrew has over 25 years' experience in financial services.

Over this time, he has held a variety of state based and national distribution roles in such areas as funds management, investment platforms, investment banking, life Insurance, retail banking, practice development, commercial and residential property.

Due to Andrew's extensive Industry experience, he is always looking to add value to the Advisers he services. Consequently, Andrew is regarded as a 'trusted adviser' to many of his clients, where he assists them to grow strong, successful businesses.

Andrew's passion and energy for Financial Planning and Investing, make him a popular and highly regarded business development professional amongst many of the leading financial planning practices.

He also holds Diplomas in Financial Planning and Financial Markets.

David joined La Trobe Financial in February 2024 and is Head of Product. David has over 30 years of experience in funds management, wealth management and investment banking.

Prior to joining La Trobe Financial, David spent 13 years at Commonwealth Bank (CBA) within various roles including Head of Wholesale Investments and Commonwealth Private Bank Chief Investment Officer.

In July 2022 David also assumed responsibility for leading all of Commonwealth Private's Advice business. Prior to CBA David was a Director of Institutional Business at Société Générale Asset Management, and before that Head of Wholesale at Colonial First State Funds Management.

David holds an Advanced Diploma in Financial Services and a Graduate Diploma in Applied Finance. David resides in Sydney.

Ivor has long and distinguished career in the wealth management industry with over 20 years sales experience working across several different roles and products. Whilst at State Street he has been responsible for servicing existing and new clients across our institutional client base as well as representing our ETF, Managed Funds and Managed Account strategies to the intermediary market. Ivor's prior experience includes specializing in insurance, superannuation and investment products whilst also running distribution teams at AXA and AMP.

Ivor has a Masters of Applied Finance, a Bachelor of Laws & Arts (Hist), an Advanced Diploma of Financial Services and the CFA Certificate in ESG Investing.

Alex has over 10 years sales experience working in the Wealth Management industry, across several different roles and products. Whilst at State Street he has been responsible for servicing existing and new clients across ETFs, Managed Funds and Managed Accounts ranging from index to active strategies, with prior experience specializing in retirement investments at Allianz Retire+. Prior to that he was responsible for working with both new and existing clients at BT in the wealth platform market.

Alex has a Masters of Applied Finance from Macquarie University, a Bachelor of Economics from Newcastle University and a Diploma of Financial Markets specializing in debt securities.

Andrew has over 10 years experience working in the Funds Management industry, across multiple firms and asset classes. At State Street Global Advisors he is responsible for the NSW/ACT/SA regions and bringing the firms Indexing and Active investment capabilities to market including its range of ETFs, Managed Funds and Managed Accounts. Prior to this, he worked at specialist unlisted infrastructure manager Palisade Investment Partners (a Pinnacle affiliate) and prior to this, he worked for Pinnacle Investment Management an ASX 200 listed multi-affiliate investment group.

Andrew has a Masters of Commerce specialising in Finance, a Bachelor of Applied Finance & a Bachelor of Commerce Accounting from Macquarie University.

Jeff Wells is a Principal in Mercer's Investments business.  He is involved in preparing advice to institutional and wealth management clients on investment issues including strategy formulation, portfolio construction and manager selection and monitoring. Jeff also a member of both the property research team, and the performance monitoring and reporting services specialist team.

Prior to joining Mercer in July 1997, he gained seven years of experience in consulting and administration of corporate superannuation at Sedgwick Noble Lowndes and AXA.

Jeff holds a Bachelor of Arts (Economics) from the University of British Columbia in Canada, and a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia.

Andrew Stewart is a Principal in Mercer's Investments business based in Sydney.  His main responsibilities include providing asset allocation, manager selection, portfolio construction, regulatory advice and overall investment strategy advice to consulting clients within the wealth management and the endowment and foundation client segments. Andrew is also a part of the investment solutions team for the managed accounts unit.

Before joining Mercer in February 2020, Andrew gained more than eight years of experience within the multi-family office and wealth management industries working as an investment manager advising clients on asset allocation, investment selection and overall strategy across the ultra-high- and high-net-worth client space.

Andrew holds a Bachelor of Commerce (Accounting and International Business) and Bachelor of Laws (Corporate and Commercial Law) from the Bond University. He is a holder of the right to use the Chartered Financial Analyst® designation.

Felipe is Generation Life's Executive Director and General Manager. He joined the Group in 2017 as Head of National Key Accounts and was appointed General Manager of Distribution in 2019. Felipe joined the Group from the Westpac Bank where he held several leadership and national strategy positions, most recently as Director of the Westpac Premium Victoria team. With over 14 years' experience in financial services across Australia and Brazil, Felipe held key positions at Accenture Group, Investments XP based in Brazil and Director role at the Australia Brazil Chamber of Commerce. Felipe holds a Bachelor of Economics and Finance and is a Graduate of the AICD.

Patrick leads the team that developed and maintains LifeIncome - Generation Life's new and innovative lifetime annuity.

Patrick has over 30 years of corporate experience in both Australia and Asia. His speciality is Product Development, and he has led and been a part of teams that have brought innovative investment, superannuation and retirement products to the market at BT Financial Group, ANZ Banking Group and Advance Asset Management.

He also has considerable experience in financial planning, operations, life and general insurance and banking. He was an executive director of a number of Dealer Groups and chaired product approval committees. Patrick has a Degree in Economics and a Diploma in Law from the University of Sydney and has represented the organisations he has worked for on industry bodies and overseas financial services delegations.

Andrew Slattery has over 15 years of experience in the financial services sector with expertise in private banking, relationship management, credit structuring and investment management. He has held senior roles at leading firms NAB Private Wealth and ANZ Private. Andrew started his banking career at Citigroup in their Global Transactions business.

Andrew holds a Bachelor of Commerce (Accounting & Finance), Graduate Diploma of Banking & Finance, Diploma in Financial Planning and Chartered Banker status.

With over 20 years professional experience in distribution and strategic management roles at APN, AXA, ING and boutique Managers, Peter has a deep understanding of the Australian and APAC wealth management markets. He has developed extensive relationships with key market participants, including private wealth advisory groups, researchers, asset consultants, platforms, advisers and investors.

As National Investment Manager, Beatriz brings a wealth of knowledge from her past experience at La Trobe Financial, where she honed her skills in relationship management. Her impressive 7-year tenure in the industry, coupled with her quadrilingual proficiency in English, Portuguese, Spanish, and French, positions her uniquely to connect with a diverse range of clients on a global scale.

Beatriz is recognized for her meticulous and methodical approach, enhancing customer satisfaction and company branding. Recently, she has been active in networking events and was nominated as a finalist for the 'Rising Star - Distribution' at the Financial Standard MAX Awards. Beatriz holds a double degree in Security, Terrorism, Counterterrorism and Politics, International Relations from the Murdoch University in Perth.

Rohan Brotherson is a Senior Business Development Manager at Aoris and has 10 years' experience in financial services spanning distribution, funds research, financial advice, and banking.

Rohan holds a Bachelor of Business (B.Bus) majoring in Finance and Business Law from University of Technology, Sydney (UTS), and a Master of Financial Planning (MFinPlan) from Kaplan

Daniel has over 10 years' experience in financial markets and at Aoris he is responsible for business development in NSW, Victoria and Queensland. Prior to co-founding Aoris with Stephen, Daniel worked in the advisory team at Evans & Partners in Sydney and was a relationship manager at UBS Wealth Management. He developed an understanding of both domestic and international markets, and specialised in managing relationships and portfolios for a number of institutional, high-net-wealth clients and charitable organisations.

Andrew is an experienced financial services leader spending the past 28 years working in distribution, marketing, and product-related roles.  Andrew began his career as Business Development Manager at Asgard, before moving into leadership roles with Colonial First State, IOOF and Commsec Adviser Services. Andrew has experience across the spectrum of financial services products including managed funds, platforms, alternative investment, and stock broking.  Andrew was most recently Head of Product and Adviser Services at Ausiex after over a decade at Commonwealth Bank. Andrew Holds a Bachelor of Commerce degree, and Graduate Certificate in Management from the AGSM.

Ryan has over 19 years' experience in the financial services industry and is a passionate advocate of the advice profession and the value of quality advice. Ryan started his career as a financial adviser specialising in pre and post-retirement planning and understands the complex needs of retirees. More recently, he has held lead distribution roles working across superannuation, retirement income, aged care and investment products, bringing a high level of technical expertise when supporting advisers with retirement strategies.

Natalie started her career supporting Advisers from an advice perspective. She has spent over 15 years in Advice across the Wealth Management Business, specialising in retirement income solutions, strategies, and Aged Care. Natalie is extremely passionate about helping advisers build robust solutions whilst managing key risks for clients in Retirement. Natalie holds an Advanced Diploma in Financial Planning.

Marcus has over two decades of experience working within the advice and wealth sector which saw him driving, developing, and implementing sales strategy and retention for the Australian and New Zealand Wholesale market. Throughout his career, Marcus was responsible for developing long-term relationships with key advisers, national and boutique dealer groups, platforms and research to deliver sustained funds under advice and new funds flow. Marcus holds a Diploma in Financial Planning from Deakin University.