Calissa leads the Markets Group, which manages the end-to-end process for regulating markets. This includes supervision, investigation and enforcement for market infrastructure, market intermediaries, corporate finance activities and trading on exchange and over-the-counter markets. She sponsor’s ASIC’s current work program on evolving capital markets, including public and private markets. Since 2009, Calissa has held senior leadership roles at ASIC. Before joining ASIC, she held several roles in the UK and Australia across investment bank compliance, regulation and government policy.

Caroline is the former CEO of BTC Markets and a senior financial services professional with more than 20 years’ experience. She works closely with regulators and industry stakeholders on responsible crypto and blockchain legislation to support Australia’s position as a technology hub. Her career spans investment banks, hedge funds, fintechs and advisers, with a focus on digital assets since 2015. Caroline is a former Blockchain Australia board member, an award-winning fintech leader, and a regular media commentator.

Simone commenced as an ASIC Commissioner in November 2023 and brings more than 25 years’ experience across financial services, markets, legal services and risk management. Prior to this, she was Chief Risk Officer, Institutional Bank and Markets at the Commonwealth Bank of Australia, and previously held CRO roles at the National Australia Bank. Simone has also held senior NSW Government roles and worked internationally in Australia, the United States and the United Kingdom with multinational investment, capital management and law firms.

James is the Founder and Managing Director of Oceanic Consulting Group (OCG). Leveraging over 20 years in financial services, he has positioned OCG as a trusted partner for leading wealth managers and banks. The firm delivers solutions across risk management, regulatory transformation, financial remediation, and operational strategy. Recognised as an industry expert in crisis management and strategic execution, James has a proven track record in advice remediation, M&A advisory, and post-acquisition integration. Under his leadership, OCG has advised several Australian institutions on complex challenges, helping them navigate risk, compliance, and operational strategy.

Catherine is CEO of Flequity Ventures, Adjunct Associate Professor at UNSW School of Social Sciences, an AFR | Qantas 100 Women of Influence and founder of the Financial Safety Alliance, a partnership with finance sector industry associations to tackle financial abuse. A former bank executive turned social entrepreneur, she pioneered financial safety by design after uncovering abuse in online banking and leading industry-wide reforms to stop it. Her ground-breaking Designed to Disrupt® reports and Respect and Protect™ campaign have mobilised businesses, regulators and governments globally.

James is involved in the build out of the BetaShares Private Assets business and educating clients on the role private assets play in portfolios. Prior to joining Betashares, James was a VP at Ares Management responsible for Institutional relationship management across Australia and New Zealand for the firm. James has also held roles at BNP Paribas Asset Management, Aberdeen and MLC Asset Management throughout his career.

Starting as a Business Development Manager in 2007, Chris has held several roles including Strategic Account Manager and State Manager of Queensland where he focused on providing ongoing and viable partnerships between AUSIEX and its new and existing Financial Planning and Stockbroking clients. In his current role, Chris is responsible for the management of AUSIEX’s Strategic Relationships, including large Dealer Groups, Institutional and Business to Business and strategic vendor partnerships. Chris’ role also has oversight of all of AUSIEX’s service and relationship management teams.

Michelle worked as lawyer specialising in financial services law, IPOs and due diligence for mergers and acquisitions, before taking up the role of legal counsel and compliance manager at Shaw Stockbroking. Michelle previously worked as a policy adviser at Governance Institute of Australia. At SIAA Michelle undertakes research and analysis for the development of advocacy initiatives, provides an early warning system of impending legislative and regulatory issues of relevance to members and represents the association externally with government, regulators and other bodies.

David is an accomplished professional with over 20 years of experience in product management, investments, and consulting, including senior roles at MLC and NMG Consulting. He is responsible for helping advisers run their investment proposition (including Managed Portfolios) efficiently via the North platform, continuing the strong flow and rapid growth of North as a highly competitive platform. David works closelyl with the team on further developing and accelerating growth plans for North’s managed portfolio and investment menu business.

Karl began his career in boutique wealth management and financial planning before joining Shaw and Partners in 2013. After three years in front-office roles implementing trading strategies and working with retail to ultra-high-net-worth clients, he moved into operational transformation roles across institutional, research and corporate teams. Karl now plays a key role in business strategy, and oversees adviser onboarding, client services and middle office, portfolio and platform services, international operations, office expansion, and IT and workplace technology.

Andrew has over 30 years of international leadership experience in financial services technology and brings an in-depth understanding of international markets. His experience includes more than 20 years at Canaccord Genuity, where he served as Executive Vice President and Group Chief Information Officer. He was an expert consultant to Canadian and global companies on a range of technology and business growth initiatives and joined Iress Canada over 6 years ago and recently moved to head up their APAC trading division.

Dan has been the CEO of Openmarkets for the last four years and before that was the Chief Operating Officer and Chief Financial Officer of Shaw and Partners. Dan commenced his career providing financial assurance and advisory services while at PwC Australia and KPMG UK, and has 30 years of professional experience across stockbroking, wealth management, funds management and investment banking. Dan is a Responsible Executive ASIC Market Integrity Rules (ASX Markets) and holds numerous qualifications both here and in the UK.

Appointed SIAA CEO in December 2025, Maria is an accomplished executive with over 25 years of experience in financial services, having held leadership roles in wealth management, private banking, risk, and compliance. In July 2022, she became the first woman to be appointed CEO of JBWere Australia. Prior to this, Maria spent a decade at the CBA, serving as General Manager of CommPrivate Advice and General Manager of Licensee Services for all of the CBA advice businesses. She is a strong advocate for inclusivity and financial independence, particularly for women in wealth management.

James has extensive legal and corporate finance experience. He joined Morgans in 2005, spending over a decade in Corporate Finance before moving to the dealing room in 2016. Previously a corporate advisory solicitor, James specialises in stockbroking and wealth management, applying rigorous bottom-up analysis to identify quality, undervalued companies with strong management, low debt and sustainable growth potential for clients.

Helen leads credit portfolio management, including being responsible for the investment decisions across the Schroder Australian High Yielding Credit Fund and Schroder Australian Investment Grade Credit Fund and other credit sub-funds. She is also the portfolio manager for and was instrumental in the development of the Schroder Real Estate Debt Fund. Helen also undertakes credit research, analysis and monitoring of companies issuing into the Australian credit market. Helen commenced this role in August 2010.

Karl has a career spanning more than 30 years in financial services and wealth management. He was awarded an Officer of the Order of Australia (AO) in 2019 for distinguished service to the financial and stockbroking sectors and the community, and received an honorary doctorate from Griffith University in 2022. Karl chairs the Brisbane Broncos Ltd and Braveheart’s Foundation Fund, and has held leadership roles on several industry and community boards, including SIAA Chair (2012-2018) and QSuper Chairman (2013-2019).

Cameron joined Platinum in 2010, initially focusing on resources and industrial companies, and later on the technology and communications sectors. In early 2017, Cameron was appointed as co-manager of the Platinum International Technology Fund and was later the sector lead of the technology and communications team. In April 2021, Cameron was appointed a co-manager of Platinum’s Asia ex-Japan strategy and sole manager in March 2024. Prior to Platinum he worked as an equity analyst at CP2 (formerly Capital Partners) for several years.

Gopala is a finance industry veteran with more than 20 years’ experience, specialising in driving revenue growth, cost discipline and sustainable profitability. He has led major transactions, including the Religare IPO, and overseen financial and operational strategy at Contemi. Educated with an EMBA from S.P. Jain School and a member of the Singapore Institute of Directors, Gopala brings a global perspective grounded in ethical leadership, innovation, mentoring and community engagement.

Alexander is the Head of the Investment Specialist team in Asia within the Emerging Markets and Asia Pacific (EMAP) Equities team, based in Singapore. An employee since 2017, Alexander has worked in asset management for over 30 years. His previous roles include Head of Japanese Equities (Tokyo), Head of Indian Investments (Mumbai), and Head of Japanese Research (Tokyo) for Fidelity International. He also served for several years as an equity analyst and portfolio manager in London and Singapore for Merrill Lynch Investment Managers (formerly Mercury Asset Management).

William focuses on technology strategy and innovation in capital markets, with deep expertise in platform automation, data and analytics, and portfolio management. He brings more than two decades of experience across wealth and asset management, including senior roles at Celent (Oliver Wyman), Javelin Strategy & Research and BBVA Compass, where he supported the rollout of managed-accounts platforms. A recognised authority on digital advice delivery, William is widely quoted in leading financial publications and is a frequent speaker at industry conferences.

Martijn is a digital and cyber risk executive with 25 years’ experience across financial services, critical infrastructure and technology sectors. He has led more than 100 large-scale technology and cyber security engagements and is recognised for building sustainable businesses and long-term client relationships. Prior to joining CBA in 2025, Martijin held senior roles with KPMG in Australia and Europe, where he drove significant cyber practices and oversaw multiple acquisitions and integrations.

Chris brings over 20 years of experience in financial services, leading high-performing advisory teams across Australia. Chris is passionate about empowering advisers to deliver exceptional client outcomes through innovation, integrity, and a client-first mindset. Prior to joining Canaccord in 2021, Chris spent 11 years at Euroz Hartleys and 4 years at Deutsche Bank in London.  Over his career, Chris has worked in a variety of roles including Institutional Sales, Operations, Risk & Compliance, as well as a number of external NFP board roles.