FSC Retirement Summit 2026
Description
Retirement is not one size fits all.
Australians are living longer, working differently and approaching retirement with vastly different needs, expectations and circumstances. The challenge for the financial services industry is no longer simply helping Australians accumulate enough for retirement, but helping them navigate what comes next.
The FSC Retirement Summit brings together senior leaders from across superannuation, investment management, financial advice, platforms, technology and the broader retirement ecosystem to examine how Australia’s retirement system needs to evolve.
Held at Crown Sydney on 22 October, the Summit leverages the FSC’s unique position across the wealth ecosystem to convene the decision makers shaping retirement outcomes for millions of Australians.
Across a full day of keynotes, research, strategic discussions and practical case studies, the program will explore the forces reshaping retirement: longer lives and changing patterns of work; how Australians invest and spend through retirement; the evolving role of advice and guidance; investment strategies for greater longevity; and how technology, AI and personalisation can support better outcomes at scale.
The Summit will also examine the policy and regulatory environment shaping the next phase of the system and what delivering a quality retirement means as Australians’ needs become increasingly diverse.
With more than two million Australians expected to transition into retirement over the coming decade, the opportunity is significant. Meeting it will require new thinking across investment, product design, advice, technology, member engagement and policy.
Take advantage of exclusive Crown Sydney accommodation rates for FSC Retirement Summit attendees.
Crown Sydney is offering FSC attendees a special rate of $790 (normally $1,074) for a Deluxe King Room for stays between Wednesday 21 October and Saturday 24 October.
Click here to book using the FSC attendee link and secure this preferred rate.
Standard rates now available. Ticket includes Gala Dinner.
Special program launch offer
To mark the release of the agenda, we're offering 10% off Standard tickets for a limited time. Register by 30 September and enter the code AGENDA at checkout.
This event is recognised as contributing to Continuing Professional Development (CPD): 5 hours | 5 CPD points.
View the booking terms and conditions here.
SPONSORS
Major Partners
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Supporting Partners
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Coffee Partner
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Your Speakers
Andrew Alcock, Managing Director and Chief Executive Officer, HUB24 Limited
Andrew joined HUB24 in 2013 as Chief Executive Officer and with HUB24’s leadership team, he has led the company’s evolution from the new entrant HUB24 platform business to today’s market-leading integrated provider of platform, data and technology solutions to the wealth industry. HUB24 has grown over the last decade to administer over $150 billion in client assets and has expanded to now include the HUBconnect, Class and myprosperity businesses. Andrew has almost three decades of experience across wealth management, encompassing advice, platforms, superannuation, insurance and information technology. After a successful career as a senior executive in information technology, Andrew held various executive roles within the Wealth Management sector including with Genesys Wealth Advisers Limited, Tyndall and Asteron. In these roles Andrew worked closely with financial advisers, including holding board director roles for over 20 advice practices and was responsible for the design and delivery of financial products for the wealth market. Andrew was previously Chief Executive Officer of Australian Administration Services (a subsidiary of Link Group) providing superannuation administration and technology services to some of Australia’s largest superannuation funds.
Lachlan Allardice, Head of Growth, Australia, SS&C Technologies
Lachie Allardice has over 25 years of experience in the Australian financial services industry. Lachie joined SS&C Technologies as Head of Growth, Australia based in Melbourne. He has an extensive background in delivering administration, data, and digital solutions across superannuation, funds and wealth management. His expertise lies within building executive relationships and working with clients to deliver strategic solutions. Prior to joining SS&C, Lachie has held executive client and growth roles with Link Group, NAB Asset Servicing and J.P. Morgan. He has a long track record of working with superannuation funds and is passionate about working in the industry.
Jonathan Armitage, Chief Investment Officer, Colonial First State
Jonathan is a highly regarded investments executive with over 30 years of global experience, having worked in Australia, the United Kingdom and United States. He has a strong reputation as a leader in asset management. Most recently Jonathan was the Chief Investment Officer and General Manager of Asset Management at MLC. His responsibilities included managing multi-asset diversified funds, fixed income, private equity and alternative capabilities. He joined MLC in August 2011 as Head of Global Equities, before becoming Head of Equities in December 2011 and being appointed Chief Investment Officer in March 2013. Prior to MLC, Jonathan spent 20 years at Schroders, where he held roles including Head of US Equities and Deputy Head of Global Equities.
David Bradbury, APRA Deputy Chair
David Bradbury was appointed APRA's Deputy Chair and APRA Executive Board Member with responsibility for superannuation on 1 September 2026. Immediately prior to joining APRA, Mr Bradbury was the Chair of the Board of Taxation from April 2026 to August 2026 and was a partner in KPMG Australia's Consulting Division from August 2024 to June 2026. For more than 10 years to 2024, Mr Bradbury was a senior executive at the Organisation for Economic Cooperation and Development (OECD) in Paris, where he was the Head of the Tax Policy and Statistics Division and the Deputy Director of the Centre for Tax Policy and Administration. Mr Bradbury was a member of the House of Representatives in the Australian Parliament from 2007 to 2013 and served as Parliamentary Secretary to the Treasurer and Assistant Treasurer between 2010 and 2013. Across these roles, Mr Bradbury held responsibilities spanning taxation policy, financial services, competition policy, consumer affairs, foreign investment and corporate governance, including oversight of key Australian economic and financial regulators. Mr Bradbury holds a Bachelor of Arts, a Bachelor of Laws and a Graduate Diploma in Law from the University of Sydney and a Graduate Diploma of Legal Practice from the Australian National University. He is also an Honorary Professor of Taxation at the Crawford School of Public Policy at the Australian National University.
Geoff Brailey, Director of Solutions, McCrindle
Geoff Brailey is a social researcher, strategic advisor and Director of Solutions at the internationally recognised McCrindle. As an experienced researcher, Geoff understands how evidence-based insights can inform strategy and help organisations to thrive amidst change. From his experience in solving business problems using research, Geoff has assisted organisations to identify new target markets and improve engagement levels with staff, donors and customers. Geoff regularly develops strategic recommendations that guide CEOs, business leaders, managers and teachers to communicate the trends and shape the culture. Geoff integrates research statistics with visualised storytelling in his highly engaging presentations. He has presented to organisations across the education, aged care, real estate, government and NFP sectors. As a gifted communicator and passionate researcher, Geoff brings positivity, curiosity and strategic insights from the latest trends impacting Australia and provides practical ways to respond to the trends at an organisational and individual level.
Shaun Bransdon, General Manager – Retirement and Wealth, TAL
In 2024 Shaun Bransdon was appointed General Manager – Retirement and Wealth, leading TAL’s team of product, investment and operational specialists who develop and deliver TAL’s retirement income solutions in partnership with Australian superannuation funds. In this role, he’s also accountable for managing and growing TAL’s wealth partnerships. Shaun has over 16 years’ experience across investment platforms, superannuation and life investment products. Since joining TAL in 2018 from the Macquarie Group, Shaun has held several senior roles across product, pricing and partnerships, and was previously Head of Retirement and Product.
Blake Briggs, Chief Executive Officer, Financial Services Council
Blake Briggs is the Chief Executive Officer of the Financial Services Council. Blake became CEO of the Financial Services Council in January 2022 after joining the FSC as Deputy Chief Executive Officer in 2020, where he was responsible for policy and advocacy on behalf of FSC members. Blake has extensive experience as an advocate for the financial services industry. Blake has previously worked for Westpac Group, as Head of Government Affairs for Wealth, and at the FSC as Senior Policy Manager for Superannuation. Blake has also worked as a policy adviser and industrial advocate for the Commonwealth Government and the NSW Business Chamber. Blake holds a Juris Doctor from the University of New South Wales and a Bachelor in Commerce (liberal studies) from the University of Sydney.
Nick Coates, Deputy CEO & EGM, Policy Reform & Regulation, Super Members Council
Nick brings more than 25 years of experience working in the profit-to-member superannuation sector. His expertise covers a broad range of areas derived from work across policy, advocacy, regulation, risk management, stakeholder engagement, and government relations. As Deputy CEO and Executive General Manager Policy Reform and Regulation at SMC, Nick leads the development of policy and engagement strategies that unite SMC’s members, regulators, and government departments. A member of the Executive Leadership Team, he oversees research and consultation workstreams to shape policy that delivers better retirement outcomes for working Australians.
Michael Feller, Chief Strategist, Geopolitical Strategy
Michael Feller is one of the Asia-Pacific's foremost authorities on geopolitics and its consequences for markets, capital, investment and business strategy. As Chief Strategist at Geopolitical Strategy, a senior government advisor, financial journalist and investment analyst he brings the voice and experience of a practitioner not an observer. A former Australian diplomat, Michael led Australia's bilateral relationship with India during a period of profound strategic realignment, served as a diplomat in Southeast Asia and advised the Australian Prime Minister. Before his diplomatic career, Michael worked as a financial journalist, investment strategist, and entrepreneur in frontier markets - experience that sharpened an instinct for identifying where geopolitical shifts create genuine risk and genuine opportunity for business. As Co-Founder and Chief Strategist of Geopolitical Strategy and Editor of Geopolitical Dispatch - the leading global, daily publication on geopolitics for business, trusted by over 20,000 executives and business leaders - Michael brings a genuinely global analytical perspective to every engagement. His speaking spans geopolitics across Asia, Europe, the Middle East, and the Americas, always grounded in the question that matters most to business audiences: what does this actually mean for strategy, investment, and competitive advantage? Michael holds degrees in international relations and history, and is based in Melbourne.
Sarah Forman, Chief Retirement Officer, Team Super
Ms Forman is a senior executive with over 30 years’ experience in financial services across the superannuation and wealth management sectors, having led strategy, product, sales, financial advice, member experience and operational teams over her career. Sarah has extensive experience in the management and delivery of financial advice services, having successfully led the financial advice functions at some of Australia’s largest superannuation and wealth management providers. As Chief Retirement officer Sarah’s focus includes developing retirement solutions and pathways that allow all members access to the education, guidance and advice they need to navigate to suitable retirement solutions, feeling confident and empowered about their financial futures. Ms Forman holds a Bachelor of Arts (Economics and Government) from Sydney University, is a Graduate of the Australian Institute of Company Directors, and has a range of professional KAPLAN accreditations related to financial services as well as a Professional Certificate in Management from the Graduate School of Management, University of Adelaide.
Richard Gerver, Keynote Speaker, Bestselling Author & Leadership Expert
Richard Gerver is a sought-after speaker, bestselling author and world-renowned thinker. His career began in education, first as a teacher and then as a school principal, when he turned the fortunes of a failing school and its pupils around in just two years. Since the success of his first book, focusing on his experience in frontline education, Richard has devoted himself to advancing society's thinking on learning, change, and how best to realise our full potential. He has since written several books on leadership and innovation, including the bestsellers Change and Simple Thinking. Richard's new book "Curiosity" will be published this year by Bloomsbury. Now regarded as one of the world's leading thinkers on human leadership and organisational transformation, Richard has worked with an extraordinary range of people, from elite athletes to former US President Barack Obama. Named UK Business Speaker of the Year three times, Richard has been invited to speak on the world's most recognised stages, including TED, the RSA and the BBC. With his unique insight into our development from infants to adults, Richard helps us understand the nature of our personal and professional responses to risk, change, creativity, and development. His ability to connect experiences across many, often seemingly different, environments help individuals' companies and organisations expand their thinking and their perception of their own potential.
Amanda Gillespie, Chief Executive, Perpetual Asset Management Australia
Amanda has led Perpetual Group’s Australian Asset Management business since 2020 which includes Australian Equities, Credit, Fixed Income, Global Equities and Multi Asset investment capabilities across both the Perpetual and Pendal brands. Amanda is also a Director of Perpetual Investment Management Limited, Pendal Fund Services Limited, Pendal Institutional Limited and Perpetual Equity Investment Company Limited (ASX: PIC). Under Amanda’s leadership, Perpetual has been named Fund Manager of the Year in both the annual Zenith Awards and Lonsec Awards, recognition of investment excellence across multiple capabilities and commitment to clients. Amanda has more than 30 years of investment experience in asset management and investment research. Prior to joining Perpetual, Amanda was CEO of Lonsec where she played a key role in building out Lonsec’s investment and superannuation research and consulting capabilities. Prior to Lonsec, Amanda spent six years at BT Funds Management where she held various roles across global equities and asset allocation. Amanda holds a Bachelor of Economics/Econometrics (Hons) degree from Monash University and is a graduate of the Australian Institute of Company Directors.
Nick Hamilton, Managing Director & CEO, Challenger Limited
Nick is the Managing Director and CEO of Challenger Limited. He held a number of other senior executive roles at Challenger, since commencing in 2015, including Chief Executive, Funds Management. Nick has also held senior leadership roles at Colonial First State and Invesco. Nick has more than 20 years industry experience gained across Australian and international markets and has successfully led top tier global equity and multi-asset businesses both in Australia and the UK.
Melinda Howes, Group Executive, Superannuation & Investments, AMP
Melinda was appointed Group Executive Superannuation and Investments in January 2024, joining from KPMG where she led the Actuarial and Data Analytics team. She leads AMP’s Investment business and the Superannuation (Amp Super) business which serves personal and corporate super members. She also leads AMP Investments and AMP New Zealand. Melinda has deep expertise in superannuation with more than 30 years in the industry. She also has experience in wealth management, life insurance, general insurance and not for profit organisations, including as CEO of the Actuaries Institute and Policy Director at ASFA. Having spent eleven years at BT Financial Group in the 1990-2000’s, Melinda was Managing Director, Superannuation for seven years from 2014 where she led the transformation and simplification of BT’s complex heritage superannuation business to a modern digital enterprise, migrating $31bn and 560,000 members from multiple products to the go-forward offer. Melinda is an actuary and is a Fellow of the Institute of Actuaries of Australia. She has executive and non-executive director experience and is a graduate of the Australian Institute of Company Directors. She has been an active member of ASFA and the FSC over many years, including serving on ASFA’s board and the FSC superannuation board committee.
Ed Huang, Senior Managing Director & Head of Asia-Pacific, Blackstone Private Wealth
Ed Huang is a Senior Managing Director and Head of Asia-Pacific (APAC) for Blackstone Private Wealth based in Hong Kong. Mr. Huang joined Blackstone in 2012, and Blackstone Private Wealth in 2024. Prior to his current role, Mr. Huang was COO of Asia Private Equity, Head of BCP Asia Acquisitions, and led Greater China and Korea for Blackstone’s Private Equity Group. Mr. Huang has led or been involved in Blackstone’s investments in Ennovi/Interplex, Geo-Young, SHP Packaging, Global Sources, Pactera, and Simone. Before joining Blackstone, Mr. Huang was previously a Managing Director for China investments at Morgan Stanley Private Equity Asia and worked in investment banking for Morgan Stanley and Merrill Lynch in New York and Hong Kong. Mr. Huang received a BA from Yale University and an MBA from Harvard Business School. Mr. Huang serves as a director on the boards of Ennovi/Interplex, Geo-Young and SHP Packaging. He is also director on the boards of the China and Hong Kong Venture Capital and Private Equity Associations, and member of the Yale Asia Development Council.
Ashton Jones, Director - Strategy & Innovation, Insignia Financial
Ashton has nearly 20 years of experience in financial services spanning the full wealth management product lifecycle. He is a leading voice in the retirement industry and is passionate about getting Australians excited about and engaged with their wealth and retirement savings, leading to a more dignified retirement. After 8 years at TAL Australia as a General Manager where he launched several new retirement propositions, he joined Insignia Financial at the end of 2024 and is now leading its retirement strategy and customer innovation. Ashton is a qualified chartered accountant and was awarded the FSC Young Achiever Award in 2018.
Annabelle Kline, Chief Product Officer, BT Financial Group
Annabelle Kline is Chief Product Officer at BT Financial Group (part of Westpac Group). She joined BT in May 2024, with responsibility for leading the platforms business, including product performance, pricing, customer experience, and platform capability. Annabelle brings extensive leadership experience across wealth management and banking, spanning product management, product development, distribution, technology, and compliance. Prior to joining BT, she spent she has held a range of senior leadership roles across wealth management and business banking. Since joining BT, Annabelle has led a major simplification and performance turnaround agenda across the platform business, delivering improvements in pricing, product design, and operating model, alongside strong growth in managed accounts and platform performance. She is also recognised for her focus on inclusive leadership and customer outcomes, particularly in embedding the needs of retirees and vulnerable customers into product and platform decisions.
Frank Lombardo, Chief Executive Officer, ANZ, MUFG Retirement Solutions
Frank Lombardo is Chief Executive Officer, ANZ, MUFG Retirement Solutions, a division of MUFG Pension & Market Services. With more than 30 years’ experience across insurance, superannuation, retirement, and banking, Frank is a highly regarded financial services executive recognised for his ability to drive transformation and deliver client-focused outcomes. Passionate about combining people and technology to build deeper, more personalised client relationships, Frank has led major initiatives in technology, client service, product innovation, and operations. His career spans executive leadership roles at Insignia Financial, National Australia Bank, and MLC Limited, where he consistently achieved strong results for clients and business partners alike. Frank has a proven track record in leading large, high-performing teams with energy and clarity, helping them achieve superior outcomes for clients and the business.
Mandy Mannix, Principal Advocate, Retirement, Challenger
Mandy Mannix is Principal Advocate, Retirement at Challenger and a passionate advocate for helping Australians achieve greater confidence, certainty and financial wellbeing in retirement. Drawing on more than two decades of experience in wealth management and investment markets, Mandy brings deep expertise in retirement, investing and customer engagement. Mandy joined Challenger in November 2022 as Chief Executive, Customer. Before joining Challenger, she was General Manager, Asset Management Distribution at MLC Wealth and held senior executive roles across Europe and globally with BMO Global Asset Management, CQS, Lehman Brothers and Merrill Lynch Investment Managers (now BlackRock). Her extensive experience spans strategy, distribution, client relationships and business leadership in some of the world's leading financial institutions.
Graeme Miller, Chief Investment Officer, Mercer Super
Graeme Miller is a Partner in Marsh’s Investments business, based in Melbourne. In his role as Chief Investment Officer of Mercer Super he is responsible for the management of Mercer’s Super’s $87 billion investment portfolio. Prior to rejoining Marsh in March 2025, he spent 9 years as Chief Investment Officer at TelstraSuper, and 16 years Willis Towers Watson, where headed the Australian investment practice. He commenced his career at Mercer in Melbourne in 1990 as a graduate actuarial analyst. Graeme holds a Bachelor of Economics from Monash University, is a Fellow of Institute of Actuaries of Australia, a Certified Investment Management Analyst and a Graduate Member of the Australian Institute of Company Directors.
The Hon Dr Daniel Mulino MP, Minister for Financial Services and Assistant Treasurer
Born in Brindisi, Italy, Daniel was a young child when he moved with his family to Australia. He grew up in Canberra and completed his first degrees – arts and law – at the ANU. He then completed a Master of Economics (University of Sydney) and a PhD in economics from Yale. He lectured at Monash University, was an economic adviser in the Gillard government and was a Victorian MP from 2014 to 2018. As Parliamentary Secretary to the Treasurer of Victoria, Daniel helped deliver major infrastructure projects and developed innovative financing structures for community projects. In 2018 he was preselected for the new federal seat of Fraser and became its first MP at the 2019 election, re-elected in 2022 and 2025. From 2022 to 2025, Daniel was chair of the House of Representatives’ Standing Economics Committee in which he chaired inquiries; economic dynamism, competition and business formation and insurers’ responses to 2022 major floods claims. In 2025, he became the Assistant Treasurer and Minister for Financial Services. In August 2022, Daniel published ‘Safety Net: The Future of Welfare in Australia’, which aims to explore the ways in which an insurance approach can improve the effectiveness of government service delivery.
Daniel Oldroyd, Portfolio Manager and Head of Target Date Strategies, J.P. Morgan Asset Management
Daniel Oldroyd, CFA, CAIA, Managing Director, is a Senior Portfolio Manager on the SmartRetirement target date series within Multi-Asset Solutions. He helped develop the firm’s target date, retirement income, and custom target date capabilities and continues to serve on the SmartRetirement Portfolio Management Team, which was awarded the 2014 Asset Allocation Fund Manager of the Year by Morningstar. Dan is a regular speaker at Defined Contribution ndustry conferences and is frequently quoted in the financial press on retirement investing topics. An employee since 2000, Dan has held several roles across the firm, including investment strategist and manager research of non-proprietary investment managers for J.P. Morgan Retirement Plan Services. He earned a Master of Arts in International Business and Policy and a Bachelor of Science in Finance and International Business from Georgetown University. Dan is a CFA charterholder, CAIA charterholder, and maintains Series 3, 7, 24, and 63 licenses.
Scott Parker, US Retirement & Wealth Leader, Deloitte
Scott is a partner in Deloitte US leading the Retirement and Wealth Management practice serving the Financial Services Industry across Asset Management, Banking and Insurance. He has more than 20 years of experience in helping financial services firms that compete in the retirement and wealth markets to grow and enhance their competitive position. Over that time, he has led multiple strategic transformation projects with specific focus on business strategy, marketplace positioning, customer experience, product development, and operational and technology transformation.
Rebecca Pope, Head of Marketing, Vanguard Australia
Rebecca Pope is Head of Marketing at Vanguard Australia, where she leads brand, customer engagement and education across Vanguard’s investments and superannuation businesses, using modern marketing, technology and storytelling to help Australians at all life stages work towards their financial goals. Rebecca has more than 16 years’ experience at Vanguard across marketing, distribution and enterprise transformation. Prior to her current role, she led Vanguard’s retail transformation agenda and headed Intermediary Distribution, where she was responsible for strategy, client experience and national sales capability. With extensive experience across digital engagement, customer experience and operating model change, Rebecca brings a practical perspective on how technology is reshaping how consumers engage with their money and superannuation.
Queenie Tan, Co-Founder & Director, Invest with Queenie
Queenie Tan is a finance educator, author and entrepreneur best known as the creator of Invest With Queenie. She is the author of The Fun Finance Formula and co-founder of budgeting and expense-tracking app Billroo. Through practical and relatable content, Queenie helps Australians feel more confident about budgeting, investing, superannuation and building long-term wealth, while still enjoying life along the way. As an authorised representative under an Australian Financial Services Licence, she brings an informed and distinctly younger consumer perspective to conversations about financial wellbeing and retirement.
Darren Whereat, CEO, Rhombus Enterprises
Darren has more than 30 years’ experience in financial services, having held executive management roles across ANZ Wealth, BT and Insignia Financial where he was Group Executive responsible for the advice division. Darren is deeply passionate about the benefits of financial advice and driving positive change on behalf of the advice profession. Darren has a Masters of Financial Planning, is a CFP and a graduate of the Institute of Company Directors.
Agenda
- 9:15 am - 9:25 am
Conference Opening and Welcome
Opening Speakers Blake Briggs, CEO, Financial Services Council
- 9:25 am - 9:55 am
Retiring into a Divided World: Geopolitics and Markets
Keynote Australians are entering retirement in a world being reshaped by geopolitical tension, shifting economic power, trade fragmentation and greater market uncertainty. Opening the Summit, Michael Feller will examine the global forces shaping the economic and investment environment ahead and what they could mean for Australians approaching and living in retirement. From markets and inflation to investment confidence and financial security, this session sets the scene for a retirement system navigating a more complex and less predictable world. Speakers Michael Feller, Geopolitical Strategist, International Affairs, Economic Strategy
- 9:55 am - 10:30 am
From Saving to Spending: Global Insights into the Future of Retirement
Keynote Australia has built one of the world’s leading retirement savings systems, yet one of its greatest challenges lies beyond accumulation. How do we give retirees the confidence to spend, invest and live well throughout retirement? Drawing on J.P. Morgan Asset Management’s global retirement research and behavioural insights, Daniel Oldroyd will explore how people actually behave in retirement and what this means for investment design, retirement income and member engagement. Using global data and case studies, the session will examine how leading retirement systems are responding to longevity, spending confidence, sequencing risk and personalisation, and what Australia can learn from international best practice. Speakers Daniel Oldroyd, J.P. Morgan Asset Management
- 10:30 am - 11:00 am
Morning Tea
- 11:00 am - 11:10 am
Demonstration 1: Every Retirement Begins With a Different Question
Demo Retirement decisions rarely happen in one tidy conversation. They move across systems, channels and sometimes years, losing context every step of the way. This live demonstration brings a real retirement scenario to life using AI-powered guidance to show what's possible when technology, modelling and advice work as one connected experience. The member never repeats themselves. The adviser never starts from a blank page. If every retirement begins with a different question, what happens when technology follows the conversation? Speakers InvestStream
- 11:10 am - 11:50 am
The Changing Nature of Retirement
Research + Panel What does retirement look like for Australians today, and how is it changing? The session will begin with new demographic and social insights from McCrindle, examining how longer lives, changing work patterns and evolving expectations are reshaping when and how Australians retire. Building on the research, an industry panel will explore what these changes mean in practice. As retirement becomes a more fluid and individual journey, how should superannuation, advice, products and services evolve to support greater flexibility, personalisation and choice throughout retirement? Speakers Research presentation: Geoff Brailey, McCrindle Panel: Scott Parker, Deloitte; Ashton Jones, Insignia; Sarah Forman, Team Super Chair: Shaun Bransdon, TAL
- 11:50 am - 12:30 pm
Where Australians Really Get Retirement Help
Panel Australians have more places than ever to turn for help with their money and retirement, from traditional financial advice to digital platforms, social media, online communities and emerging advice models. This session brings together different perspectives on how Australians are finding and consuming financial information, who and what they trust, and how expectations are changing. What can traditional advice, technology and new financial voices learn from each other, and how can they collectively help more Australians make confident and informed retirement decisions? Speakers Rebecca Pope, Vanguard; Darren Whereat, Rhombus Enterprises
- 12:30 pm - 1:20 pm
Lunch
- 1:20 pm - 1:30 pm
Demonstration 2
Demo Description to come.
- 1:30 pm - 2:05 pm
Investing for Longer Lives
Panel As Australians live longer, retirement portfolios must balance growth, sustainable income and capital preservation while providing confidence to navigate market volatility. The session explores sequencing risk, defensive assets, private markets and the evolution of retirement income solutions, and how investment approaches are adapting to support better retirement outcomes in an increasingly uncertain world. Speakers Ed Huang, Blackstone; Jonathan Armitage, CFS; Graeme Miller, Mercer Super Chair: Amanda Gillespie, CEO, Perpetual
- 2:05 pm - 2:35 pm
Assistant Treasurer Address and Fireside Chat
Keynote + Fireside The Hon Dr Daniel Mulino MP, Assistant Treasurer and Minister for Financial Services, will address the Summit on the Government’s priorities for Australia’s retirement system and the policy agenda ahead. The address will be followed by a fireside conversation exploring the opportunities and challenges facing the sector as Australia’s retirement system continues to evolve. Speakers The Hon Dr Daniel Mulino MP, Assistant Treasurer and Minister for Financial Services
- 2:35 pm - 3:05 pm
APRA and the Retirement Regulatory Agenda
Keynote + Fireside In his first official public address as APRA Deputy Chair, David Bradbury will share APRA’s perspective on the evolving retirement landscape and the regulatory priorities shaping the sector. Following the keynote, David will join a fireside conversation exploring the challenges and opportunities ahead for the retirement system, including expectations of trustees, retirement outcomes and how regulation can support a system that delivers greater confidence and security for Australians in retirement. Speakers David Bradbury, Deputy Chair, APRA Chair: Frank Lombardo, MUFG
- 3:05 pm - 3:30 pm
Afternoon Tea
- 3:30 pm - 4:05 pm
Delivering a Quality Retirement: The Evolving Role of Superannuation Trustees
Panel As expectations of superannuation trustees in retirement continue to evolve, so too does the question of what it means to help members achieve a quality retirement. Retirement outcomes extend beyond generating income from super, encompassing financial security, confidence, choice and resilience as members’ needs and circumstances change. This session explores how trustees can progressively support high quality outcomes in retirement, from product design and member engagement through to guidance, and more personalised services, across the spectrum of members’ needs. Panellists will also consider the role of superannuation trustees in better connecting members with the broader retirement ecosystem, including support for matters that extend to their financial needs beyond super, such as aged care and estate planning. Speakers Melinda Howes, AMP; Mandy Mannix, Challenger Chair: Lachlan Allardice, SS&C
- 4:00 pm - 4:35 pm
The Industry Responds: Building the Retirement System Australians Deserve
CEO Panel Australia’s retirement system is entering its next phase, requiring greater collaboration across superannuation, advice, investments, retirement products and technology. Bringing together senior industry leaders, this closing discussion will consider what needs to happen next to deliver better retirement outcomes for Australians. Where is progress being made, where are the gaps, and where do industry leaders believe action is now most needed to build a retirement system that can respond to increasingly diverse needs and expectations? Speakers Nick Hamilton, Challenger; Andrew Alcock, HUB24 Chair: Blake Briggs
- 4:35 pm - 5:05 pm
Reawakening Curiosity and Human Potential
Closing Keynote After a day exploring the forces reshaping retirement, Richard Gerver turns the conversation to the people who will lead that change. Drawing on his experience working with leaders and organisations around the world, Richard explores how curiosity, courage and adaptability can help us challenge established thinking, navigate uncertainty and turn new possibilities into action. An energising close to the Summit, this keynote asks what it takes to lead through change while keeping people at the heart of innovation and having the confidence to shape what comes next. Speakers Richard Gerver
- 5:05 pm - 5:10 pm
Conference Close
Close Speakers Blake Briggs, CEO, Financial Services Council
- 5:15 pm
Networking Drinks and Canapés, leading into the Gala Dinner
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