Women's Wealth Breakfast - 10 September 2015

Event Overview

The Women’s Wealth segment is the largest and most potent financial services growth category with the power to revitalise the wealth sector.   Women’s Wealth is the flagship breakfast event where we will map how to connect women with the means to care for their financial wellbeing through products, services and regulatory innovation.  Register to attend and discover who the key activist providers will be and how they will be innovating products and practice to target the hotspots.  This event is the gateway to participation in a significant new financial services network that will engage throughout the year in problem-solving, lobbying, promotion and solution based collaboration to secure better lifetime financial outcomes for women. 



7:30 - 8:00am



Hot plated breakfast served at 7:45am


8:00 - 8:05am 

Welcome and housekeeping


Chairman: Mike Taylor, Managing Editor, Money Management


8:05 - 8:10am

Introductory Remarks and Welcome from Platinum Sponsor


Lisa Claes, Executive Director, Customer Delivery, ING Direct


8:10 - 8:20am

Video Message

Kelly O’Dwyer – Parliamentary Secretary to the Federal Treasurer


Kelly O’Dwyer is one the up and coming members of the Federal Government and epitomises the manner in which women can effectively manage both family and career as she successfully manages her role as a Parliamentary Secretary with raising her first child, Olivia, born earlier this year.

Kelly was elected to Federal Parliament in December 2009 at the age of 32 to represent the seat of Higgins, following the retirement of former Federal Treasurer the Hon Peter Costello AC. On 23 December 2014, Kelly was sworn in as the Parliamentary Secretary to the Treasurer. 


8:20 - 8:45am

Keynote presentation: What success looks like


Sarina Russo, Founder and Managing Director, Sarina Russo ǀ Group


Sarina Russo is an Australian entrepreneur who owns the Sarina Russo Group. As well as creating opportunities for women at the jobs coalface. Her credo 'see you at the top' demonstrates the tenacity and enthusiasm required to break through old paradigms toward a fairer better system.

In 1979, Sarina combined inspiration and desperation to open a small typing school with just nine students. On graduation, she promised all the students jobs and she delivered.

The Sarina Russo Group now operates from over 200 global sites in Australia, The United Kingdom, India, Vietnam and China delivering:
•    Vocational and Tertiary Education,
•    Training, Recruitment,
•    Employment and Apprenticeships


8:45 - 9:00am

Keynote Presentation: Setting the Scene


Gladys Berejiklian NSW Treasurer 


Gladys Berejiklian knows what it is to have pursued a successful career in financial services and to have then moved into the political sphere.
Armed with a Master of Commerce, The Treasurer was an executive within the Commonwealth Bank for five years before making the switch to politics.
It is this background which has given her an acute awareness of the challenges confronting women with respect to wealth accumulation and retirement incomes adequacy.



9:00- 9:10am




9:10 - 9:50am

Panel Discussion and Q&A



Julie Berry - Independent Director, Institute of Financial Advisers

Jacqui Henderson - Head of Marketing and Sales, Adviser Intelligence

Deborah Kent - National President, Association of Financial Advisers (AFA)

Louise McSorley - Acting Director, Workplace Gender Equality Agency

Karen Volpato - Senior Policy Adviser, Australian Institute of Superannuation Trustees (AIST)

Mike Taylor, Managing Editor, Money Management


9:50 - 10:00am

Conclusion and wrap-up



Chairman: Mike Taylor, Managing Editor, Money Management

Key takeouts

Thank you to speakers and panelists

Thank you to sponsors.

Event Details

When: Thursday 10 September 2015

Where: The ivy, 330 George Street, Sydney, NSW 2000

Time: 7:30am - 10:00am

Plated Breakfast served at 7:45am sharp

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Silver Sponsor

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