Phil has spent 10 years in the professional association world including in two different stints with the AFA. Phil has been in the financial services industry for over 25 years, having also worked with AMP, MLC, Perpetual, CFS and Netwealth.

Phil has been actively involved in financial advice policy and advocacy for over 10 years, including the Quality of Advice Review, implementation of the requirements of the Professional Standards legislation and the Banking Royal Commission recommendations. Phil has previously been integrally involved in the Future of Financial Advice, Tax Agent Services Act, and Life Insurance Framework reforms.

Sue Viskovic is Founder of Elixir Consulting, a specialist business consulting firm dedicated to helping financial services firms grow and improve outcomes for their owners, clients and team members.

A passionate advocate for financial advice, Sue and her team work with advice firms around Australia on all aspects of their business, from their strategic planning to pricing, to the delivery and enhancement of their value proposition. She brings a unique depth of knowledge of both the client perspective and the business perspective of aged care advice.

Andrew Inwood is the founder and principal of CoreData and has more than 30 years’ experience in the Australian financial services industry. Across his extensive career he has worked for Rothschild Australia Asset Management, AMP Investments, AMP, Virgin Direct in the UK, Wizard Home Loans and Telstra.

He founded CoreData, a global market research consultancy in 2002. In the past 20 years, CoreData has expanded out of Sydney to have offices in Perth, London, Boston and Manila. Andrew is the author of more than 50 pieces of significant research into clients and their behaviour and has a particular focus on the value of the client experience in financial services.