Money Mechanics with Scott Malcolm

Amanda is a Fellow Chartered Financial Planner with Smart Financial in Nowra and Shellharbour. She is also a Registered Life Planner with the Kinder Institute of Life Planning. Amanda believes the most important key to financial success is understanding what your purpose is and what you need to live a full life (what you want to be, do and see) and that once you understand what it is that drives y...

Sheena is Founder and Managing Director of AdviceLink, an outsource Centrelink administration service.  Having held various positions in the industry since 2003, she has gained invaluable experience in paraplanning, business system operations, process development, office management and financial advising. Sheena is motivated to simplify the complex. Particularly those issues causing distress...

After years providing investment advice to governments, insurance companies and some of the world's largest pension schemes, Will founded Blue Tree Savings. Blue Tree Savings is on a mission to help as many parents as possible teach their kids to be great with money. Using stories and visualizations, such as seeing money as seeds, Will and Blue Tree Savings have provided hundreds of parents with t...

Jonathon (Jono) Naef is a family and estate planning lawyer and a co-founder of Balance Family Law. Jono is passionate about superannuation, particularly the Commonwealth defined-benefit superannuation schemes, and helping navigate clients who have these interests through formalising their property settlement following their separation and divorce. Working closely with other professionals, Jono wo...

Heath Behnke is the Managing Director and Portfolio Manager at Holon Global Investments. Holon is a global equities manager focussed on innovation and investor aligned wealth management.  Established in 2018, Holon brings together a team of experienced investment and business professionals. Holon is committed to growing the wealth of Australians through intelligent and responsible investing....

Brendan Frazier is founder of Wired Planning and host of The Human Side of Money Podcast which is all about working with emotional human beings on the emotionally charged topic of money.  Brendan has been interviewing experts around the world, talking to like-minded advisors and industry consultants, in the fields of behavioral finance, psychology and communication.  He was named in Inve...

Siobhan Mullins is the founder of Separate Together, Australia’s leading online, multi-award-winning family law firm. Siobhan is a collaboratively trained, multi-award-winning family lawyer and the best-selling author of Splitting Up Together: The How-to Handbook for an AMICABLE Divorce. Separate Together is best known for making the complexity and anxiety of separating simple and easy, so t...

Louise is a co-founder and Director of Aged Care Steps, the leading business supporting professionals to implement advice solutions into their advice businesses in the areas of aged care and other related matters. Louise is a thought-leader and one of the pre-eminent experts in aged care, with over 20 years’ experience in aged care advice. She is the author of Don’t Panic: age the way...

Keith Barrett, the owner and head of strategy at Reverb Media, has been a journalist for 25 years and an editor for more than 20. In that time, he has run newspapers and magazines in Europe and Australia and has a specific area of expertise in financial services. Connect with Keith here: https://www.reverb-media.com.au/ https://www.linkedin.com/in/keith-barrett-a8272b3a/?originalSubdomain=au &nbsp...

Narelle is a fully licensed and insured Real Estate Agent with a background in Financial and Professional Services. She combines her real estate expertise with credentials from two decades in finance, credit risk and strategy role to deliver unparalleled insights to help her clients make the best property decisions. At HUNTER Advocates, she represents clients all the way from search to settlement...

Jemma Sanderson is one of Australia’s leading advisors in relation to SMSFs (awarded SMSF Adviser of the Year in 2017, 2018 and 2019), and is highly regarded for her expertise in this area. She advises in all aspects of operating a SMSF including compliance with the complex rules surrounding SMSFs, contribution strategies, commencing pensions, borrowing strategies, investment considerations...

Gianna Thomson runs a financial planning firm with Fitzpatricks Private Wealth.  She is renowned among her financial planning peers to be an expert in Commonwealth Superannuation due to her industry experience. She enjoys providing financial advice to senior public servants who would like to feel confident about their financial future and wish to receive the right advice regarding their compl...

Jemma Sanderson is one of Australia’s leading advisors in relation to SMSFs (awarded SMSF Adviser of the Year in 2017, 2018 and 2019), and is highly regarded for her expertise in this area. She advises in all aspects of operating a SMSF including compliance with the complex rules surrounding SMSFs, contribution strategies, commencing pensions, borrowing strategies, investment considerations...

Steph Clarke is a question asker, monochrome-lover and life-long-learner. After starting professional life as an accountant with EY in the UK, Steph quickly realised that spreadsheets did not satisfy her need for creativity. Cue a secondment to learning and development (a secondment she never left) where she discovered that designing and teaching audit related learning was much more fun than doing...

Katherine Hayes is the Director and Principal Adviser at Hayes and Co in Canberra. Katherine has over 15 years’ experience in the financial services industry and has specialized in providing personal protection strategy advice since 2008. Katherine has won multiple awards for her role as a risk specialist and customer service. Katherine is a published author and the co-host of the personal f...

Danielle Brophy loves business - so much so that she has three of them! All in financial services: - Money Wellbeing : promoting positive money mindset & management - WLS Wealth : financial planning focused on wealth and lifestyle strategies - Star Super Services : Self Managed Super Fund (SMSF) accounting, administration or auditing Danielle is passionate about helping female entrepreneurs to...

Jane leads a warm, client-focused accounting business, ensuring that clients feel welcome and informed. Jane is passionate about property as a wealth creation vehicle. She owns properties herself, and knows personally the pitfalls and possibilities. Jane frequently acts as a valuable sounding board to the firm’s many property clients using the cumulative knowledge gained from endless exposur...

Kasey Fox is a Family Lawyer and Director of the firm Farrar Gesini Dunn, who have offices in Canberra, Sydney and Melbourne. Kasey has specialised in Family Law for the whole of her legal career and has experience in a range of different matters including children’s matters, complex property litigation (including companies and trusts), pre-nups (Binding Financial Agreements), rainbow family...

Andrew Barr has been a member of the Australian Capital Territory Legislative Assembly since April 2006, and Chief Minister since December 2014. He is also the Territory's Treasurer. In 2012, Andrew led the long term taxation reform program for the ACT, through the phased abolition of inefficient transaction taxes (including stamp duty and insurance tax) and a transition to a sustainable and faire...

Rebecca Tetlow has dedicated her legal career to estate planning and succession law and is Canberra’s only Accredited Specialist in Wills and Estates law. Her passion is estate planning and enjoys helping clients, regardless of their circumstances, achieve peace of mind in regard to their estate planning needs. Rebecca works with each of her clients to identify their individual risks and obj...

Elizabeth Tian is a Director at Citi for Equity Derivatives, Global Markets. Specialising in equities, multi asset products (FX, commodities exposure structures), derivatives sales and product management through multiple channels that include wholesale clients, financial advisers, private bankers, brokers and direct retail clients. Liz is a regular speaker for the Australian Securities Exchange (A...

  Tracey Petrie started White Cloud Recruitment in June 2019, after 20 years in Executive Recruitment for international organisations and the last 8 years specializing in recruitment of Organisational Change Practioners. Tracey has almost 30 years’ experience within the corporate arena, 20 of those within Executive Recruitment. She has an in-depth understanding of all facets of business...

Phoebe Blamey decided to start Clover Financial Solutions to assist people in gaining financial freedom. After working at NAB, Wizard and Aussie, Phoebe could see there was more to life than working and paying off your home loan. She started Clover to show people how to use manageable debt solutions to achieve their dreams. Phoebe and the team at Clover have since helped hundreds of people move in...

Elizabeth Jackson from Public Property is based in Melbourne and has a team of independent experts from builders, developers, lawyers, and clever money professionals to assist you through the property purchase process.  Elizabeth is a regular guest on various property shows and hosts her own radio show on Joy 94.9 Got Money . Her shows aim is to “dismantle the jargon of money” and...

Georgia is the creator of Blue Chip Minds, Conscious Architects of Life, Life Reloaded & Rise Up Masterclasses and the “Ellis in Wunderland” Podcast .  Georgia has coached, mentored and taught individuals and teams in Hong Kong, Singapore, Japan, India, the UAE, UK, Ireland, Austria, Belgium, France, South Africa, USA, Canada, Brazil, New Zealand and Australia how to align the...