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2026 speakers

Andrew Inwood
Andrew Inwood
Founder, CoreData
Simon O'Keefe
Simon O'Keefe
Founder and CEO, Alcova
Sarah Abood
Sarah Abood
Chief Executive Officer, Financial Advice Association of Australia
Nathan Fradley
Nathan Fradley
Specialist Adviser, Nathan Fradley Specialist Financial Advice
Natallia Smith
Natallia Smith
Director and Principal Adviser, TruWealth Advice

Natallia Smith has dedicated her career to empowering women to achieve financial security and independence. She is the owner and principal financial adviser at TruWealth Advice, a business she founded in 2010 after a successful corporate career in financial services.
As a business owner and woman who has navigated many of life’s transitions, Natallia understands firsthand the financial challenges women face, particularly during times of change and uncertainty.
With a strong educational background—including a Master of Business (Banking and Finance) from Monash University, an Advanced Diploma in Financial Services (Financial Planning), and a degree in Psychology—she blends financial expertise with emotional intelligence to guide her clients toward financial confidence and security.
Natallia specialises in assisting pre-retiree single women in navigating life's pivotal moments, including separation, divorce, retirement, and the loss of a loved one. She is passionate about ensuring women feel informed, in control, and empowered to make sound financial decisions.
In 2025, she was named a Finalist in the Financial Planner of the Year – VIC category for the Women in Wealth Awards. She is also a committed member of the Financial Advice Association of Australia (FAAA) and a committee member of the Boutique Financial Planning Association (BFP).

Ben Nash
Ben Nash
Founder & Adviser, Pivot Wealth

Ben Nash is a Financial Adviser and the founder of Pivot Wealth, the Author of three best-selling books, and the host of the Mo Money Podcast. Ben and Pivot help people invest smarter so they can create a life not limited by money.

Ben has been recognised as part of the 50 most Influential Financial Advisers in Australia for nine consecutive years since 2017, and Pivot Wealth is Australia’s most awarded financial advice company.

Ben’s content and profile building has resulted in Pivot Wealth achieving compound growth of 50% over 10 years, and being recognised by the AFR’s Fast 100 as one of the fastest growing companies in Australia. This work has resulted in a long term partnership with the National Rugby League (NRL) to create and deliver their financial education program for professional players, and leading organisations including the Australian Government, Newscorp, Glaxosmith Kleine, WeWork, Pearler, SelfWealth, Raiz Invest, VoltBank, Work-Shop, and Publicis Media, among others.

Ben has used social strategies to build his profile within the financial advice industry and beyond it to drive business growth, and in his session he will unpack the journey step-by-step.

Dr Katherine Hunt
Dr Katherine Hunt
Coach, MoneyMind
Eugene Ardino
Eugene Ardino
Executive Chef Officer, Lifespan

Eugene Ardino is the Chief Executive of Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice communities. With a career at Lifespan dating back to 2007, Eugene has held a broad range of roles within the business, including Business Analyst, adviser, Compliance Manager and General Manager, before stepping into the role of CEO in 2015.

Driven by a passion for making it simple for advisers to deliver quality advice, Eugene continually champions the issues affecting advisers, from the affordability of advice to ongoing legislative change. He also continues to personally advise a number of clients to maintain a grounded understanding of these challenges.

Eugene holds a Bachelor of Science (majoring in Mathematics) from the University of Sydney, a Diploma of Financial Planning, and was named Executive of the Year - Dealer Group at the 2025 Australian Wealth Management Awards.

Hugh Robertson
Hugh Robertson
CEO, Centaur Financial Services
Keith Cullen
Keith Cullen
Founder and Managing Director, WT Financial
Phil Thompson
Phil Thompson
CEO, Skywealth

Phil is the CEO of Skye Wealth, a firm on a mission to help everyday Australians protect their income, lifestyle and loved ones through clear and affordable financial advice. Leading a values-driven team, Phil is passionate about making quality advice accessible and building a practice that financial advisers can trust to look after their clients with the same care they would themselves.

Robert Talevski
Robert Talevski
CEO, Webull Securities Australia
Steve Prendeville
Steve Prendeville
Founder & Director , Forte Asset Solutions

If you're interested in speaking at the summit, please contact Joshua Vivian via email.

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