Speaker Profiles

AD NC   Name Aaron Dunn
Title CEO, Co-Founder
Company Smart SMSF

Within the financial services industry, people look to Aaron to learn more about self-managed super and the growth of the sector. Highly admired amongst his peers, Aaron’s insights into technical issues and the SMSF industry sees him regularly sort out to participate in Government reviews, including the Super System Review and more recently the ‘Reinventing the ATO’ program. Aaron is the CEO and Co-founder of Smarter SMSF (formerly known as The SMSF Academy), a business that inspires best practice in training, documents and support for accountants and financial planners. He is the author of the Future of SMSF report, which provides insights into the way in which practitioner operate within the SMSF industry. As a CPA and SMSF Specialist Advisor, Aaron has worked within the SMSF sector for more than 20 years. A lover of sport, in particular AFL football (Essendon) and athletics, Aaron was previously a nationally ranked high jumper having set a personal best jump of 2.14m.

AUK NC Name Ali Uren
Title Founder and Director of Kiikstart
Company Kiikstart

Created by Ali Uren in 2008, Kiikstart specialises in business planning and professional development for the corporate, tertiary and government sector, with a focus in recent years on financial services.


Ali Uren focuses on developing new models of client servicing, that regardless of business size, build measurable value in an age of consistent change and uncertainty. But also untapped opportunity.


Ali Uren is committed in building skill and talent that has a forward- thinking approach and successfully responds to digital disruption in a practical, creative manner.


In the last 11 years, Ali Uren has undertaken in-depth projects for over 50 companies and has educated over 2000 professionals to re-set career and business objectives for better outcomes.


Our clients are willing to try new ideas to open up new market opportunities and build the bottom line.

Andrew NC 1 Name

Andrew Conway FIPA FFA

Title IPA Group CEO
Company Institute of Public Accountants

Andrew is recognised as a leading small business policy expert in Australia which has included the co-authorship of the landmark Australian Small Business White Paper and is a regular media commentator for major media outlets.

  • Appointed as Chief Executive Officer of the Institute of Public Accountants (IPA) in May 2009, leading the reformation and repositioning of the organisation
  • Co-author of the Australian Small Business White Paper and Chair of the IPA Deakin University SME Research Partnership
  • Awarded the Centenary of Federation Medal through the Order of Australia in 2001
  • Awarded Australian Young Professional of the Year in 2011
  • Appointed as a Director of Eastern Health by the Governor of Victoria in 2011
  • Led the IPA to be recognised as the most innovative accounting body in Australia in 2012 by BRW
  • Awarded the Australian Financial Review, Boss Magazine Young Executive of the Year in 2014
  • Awarded the Deakin University Young Alumni Award in 2015
  • Andrew was presented with a Distinguished Fellow award by the Vice-Chancellor of Deakin University in 2016

Andrew’s professional appointments include:

  • Deakin University – Adjunct Professor
  • Shanghai University of Finance & Economics - Professor of Accounting (honoris causa)
  • Lanzhou University – Adjunct Professor
Andrew NC Name

Andrew Henshaw

Title Director
Company Velocity Legal

Andrew leads Velocity Legal’s Sydney practice.
If you are in a fight with the ATO, or looking to restructure your business, you should have Andrew in your corner. Andrew is passionate about getting wins for his clients, solving difficult legal issues, and giving his clients clear and confident guidance.
Andrew is a Fellow of the Tax Institute, holds a Masters of Law from the University of Melbourne and is the author of ‘Life, Death and Taxes’. Andrew is also passionate snowboarder, a terrible surfer, and always up for the next adventure in life.

Besadeda NC Name

Besa Deda

Title Chief Economist
Company St.George

Besa Deda is the Chief Economist of the St.George Banking Group, which includes St.George, Bank of Melbourne, Bank SA and RAMS. Besa has been in this role since 2008.

As the Bank’s economic spokesperson, Besa is responsible for research on the economy and financial markets. She formulates views and forecasts on the outlook for the economy, interest rates and currencies and manages a team of economists. Besa give regular presentations and often appears in the media reporting on economic conditions.

Prior to this role, Besa held Senior Strategist and Economist roles with the Commonwealth Bank covering fixed income, foreign exchange, macroeconomics and equities. Besa was with the CBA for nearly 8 years and before that was an economist with the Colonial Group.

Besa is the Secretary for the Australian Business Economists’ Association, and has previously written a regular property column for The Australian newspaper and lectured for FINSIA (now known as Kaplan).

Chrishooper NC Name

Chris Hooper

Title Accountant Futurist & CFO Solara
Company Solara

Chris is an international industry commentator and self-proclaimed accounting futurist. His research and writing is focused on how emerging technology will impact the accounting profession. He is a regular speaker for numerous international software vendors, universities and accounting bodies. Interestingly, he’s a local who’s lived in Adelaide his whole life, and this will be his first and only appearance in Adelaide for 2019.

Edwardchan NC Name

Edward Chan


Co-Founder and Non-Executive Chairman of Chan & Naylor and a Co-Founder of Wize Mentoring for Accountants

Company Chan & Naylor and Wize Mentoring for Accountants

Ed Chan is a Co Founder and Non Executive Chairman of Chan & Naylor and a Co Founder of Wize Mentoring for Accountants.

A graduate from the University of Technology (Sydney) with a Degree in Business (Accounting Major) and worked in the Chartered Accounting environment for many years before starting Chan & Naylor from a small home office and growing it into a National Financial Services Organisation with 12 offices in most major Capital cities around Australia that services more than 6,000 clients and over 160 staff.

Based on the experience he had gained from building Chan & Naylor he than Co Founded Wize Mentoring for Accountants using the success and tools developed from the success of Chan & Naylor.

A regular key note speaker in many seminars around Australia, Ed is recognised as a Thought Leader within the Accounting Industry.

He has co authored 4 best selling books in subjects covering “How to Legally Reduce Your Tax” to “Creating Wealth for Life through Property Investing”, “Buying Property with your Self Managed Superfund” and how to run a successful Small Business called “From Small to Great”.

Glenna NC Name Glenn Ahearn
Title Manager - Professional
Company AB Phillips

Glenn has recently joint the AB Phillips team after a 10+ years experience with one of largest accounting membership bodies in Australia CPA Australia, where he was General Manager Australia/NZ responsible for a membership base of over 115,000 members. Prior he had an extensive career in Human Resources as the People & Culture Manger (APAC) at CPA Australia as well as other HR roles at Teletech and RACV. He currently is Chairman of the Corporate Governance Board of the Cambridge Institute of Australia and has represented AHRI on the NSW Divisional Council.

Glenn’s passion’s outside of work are for his family and golf, currently sitting on the Primary School Council and Membership Committee at Peninsula Kingswood Country Golf Club.

Glenn’s current remit at AB Phillips will be focusing on three significant product lines including our Tax Audit Insurance, our Professional Indemnity Insurance with the Institute of Public Accountants (IPA Insure) and our People Solution.

Geoffbrownenc Name

Geoff Browne

Title Lead Ombudsman - Small Business
Company Australian Financial Complaints Authority

Geoff Browne was appointed as the inaugural Lead Ombudsman – Small Business with the Australian Financial Complaints Authority in February 2019. He was previously the Victorian Small Business Commissioner (2011-2016) and Deputy Director of Consumer Affairs Victoria (2006-2011). He has led both policy and program divisions of Victorian public sector departments, and held senior management roles in the corporate sector, including in finance, telecommunications and e-commerce. Geoff has also run his own incorporated small business and worked as a sole trader.

Geoff has a Masters Degree in Economics, a Graduate Diploma in Company Secretarial Practice, and is a Graduate of the Australian Institute of Company Directors.

Speakers2 Name

Jamie Beresford

Title Found and CEO of Practice Protect
Company Practice Protect

Jamie Beresford is the founder and CEO of Practice Protect, an integrated suite of cyber-security software, compliance documents, team training and certification that enables over 700 Australian accounting firms to secure and control their sensitive client data and work efficiently in a cloud-first world.


Jamie has an IT services background and has been building and managing IT capabilities since 2003. It was through working with accounting firm clients that he recognised the need for a comprehensive Cyber Security and Cloud Control solution.

Joeprospa NC Name

Joseph Lim

Title Head of Affiliate and Strategic Channels
Company Prospa

Joseph is the Head of Prospa’s Affiliate and Strategic channel which includes key partner ReckonLoans. His 14+ years’ market experience and data driven approach has helped him to successfully scale GTM strategies that deliver mutually beneficial ROI for clients.


Prior to joining Prospa in 2017, Joe spent 8+ years in the B2B data space most recently as Country Manager for Avention (Onesource) now illion.


He has a core focus on building partnerships that drive real value to Australia and New Zealand’s SME’s through Direct and Channel (Accountant, Advisor and Broker) Acquisition and Education.

PREF VL 28 NC (1) Name John Storey
Title Managing Director
Company Velocity Legal

John is an expert at solving complex tax, business and succession issues. He has a wealth of legal and practical business experience and he understands that tax does not operate in a bubble. John is a self-confessed tax nerd. He even loves Star Wars. He may just be able to save you or your clients from the dark side!

JW NC Name Judy White
Title Associate Director
Company BDO

Judy is an Associate Director in the Tax division of BDO and has more than twenty years’ experience in the accounting profession. Judy provides a wide range of business services and taxation advice to a portfolio of small to large businesses, not-for-profit organisations and financial services organisations. She understands the application of various taxes to businesses and their day-to-day interaction.


Judy has developed an expert speciality in Fringe Benefits Tax and employment taxes generally. Judy also has a passion for presenting.


Judy has a Bachelor of Business – Accounting (with Distinction) Queensland University of Technology; and is a Chartered Accountant and Chartered Tax Advisor (CTA).

Karenpayne NC Name Karen Payne
Title Inspector-General of Taxation and Taxation Ombudsman

Ms Karen Payne was appointed Inspector-General of Taxation & Taxation Ombudsman commencing on 6 May 2019.

She leads the Taxation Ombudsman complaints management service for taxpayers and advisers and the Inspector-General of Taxation’s review and public reporting function, both of which are directed at improving the tax administration system for all taxpayers.
Ms Payne is also a Member of the Australian Reinsurance Pool Corporation.

Ms Payne was previously a Member of the Board of Taxation as well as the inaugural Chief Executive Officer of the Board of Taxation. She was formerly a partner with MinterEllison, specialising in corporate and international tax for mergers and acquisitions, and capital raising for the financial services, mining, energy, and utilities sectors. Her career includes a broad range of experience (legal, accounting, audit, education and tax return preparation) across a diverse range of taxpayers (including individuals, trusts, companies and partnerships).

She brings a wealth of experience and extensive networks to the role of Inspector-General having worked with a range of government and private stakeholders as well as the legal and tax profession, and many industry bodies.
Ms Payne is a solicitor admitted in New South Wales and is a member of:

  • Chartered Accountants Australia and New Zealand (CA ANZ)
  • The Tax Institute
  • Australian Institute of Company Directors
KGOIPA NC Name Kevin G. Osborn
Title Chairman-VUCA Trusted Advisors
Company VUCA Trusted Advisors

Kevin is a former CFO of the Michell Group and became CEO of Bank One, one of Australia’s first international banks.  After a 20-year global career with Bank One (now part of J.P.Morgan Chase) Kevin became a professional non-executive director in 2003.

He has served as Deputy Chairman of Bendigo Adelaide Bank (an ASX top 50 company) ABB Grain, SA Water, the National Board of the Australian Institute of Company Directors(AICD) and Calgary-based Viterra, a then Canadian listed top 50 company.

His non-executive director career has seen him work on some of Australia’s largest global corporate transactions.
As advisor to the South Australian Government, Kevin served as Deputy Chairman of the Economic Development Board (EDB) and Chairman on the build of the $1.6 billion desalination plant.

He currently serves as:

  • Chairman VUCA Trusted Advisers
  • Chairman Fisher Graham (Fund Managers)
  • Director Nut Producers Australia Pty Ltd
  • Director Accounting Professional Ethical Standards Board (APESB)
  • Deputy Chairman Port Adelaide Football Club
  • Chairman Beerenberg Advisory Board

Kevin was recently selected by his Australian Institute of Company Directors (AICD) peers as recipient of a SA/NT Division Distinguished Fellows Award. 

Markc Name

Mark Crawley

Title Manager - Regulatory Operations

Mark is a Chartered Accountant with a background in compliance, intelligence and process improvement. He is currently a Manager in AUSTRAC’s Regulatory Operations team based in Melbourne, engaging with industry to develop tools and guidance that build capability across the AML/CTF Acts’ regulated population. Prior to this, he managed a team that assessed the compliance of reporting entities against the AML/CTF Act across a number of industries including the banking, superannuation and gambling sectors.

More recently, Mark has provided technical assistance to the World Bank in its mission to assist Cambodia in building its risk-based regulatory regime for their casino industry.

Before AUSTRAC, Mark worked as an Intelligence Analyst at the Australian Competition and Consumer Commission (ACCC) where he identified breaches or other issues regarding consumer protection provisions and competition legislation.

Markellem Name

Mark Ellem

Title Executive Manager, SMSF Technical Services SuperConcepts
Company SuperConcepts

Mark holds the position of Executive Manager, SMSF Technical Services with SuperConcepts, providing technical and compliance support on SMSFs to financial advisors and accountants as well ensuring that SuperConcepts’ leading SMSF administration and compliance platform, superMate, is compliant with the latest superannuation and taxation rules.

As well as being a CPA and Registered Tax Agent, Mark is an accredited SMSF Specialist Advisor with the Self Managed Super Fund Association as well as holding memberships with The Self-managed Independent Superannuation Funds Association (SISFA); Institute of Public Accountants (IPA); The National Tax & Accountants’ Association (NTAA) and a Chartered Tax Adviser with the Taxation Institute of Australia (TIA).

Prior to his current role with SuperConcepts, Mark spent considerable time in accounting practices and SMSF administration companies, including running his own accountancy practice and SMSF administration and compliance advice company for ten years.

Mburgess NC Name Matthew Burgess
Title Co-founder of View Legal
Company View Legal

Matthew Burgess co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years.


Matthew’s passion is helping clients successfully achieve their goals. Matthew specialises in tax, estate and succession planning, providing strategic advice to business owners and high net worth individuals. He has been recognised in the 'Best Lawyers' list since 2014 in relation to trusts and estates and either personally or as part of View in ‘Doyles’ since 2015 in relation to taxation and since 2017 in relation to wills, estates and succession planning.


In part leveraging off the skills he has developed working in the SME market space, Matthew has been the catalyst for a number of innovative legal solutions for advisers and their clients, including establishing Australia’s first virtual law firm.

Sukkarfix Name

Hon Michael Sukkar MP

Title Minister for Housing and Assistant Treasurer

Michael Sukkar was first elected to the Australian Parliament in 2013 as the Member for Deakin.


In May 2019, he was sworn in as the Minister for Housing and Assistant Treasurer having previously served as the Assistant Minister to the Treasurer since 2017.


Michael has a Bachelor of Laws and Bachelor of Commerce from Deakin University and a Master of Laws from the University of Melbourne.

Prior to entering the Parliament, Michael spent seven years working as a lawyer with the firm Ashurst Australia (then known as Blake Dawson Waldron), where he was a Senior Associate. In this role, he advised many of Australia's most successful individuals and largest corporate groups. Before then he worked as a Senior Consultant with accounting firm PricewaterhouseCoopers where he also specialised in tax.

Michael has previously served on a number of parliamentary committees, including as Chair of the Parliamentary Joint Committee on Intelligence & Security, as well as Chair of Parliamentary Joint committee on Corporations and Financial Services.

Michael is married to Anna and they have two children.

Nicksinclair NC Name Nick Sinclair
Title Chairman
Company TOA Global

Nick is an industry leading speaker in accounting outsourcing and offshoring, advising accounting and financial service businesses to adopt offshore and outsourcing models to revolutionise global accounting teams.


As Chairman of one the fastest growing accounting outsourcing companies in Asia, as well as having a passion for people, he is in high demand speaking on the many topics around attracting, managing and retaining a business’s biggest asset, their People.

He has been involved in The Outsourced Accountant since it started in December 2013.

TOA has grown under his original guidance as CEO, and now Chairman to over 1200+ team members across the USA, Australia and the Philippines. Prior to his current role he successfully ran an accounting, bookkeeping, and financial planning firm for more than 10 years.


Because he has first-hand experience in running a multi-service firm, he understands the struggles that accountants, bookkeepers and financial planners must go through on a day-to-day basis. The Outsourced Accountant helps to gain the capacity business’s need to be able to better serve their clients.


Nick has spoken to over 15,000 accountants from around the world.

Peteradams NC Name

Peter Adams FIPA FFA

Title Founder and CEO
Company Augmentor Trusts

Peter has more than 20 years experience as a tax professional. He has worked in senior tax roles in both the profession and commerce having started his career with KPMG and PricewaterhouseCoopers before moving on to become Head of Tax for BNP-Paribas (Australia and New Zealand) and subsequently Chase Manhattan-Ord Minnett.

Peter has also worked as a Senior Tax Writer with CCH Australia. Throughout his career Peter has always had an interest in tax training and was a Senior Tax Trainer with initially the Institute of Chartered Accountants and then WebbMartin and Kaplan where he conducted tax seminars for professional accountants throughout Australia.

More recently Peter has been a Senior Tax Partner with both Bell Partner and Kelly + Partners. Peter holds a Bachelor of Law and a Masters of Taxation Law and has recently set up his own boutique tax practice and continues to provide tax consulting and training services for professional accountants across Australia. His knowledge of Australian tax is of the highest calibre and he is regularly asked to present for professional associations at conferences and other events.

Peterholt NC Name

Peter Holt


Assistant Commissioner for Small Business at the Australian Taxation Office

Company ATO

Peter has overall responsibility for the governance and oversight of the Black Economy measures in the ATO. Peter is also chair of the recently established Black Economy Standing Taskforce that aims to provide a whole of government response to the Black Economy.

Peter also has responsibility for the Small Business Income Tax gap program that will estimate the difference between the amounts the ATO collects and what we would have collected if every taxpayer was fully compliant.

Peter has worked in a variety of roles over his 33 years’ experience in the public service including policy development, law design, risk, governance, audit and assurance across GST, Superannuation and Income Tax.

Peter commenced with the Australian Taxation Office in 1999 with the implementation of the GST and at that time had responsibility for the law and admin design of Fuel tax credits.  Prior to joining the ATO, Peter held audit and policy positions with the Customs Department in Canberra and Melbourne.

Petris NC Name

Petris Lapis FIPA

Title Master of Ceremonies

Petris Lapis is an all-time IPA favourite and was the highest rated Presenter at last year’s National Congress. With Commerce and Law Degrees and a Master of Taxation, Petris is well qualified to present and education tax and banking topics but as the director and senior trainer of her own training organisation she now specialises in providing non-technical skills to businesses and professional associations.

Petris has nearly 25 years of experience as a conference and seminar presenter and has published several books and hundreds of papers. Her intellect, passion, enthusiasm and humour have been embraced by audiences across Australia.

Samallert NC Name

Sam Allert

Title CEO
Company Reckon Limited

Sam Allert has always been a passionate advocate of Accounting and Business Management. As such, he has been actively assisting Advisors and Business Owners implement IT strategies to improve their businesses since 1999.

Sam has worked across a myriad of disciplines throughout his career including office management, finance, and sales management. In 2011, he was appointed Managing Director of the Reckon Accountant Group, and in 2015 his responsibilities expanded as the Managing Director for Australia & New Zealand, for both the Accounting and Business Groups.

July 2018 saw Sam appointed to his current role as the CEO of Reckon. His vision in this role is to accelerate the company’s long-term strategy of offering small businesses and the advisor network, with a complete suite of cloud solutions to effectively grow and succeed.

The word ‘Relationship’ defines Sam more than any other. Not as a buzz-word, but as a genuine feature of his identity, which he lives and breathes with his clients and his team every day. Sam uses this underlying passion for Relationships, and his vast experience in the industry, to lead the way in today’s fast-moving world of disruptive, and ever evolving, technology.

Sdean NC Name Samantha Dean
Title Director
Company Blueprint HQ

Mixing her extensive experience in working in and on professional services businesses, Samantha is passionate about advising clients on how to tackle the challenges of moving a reactive traditional professional services business to a proactive advisory one.


Helping with new and innovative ways to shift these businesses, and more importantly the mindsets of the people in the business, Samantha is constantly testing and measuring new evolving strategies for clients to implement.


Whilst building her own advisory and accounting firms and change managing client’s businesses so they can grow to meet the challenges confronting the industry with curiosity and agility, she has truly gained unique insight and knowledge.


While Samantha is not trying to drive change in the professional services industry, she enjoys weekends on her family property chasing after her two boys and her husband and as time permits riding and competing her dressage horses.

Shanepaxton Name Shane Paxton
Title Product Manager at Thomson Reuters
Company Thomson Reuters

Shane has over 10 years’ experience working in tax software with Wolters Kluwer and now as a member of the Thomson Reuters family. Shane’s most notable achievement was his hands-on work designing, developing and implementing Wolters Kluwer PLS solution for the Australian Corporate market. Supporting 3 of the 4 big four service firms in their transition to PLS was an important part of Shane’s time at Wolters Kluwer.

Shirleyschaefer NC Name Shirley Schaefer
Title Partner, Superannuation
Company BDO

Shirley is an auditor by training and a SMSF expert by choice. She established a separate Superannuation division at BDO in 1996, recognising the need to provide high quality technical services to clients with self-managed superannuation funds.


Shirley is a regular speaker at SMSF & Audit conferences. She provides SMSF competency training for accountants and auditors and is the co-author of the Thomson Reuters SMSF Audit Guide.


She is an Accredited Specialist Adviser and Accredited Specialist Auditor of the SMSF Professionals Association of Australia (SMSFA): a Fellow of the Association of Superannuation Funds Australia (ASFA); a Fellow of Chartered Accountants Australia & New Zealand (CAANZ), a Registered Company Auditor and a Registered SMSF Auditor.

Stephendowling NC Name Stephen Dowling FIPA FFA
Title RUOK Community Ambassador
Company Delivering Safe Services

As an IPA member and Public Accountant for over 35 years and a Master Mental Health First Aid Instructor, Stephen has seen first-hand the impact of mental health illness in the small business, accounting and finance sectors.


Over recent years, as a volunteer Community Ambassador for RU OK? and Master Mental Health First Aid Instructor, Stephen has increased his focus on reducing risk of psychological and physical injury in metropolitan, regional, rural and remote communities.


Stephen believes that a lack of knowledge and stigmatising attitudes about psychological injury may prevent some people from seeking help early, and limit the ability of business owners, managers, and co-workers to provide mental health first aid to their workmates and clients until appropriate professional treatment can be sought.

Speakers Name

Stuart Wilson

Title Cheif Product Officer
Company Neptune Managed Services (The Bentley Group)

Stuart is an IT industry veteran for over 20 years, he has been involved with technology in a variety of capacities across Education, Health and Commercial/Small Business.

Having spent 12 years as an IT Manager with the task of delivering technology services to over 1000 users, it has been his role to stay at the forefront of technology innovation not only for the business, but also for end-users.

The last 11 years Stuart has spent working for a technology integrator providing strategic advice and technical solution designs across the verticals listed above. Over this time being directly involved with IT, Stuart has seen many changes across the industry not the least being the rising threat to business from cyber-attacks and therefore the importance of a robust data security strategy to protect your business.

Terryhayes NC Name

Terry Hayes

Title Tax Consultant
Company Thomson Reuters

Tax Consultant at Thomson Reuters, Terry is responsible for Thomson Reuters’ tax news services, including the highly regarded Weekly Tax Bulletin. Terry is a qualified accountant and tax agent with over 40 years of experience in the tax profession. Terry holds a Bachelor of Business degree and is also a fellow of CPA Australia.

Wayneshwass NC Name

Wayne Schwass

Title CEO
Company Puka Up and Mental Health Advocate

After a distinguished AFL playing career, Wayne has become a respected sports media broadcaster including his current position with TripleM Footy.


In addition to his work within the AFL industry, Wayne has also become a passionate advocate for mental health awareness and suicide prevention.


Wayne’s passion for health and wellbeing ultimately drew him back to mental health advocacy — a passion that led him to create ‘PukaUp’.


Launched in 2017, PukaUp is a social enterprise focusing on mental health, emotional well-being and importantly, suicide prevention.

Worrells 200 X 200 Name

Chris Cook - Queensland
Ivan Glavas - Victoria
Simon Cathro - New South Wales

Title Partners
Company Worrells

These partners represent a national firm comprising of 26 partners and over 140 staff with offices in 25 locations across the country including Brisbane, Melbourne, Sydney, Canberra, Perth and Adelaide. With a minimum 15 years insolvency experience each, the Worrells partners are experts in liquidations, bankruptcy, restructuring, turnaround and safe harbour services. Worrells focuses on building relationships with advisors through information and has developed a suite of educational resources including newsletters, guides and seminars. The firm remains Australian owned and operated and is one of the country’s largest appointee firms.