Dominic McCormick has worked in financial services and investment management for 33 years.

He co-founded multi-asset and alternatives manager Select Asset Management in 2002, which was sold to OveVue Limited in 2014.

He is the Portfolio Manager of the Select Listed Investments Fund and the Select Real Return Fund.

He also provides investment consulting services with a focus on portfolio construction, real return investing and listed funds.

Ian Knox
Private Equity Investor

Ian is a selective private equity investor in SME ‘s that have a vison and social purpose.

After taking an equity position in a company, he provides an active shareholder support programme with a view to helping grow the business into best in class. This includes capital raising, corporate introductions, strategy direction and stakeholder management.

He is currently the current Chair of Otivo Pty Ltd, a technology led business offering planners and superfunds a digital advice service as well as Chair of Ford+Scott Financial Planning, one of the fastest growing financial planning firms in Tasmania.

He was the founder, ex MD and then chair of Paragem Pty Ltd, which is now owned by ASX listed company Count Financial.

His earlier corporate career includes CEO of Lend Lease investment services, Deputy MD of Westpac Investment Management, and CEO of Sealcorp group which housed Asgard Capital Management, Securitor and Assirt Research.

Ian has been a forthright spokesperson in the industry for several decades supporting the professionalisation of advice. His underlying passion is small business ownership and consumer advocacy.

Jaime Johns
Director

Jaime Johns is a financial services executive, board chair and governance leader with more than 20 years’ experience across advice, AFSL leadership, investment governance, product and distribution. She has held senior leadership roles in both Licensee and Private Wealth businesses.

She is known for linking strategy, regulation and execution, and for helping boards and executive teams build operating models that can scale and stay compliant.

Jaime is Director at Avanzare Group and Chair of arcpoint OCIO, which gives advice firms institutional-grade investment governance and portfolio management service. She also chairs the Risk and Compliance Committee of an AFSL and sits on its Investment Committee as an external member.

Jaime was previously was a Non-Executive Director of Mason Stevens, where she also sat on the Audit & Risk Committee.

She has been a Responsible Manager on a number of retail and wholesale AFSLs, covering both advice and product authorisations.

Jaime speaks regularly at industry events on advice professionalism, governance maturity and the future of client-centred wealth services.

Kieran Canavan is a Chief Investment Officer with more than 30 years' experience in financial services.

He leads the Investment Products and Services Division encompassing funds management, investment research, investment operations and platforms.

Kieran plays a central role in investment governance, serving as Deputy Chairman of the Investment and Asset Allocation Committee and the New Zealand Investment Committee.

He holds an MBA, is a Graduate Member of the Australian Institute of Company Directors (GAICD) and holds AFMA Responsible Manager and RG 146 qualifications.

Mark has over 30 years experience in the Financial Services industry, and he joined J P Morgan in 2014 responsible for creating and implementing business strategy and connecting major financial institutions to JPMorgan Asset Management's global business.

JPMorgan is an investment company that provides insight and world class investment solutions to meet the needs of investors. We are committed to bringing the global thought leadership and investment insights to the Australian market place.

He chose JPMorgan Asset Management as the opportunity to build a new business in Australia with such a committed and successful global brand is an exciting challenge.

Prior to JPMorgan Mark headed up Vanguard's National Key Account team and member the Executive Distribution team, providing leadership, guidance and growing Vanguard's business to a market leading position in just over 5 years.

Prior to Vanguard he held various leadership roles with Goldman Sachs JBWere Asset Management including State Manager for WA, National Key Account Manager and Research & Platform Relationship Manager. Before GSJBW I was in management positions at the ANZ Group.

Mark's specialties include strategic leadership, investment insight, team development and connectivity into the Australian & New Zealand financial services industry.

Ricky brings 19 years of financial planning experience to his role as Head of Advice at Ryker.

A CPA and Macquarie University graduate with an Advanced Diploma in Financial Planning, he began his career at the Commonwealth Bank in 2007 and has since helped individuals and families navigate wealth creation, retirement and aged care.

He enjoys helping people make sense of important decisions, particularly when life feels complicated or the next step is unclear. His approach centres on understanding what a better, more secure life means for each client and helping them build towards it.

In the same year he began his financial planning career, Ricky also joined the Australian Army Reserve. His military service has included a deployment to the Middle East in 2019. Supporting defence personnel is especially meaningful to him, bringing together two important parts of his life.

As Head of Portfolio Solutions at Entireti, Sarah McCarthy leads a team of investment experts responsible for developing and executing highly valued and competitive portfolio solutions for Australia’s largest Adviser network.

Prior to joining Entireti, Sarah spent 15 years with the AMP Group, where she led the Research Service offer for the AMP Adviser network and served as a Strategic Account Manager and Business Manager across all three aligned licensees and Jigsaw Support Services.

With over 25 years of experience in financial services at both practitioner and corporate levels, Sarah has developed extensive knowledge and skills in investment management, portfolio construction, licensee management, governance, advising clients and consulting to business owners, and financial planners.

Sarah has experience as a Responsible Manager, Financial Adviser and holds qualifications in Financial Planning, Behavioural Finance, Mortgage Broking and is a Certified Financial Planner CFP® Professional of the Financial Adviser Association of Australia.

Sue Lee is APAC Head of Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The group provides research and commentary on S&P DJI’s entire product set, including U.S. and global equities, fixed income, commodities and economic indices.

Prior to joining S&P DJI in 2023, Sue worked as an equity derivatives strategist at Merrill Lynch and J.P. Morgan, where she published market analyses and trade ideas for the Asia Pacific region. She also worked for a family office in Hong Kong where she managed a multi-asset portfolio.

Sue is a CFA charterholder and holds a master’s degree in financial engineering from University of California at Berkeley, as well as a bachelor’s degree in business from Seoul National University.

Xinling holds a CFA designation and recently participated in the LevelUP program managed by Future IM/Pact, an initiative focused on accelerating the career growth and visibility of women in investment management.

Professionally, she is involved in the Melbourne investment community and has been a featured speaker or participant in initiatives like the "Inner Game of Careers" industry events