Our Board

Our National Board is represented by the following members who have backgrounds in a range of professional financial service occupations:

  • Professor Deborah Ralston (Chair)
  • Robin Bowerman (Vice Chairman)
  • Andrea Slattery
  • Andrew Hamilton
  • Cath Mulcare
  • Robyn FitzRoy
  • Liam Shorte

 

Professor Deborah Ralston (Chair)

Professor Deborah Ralston has over 20 years experience as a non-executive director on public and private sector boards. She is a member of the RBA’s Payments System Board and was inaugural Chair of ASIC’s Digital Finance Advisory Committee. Deborah is Chair of the SMSF Association and served as a member of the CIPR industry advisory group appointed by the Hon Kelly O’Dwyer MP. Deborah also recently completed her term as non-executive director with ASX listed Mortgage Choice, where she was Chair of the Investment Committee for Mortgage Choice Financial Planning

Deborah has held a number of leadership positions in Australian universities and is a researcher and recognized thought leader in financial services, with particular interests in financial regulation, superannuation, innovation and commercialization. She has published widely in these areas. She is a Professorial Fellow at Monash University.

She has a Master of Economics and a PhD in Finance and is a Fellow of CPA and AICD.

Contact Deborah Ralston

 

Robin Bowerman (Vice Chairman)

Robin Bowerman is Head of Corporate Affairs and Market Development at Vanguard and a member of Vanguard’s Executive team. He is responsible for Vanguard’s marketing & corporate communications and plays a pivotal role in Vanguard’s market and product strategy development.

Robin is a key spokesperson and presenter for Vanguard, with expertise in investor education, funds management, product development, industry and regulatory related topics.

Robin has overseen the considerable growth of Vanguard’s retail business and the products and services offered to both direct investors and financial advisers since joining Vanguard in 2003.

Prior to joining Vanguard, Robin had a distinguished career in the media and was a leading financial services writer, commentator and editor for over 15 years. He continues to be editor of Vanguard’s core client publications including writing a weekly column with more than 50,000 readers.

In 2002, Robin co-authored the book Wealth of Experience, with Jeremy Duffield, Vanguard Australia’s ex-Chairman and founder.

Contact Robin Bowerman

 

Andrea Slattery (Director)

Andrea, a visionary thinker in SMSFS, financial services and superannuation for more than 27 years, offers compelling insights into corporate strategies, leadership and cross industry transformation. In conjunction with her Board appointments and involvement in innovation, technology and human capital, she focuses on how businesses can most effectively engage with their customers and clients via multi-channel and new age service and technology models. In all her roles, she has displayed a strategic capacity to effect major, long-term change – a disruptor of industry norms. She has a critical understanding of business risk and knowledge of financial markets.

Starting her career in accounting and academia, for the past 14 years, as Founder, Managing Director and CEO of the SMSF Association, Andrea has built a national and international reputation as a prime mover in building Australia’s superannuation and retirement income systems to be the third best in the world.

Her passion for the SMSF industry and its self-regulation is the reason for the SMSF Association’s inception. She has been described by the Prime Minister, the Treasurer, the Deputy Director of the Treasury and the Australian Tax Office Commissioner as one of the most influential players in the SMSF, superannuation and financial services industries, acknowledged as ‘saving’ the SMSF sector and helping to generate wealth for millions of Australians enjoying a higher standard of living in retirement.

Andrea’s Non Executive Director appointments include Argo Global Listed Infrastructure, Adelaide Oval Stadium management Authority (Alternate) and the South Australia Cricket Association. Her advisory appointments include the Tim Costello and World Vision, the Australian Government’s Innovation and Investment Partnership and Peak Superannuation Advisory Group and the Australian Treasury’s Industry Consensus Working Group .

Andrea’s career highlights include being awarded Australian Woman of the Year in Financial Services 2014, nominated for Australian of the Year in 2017 and a finalist in the Telstra Business Women’s Awards (SA) 2016 and was awarded AFL Mother of the Year in 2009.

She holds a Masters in Commerce from the University of South Australia, and designations including SMSF Specialist Advisor, a Fellow of the Australian institute of Company Directors, a CPA and CPA Financial Planning Specialist.

Contact Andrea Slattery

 

Andrew Hamilton (Director)

Andrew Hamilton brings to the SMSF Association a wealth of knowledge and experience, gained from more than 25 years of working within the self-managed superannuation fund (SMSF) industry. In February 2014, Andrew stepped down as the Chair of the SMSF Association, after completing two years in the role, and now holds the role of Director of the Board.

Andrew’s involvement within the SMSF industry commenced in 1992 with the establishment of Cavendish Superannuation Pty Ltd. It was here that Andrew took a small start-up business to an establishment employing over 120 people and managing in excess of 5000 self-managed superannuation funds.

Cavendish quickly developed a reputation as being “Australia’s leading SMSF provider”. In June 2012, AMP acquired Cavendish’s SMSF Administration and Investment Portfolio Administration operations and Andrew was appointed the role of Managing Director AMP SMSF Administration, which he maintained until mid-2014.

It is Andrew’s broad knowledge of all aspects of superannuation, his experience in running a business, understanding the SMSF Association’s membership, as well as his ability to think strategically that position him to offer invaluable insights and advice to the SMSF Association.

Contact Andrew Hamilton

 

Cath Mulcare (Director)

Specialising in regulatory affairs, governance and risk management, over the past decade, at KPMG and previously CPA Australia, Cath moved into the role of Chief Financial and Operations Officer at Melbourne Storm to restore credibility and confidence after the salary cap scandal.

Cath moved to a more traditional CFO role at Defence Health bringing together her audit, financial reporting, governance and regulatory experience before accepting the role to build a risk management framework under the APRA regulations as Chief Risk Officer.

Cath is currently contracted to provide risk advice and develop Risk management frameworks.

Cath was also a Director on the Accounting Professional and Ethical Standards Board.

Contact Cath Mulcare

 

Robyn FitzRoy (Director)

Robyn joined the SMSF Association Board in June 2017. She is also a non-executive director of Gateway Credit Union and Diversa Trustees Limited.  She has over twenty years’ experience in the financial services industry and is a former Executive Director of Macquarie Bank. Robyn is a management consultant specialising in governance and has held non-executive director positions on the boards of CUSCAL, MLC School Burwood, Habitat for Humanity Australia and WealthPortal Pty Ltd.

Robyn has a BA from Macquarie University and an MA from the University of Technology, Sydney. She is a Master Coach, International Coaching Federation, USA; has a Diploma in Information Technology Business Application from Harvard University USA and a Diploma in Marketing Management from Macquarie University.  She is an accredited facilitator and course author for the Australian Institute of Company Directors where she is also a Fellow.

Contact Robyn FitzRoy

 

Liam Shorte (Director)

Liam Shorte is an SMSF Specialist Advisor™ and Financial Planner and with his firm Verante Financial Planning. He provides strategic advice on superannuation, retirement, estate planning, investment and tax strategies with clients and their families

He enjoys working with Self Managed Super Funds and Family Trusts but offers a holistic financial advice service, canvasing a wide range of solutions for his clients. He writes a blog, The SMSF Coach, to help break down the strategies and industry jargon in to plain English for SMSF Trustees so they can take back control of their wealth.

Liam advises clients via Sydney offices in Castle Hill & Windsor and throughout NSW, QLD and Victoria on regular client trips.

With 27 years’ experience in Financial Services, Liam has worked in Ireland, UK and the Middle East before moving to Australia in 2001. His experience and knowledge comes from working in banking, insurance, accounting and financial planning firms before starting his own business in 2006.

He writes for a number of industry and public websites and magazines and presents at various seminars and conferences on SMSF, Retirement and planning for Incapacity.

Liam has been the Chair of the SMSF Association NSW Local Community since 2015 and is currently a Member of the Magnitude Advisory Committee.

In 2017 Liam was included in the Barron’s Top 50 Financial Advisers in Australia and is a member of the Financial Standard’s FSPower50 – The Most Influential Financial Advisers in Australia.

In the SMSF Adviser & Accounting Awards 2017 he was awarded:
1. Winner – SMSF Adviser and Accounting Professional (NSW) 2017
2. The best of the best SMSF Adviser Excellence Award NSW

In February 2018, Liam proudly received the CEO’s Award at the SMSF Association National Conference.

Liam has a Bachelor of Business majoring in Accounting & Economics, Advanced Diploma Financial Services (Financial Planning), ASX Accredited Listed Products Adviser (ALPA) and is an SMSF Specialist Advisor™.

With his day to day interaction with trustees and other SMSF Association members while running his advice business, Liam brings the practitioners perspective and insights to the SMSF Association Board.

Contact Liam Shorte