TTF Australia Ambasadors
Head of Research, Chant West
Ian is an actuary and has been heavily involved in Australia’s superannuation and pension industry for over 20 years in a range of actuarial, administration, consulting and research roles.
For the last 12 years he has been Head of Research at Chant West, a leading superannuation consultancy and research firm established in 1997. Chant West’s research on superannuation and pension funds is highly regarded for its accuracy, insightfulness and integrity, and it is widely used by financial advisers and by the funds themselves.
The research feeds into a suite of user-friendly tools that make it easy for funds, advisers and individual consumers to analyse and compare products on a fair, ‘apples with apples’ basis.
Ian is is responsible for managing a team that provides product research used by a large number of superannuation funds, financial advisers and consumers to compare superannuation and pension products.
A key area of concern for Chant West is to ensure that products are compared on a like-for-like basis, which is a challenge given inconsistent disclosure by funds in Australia. Ian and Chant West have long advocated for improved disclosure of fees, insurance and investment performance in the Australian environment.
Dr David Knox
BA PhD FIAA
Senior Partner, Mercer
David is a Senior Partner at Mercer and Senior Actuary for the Pacific region. He is the National Leader for Research and Policy in Australia and the actuary to the Tasmanian and Western Australian public sector superannuation plans.
He was the industry expert of the three person team who conducted a review of Military Superannuation for the Australian Government and is the lead author of the Melbourne Mercer Global Pension Index.
Before joining Mercer, David was at PricewaterhouseCoopers and prior to that was the Foundation Professor of Actuarial Studies at The University of Melbourne. In his two decades in academia, he acted as a consultant to a range of financial organisations, in both the private and public sectors, specialising in the superannuation and retirement incomes area. He has spoken and written widely in this area and has served on many Government and industry committees.
David was an independent Board member of Australian Prudential Regulation Authority for five years and President of the Institute of Actuaries of Australia in 2000.
Dr. Nicholas Morris
University of New South Wales,
Dr. Morris is an Adjunct Professor of the law faculties of UNSW, Sydney, and Latrobe, Melbourne; a visiting fellow at the Martin School, Oxford; and a guest professor at the China Executive Leadership Academy, Pudong, China.
He has been Deputy Director of the UK Institute for Fiscal Studies; Chief Executive and Chairman of various economic consultancies including London Economics; a visiting fellow at Balliol and St Anthony’s Colleges in Oxford, and at Melbourne University; and has led numerous projects in developing countries.
Dr. Morris is the co-editor of ‘Capital Failure: Rebuilding Trust in Financial Services’, published by OUP in 2014, and author of ‘Management and Regulation of Pension Schemes: Australia, A Cautionary Tale’, published by Routledge in 2018.
Head of Policy and Advocacy,
Australian Sustainable Finance Initiative
Gordon Noble is Head of Policy and Advocacy at the Australian Sustainable Finance Initiative and an Associate at The Blended Capital Group.
Gordon was one of the first employees of the United Nations backed Principles for Responsible Investment. Collaborating with a group of responsible investors Gordon was responsible for founding the Responsible Investment Academy, a global online training platform that educates investors on incorporating environmental, social and governance issues into investment processes which is now the PRI Academy.
He represented the superannuation industry on the ASX Corporate Governance Council and worked with the Australian Council of Superannuation Investors to develop a framework to benchmark the sustainability reporting of Australian listed companies. As director of government relations and strategy with the Association of Superannuation Funds of Australia he worked on a broad range of superannuation policy issues.
Over a 25 year career Gordon has worked in investment management, banking, industrial relations, and as a political adviser and trade union official.
Crawford School of Public Policy
My career can be divided into five parts, sometimes overlapping
-economist and academic
-charitable, not for profit and community activities
-media, as a columnist and commentator
ECONOMIST AND ACADEMIA
Research Assistant to Professor Carl Christ The Johns Hopkins University USA
Teaching Fellow at various universities in Canada and USA
Professor of Economics, University of New South Wales (appointed ’76 -11 years) and Head, School of Economics (4 years)
Professor of Management and Dean, Macquarie Graduate School of Management (21/2 years, hired as a change agent to rank MGSM as No 1 in Australia, NZ and Asia)
Professorial Fellow, Crawford School, Australian National University (Current)
Professor and Chair, Tax and Transfer Policy Institute, Crawford School, ANU (Current)
Adjunct Professor UTS Business School (Current)
Adjunct BCEC Professorial Fellow Curtin University (Current)
Professorial Fellow, Thinker-in-Residence, and Member Advisory Board, Institute of Applied Ecology, University of Canberra (Current)
Adjunct Professor, Griffith University, Centre for Sustainable Enterprise (Current)
Advisor, UNSW Grand Challenge on Inequality (Current)
Member, External Advisory Committee, School of Business, WSU (Current)
Director, The Sir Roland Wilson Foundation, ANU (Current)
Visiting Professor, Keio University, Japan, and Institute of South East Asian Studies, Singapore (several occasions)
Director, Japanese Economic Management Studies Centre, UNSW
Research Associate and Member of the Management Committee, Centre for Applied Economic Research, UNSW
Member, Advisory Board, Industrial Relations Research Centre, UNSW
Member, Advisory Board, NSW Institute of Languages, UNSW
President, The Economic Society of Australia (NSW Branch)
Founder, Macquarie Economics, Macquarie Bank Limited
Economist, Australian Treasury (Bureau of Census and Statistics)
Consultant, then Economist, International Monetary Fund
Visiting Economist, Reserve Bank of Australia, subsequently Deputy Manager, Banking and Finance Department
Economist with UNESCAP, Bangkok; Monetary Authority of Singapore, Singapore; and Consultant, ADB, Manila.
Spoken and lectured widely at academic, economic and business conferences as an economist, worldwide over the last 40 years
Before entering politics (approx 5 years)
Business Consultant and Strategist with major clients Hill Samuel Australia, Australian Bank, Sumitomo Bank (Australian Advisor, 2 years), OCBC Singapore, Midland Bank, Bank of America, Baring Securities Australia, F.W.Holst, Australian Merchant Bankers Association
Founder and Founding Executive Director/Member of the Executive Committee, Macquarie Bank Limited
Trustee, IBM Superannuation Fund
Owner Simpsons, one of Sydney’s leading restaurants
Post politics (since 1995)- only major appointments
Chairman, ABN AMRO Australia, and Member Advisory Board (11 years)
Director, Moran Healthcare Group, Chairman, Pulse Health, Chairman, People First Retirement Living
Director, GRD and Minproc Engineers
Chairman, Belle Property
Deputy Chairman, The Television Shopping Network
Director, IT&T Services
Chairman, Strategic Capital Management
Chairman, Australian Bus Manufacturing Company, and Deputy Chairman, The Qingdao Pacific Coach Company
Director, E.G.Funds Management- current
Chairman, Global Renewables Limited
Chairman, Natural Fuels Limited
Chairman, GlobalDC Limited
Chairman, Elderslie Finance Limited
Chairman, Touring Car Entrants Group of Australia, and Director, V8 Supercars Australia
Chairman, GSA (General Security Australia)- (Current)
Chairman, Signature Gold Limited- (Current)
Chairman, Equiti Capital Limited
Chairman, Shartru Capital Limited
Chairman, Shartru Wealth Management
Chairman, RESI Financial Services, a JV between Shartru Wealth and RESI Home Loans
Chairman, Larus Energy, Australia and PNG
Director, North Queensland Bio-Energy Corporation (Current)
Executive Director, Core Fuel Limited
Executive Director, Core Graphite Limited
Chairman, Momentum Wealth Limited
Chairman, Momentum Developments Limited
Chairman, Momentum Energy and Resources Limited
Advisor, Tsing Agri-Tech Fund
Chairman, Northern Metropolitan Cemeteries Trust for NSW Government (Current)
Chairman, The John Hewson Group- investment banking, start-ups, turnarounds, property- (Current)
Australian Advisor, Infosys Limited
Advisor, WSN Environmental Solutions
Chairman. Port Augusta Graphite Energy P/L (Current)
Director, Solastor P/L (Current)
Director, CDPWaste2Energy P/L
Director, Crescent Wealth and Crescent Super
POLITICAL CAREER (2 stages, 1976-1983 as a staffer, and1987-Member of Parliament)
Chief of Staff/Senior Advisor to two Federal Treasurers, Sir Philip Lynch and John Howard, and to the Prime Minister, Malcolm Fraser- 7+ years
Member for Wentworth in the Federal Parliament-8 years
Shadow Minister for Finance
Leader of the Liberal Party, Leader of the Federal Coalition, and Leader of the Opposition- 4 years
Shadow Minister for the Arts
Shadow Minister for Industry, Commerce, Infrastructure and Customs
Official Guest, British Government
Led many delegations internationally, meeting many of the world’s leaders, most notably, I was one of first western leaders to visit Beijing, post Tiananmen Square, meeting with Jiang Zemin and Li Peng, and other senior ministers; met meet with two US Presidents; and led the first Trade Mission of business and political leaders from Australia to Taiwan.
CHARITABLE, NOT-FOR-PROFIT and COMMUNITY ACTIVITIES
Launched and Led, The National Breast Cancer Campaign
President, Arthritis Australia, leading it to become A National Health Priority
Chairman, and Founder, Osteoporosis Australia since 2000
Chairman, KidsXpress since 2005
Chairman, Advisory Board, Cambodian Children’s Fund
Patron of a host of other charities etc
Other major activities, in no particular order
Government- Consultant, Australian Financial System Inquiry (Campbell Committee)
-Member, Fraser Government Task Force on Final Report of The Australian Financial System Inquiry, to assess and advise on the implementation of the Report
-Member and Consultant, NSW Government’s Whitlam Committee on Offshore Banking
-Adviser to Tasmanian Government on banking, finance and related matters
-Tasmanian Representative on Treasurer Keating’s Officials Committee on Offshore Banking
-Member, Kyoto Protocol Ratification Advisory Group (formed by NSW, Victorian and South Australian Governments, 02/03)
Sporting -Member, Bid Team for Melbourne and Sydney Olympic bids
-Olympic Attache- Netherlands Olympic Team Sydney 2000 Games
– Chairman, Sydney United Soccer Club
-Chairman, Investment Advisory Committee, Australian Olympic Foundation (current)
-Patron, Australian Corporate Games
Other- Chairman, National Business Leaders’ Forum on Sustainable Development (6 years)-currently on Steering Committee
-Director, The Asia-Australia Institute, UNSW
-Member, Australian Davos Connection Foundation Council
-Member, National Advisory Board of Association Internationale des Etudiants en Sciences Economiques et Commerciales (AIESEC)
-Member, External Advisory Group, Group Training Australia (current)
-Hon. Trustee, Committee of Economic Development of Australia (CEDA)(current)
-Member, Advisory Group, Australia Worldwide, Solutions for a Sustainable Future (current)
-Member and Signatory, The Australian Multicultural Foundation (current)
-Chairman, Positive Ageing Foundation
-Chairman, The Leadership Foundation
-Chairman, Foundation for the New England Regional Art Museum
-Chairman, RepuTex Advisory Committee
-Chairman, Carbon Economy Task Force 2009
-Patron, Australians For Just Refugee Programs (Current)
-Director, The Southern Highlands Foundation
-Director, Australian Indigenous Chamber of Commerce
International- Member, Asia-Pacific Business Forum
-Member, Eminent Persons Group on Current and Prospective Economic and Social Performance in the UNESCAP Region
-Member, UNESCAP Expert Group on Development Issues and Policies: Infrastructure Development
-The Special Advisor to the Under Secretary of the United Nations and the Executive Secretary on Infrastructure Financing, UNESCAP
-Member, The Trilateral Commission (current)
WWF Earth Hour Ambassador 2013
Chairman, Asset Owners Disclosure Project
Member, Experts Panel Low Carbon Economy, prepared for Weatherill Government, South Australia
Chairman, Northern Metropolitan Cemeteries Trust Board for NSW Government (Current)
Member, National Standing Committee on Energy and the Environment (Current)
Patron, Australian Solar Council (Current)
Chair, Business Council for Sustainable Development Australia (Current)
Chair, BioEnergy Australia (Current)
Member, SteerCo, Australian Sustainable Finance Roadmap
I have written columns, given hundreds of speeches/lectures at conferences around the world, and appeared regularly as a radio and television commentator for nearly 35years.
Major media activities:
Economics Consultant and Author, The Economist Column, Business Review Weekly, 1983-87
Editorial Advisor, Member Advisory Board and Columnist Triple A magazine
Australian Correspondent for International Reports (a Financial Times subsidiary based in New York)
Regular Columnist Australian Financial Review (more than 15 years)
Weekly Columnist Southern Highlands News (Current)
Columnist Fairfax Media – SMH, Age, Canberra Times, and on line (Current)
Weekly Columnist Fairfax Regional Media (Syndicated) (Current)
Weekly Commentator and Contributor Sky News including Switzer (Current)
Regular commentator widely, radio/ TV/ newspapers
A host of invited columns in Australian and overseas publications
Member Gruen Nation ABC program 2010 Federal Election- the highest rating ABC program of the year, and again in 2013
By invitation or award
– Fellow, Academy of the Social Sciences of Australia (FASSA)
– Fellow, Australian Institute of Company Directors (FAICD)
– Fellow, Finance and Treasury Association (FFTP(Hon))
– Affiliate, The Securities Institute of Australia (ASIA)
– Fellow, The Hong Kong Management Association
– Member in the Order of Australia- For service to business and economics, to the Australian Parliament and politics, and to the community.
– Centenary Medal7
– Woodrow Wilson Fellow
– Lifetime Achievement Award University of Regina, November 2009
– Order of Merit, Australian Olympic Committee May 2010
PROFESSIONAL PUBLICATIONS AND BOOKS
Numerous publications in refereed journals, book chapters, etc.
Liquidity Creation and Distribution in the Eurocurrency Markets D. C Heath Lexington Books, 1975
The Eurocurrency Markets and Their Implications- A New View of International Financial Markets and their Implications for Monetary Reform (with Sakakibara) D.C. Heath Lexington Books, 1975
Offshore Banking in Australia (Campbell Committee) 1981
Australians Speak 1991
Presently finishing two books – ‘ Public Policy Book’ and another as a Collection of major public policy columns and speeches etc
Dr Shann Turnbull
Principal, International Institute of Self-governance
Dr Shann Turnbull is the Principal of the International Institute of Self-governance based in Sydney, Australia. His bibliography is posted https://independent.academia.edu/ShannTurnbull/CurriculumVitae
Shann Turnbull obtained an MBA from Harvard in 1963 and published The Management of Capital in 1965 to promote modern financial analysis in Australia. He became a part time teacher at Australia’s first business schools while being a serial entrepreneur founding many enterprises with three becoming traded on the Australian stock exchange. From 1967 to 1974 he was in charge of research for a private equity group that acquired and re-organized a eight publicly traded companies. In this role and as a company promoter he gained experience as a controlling shareholder, company director, chairman and/or CEO of public companies. In 1970 he also became a founding joint CEO/owner of a public mutual fund management company.
In 1971 he advocated education for company directors and in1973 his first academic paper “Time Limited Corporations” was published in ABACUS: A journal of accounting, finance and business studies.
Shann pioneered research and teaching of corporate governance before this term came into vogue as a co-author in 1975 of the first course in the world to provide an educational qualification for company directors. In 1975 he also published his first book on Democratising the Wealth of Nations. The novel ideas in his book led to consulting assignments for multi-national corporations, United Nations, World Bank, and governments, including in 1991 the Peoples Republic of China and Czechoslovakia. Shann has been a prolific writer on reforming the theories and practices of capitalism based on biomimicry.
In 2001 he obtained a PhD from Macquarie University with a thesis that showed how the science of control and communication in the animal and the machine described as cybernetics could be extended to organizations to create a science of governance using bytes as the unit of analysis. His thesis built upon his education as an electrical engineer in Tasmania in 1957 and a BSc from the University of Melbourne in 1960. His PhD thesis, many journal articles, book chapters and books are posted at http://ssrn.com/author=26239. Two articles were selected for re-publishing in 2000 with the seminal contributions of 24 leading scholars in the Corporate Governance volume of The History of Management Thought.
Shann applied the methodology developed in his dissertation to evaluate and rate the governance integrity of the largest 100 organizations in Australia by turnover for three years from 2001. From 2001 to 2006 he was the Australian Advisor to the London based Hermes Focus Asset Management. In 2002 he was commissioned by the London based New Economics Foundation to write a public policy booklet on A New Way to Govern: Organizations and society after Enron. Based on his PhD research he designed a MBA course that he taught during 2003/4 at Macquarie University on evaluating and designing the governance architecture of organizations in the government, non-profit and private sectors. He taught risk analysis to graduate students at the University of NSW in 2007 and at Sydney University in 2008. In 2011 Shann founded the Green Money Working Group in the UK to provide liquidity for Small and Medium sized enterprises in the event of another financial crisis. Group members represent 25% of the UK population as described at www.gmwg.org.
Global Pension and Retirement Leader, Ernst & Young
Josef leads EYs Global Pension and Retirement business working across EY’s Financial Services and Government and Public Sector
He has an accomplished record of designing and delivering exceptional stakeholder and commercial outcomes in complex, political and uncertain environments. Josef is skilled in engaging, connecting and galvanizing diverse stakeholders on board, senior executive andoperational levels behind evolutionary or transformational strategies and initiatives. His has an adaptive leadership style working across 30 countries with leading private and public sector clients as well as governments and regulators.
Josef brings 25+ years of expertise and insights across wealth and asset management, retirement, life insurance and retail banking across 4 continents in industry and advisory roles. He is skilled in board, strategy, risk and governance, distribution, investments, administration and digital from working with leading financial services organisations locally and globally. As a leader he enjoys seeing colleagues grow and evolve personally
As previous COO Retirement of a pension fund master trust, pension trustee director and working with boards in several countries Josef learned the importance of purpose, good governance, a members’ best interest culture as well as rigorous risk and conflict management and fit for purpose oversight to deliver predictable outcomes. Trust and confidence are key. And conflicts of interest are omnipresent. He thrives navigating transformational change from running a business strategy consultancy and leading market entry, growth and
complex implementation programs for many leading pension, retirement and social security organisations, life insurers, asset managers and wealth management businesses globally. But, his industry and advisory roles taught him that only successful implementation makes a successful strategy. And, behavioural change is tough.
Josef was involved in supporting informed decisions and policy reform in many countries working with political, policy, regulatory and industry leaders. It taught him two key lessons: pension, retirement and financial well-being policy reforms require tough decisions and behavioural change, and they require translating between different stakeholders to convert industry jargon into stakeholder understanding and empathy. Successfully building, evolving and governing growing direct investment portfolios across different regions, countries, asset categories and themes became his passion again as it maximises retirement assets as ultimate member outcome. Josef is a frequent speaker and author on pension, retirement, governance and risk management issues on many global and local forums to help build a better retirement world for all stakeholders.