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Transitioning into the world: A wellness conversation

60 mins 1 CPD Hours

In the face of indefinite isolation, financial uncertainty, and with an...

Voluntary Code of Practice: A Trustees perspective

45 mins 0.75 CPD Hours

With changes to the Voluntary Code of Practice coming which will make the...

Improving outcomes for vulnerable consumers

60 mins 1 CPD Hours

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Voluntary Code of Practice: A Trustees perspective

45 mins
0.75 CPD Hours

Insurance Symposium Governance  Insurance  Policy  Regulation

With changes to the Voluntary Code of Practice coming which will make the Code binding and enforceable, will there need to be an establishment of an actual insurance code body?

Hear from two trustee directors on their perspective regarding the pending legislation and the practical implications in meeting and interpreting their commitments will have for their funds.

Published Date: 09 October 2020

Speakers

Jocelyn Furlan, Trustee Director, Aware Super

Jocelyn Furlan’s passion is an Australian community empowered about their financial affairs.

She is a non-executive director of Aware Super and Financial Counselling Australia, and is the Independent Chairperson of the Customer Owned Banking Association Code Compliance Committee.

She is Chair of the Board of Strathcona Baptist Girls Grammar School, a member of Vanguard Investment Australia Ltd’s External Compliance Committee, and a part-time member of the Superannuation Complaints Tribunal. She is partner of FM Super Resolutions and the Principal of Furlan Consulting. 

Jocelyn was the Chairperson of the Superannuation Complaints Tribunal for eight years from 2007 until March 2015.  Since April 2015, in addition to her non-executive work, she provides consulting services principally in financial services dispute resolution.

Jocelyn holds law and commerce degrees and is a Graduate of the Australian Institute of Company Directors.

She is a much sought-after speaker and presenter, sharing her insights into the superannuation and life insurance industries through relating stories of the many interesting disputes she has seen


Kara Keys, AIST Board Member & Trustee Director, Cbus

Kara Keys is a proud First Nations woman as a descendant of the Yiman and Gangulu peoples of central Queensland.

Kara has extensive experience in developing and leading a range of strategic campaigns, policy development and stakeholder engagement programs with over 15 years’ experience working in member based, representative organisations.

Current roles held:

  • Director, Cbus (United Super)
  • Chair, People Culture & Renumeration Committee (Cbus)
  • Director, KTL Collective
  • Member, Expert Advisory Panel, Jumbunna Institute UTS

Past roles held:

  • National Campaign Director, ACTU
  • Chair, Democracy in Colour


Facilitator

David Haynes, Senior Policy Manager, AIST

David has over 30 years’ experience in super, primarily in the profit-to-member sector, and always advocating outcomes that put fund members first.

David is Senior Policy Manager at AIST.  He has spent the last eight years working closely with the Australian Government, Parliament, regulators, the ATO and industry in developing and implementing all aspects of superannuation policy – including pre- and post- retirement products, structure, taxation, reporting and disclosure, and data and technology.

David was previously Chief Executive of the diversified financial services company, Industry Fund Services and two super funds; an executive at Members Equity; a trustee of the universities’ super fund; a director of the SuperStream Gateway Network Governance Body; held senior roles with superannuation administrators; and chaired the Audit and Risk Committee of COTA (Victoria).

David is also an executive with the IQ Group, and on the advisory board of Conexus Financial.


CPD 0.75pt

  

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