With a judging panel including academics, business executives, entrepreneurs and innovators, the Super Fund of the Year Awards is peer-reviewed recognition of your capabilities in finance and passion for driving the industry forward.
Angela Ashton, the Founder & CEO at Evergreen Consultants, stands as a beacon of expertise in the investment consulting landscape. Armed with two Bachelor’s degrees (Economics/Science), a Graduate Diploma in Applied Finance, and a Master of Commerce (Finance), Angela’s academic background underpins her strategic expertise in finance.
With a career spanning 30 years in Investment Markets, Angela brings unparalleled expertise to Evergreen. Throughout her career, she has held Senior Investment roles at QIC, served as Head of Ratings at van Eyk Research and was General Manager of Managed Funds Research at IWL Ltd (now CommSec). She has further contributed to the investment industry through serving on a number of education committees with groups such as Kaplan and the Investment Management Consultants Association (IMCA).
Under Angela’s leadership, Evergreen Consultants has established itself as a prominent boutique investment consulting firm based in Australia. Evergreen specialises in developing portfolios and collaborating closely with high-quality financial planning businesses nationwide. With them, Evergreen builds and manages investment solutions designed specifically to meet each individual clients needs and preferences.
The Evergreen Team is renowned for its innovative solutions and contributions in the industry through their significant in-house development of tools such as GreenVue, a portfolio analytics system and ERIG, a Responsible Investment Grading Index.
Courtenay Walker is a motivated and driven financial advice professional, currently serving as Head of Advice and co-owner at Fox and Hare. Fox and Hare is a BCorp-certified business that specialises in providing financial advice to Aussies aged 20 – 45. In her role, Courtenay manages various aspects of the business, including leading the team, HR, operations, product and compliance.
With a background in process development, strategic decision-making, and small business expansion, she brings a comprehensive approach to ensuring the firm operates at its highest potential. Her passion lies in breaking down barriers within the Australian financial advice industry, making financial advice more accessible and available to those who need it most. This drive stems from her desire to foster a more equal Australia.
Outside of her professional life, Courtenay is an avid beachgoer and surfer, with a deep love for animal welfare. She enjoys spending time with her dog, Lucky, and her cat, Caro.
Peter Lynch is a leader in Professional Indemnity Insurance in the real estate, valuation and management right industry sectors.
He boasts over 30 years’ experience with Aon Risk Solutions and as the Client Manager is responsible for developing new business within the real estate sector including the identification of business opportunities with franchise groups and other stakeholders.
He took a significant role in providing advice and support to introduce a Real Estate specific indemnity insurance scheme and is responsible for the highly successful REIQ/REINT schemes which he coordinated with the assistance of industry, lawyers, underwriters and claims staff.
Peter has a strong interest in promoting safe and quality business practices in real estate and has been a regular contributor to course materials, presentations and editorial submissions. He has been called upon to be a guest speaker at training forums for the REIQ, REIA, REINT, REIWA and various franchise groups.
Peter also provides individual Risk Management training to a number of his Franchise Group clients.
Professor Rahat Munir is the Head of Department of Accounting and Corporate Governance, Macquarie University. He is FCA, FCPA and PhD. Professor Munir is internationally acclaimed for his engagement with industry-driven curriculum and has been at the forefront of leading development and change initiatives. He is also forensic accounting specialist with financial crime investigative skills. He has pioneered innovative learning and teaching (L&T) practices, academic standards & accreditations. Her maintains strong ongoing relationships with external stakeholders, including professional associations, universities and communities - Universities in China, Southeast Asia, South Asia and Europe. He has served on the panel for Faculty/Course Reviews of various Universities in Australia and New Zealand. With his strong engagement with industry, he leads CFO Forum, Industry Academic Series, Thought Leadership and Business Leaders Roundtables. He has written over 100 peer reviewed journal articles, conference papers, books, book chapters, monographs and commissioned reports, and over 50 publications for professional and lay audiences. Although the bulk of his research focuses on management accounting and controls, he has also published in important cognate areas such as education, CSR, corporate governance, corporate culture and research expertise related to UN Sustainable Development Goals (SDGs). Professor Munir has delivered scores of invited/keynote presentations, and his expert opinions has been featured in radio, television, newspapers, newsletters, and web outlets. He is affiliated with several professional bodies including the Accounting and Finance Association of Australia and New Zealand, Professional Risk Managers International Association, USA, American Accounting Association, British Accounting Association, Canadian Accounting Association and European Accounting Association. Professor Munir serves on various high-level Committees and Advisory Boards. Professor Munir’s sustained excellence in teaching and research has been recognised through international awards.
Robert was appointed to Chief Executive Officer in December 2015. He is a founding partner of InfoComp, now GBST’s Retail Wealth Business, with over 30 years’ experience in the development of software applications. Robert holds a Bachelor of Mathematics. Robert has a business and technical software background having been part of the Retail Wealth Business development and professional services teams.
Sarah Penn is the CEO of Mayflower Consulting. Mayflower partners with fund managers and super funds to streamline their PDS management, enhance communications and navigate through change effectively. Sarah founded Mayflower in 2014 after senior roles at Macquarie Bank and Asgard Wealth Solutions. She is passionate about the funds management industry, chairing the FSC Tech and Innovation Expert Group and the ASFA NSW Legislation Discussion Group, and is also the MD of CREW – Compliance and Risk Executive Women, which now boasts more than 1700 members across Australia.
