DATE:

Weds, 15th Dec 2021 Summit Partner: Silver Sponsor: Bronze Sponsor: Drinks Function
Sponsor:
VENUE: Hilton Hotel Sydney,
L2, 488 George St
REGISTER: fintechsummit.com.au

Our speakers

Peter O’Malley David Walker David Hyman Nathan Walsh Andrew Walker Rafael Pasquet
Product Director, Group Chief CEO, Lendi Group Co-Founder & CEO, Co-Founder & CEO, Director and CFO,
Money by Afterpay Technology Officer, Athena Home Loans Nano Home Loans Mercedes-Benz
Westpac Financial Services
Australia

Daniel Foggo Carolyn Murphy Nicole Buisson Tim Poskitt Belinda Hogan Dion Appel
Founder & CEO, Chief Digital Bank Chief Customer GM, 86 400 CEO Australia &
Plenti Officer, Teachers Mutual Officer, Envestnet Yodlee New Zealand,
Open Insurance Australia Openpay Group Ltd

Jessica Robinson Greg McKenna Lynda Coker Richard McCarthy Simon Burt Ron Spector
Assistant Secretary, Chief Executive Commercial Director, Group Executive, Newcastle Managing Director,
CDR Division, Officer, Volt Bank Perpetual Corporate Permanent Building 1835i
Treasury Police Bank Trust & Perpetual Digital Society

George Confos Simon Beitz James Vaughan Beau Bertoli Tim Brookes Tonia Berglund
CEO and Founder & CEO, Head of Data Founder & Chief Partner, Director of Product
Executive Director, Alex Bank Products, Revenue Officer, Ashurst (Open Banking),
Avenue Bank CoreLogic Prospa Envestnet Yodlee
 Our 3 Themes for this year’s Summit:
FINTECH / OPEN BANKING EMBEDDED FINANCE
FSI COLLABORATION & CDR & EMBEDDED FINTECH

PROGRAM
Date: Wednesday, 15th December 2021
Venue: Hilton Hotel Sydney, L2, 488 George St, Sydney NSW

9.00 – 9.10 Welcome & Opening Remarks.

9.10 – 9.50 The Future of Financial Services: Money by Afterpay

The changing nature of financial services; from redefining payments to creating
a marketplace
Peter O’Malley, Product Director, Money by Afterpay

9.50 – 10.40 The Future of Financial Services: Innovation and Partnership


Innovation and Partnerships are the Future of Financial Services. Hear how
Westpac is enabling the shift to embedded finance, and forging new partnerships
with FinTechs to deliver smarter, more inclusive financial services.
David Walker, Group Chief Technology Officer, Westpac

10.40 – 11.15 Morning Break

11.15 – 12.00 Disrupting Residential Home Loans: The Biggest Asset Class of All
How are the fintech companies disrupting the residential home loan sector?
David Hyman, CEO, Lendi Group
Nathan Walsh, Co-Founder & CEO, Athena Home Loans
Andrew Walker, Co-Founder & CEO, Nano Home Loans
Panel MC/Chair: Lynda Coker, Commercial Director, Volt Bank

12.00 – 12.40 Challenger Banking: Today, Tomorrow, and The Future


What does the future hold for the new banking brands and how are established
FSIs embracing the fully digital environment? We compare the range of banks;
from the Australian neo-banks to overseas banks, and discuss issues common to all
Andrew Clouston, Chief Customer Officer & Co-Founder, VOLT Bank
George Confos, CEO and Executive Director, Avenue Bank
Simon Beitz, Founder & CEO, Alex Bank
Carolyn Murphy, Chief Digital Bank Officer, Teachers Mutual Bank & Hiver.Bank

12.30 – 1.30 Lunch Break (Level 2 Lobby Area)

REGISTER NOW: www.fintechsummit.com.au

PROGRAM
AFTERNOON:
1. Afternoon Streams from 1.45 – 2.45 – delegates select a stream
2. Then Afternoon Streams 3.00 – 3.45 – delegates select a stream
3. Return to Level 2 Lobby Area for Afternoon Tea/Coffee
4. Go To Level 2 State Room for the Closing Panel Session

1.45 – 2.45 First afternoon streams – delegates select a stream

STREAM 1: (State Room)

1.45 – 2.45 Embedded Finance: How FinTech is Enabling Brands to Engage Customers
How are the Companies partnering with fintechs? How are fintechs challenging the
traditional Banks/FSIs for market share?
Rafael Pasquet, Director and Chief Financial Officer, Mercedes-Benz Financial
Services Australia
Jonathan Buck, Co-Founder & Co-CEO, Open Insurance
Daniel Foggo, Founder & CEO, Plenti
Mark Hansell, Chief Product Officer, Hay and Hay as a Service (HaaS)
Panel Chair/MC: Nicole Buisson, Chief Customer Officer, Open Insurance

STREAM 2: (Rooms 3 & 4)

1.45 – 2.45 How data is driving innovation
How data and open banking are driving innovation in the fintech sector:
• How has data aggregation and open banking allowed you to innovate?
• How can fintech innovation improve customers’ financial wellbeing?
• Where do you see the future of open banking and what impact will it have on
your business?
Caleb Gibbins, Founder, Cache Invest
Jonathan Shaw, CEO, Moneysoft
Anil Sagaram, CEO, Acacia Money
MC: Glen Frost

STREAM 3: (Rooms 5 & 6)

1.45 – 2.45 Partner for Growth: Opportunities for Partnerships
Opportunities for partnerships in financial services
Greg McKenna, Chief Executive Officer, Police Bank
Richard McCarthy, Group Executive, Perpetual Corporate Trust & Perpetual Digital
Simon Burt, Acting Head of Digital Customer Experience and Innovation,
Newcastle Permanent Building Society
Ron Spector, Managing Director, 1835i
Kallan Hogan, Vice President of Fintech Account Management, Australasia,
Mastercard
Panel MC/Chair: Belinda Hogan, CFO, 86 400

REGISTER NOW: www.fintechsummit.com.au

PROGRAM

3.00 – 3.45 Second afternoon streams – delegates select a stream

Stream 1: State Room:

3.00 – 3.45 Enhancing the Digital Mortgage Journey with Property Data
How are lenders engaging customers at every stage of the mortgage journey in the
digital era? We discuss how lenders of all tiers are finding customers, onboarding
them seamlessly while managing their risk with the help of Property Data.
James Vaughan, Head of Data Products, CoreLogic
Derek Sheerin, CEO, OneTwo Home Loans
Angus Gilfillan, CEO & Co-Founder, Finspo
Angus Blandy, General Manager, Home Ownership, NAB

Stream 2: (Rooms 3 & 4)

3.00 – 3.45 Q&A Discussion: Understanding the CDR and Open Banking Journey
Open Banking: What Does Open Banking Mean for Australia? What can we learn
from other countries that have rolled out CDR/Open Banking, such as the UK?
Jessica Robinson, Assistant Secretary, Policy, Governance and Engagement
Branch, CDR Division, Treasury
MC/Chair; Tim Brookes, Partner, Ashurst

4.00 – 4.30 Afternoon Tea/Coffee in the Level 2 Lobby Area

4.30 – 5.15 
Closing Keynote Panel: The Paradigm is going to change, and faster than
you think
FinTech is only 5% of financial services; this is only the beginning of the disruption
& innovation wave – our panel discusses growth, expansion opportunities and the
future of fintech.
Dion Appel, CEO Australia & New Zealand, Openpay Group Ltd
Beau Bertoli, Co-Founder & Chief Revenue Officer, Prospa
Jonathon Kelly, Chief Growth & Innovation Officer, Humm Group

5.15 – 7.15 Drinks Function

Drinks Function Lucky Door Prize: There will be a Lucky Door Prize at the
Networking Drinks Function; delegates who attend the Drinks Function, and enter
into the draw, agree to share their details with Mambu.

REGISTER NOW: www.fintechsummit.com.au