Speakers

Adele Martin is transforming financial advice.

With over 20 years of experience, she has worked with retirees and millennials, founded The Savings Squad Podcast, and helped hundreds through her My Money Buddy online money program.

A multi-award-winning adviser, Adele has been recognized with the Independent Financial Adviser Excellence Award and the XY Adviser Brains Trust Award. She is a trusted authority on money, regularly featured in The Australian Financial Review, The Project, ABC, Sky News, and more.

Now, she is coaching advisers globally—including training 200,000 Japanese advisers—with a mission to help them make a bigger impact, scale their businesses, and do it all without burning out.

Ben Marshan is a seasoned professional in financial services, advocacy, and government relations, with over 19 years of experience in the field. Specialising in strategy, professional standards, risk and compliance, and member support. Ben has a proven track record of helping businesses navigate significant regulatory changes and deliver financial services efficiently. Ben now supports financial services businesses as a thought leader and consultant through Marshan Consulting. Ben has also co-founded Impaktful, which is creating tools and services to help Australians find purpose in their retirement through philanthropy and volunteering. Ben is also a Director of the Future2 Foundation - the foundation for all financial service professionals, with the aim to build stronger financial futures for Australians in need.

Before founding Marshan Consulting, Ben served as Director of Policy at the Council of Australian Life Insurers and spent 8 years as Head of Policy, Standards, Strategy, and Innovation at the Financial Planning Association of Australia. He also worked as a Financial Planner and Senior Manager at State Super Financial Services (now Aware Super) and as KPMG’s financial advice subject matter expert.

Ben holds the Certified Financial Planner® and Life Risk Specialist® designations, an MBA, a Master of Commerce in Financial Planning, a Bachelor of Science with first-class honours, and a member of the Australian Institute of Company Directors.

Pedro is a bilingual (Spanish) Certified financial planner with over a decade of experience in the financial industry. In 2023 he founded Marin Wealth, a boutique independent financial advisory firm that provides bespoke financial services across South East Queensland. Regardless of their life stage, Pedro’s clients share a common goal: achieving financial freedom and living a richer life. His client trust him to guide them with effective strategies tailored to their personal aspirations.