Agenda

Breakfast on Arrival
Time: 8:00 AM - 9:00 AM
Arrive early and enjoy a gourmet breakfast at the Art Gallery of New South Wales.
Stage 1
Welcome to the Summit
Time: 9:00 AM - 9:30 AM
Kicking off the WeMoney Financial Wellness Summit, Dan Jovevski will officially welcome attendees and set the tone for an inspiring day of ideas, connection, and action. Dan will outline the Summit’s vision to reimagine financial wellbeing in Australia and introduce the key speakers and sessions that will shape the conversations ahead.
Dan Jovevski
Founder
Stage 1
Alan Kohler on Mapping the Macro: Australia’s Economic Crossroads
Time: 9:30 AM - 10 AM
Alan Kohler will distil complex macroeconomic forces, from inflation and interest rates to global instability and housing policy, into sharp, actionable insights. His keynote sets the stage for the day, equipping attendees with a clearer picture of the systemic pressures impacting financial wellbeing across generations.
Alan Kohler
CEO, Co-founder
Stage 1
State of the Economy: Navigating Uncertainty
Time: 10:05 AM - 10:45 AM
Leading economists will dissect Australia’s soaring consumer‑debt levels, stagnant productivity and widening inequality. They will map how global volatility and rapid tech disruption are reshaping macro‑economic fundamentals, then outline the concrete policy levers that can reinforce long‑term resilience. By linking data trends to actionable strategies, the panel will illustrate how inclusive economic development can be the engine of sustainable financial wellbeing.
Diana Mousina
Deputy Chief Economist
Melinda Cilento
CEO
Ross Buckley
Scientia Professor
Moderator:
Harshdeep Kaur
Growth Lead
Stage 2
The Future of Wealth and Social Media
Time: 10:05 AM - 10:45 AM
Discover how time-tested investing principles based on Warren Buffett's philosophy led to both exceptional investment returns and a YouTube channel with over 1 million subscribers. Learn Brandon's four-pillar framework and how applying these disciplines to content creation builds trust, drives qualified leads, and creates lasting brands. Explore why YouTube remains one of the biggest business opportunities today and how patience and consistency compound wealth and audience growth.
Brandon van der Kolk
Founder
Edwin Onggo
Partner
Morning Tea
Time: 10:45 AM - 11:20 AM
Grab a coffee, stretch your legs, and make space for fresh conversation. Whether you're continuing a session discussion or starting a new one, this is your moment to connect, reflect, and refuel.
Stage 1
Investing in Tomorrow: The Tech & Trends Shaping the Future
Time: 11:20 AM - 12 PM
Fintech innovators and venture‑capital experts will explain how digital platforms are dismantling the opacity of traditional investment products. They will walk through the mechanics of friction‑less trading, fee compression and algorithmic advice, and illustrate how data‑driven tools broaden market access for younger Australians. Their discussion will pinpoint the technological shifts that are redefining wealth‑building pathways and expanding financial empowerment.
Matthew Leibowitz
CEO, Co-founder
Dom Pym
Director, Co-founder
Yish Koh
Director, Co-founder
Moderator:
John McDuling
Editor-in-Chief
Stage 2
Stronger Together: Reimagining Economic Security for Australian Families
Time: 11:20 AM - 12 PM
Community leader Carmen Platt and policy strategist Suzanne Hopman share frontline experiences of families coping with rising living costs, stagnant wages and housing insecurity. They highlight interventions moving beyond short‑term relief toward lasting empowerment. By contrasting emergency aid with structural change, this panel illustrates scalable models to restore economic security.
Suzanne Hopman
CEO
Carmen Platt
Head of Partnerships
Moderator:
Hannah Glass
Special Counsel
Stage 1
Financial Education That Works: Building Literacy from the Ground Up
Time: 12:05 PM - 12:35 PM
Educators, curriculum designers and nonprofit founders will present the most effective approaches to financial‑literacy instruction. They will compare classroom‑based programmes, after‑school workshops and digital learning platforms, revealing which pedagogical techniques produce measurable skill gains in young Australians. Their insights will include teacher‑training frameworks, partnership models with financial institutions, and pathways for scaling successful pilots to national curricula, offering a roadmap for systemic improvement in money‑savvy across the country.
Annette Rose
Founder
Effie Zahos
Money Editor
Katrina Samios
CEO
Moderator:
Calida Tang
Policy Manager
Stage 2
AI and the Future of Financial Wellness: Balancing Innovation and Inclusion
Time: 12:05 PM - 12:35 PM
Artificial intelligence is redefining finance at every level. The session will explore the benefits that AI can unlock, while confronting key risks for everyday Australians. Attendees will learn how machine‑learning can produce fairer credit models, more inclusive financial products and tailored education tools, and how robust privacy, accountability and consumer‑trust frameworks can mitigate harm. The discussion will also map the regulatory, innovation and cross‑sector collaboration pathways needed to ensure AI empowers rather than deepens existing financial inequalities.
Gordon Campbell
Founder
Tristan Cameron
Former Head of Global Sales GTM
Jacky Koh
CEO
Moderator:
Kailash Sarma
Corporate Advisor
Lunch
Time: 12:35 PM - 1:35 PM
Refuel and reconnect. Use this time to spark new conversations, exchange insights, and build relationships with fellow changemakers across finance, tech, policy, and community.
Stage 1
Dan Ariely on Financial Decision Making & Irrationality
Time: 1:35 PM - 2:15 PM
Behavioral economist Dan Ariely will unpack the subconscious drivers that lead people to overspend, under‑save or avoid tough financial choices. Drawing on decades of research, he will illustrate how subtle design cues, choice architecture and framing effects shape everyday money behaviour. Ariely will also propose concrete, low‑cost interventions that can be embedded in products and policies to improve financial outcomes at scale.
Dan Ariely
Author
Stage 1
The Psychology of Money: Behavioural Insights for Better Decisions
Time: 2:20 PM - 3 PM
A panel of academic researchers and fintech designers will translate behavioural‑economics theory into practical product features. They will discuss how to embed nudges, default options and transparent framing into banking apps, credit‑card offers and budgeting tools, aligning financial services with real human behaviour. By showcasing case studies where these insights reduced overspending or increased savings, the speakers will demonstrate how theory can be operationalised to create more humane, effective financial systems.
Dr Uwe Dulleck
Professior of Economics
Dr Nicholas Gruen
Economist, Entrepreneur
Moderator:
Rehan D'Almeida
CEO
Stage 2
Data for Good: Empowering Consumers Through the Consumer Data Right
Time: 2:20 PM - 3 PM
A panel of data‑policy experts will explain how the Consumer Data Right (CDR) can be leveraged beyond compliance. They will illustrate real‑world use cases that put consumers in control of their financial information. The discussion will map the regulatory landscape, technical standards and partnership models required to build an inclusive CDR ecosystem where data serves under‑represented groups and fuels competition.
Michael Saadat
Head of International Public Policy
Anja Pannek
CEO
Rukmal De Silva
Head of Growth & Revenue Strategy
Moderator:
Hannah Glass
Special Counsel
Afternoon Tea
Time: 3 PM - 3:30 PM
Take a breather, recharge, and reconnect. Use this pause to dive deeper into ideas sparked earlier in the day, or start a fresh conversation that could lead somewhere unexpected.
Stage 1
Money, Media, and Meaning: The Inclusive Voices of Financial Wellbeing
Time: 3:35 PM - 4:30 PM
Journalists, content creators and cultural‑safety consultants will explore how storytelling can bridge the trust gap for First Nations peoples, women and culturally diverse audiences. They will explore solutions to make money concepts feel relevant and accessible. By detailing production workflows, distribution strategies and impact metrics, the panel will provide a playbook for organisations seeking to amplify inclusive financial voices.
Lynda Edwards
Director of First Nations Policy
Molly Benjamin
Founder
Pascale Helyar-Moray
Founder, Author
Moderator:
Jennifer Harrison
Director - Startups and Scale-ups
Stage 2
Capital for Change: How VCs Are Redefining Financial Wellness
Time: 3:35 PM - 4:30 PM
Venture investors Rayn Ong, Cheryl Mack and Albert Bielinko will discuss how capital allocation is shifting toward inclusive‑finance and social‑impact ventures. They will break down the criteria they use to evaluate mission‑aligned startups, the role of ESG mandates in deal flow, and the emerging technology trends that attract purpose‑driven capital. Their insights will map the pathway for founders to secure funding that delivers both profit and societal benefit.
Cheryl Mack
CEO
Albert Bielinko
General Partner
Rayn Ong
Partner
Moderator:
Mathieu Bertrand
Co-founder
Stage 1
Closing Address
Time: 4:40PM - 5 PM
As the Summit draws to a close, Dan will reflect on the day’s key insights, themes, and conversations that are shaping the future of financial wellbeing in Australia. In his closing remarks, he will highlight the collective progress made, the ideas that emerged, and the continued collaboration needed to drive meaningful change. Attendees will leave inspired, connected, and ready to turn today’s discussions into lasting impact.
Dan Jovevski
Founder
Royal Botanic Gardens
Australian Girls Choir and Soirée
Time: 5 PM to 8 PM
Location: Terrace on the Domain
Wind down the day on the Terrace at The Domain with drinks, canapés, and conversations that matter. As the sun sets, enjoy a special performance by the Australian Girls Choir and watch the creation of  a live art installation, capturing the collective hopes and ideas of our financial future.
This isn’t just networking. It’s a celebration of the people, purpose, and creativity driving change.