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Retirement Forum 2024 

Thursday 29 February 2024

10:30am - 1.30pm ACDT (Adelaide time)

Senior woman, smiling, pauses from cycling to adjust her helmet
Senior couple relaxing on the couch, watching TV while also using their phones

About the event

Whether you’re travelling the world, pursuing your passion or spending more time with your loved ones, we have many ways to help you continue enjoying your retirement.

Join us for our Retirement Forum, a complimentary event designed exclusively for retired members. We know your goals and needs in retirement change over time. That's why we’d like to keep you updated on our innovative ideas and strategies.  

At the Retirement Forum you’ll hear from our experts on the direction of the fund, to help keep those financial confidence levels up. 

In person

Adelaide Convention Centre, North Terrace

Register now

Live broadcast

The Hostplus Retire Ready 2024 event will also be broadcasted live online.

Register now


Attending in person?

Explore transport options to the Adelaide Convention Centre. The tram is free to travel within the city centre, with the closest tram stop conveniently located within a two-minute walk from the Centre, in front of the historic Adelaide Railway Station.

Venue map

AGENDA

Arrival and registration

9.45am ACDT

Welcome to Country

10.30am ACDT

Welcome

10.35am ACDT

Ian  Henschke* 
MC, Former Chief Advocate National Seniors Australia

Fund update

10.45am ACDT

Umberto Mecchi
Chief Member Officer, Hostplus

Umberto will provide an overview of the fund’s strategy and what drives our success.

Investment update

10:55am ACDT

Greg Clerk

Deputy Chief Investment Officer - Investments, Hostplus

Greg will provide a snapshot of the markets and offer his outlook for the short and longer-term.

Icon depicting a cup of tea

Morning tea

11.30am ACDT

Retiring well

12:00pm ACDT

Lisa Palmer
Executive Manager, Intermediary Distribution & Growth, Hostplus

Sudeep Arora
Head of Product and Retirement Solutions, Hostplus

Stefan Melito
Financial Planner, Hostplus

Our panel will discuss practical ways Hostplus could help you ‘keep your super fit’ to achieve your objectives throughout your retirement.

Icon depicting a sunset

Maintaining a positive financial future in retirement

12:45pm ACDT

Opel Nelson
Financial Planner, Hostplus

Opel will explore the potential ways we could help empower you to continue to achieve a fulfilling retirement through our financial advice options and expertise. 

How to have an epic retirement

1:00pm ACDT

Bec Wilson
Founder, Epic Retirement and Starts at 60

Bec will provide her tips to help you to live a longer, better, and more financially confident life. 

Closing remarks

1.20pm ACDT

Ian Henschke* 
MC, Former Chief Advocate National Seniors Australia

Limited seats available. Secure your place now.

Meet the

speakers

Ian Henschke

MC

Ian Henschke is a veteran journalist and former Chief Advocate of National Seniors Australia.

He held that prominent position for seven years from 2017 to 2023 and achieved a remarkable series of wins for older Australians in large part by focussing the minds of politicians on the key statistic that ‘every second voter is now over 50’.

Before becoming an advocate he was a top rating ABC radio talk show presenter. He was also a columnist for the Advertiser's SA Weekend magazine for 12 years and had stories published locally and internationally.

He's been in the media for more than 40 years, the bulk of those in television. He worked for the nine and seven networks in the 80s and 90s before returning to the ABC as the host and senior reporter on Stateline for 10 years. He also worked for ABCTV Asia Pacific, 4 Corners, 7.30 and Landline.

He’s been a finalist twice in the prestigious Walkley awards, winning a high commendation for his work on the Westpac Letters in 1991. He’s a graduate of the Murray Darling Leadership Program and won a prestigious Reuters Foundation Fellowship to Oxford in 1999 which resulted in the BBC World documentary "Emission Impossible". It won the Jury Prize at the Grenoble International Film Festival in 2000.

He was the Staff Elected Director of the ABC Board from 2000-2002 and received the Centenary of Federation Medal for Services to Australian Society through broadcasting in 2001.

He's currently the Alumni Representative on the Council of the University of Adelaide and teaches part time at a secondary college in South Australia.

Umberto Mecchi

Chief Member Officer, Hostplus

Umberto is a seasoned marketing and strategy professional with over 30 years' experience in senior marketing and strategic roles. His simple but effective application of strategic marketing fundamentals has enabled Umberto to create breakthrough marketing programs and brand campaigns for leading brands in Australia. Prior to joining Hostplus in 2004, Umberto worked with the ANZ Bank, National Mutual/AXA and Zurich Financial Services in marketing and strategy roles. In 1999, he joined direct marketing agency – trademarkDM as their Director of Strategy and worked on major campaigns for financial services brands including, AXA Australia, GE Capital, Members Equity Bank, American Insurance Group (AIG), Hostplus and Australia Unity Funds Management. In the non-financial services sectors, he worked on several campaigns for leading pharmaceutical brands like Zantac, Zovirax and Lamictal – an epilepsy drug that saw his campaign awarded with an Australian Direct Marketing Silver effectiveness Award in 2001. In 2008, Umberto was awarded with a FEAL (Funds Executive Association Limited) Executive Education Scholarship that is now seeing him undertake a Masters in Organisational Leadership at the Melbourne Business School. Also, in 2008 Umberto picked up the AIST (Australian Institute of Superannuation Trustees) Superannuation Marketing Award for Excellence and his marketing campaigns were also awarded winners of the 2008 ASFA Communications Award and the AIST Gold Communication Award 2008 for Excellence in Member Reporting Communications. His success continued in 2009 where he was awarded the Rainmaker Superannuation Marketer of the Year. In 2017, Umberto came in at 11th spot in the coveted CMO Top 50 list in Australia for his marketing influence and excellence. 

Deputy Chief Investment Officer, Hostplus

Con Michalakis is Deputy Chief Investment Officer at Hostplus, following the merger with Statewide Super in April 2022, where he was Chief Investment Officer. Hostplus is one of Australia’s largest industry superannuation funds, with total aum of AUD100 billion, Con leads portfolio construction in public and private markets. Con has worked for asset managers in New York, Sydney and London and was the first investment practice leader for Watson Wyatt in Australia.  Con has a B.Sc. in Maths from the University of Adelaide and a M.Sc. from the University of London

Head of Product and Retirement Solutions, Hostplus

Sudeep is Head of Product and Retirement Solutions at Hostplus. Sudeep is an experienced, innovative, and collaborative product, strategy, and distribution leader. He has demonstrated experience in product and distribution strategy development and execution, new product and value proposition development, strategic product and customer life-cycle management, and functional leadership of the product, distribution, retirement and strategy functions, and teams. His expertise spans across financial services, public services, and consumer services sectors including superannuation, wealth and investment platforms, banking, SMSFs, financial planning, insurance, financial administration, public trustee, telecommunication and utility industries.

Lisa Palmer

Executive Manager, Intermediary Distribution & Growth, Hostplus

With an extensive background in financial planning and executive leadership across multi-disciplinary business units, Lisa brings a wealth of experience in optimising distribution networks and fostering strategic partnerships.  Having seen the difference quality financial advice can make to people’s lives, Lisa is passionate about empowering financial advisers with tools and support to ensure our members can engage a financial adviser of their choice and feel confident their adviser will have access to the information needed to maximise their retirement savings.  Lisa is also passionate about increasing the financial well-being of women, partnering with organisations and brands including Adelady, TAFE, WEA, LG Professionals, and the Women’s Professional Development network at Adelaide University to help to foster greater financial literacy in women. 

Financial Planner, Hostplus

Stefan has over a decade of experience in financial planning and brings a down-to-earth approach to the complexities of the financial world. He assists members by guiding them through advice opportunities designed to improve their position. Known for his friendly approach and passion to achieve members’ desired outcomes, he also displays a constant desire to help clients achieve financial efficiency. Stefan holds a Bachelor of Commerce from the University of South Australia and an Advanced Diploma in Financial Planning from Mentor Education. 

Financial Planner, Hostplus

Opel is a financial planner with Hostplus providing advice to Northern Territory-based members. She is passionate about educating and engaging members with their superannuation and retirement and delivering a solution-focused service to her clients, one that connects with who they are and the journey they are on. Opel has a broad range of experience in the financial services industry spanning a decade. She initially started in banking before moving to the superannuation industry. Her career in super started at the SA Public Sector super fund Super SA. It was her formative time in the super industry that motivated her to become a financial planner, after seeing the peace of mind sound financial advice could give to members heading into retirement. She later joined Hostplus through the merger with Statewide Super, having been at Statewide since 2019. Opel holds a Bachelor of Commerce (Financial Planning and Commercial Law) from Deakin University. 

*Mr Ian Henschke’ appears by arrangement with Claxton Speakers International