NSW State Summit: Private Wealth Adviser Forum

Arun Abey AM

Executive Chairman, Walsh Bay Partners

Nandita Alva

Partner and Chief Operating Officer, Lipman Burgon

Nandita is a Partner and Chief Operating Officer at Lipman Burgon, and a member of the firm’s Executive team, overseeing Marketing & Events, People & Culture, Finance, Operations, Technology, Digital Transformation and Risk Management.

The first woman to reach partnership at the firm, she was appointed unanimously by the existing partners in record time. Across her remit, Nandita has strengthened Lipman Burgon’s operational foundations, governance standards, financial management oversight and client experience, while building a culture that invests in its people and broadens access to financial knowledge for women.

Her initiatives span technology adoption and AI integration, cybersecurity, vendor management, outsourcing strategy, and the professional development of women both within the firm and across its client community. She is the founder and host of Women, Wealth and Wisdom, the firm’s flagship event series that brings together leading investors, entrepreneurs and industry voices to connect women with the knowledge, relationships and perspectives that matter most in their wealth journeys.

She brings more than 15 years of experience in financial services, including senior roles at Deutsche Bank, Alpha Vista Financial Services and FIIG Securities.

Nandita holds a Master of Applied Finance from UNSW, an MBA with Distinction from Macquarie Graduate School of Management, and a Bachelor of Engineering with Honours from the University of Auckland. She is a Member of the Australian Institute of Company Directors (MAICD).

Larry Finglwson

Head, The Edward Alexander Foundation

Larry Fingleson is passionate about unlocking the potential of philanthropy and helping individuals, businesses and charities create greater social impact.
A qualified Chartered Accountant, Larry began his career with Ernst &amp Young in Sydney and London, before moving into financial advisory, where he spent 20 years building and leading a boutique advisory practice.

Driven by a desire to make a meaningful difference in the for-purpose sector, Larry co-founded The Growth Project, an initiative bringing together business leaders and charities to strengthen capability, leadership and impact. Over five years, the initiative worked with more than 100 charities and business professionals.

In 2022, Larry helped establish the Edward Alexander Foundation, a Private Ancillary Fund, where he now serves as Executive Officer. The Foundation is committed to encouraging more and better philanthropy, with a particular focus on empowering professional advisers to engage their clients in meaningful conversations about giving. Through the Generous You initiative, the Foundation aims to make philanthropy a more natural and accessible part of financial advice.

Outside his professional commitments, Larry enjoys spending time with his family and pursuing his interests in baseball, golf and endurance sports.

Emily Hammon

Family Business & Wealth Adviser, For Generations

Emily is a certified Family Business & Wealth Advisor with the Family Business Association (AU) and the Family Firm Institute (USA).

Emily’s lived experience as a third generation family business member has inspired her to work with other enterprising families to help them plan, protect and prosper for generations through governance, legacy building and family learning programs.

Emily has 20 years of experience in the fields of marketing, events, sponsorship and international trade in both the public and private sectors.

Andrew Inwood

Founder & Principal, CoreData

Andrew Inwood is the founder and principal of CoreData, the financial-services research consultancy he established in 2002 and has since grown to offices in Sydney, Perth, London, Boston and Manila. He has more than 30 years in Australian financial services, including heading marketing at Rothschild Australia Asset Management and over a decade at AMP Investments, and is the author of more than 50 significant pieces of research into clients and their behaviour, with a particular focus on trust and the client experience.

A sought-after keynote speaker in every Australian capital and internationally, he also serves on charity boards, is a seed investor in early-stage businesses, and is a long-standing fundraiser in youth mental health.

Patrycja Slawuta

Behavioural Scientist and Founder, UnLab

Australia-based, NYC-educated and Poland-born behavioural scientist, serial entrepreneur and mindhacker.

I work with the complexity, nonlinearity and messiness of the human nature across the spectrum from high performing individuals to muti-generational family dynasties.