QLD State Summit: Private Wealth Adviser Forum

Ross Barclay

Co-Founder & Director, FULFIL Advisory

Ross is a third-generation family business leader and strategy specialist with over a decade of experience across finance and aged care. As a co-founder and Director of FULFIL Advisory, he combines practical commercial strategy with deep psychological insights. He is currently completing a Masters of Business Psychology to complement his MBA. Ross is dedicated to solving the complex interpersonal and structural challenges of succession.

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Georgia Barkell

Peer Group Chair, PWN

Georgia Barkell is a finance and investment professional with a strong grounding in financial strategy, complemented by a deep interest in people, relationships and the dynamics that shape outcomes over time.

She is the founder of Kinexis, where she works alongside families as a consigliere, helping to develop and implement right-sized strategy and governance. Her approach brings a risk management lens to the skilful stewardship of family values and wealth across generations.

Georgia brings 25 years of experience across Chartered Accounting, Investment Banking, Technology, Fund Management and Family Office, with a career spanning Australia and the UK and experience with organisations including Deloitte, Westpac and General Electric. She is an experienced Director, Executive and Investor.

A mother of three, Georgia’s deep connection to family is reflected in Anthony Brandt’s words: “Other things may change us, but we start and end with family.” Outside of work, she enjoys travel and languages, snow skiing, music and reading — interests that continue to shape her perspective and curiosity.

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Rod Douglas

Founder, Legacy Private Capital

After retiring from his purpose-built property development business at just 30, Rod Douglas dedicated his career to serving entrepreneurial families and their enterprises.

For more than three decades, Rod has worked at the intersection of family wealth, operating businesses and professional advice, helping founders and families navigate the complexities of ownership, leadership, succession and enduring value creation.

As founder of Legacy Private Capital, Rod brings a distinctive perspective to the advisory community. While professional advisers focus on protecting and growing financial wealth, Rod works with the businesses, people and relationships that create and sustain it.

An experienced company director and independent chair across listed and private businesses, Rod specialises in culture, strategy, governance and shareholder value. He works collaboratively with professional advisers to strengthen family enterprises, navigate generational transitions and build lasting prosperity.

Rod holds an MBA from Bond University, is a Foundation Fellow of the AICD and a Vincent Fairfax Fellow in Ethical Leadership.

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Dr Katherine Hunt

Family Adviser, Ethicist, PhD in Law & Economics

Dr Katherine Hunt is one of the world's most engaging voices on decision-making — where psychology meets performance. Her particular fascination is how families decide: the choices around relationships, rituals and values, legacy, investment and balance that quietly determine whether wealth compounds across generations or erodes. Working closely with families of significant wealth and the advisers who serve them, she brings scholarly depth without sanctimony — a former tenured academic at Griffith University, author of definitive texts on professional ethics, with a PhD spanning law, economics and finance. Across 650 audiences on six continents, she turns values into velocity, and ideas into action families actually use.

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