Trusted Beyond the Numbers: Advisers as the Family's Decision Partners

1:20pm – 2:35pm AEST, 4 November 2026 ‐ 1 hour 15 mins

Dr Katherine Hunt

In a profession increasingly reshaped by AI, regulation and a new generation of clients, the adviser's enduring edge isn't technical knowledge alone. It's judgement and the trust it sustains. Closing the Advisers Forum, Dr Katherine Hunt, a leading behavioural-finance scholar, ethicist and author of Everyday Ethics for Financial Advisers, brings the afternoon's threads together: what significance means to clients, what the next generation is really looking for, and how advisers turn values into decisions clients can feel.

Speakers

Dr Katherine Hunt

Family Adviser, Ethicist, PhD in Law & Economics

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Georgia Barkell

Peer Group Chair, PWN

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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.

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.