MAXIMISING RETIREMENT POTENTIAL FOR THE AGeING POPULATION
1 in 6 Australians are currently aged 65 and and over and 619,000 of these are employed in the labour force. Where the workforce participation rate for men has almost doubled over the last 20 years, it has almost quadrupled for women. These demographic shifts have had - and will continue to have - a significant impact on investments, superannuation and the economy in general.
Held in partnership with J.P. Morgan, the annual Women in Super Networking Breakfast at ASI this year will be exploring the investment strategies super funds are required to adopt in order to address the unique financial needs and goals of our maturing population, with a particular focus on older women.
Our panel of experts includes:
- Esme Eterovic: Head of Marketing & Digital, TelstraSuper
- Trudie Newton: Relationship Manager, Agency Securities Finance, J.P. Morgan
- Shannon O'Shea: General Manager - Business Growth, HESTA
- Steve Travis: Group Executive Member Growth, Aware Super
Join us over breakfast to discuss policy proposals and research findings that will help funds continue to best serve their aging members achieve financial security and maximise their retirement savings.
This event is sponsored by
This event is open to all (members and non-members).
You do not have to be a registered ASI attendee to attend this breakfast.
About the speakers
Esme Eterovic
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Esme Eterovic is an experienced digital and marketing leader within the superannuation sector. She has 20 years’ experience in applying design and creative thinking across the advertising, higher education, and financial services industries.
As a senior leader at TelstraSuper, Esme is responsible for driving TelstraSuper’s marketing and digital strategies and team. This has seen her deliver continued high levels of engagement across the fund’s membership through award-winning, tailored, and meaningful experiences.
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Trudie Newton
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Trudie Newton is a relationship manager in the agency securities finance business. Based in Sydney, Trudie is responsible for client management of the securities finance program for clients across Australia and New Zealand.
Trudie has been with JP Morgan for over 20 years, with the last 5 years in the Securities Finance role. Prior to that Trudie worked in relationship management across the superannution fund sector at JPMorgan Securities Services. Before joining J.P. Morgan, she worked in fund accounting management roles at BT and State Street.
Trudie holds a Bachelor of Economics from Macquarie University.
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Shannon O'Shea
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Shannon O’Shea is the General Manager of New Business and Growth Enablement for HESTA. With a proud 20 years’ experience in the superannuation and finance sector, Shannon’s passion is making superannuation a benefit everyday Australian’s can easily engage in and value.
Shannon has worked across multiple funds and organisations in Leadership and Growth roles. Completing her MBA in 2017 and her Women on Boards program in 2018. Achieving Partner at a Global consultancy firm in 2020.
Shannon has a breadth of experience working to achieve growth business goals, with a focus on generating new streams of revenue, business transformation, customer experience and maximising team engagement.
Representing many organisations through her career as an industry leader, often invited as a featured panellist and host of corporate conferences.
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Steve Travis
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Steve joined Aware Super in October 2021 to lead our Brand, Marketing, Digital, Product and Business Development functions.
Before Joining Aware Steve was the Chief Member Officer for Sunsuper and was responsible for retaining and attracting members to the fund. He provided strategic direction for the design and delivery of customer experience, brand and marketing, and the advice capability including a network of aligned advice practices.
He has had an eclectic career, having worked in Vanguard’s Retail Direct division based in Philadelphia, owned and operated a financial planning business, as well as held various leadership and management positions across Sunsuper for over 10 years.
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