September 23, 2020

The closest thing to a finance marketing playbook


The Royal Commission, consumer trust, COVID-19 - the finance industry has been on a wild ride over the past few years. Mumbrella has been there at every stage to cover off the biggest topics in finance marketing through the Mumbrella Finance Marketing Summit. In 2020 it returns in a virtual format with some of the most experienced marketers in the industry addressing not just the effect of COVID-19 but the state of the industry and what it means for marketers in the space. In an industry fluctuating more than ever before, it's crucial to keep up with the latest activity. Now you can do it from virtually anywhere.


James Goodwin

Chief Marketing Officer, Wisr

James Goodwin is a marketing and communications professional with a passion for leading high performance teams.
At Wisr James is responsible for the delivery of Wisr’s purpose-led brand strategy and customer-first marketing approach.
He has over 12-years of experience in advertising and marketing, with extensive experience in the financial services sector working with brands including Bankwest, ING and American Express.


Melody Townsend

General Manager – Brand & Marketing, Me Bank

Melody is the General Manager of Brand & Marketing at ME Bank; a bank that is 100% owned by 26 of Australia’s leading industry super funds. As a senior marketer, Melody has worked with local and global brands in automotive, freight and logistics, e-commerce, retail and financial services.

At ME, Melody is responsible for brand strategy, marketing communications, sponsorships, events & partnerships.


Manu Dubey

Head of Digital, BankVic

Driven to improve customer and user experience across all digital platforms, Manu Dubey has been in digital for over 13 years. Manu’s journey has seen him advance from an empathy-driven web designer, to Head of UX Design and Research at, Head of Product at and now finds himself as the Head of Digital at BankVic.

Manu is passionate about challenging the status quo to deliver the best outcome for the consumer and the business, by improving customer engagements and conversations. BankVic are about putting ‘People before Profits’, offering a different way of banking, where 100% of profits are reinvested to benefit members. Their mission is to improve the financial lives of members. Manu is presently leading the transformation of BankVic’s digital function to support this mission, driving the digital experience to ensure it delivers simpler, efficient and most importantly better customer experiences.


Dr Ross Honeywill

Executive Director, Centre for Social Economics

Ross Honeywill is an internationally recognised social scientist specialising in consumer economics and brand strategy.

A bestselling author, his seven books have been published across three continents, with the most recent published by Palgrave Macmillan (New York, 2016).

In 2014 he was awarded a PhD by the University of Tasmania, and in 2015 was appointed Adjunct Associate Professor at the university’s School of Business & Economics.

Ross Honeywill is executive director at the Centre for Social Economics, a strategy consultancy based in Melbourne.

He has assisted global and national brands including NAB, Westpac, Macquarie Bank, Tourism Tasmania, Four Seasons Hotels (USA), Lexus, Qantas, JB Hi-Fi, among others.

Creator of the NEO consumer typology – an economically powerful population classification – he works predominantly in Australia and North America.

In 1997 professional services giant KPMG acquired his Values Bank Research Centre and re-badged it the KPMG Centre for Consumer Behaviour with Honeywill as inaugural managing director in Asia / Pacific. He soon became an internationally recognized authority on the impact of digital and consumer disruption on brands and management. Prior to KPMG he was a research director and business strategist.

Ross Honeywill is a board member of the Melbourne Social Equity Institute at the University of Melbourne, has served as Chairman of Tasmania’s Festival of Voices and was a board member of the Melbourne International Film Festival. He was chairman of judges for the 2013 Tasmanian Literary Awards.


Heather McGovern

GM Digital & Marketing, MyState Bank

Heather is an accomplished executive with over 20 years of experience in digital and marketing roles within the financial services sector, having worked with AIA, nab, American Express and Royal Bank of Canada across Australia, Canada and Europe.

With a proven record for strategic execution and transformational growth, she has been an agent of change in designing and delivering strategies that create new value for customers and businesses. Combining deep experience across the entire marketing discipline, from strategy and segmentation; product and pricing; through to digital and e-commerce, she is adept at setting the direction, building momentum and making it happen.

As GM Digital & Marketing, at MyState Limited, Heather is leading the development and growth of the MyState’s Brand, Marketing, and Digital divisions, and is responsible for informing the design of digital solutions. In addition Heather is accountable for developing and growing the Customer Experience capability and Customer Insights and Analytics divisions.

Prior to MyState, Heather was the Chief Product & Marketing Officer with BankVic where she led the banks’ digital marketing transformation, member centricity strategy, and reset the product management discipline.


Carmen Bekker

Partner, Customer, Brand & Marketing Advisory, KPMG

Carmen is a KPMG Partner specialising in Customer, Brand & Marketing Advisory and currently runs our ASPAC customer team. Carmen works alongside some of Australia’s best Marketing and Customer teams delivering transformational customer led strategy, operations and experience. Carmen runs the CMO Advisory helping clients achieve the very best from their Marketing and Communications functions from people to technology.  Carmen’s focus is on delivering customer centric results for her clients with a focus on the financial services sector.

Carmen has more than 20 years’ experience managing complex, multi-regional marketing and communications issues for clients with one key passion; to grow clients’ brands and their businesses. She was based in London for over 15 years, and has worked with leading international brands in London, Europe, USA and Australia.


Nigel Roberts

Co-Founder & Strategy Lead , Yell Creative

Nigel is Co-Founder and Strategy Lead at specialist financial services customer experience agency Yell Creative. Nigel has over 20 years’ experience of financial services marketing and strategy in the UK and Australia. Nigel’s passion for transforming the experiences of financial services customers is contagious and has spread throughout our team. His passion for West Ham Utd, Dad Rock and comic books (sorry, graphic novels) has yet to have the same impact.


Kath Blackham

Founder & CEO, Versa

With a passion for digital and a mind for innovation and entrepreneurship, Kath Blackham has been at the forefront of tech solutions for over 18 years. Her experience spans market research at TNS and RedSheriff, Product Management at SEEK and REA before starting her own full service digital agency in 2010 called Deepend Melbourne Pty Ltd, which grew to be one of Australia’s largest independent digital experience and design agencies. Kath is heavily involved in mentoring and has championed local initiatives (Code Like a Girl), as well as being an Australian voice for digital around the globe (SoDA). In 2017, Kath helped spearhead the creation of Australia’s first enterprise-level voice experience (VX) agency VERSA. Recently, Kath led the merging of Deepend Melbourne and VERSA to create a highly-specialised agency with world-leading expertise in emerging tech like Voice and Conversational AI. VERSA has offices around the world, including; Melbourne, Sydney, Seattle, Singapore, Japan and Mumbai; and growing teams in Nicaragua and New Zealand.


Sebastian Vizor

Deputy Executive Creative Director, The Royals

Sebastian Vizor is a Creative Director with global experience in building brands, having worked across London, Sydney and Amsterdam.
He has helped create integrated solutions and brand platforms for the likes of GE, Netflix and Google among others, and his work has been recognised at all major international award shows. He is currently Deputy ECD of The Royals.


Nick Cleaver

CEO, 303 MullenLowe

Nick Cleaver is the CEO of 303 MullenLowe Australia.

He is recognised as an accomplished advertising agency and industry leader having been an outspoken advocate of integrated communications and advertising effectiveness.

Under his leadership 303 Mullenlowe has grown over the last decade into a showcase multi-disciplined agency where creative, data, technology and media buying skills thrive together as one integrated offering.

Previously as Chairman and CEO of DDB he led the agency’s transformation into a leading creative and diversified offering: launching Mango, Remedy, integrating Rapp and building the agency’s digital offering.

He has worked on a raft of landmark financial campaigns which includes work for Citi, Budget Direct, Magellan, the Federal Treasury, P&N Bank, IMB Bank, Fidelity and Challenger. He has also been the architect of campaigns for St George and ANZ.

He has won numerous awards for creativity and effectiveness and believes in delivering campaigns that deliver clients an unfair share of attention and sales success.

Dan Monheit

Co-Founder & Strategy Director, Hardhat

Dan Monheit is cofounder of Hardhat, Australia's foremost creative agency built around Behavioural Economics. Dan consults to many of the country's largest brands, and has been invited to present on the topic at leading global events including SXSW in Austin Texas. His Bad Decisions podcast regularly features in the 'top podcast' charts and draws listeners from over 90 countries. His Behavioural Economics book, “Terrible Advice for Excellent Marketers” will be released in December, 2020.


Sarah Bateson

General Manager Marketing, Bendigo & Adelaide Bank

Sarah is a customer-focussed marketing leader with extensive experience across the finance, entertainment, retail, and gaming industries. BT Finance, GE Money, Laura Ashley, and Crown Resorts have all benefited from Sarah’s marketing and business strategies, commercial acumen, and track record of delivering strong business growth.

With over 15 years of experience across the marketing and communications spectrum, Sarah has a proven track record of developing high-performing teams, building multi-discipline alignment, and driving digital performance, transformation, and customer-led innovation.

As General Manager Marketing at Australia’s fifth largest bank, Bendigo Bank, Sarah is responsible for customer marketing across the consumer, business and agribusiness portfolios, as well as the bank’s Digital, CX and Customer Insights, and Brand, Media and Content centres of excellence. Sarah is also leading Bendigo Bank’s brand refresh, where her added expertise in change management has seen Bendigo Bank navigate a change in identity alongside the widespread disruption of COVID-19.


Sudeep Gohil

Partner, Customer, Brand & Marketing Advisory/Head of Brand Strategy, KPMG

Sudeep brings over 20 years' of global experience to KPMG’s Customer, Brand and Marketing Advisory team. Over the years he has worked with multiple brands within marketing, strategy and advertising, with a focus on communications and strategy agencies, business transformation, brand positioning, leadership and organisational change.

Prior to joining KPMG, Sudeep held numerous strategic and leadership positions in a host of global communications businesses, including W+K, BBH, Droga5 and the Publicis Group. He has worked across the world from Australia to the UK, USA and Asia and over the years has consulted to some of the world’s most prolific brands including: Qantas, Nike, Coca Cola, Woolworths, Adidas, Levi’s, Instagram and P&G.

He brings a wealth of cultural insight, strategy experience and global consumer understanding to the KPMG Customer, Brand and Marketing Advisory. In his role at KPMG, Sudeep advises business, marketing and brand leaders on issues such as communications strategy, branding, consumer insight and marketing readiness for a world in a constant state of disruption.


Benjamin Kilpatrick

Director, Customer, Brand & Marketing Advisory, KPMG

Ben is a Director in KPMG’s Customer, Brand and Marketing Advisory team. He specialises in customer strategy and transformation for large financial service providers – with a focus on helping organisations understand the changing landscape of consumer behaviour and translating these insights into tangible product and enterprise-wide service changes. He has spent the last 2 years working on a broad range of programs on key customer-related challenges within one of Australia’s largest financial institutions – including working closely with frontline and specialised complaints management functions, and the application of related regulatory changes in these areas.


Jessica Parry

Head of Branded Content, Powered by Nine

Jessica Parry has worked as a journalist for many years – starting her career in newspapers before moving into magazines and senior roles at titles including Marie Claire, Cosmopolitan and Myer Emporium. Jessica was on the launch team of Future Women before moving into a branded content at Nine. She currently heads up the branded content division across digital, print and radio.


Toby Boon

Director of Insights, Strategy and Effectiveness, Powered by Nine

As the Director of Client Strategy for Powered by Nine, Toby leads a team of creative and curious thinkers who are committed to realising big ideas for brands across Nine's ecosystem of television, radio, print and digital platforms.

Toby trained as an account planner in London, working in both creative and media agencies. He is passionate about developing the next generation of strategists, encouraging "non creatives" to think creatively, and finding new ideas in unexpected places.


Tammy Hall

Head of Group Brands, Suncorp

Bio coming soon...


Kylie Merritt

Founder & Managing Director, ausbiz

Bio coming soon...


Sweta Mehra

Chief Marketing Officer, ANZ Bank

Bio coming soon...


Ricci Meldrum

Managing Director, TBWA

Bio coming soon...


Helen Black

Head of Connection Planning, Facebook ANZ

Bio coming soon...


Oli Moore

Client Partner, Facebook ANZ

Bio coming soon...


Effie Zahos

Editor-at-Large, Canstar

Effie Zahos is one of Australia’s leading personal finance commentators with more than two decades of experience in consumer finance topics including banking, finance and property. She has an ability to make money matter simple and understandable. 

Starting from the ground up, as a graduate trainee for one of Australia’s major banks, she moved from corporate to TV in 1997, kick- starting her career in journalism as head researcher for Paul Clitheroe for Channel Nine’s successful Money Show.  Effie holds a degree in Economics from the University of Queensland. In 2014 she was an ambassador for MoneySmart Week.

Effie has been editor of Money magazine and is a regular finance expert on the Today Show, A Current Affair and Sky Business News, Effie specialises in helping individuals to get ahead through personal fiancé tips and consumer banking awareness.   She’s also a regular on radio stations across Australia with her own Word on Money segments. She is also an author, publishing several books including 'Getting Rich, Staying Rich', 'A Real Girl's Guide to Money: From Converse to Louboutins' and a children’s financial literacy book, 'The Great $20 Adventure' as well as writing articles for several magazines. 

With more than 20 years experience in the finance industry, Effie is in demand as a keynote speaker, facilitator and MC at finance/property expos across Australia.


Brooke Corte

Money News Host, 2GB

Brooke Corte joined Nine Radio in January 2020 as host of the nightly Money News program, which airs in Sydney, Melbourne, Brisbane and network stations around Australia.

She has been a business journalist for nearly 20 years, spending much of that time as an anchor on 24-hour business channel, Sky News Business.

Brooke led the coverage and analysis of the biggest business and economic stories for a decade, and also performed the role of Chief Business Reporter.

After spending three years as host of the First Edition national breakfast show on Sky News, Brooke became the face of the Your Money channel’s flagship program, Your Money Live, dedicated to personal finance and economic news.



Darren Wells

Senior Content Manager, Mumbrella

Darren Wells is the senior content manager at Mumbrella. Most recently a senior sub-editor for News Corp Australia and Pacific Magazines, he has also worked as a journalist primarily in the games and entertainment industry for over 15 years. Previously he was deputy editor of PC PowerPlay and Hyper, editor of Official Xbox Magazine Australia and New Zealand, and has written for Kotaku, T3, Gizmodo, Stellar and IGN.


Damian Francis

Head of Content, Mumbrella

Damian is the head of content at Mumbrella, overseeing all content and editorial within the business. He has worked as a journalist and communications consultant across a number of industries for over 15 years. He has been with Mumbrella for more than three years, initially running event content. Damian was previously print editor of AdNews.


Nick Tubb

Head of Financial Services, Facebook


Jessica Bunker

Marketing Manager, AMI Insurance

Jessica has worked in marketing roles in New Zealand, Australia and the UK in a range of sectors including Healthcare, Government, Housing and Retirement. After returning to New Zealand, Jessica settled into financial services and has been with IAG for five years, in various marketing roles for leading New Zealand insurance brands, AMI, State and NZI.

As Marketing Manager for AMI, New Zealand’s largest personal insurance brand, Jessica leads a team responsible for brand and marketing strategy, ATL and BTL campaigns, sponsorship and community engagement and content.


Andrés López-Varela

Head of Strategy, Storyation

Andrés is a senior marketing strategist who has developed work for brands targeting audiences in Australia and around the world. He has led strategy and digital work for IAG brands in Australia and New Zealand including CGU, AMI Insurance and State as well as brands like MetLife, QBE, Destination NSW, Commonwealth Bank and Pfizer. 

Andrés also led the content program for Tourism Australia from 2014 to 2017 where he revamped the tourism body’s content, leading to being named among the 25 best tourism websites in the world by travel industry publisher Skift.


Jon-Paul Stift

Marketing Science Lead, APAC, Snapchat

Jon-Paul Stift is a digital performance and brand marketing specialist with a passion for driving business growth and marketing cost efficiencies for leading global and Australian advertisers.

At Snap Inc. Jon-Paul is responsible for industry measurement partner relationships, test and learn programs and research aligned to improving advertiser campaign ad effectiveness.

He has over 17 years experience in digital marketing with tenures at Microsoft and Facebook with a focus on measurement technology sales, support and development across multiple industry verticals.


Watch it live or replay it later


SEPTEMBER 23, 2020

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It's a challenging industry to be in. There's always a lot going on, a lot of regulation, a lot of things you have to navigate as marketers while trying to grow market share... Having all these different speakers talking directly to financial marketers is fantastic.
Vesna NixonHead of Marketing Campaigns, Kiwibank
This is my third time coming along, I absolutely love it. It is great being able to hear from similar industries to you and completely different industries to you, people that are from agency and client side... I said to my boss, if there's one thing that I can go to every year I would choose this.
Ariana CleeHead of Sales & Marketing, Nexus Mutual
I'm actually coming away with things I can action in the business tomorrow and communicate back to my team.
Jarrod PurchaseGeneral Manager, Marketing, SelfWealth

September 23, 2020

About the event

Mumbrella’s Finance Marketing Summit will feature marketing leaders from finance, banking, insurance and payments to discuss the key issues impacting the industry.


The biggest library of media and marketing audio, video, presentations and people.


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Mumbrella’s Finance Marketing Summit brings together leading finance brands and marketing experts to share insights in the area of finance marketing. The summit offers companies the chance to get their branding in front of key decision makers across the finance industry. Raise your brand awareness to a highly targeted audience and speak with us about creating a bespoke sponsorship that fulfils your marketing objectives.