Meet our speakers...

 

Mr Ken Fehily   Partner PricewaterhouseCoopers

Ken joined PricewaterhouseCoopers in June 2001 as the National GST Practice Leader.  Prior to joining PricewaterhouseCoopers, Ken was a partner at Arthur Andersen for 10 years where he was the National Leader of Indirect Taxes and the Area Co ordinator of Indirect Taxes for the Asia Pacific Region. Ken currently advises the Australian Taxation Office (“ATO”) of the operations of the GST law (as a consultant to the Office of Chief Tax Counsel and being a member of the GST Public Rulings Panel).  He also advised the Australian Government in relation to the introduction of the GST legislation (by being a member of the Federal Treasurer’s GST Technical Advisory Committee). Ken has been an Indirect Taxation Consultant in the chartered accounting profession since 1979, and operated his own practice for 8 years specialising in Federal and State Indirect Taxes. Ken’s areas of practice and expertise primarily comprise Goods and Services Taxes, and other Indirect Taxes such as the Australian Sales Tax and various other forms of Value Added Taxes. Ken has written many books and papers, presents regular lectures and serves on numerous commercial, industry and professional committees in his capacity as a GST and sales tax specialist.

Mr David Armstrong Managing Director Amity
David Armstrong, B. Comm. LLB ACA., was one of the founders of Amity Group Pty Limited in January 1999. David is Chief Executive of DCA Aged Healthcare Holdings Pty Limited and its Australian operator Amity Group Pty Limited, and is also a Director of DCA Healthcare New Zealand Limited, which through Guardian Healthcare Group, is New Zealand’s largest residential aged care provider.

Ms Norah Barlow Chief Executive Officer Summerset

Norah commenced with Summerset as the Group Accountant in 1999, following her involvement with the company since inception through her accounting practice.  Norah was then appointed as Chief Financial Officer in 2000 and Chief Executive Officer in 2001.  During this process of growth, Norah has been involved in all aspects of the business model and has demonstrated an ability to strategically lead the organisation, build a high performing senior management team focused on growth and develop Summerset’s infrastructure.

Mr Andrew Briggs Managing Director of Construction Buxton Group

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Ms Natasha Chadwick Chief Executive Officer Ibis Care

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Mr Peter Clarke Director Prime Trust

Peter was appointed Director effective from 8 August 2006. Peter is a qualified architect graduating from Royal Melbourne Institute of Technology where he completed his thesis on conversation of “not for profit” buildings, often church owned buildings and their sites, into aged care accommodation. Peter has practised for many years as an architect creating the medium size company of Peter Clarke and Associates Architects. He was an Executive Director of the Royal Australian Institute of Architects (Victoria), Executive Director of the Property Council of Australia (Victoria), a Senior Executive of Lend Lease in Victoria and most recently Managing Director of Urban Alliance Corporation, a consultancy specialising in Aged Care and Senior Living Projects.

Mr John Corcoran Partner Russell Kennedy

John Corcoran is a principal at Russell Kennedy in Melbourne.  John practises in the areas of Commercial Property and Business Law, with a particular emphasis on the health and aged care industry.  John is also an Accredited Specialist in Business Law. John has acted for major retirement village operators and peak industry bodies for more than 20 years, and is also the President-Elect of the Law Council of Australia and a board member of the Legal Services Board in Victoria. John’s firm, Russell Kennedy, was founded more than 130 years ago and remains a leading commercial law firm in Melbourne advising a wide range of clients including public companies and governments.  See www.rk.com.au for further details. Russell Kennedy is a member of the national Kennedy Strang Legal Group with offices in Melbourne, Sydney, Brisbane, Adelaide and Perth.  See www.kennedystrang.com.au.

Mr Michael Eggington General Manager - Retirement Living Stockland

Michael is General Manager Retirement Living for Stockland, Australia’s leading diversified property group and a top 30 listed public company on the Australian Securities Exchange. Michael is responsible for more than 19 Retirement Village Communities in Victoria and Queensland with future villages in the development pipeline across Australia.   With the acquisition of ARC in 2006, Stockland is a top five player in the retirement living sector. Stockland is positioned to grow strongly with pipeline development projects from Stockland’s land bank.

Mr Andrew Giles Group Director - Property Advisory Group MacroPlan Australia

Andrew Giles has had more than 15 years in consultancy projects across Australia and internationally.  For the past three years he has been a Director at MacroPlan Australia, one of the largest planning and economics consultancies in Australia.  His experience extends across a range of property and community planning projects for the private sector and government, with a particular focus on advising clients on current and emerging trends and opportunities in the retirement sector.  Andrew's expertise includes extensive experience in: • Strategic planning • Trend forecasting and analysis (demographic and social) • Supply / demand assessment • Market research / property research • Change management • Sustainable community planning and • Project Feasibility

Mr Richard Hammond General Manager, Design and Innovation National Lifestyle Villages

Richard Hammond has worked as an architect & educator for over 30 years, working for private sector clients, State & Local Governments, & NGOs. Richard has significant expertise in sustainable development - environmentally, socially and economically - with strong facilitation & design skills.  He is passionate about the creation of appropriate, beautiful & affordable housing projects. Throughout his career he has worked to develop supportive communities with a reverence for their locale, providing a distinctive “sense of place”.

Mr Andrew Giles Director, Property Advisory Group MacroPlan Australia

Andrew Giles has had more than 15 years in consultancy projects across Australia and internationally.  For the past three years he has been a Director at MacroPlan Australia, one of the largest planning and economics consultancies in Australia.  His experience extends across a range of property and community planning projects for the private sector and government, with a particular focus on advising clients on current and emerging trends and opportunities in the retirement sector.  Andrew's expertise includes extensive experience in: • Strategic planning • Trend forecasting and analysis (demographic and social) • Supply / demand assessment • Market research / property research • Change management • Sustainable community planning and • Project Feasibility Andrew has been involved in a number of major projects for local and state Government, not for profit organisations (eg. Anglican Diocese of Melbourne) and major private sector firms such as ING Real Estate, Stockland, Becton, Babcock and Brown, PEET Ltd and Roadcon Group.

Mr Jim Hazel Non-Executive Director Becton Living

Jim Hazel is a company director whose current appointments include Chairman of Elders Rural Bank Limited, Director of Terramin Australia Limited and Director of Impedimed Limited. He has a long involvement in the retirement village industry, most recently as Managing Director of Primelife Corporation Limited, where he led the reconstruction and recapitalization of that company. Jim is a former Chief General Manager of Adelaide Bank Limited, and during his time there he conceived and executed the strategy that saw the bank become a major funder of the retirement village industry. His current industry involvement includes the position of non executive Chairman of Becton Living.

Ms June Heinrich Chief Executive Officer Baptist Community Services

June was appointed the CEO on 1 September 1994. Prior to this she held senior appointments in the NSW Public Service and Local Government, including Foundation Principal of the NSW Corrective Services Academy, Foundation Principal of Macquarie Community College and Executive Director of Community Development and Library Services for Ryde City Council. June serves on a number of Federal Government advisory committees in aged and community care including the Aged Care Advisory Committee, the Aged Care Workforce Committee and the Technology and Transactions Committee. She is in regular contact with the Minister for Ageing Senator Santo Santoro.

Mr Peter Inge Joint Managing Director Zig Inge Group

Peter Inge is the Joint Managing Director of The Zig Inge Group which has built, owns and manages 17 retirement villages and 6 serviced apartment buildings throughout Australia with another 1,800 units in the pipeline.  The Zig Inge Group is 49% owned by Macquarie Capital Alliance Group, an ASX listed company and 51% owned by the Inge family. Peter holds a Bachelor of Economics (majoring in accounting) and a Bachelor of Laws – both from Monash University Victoria.  He has an Advanced Certificate in Real Estate from RMIT and is both a practising Solicitor and a Licensed Estate Agent.

Mr Arthur Koumoukelis Partner Gadens Lawyers
Arthur joined gadens lawyers in 1989.  Since that time, he has had extensive experience in the litigation and corporate divisions of the firm. Arthur’s principal areas of work and expertise are aged care and retirement villages and the development of facilities for these areas.  Arthur is the partner in charge of the aged care and retirement villages practice of gadens lawyers Sydney.

Dr Charles MacDonald Former Executive Chairman Becton Living

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Mr John Martin Chief Executive Officer Babcock & Brown Communities Group

John Martin is the Managing Director and CEO of the newly created Babcock & Brown Communities Group (BBC), Australia’s largest listed pure play senior living business. He is the former Managing Director and CEO of Primelife Corporation, an integrated owner, operator and developer senior living communities listed on ASX. John is also a former director of PrimeLiving Trust a retirement living acquisition joint venture between Primelife, Babcock & Brown and MFS. In July 2007, Primelife undertook a major restructuring and re-capitalisation to create BBC.

Ms Gillian McFee Director UnitingCare Ageing NSW/ACT

In June 2005, Gillian was appointed Director UnitingCare Ageing NSW.ACT. During that time, Gillian has led a strategy development process across the organisation and in aligning UnitingCare Ageing culture and systems with that strategy. Prior to that, Gillian was Regional Director for the Ku-Ring-Gai Region for UnitingCare Ageing. UnitingCare Ageing is the single largest provider of aged care services in NSW and ACT operating 92 residential aged care facilities, 79 retirement villages and around 6,000 community care places.

Mr Derek McMillan Group Executive - Retirement Living Services Australian Unity Retirement Living
Derek McMillan holds the position of Group Executive of Retirement Living Services with Australian Unity. Australian Unity strives to create neighbourhoods that enhance the wellbeing of older Australians. A key strategy is the co-location of a range of care and wellbeing services to help people as they age in the communities of their choosing.

Mr Peter McMullen National Director - Health Care and Aged Care Services Jones Lang LaSalle

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Mr John McNamara Associate Director - Retirement Living and Aged Care Suncorp

John has been in banking for over 20 years, and is well known within the Retirement Living & Aged Care industries, having been involved in both sectors in a specialised role over a number of years. John has developed Banking relationships with some of Australia’s largest for profit participants as well as many private operators, and has a keen interest in the ongoing development of the industry.  John has qualifications in Accounting and Property Valuations.

Mr Stephen Muggleton Chief Executive Officer BlueCare

Steve Muggleton is the Executive Director of Blue Care, a Queensland based organisation with more than 5,000 residential aged care beds, 1,300 independent living units, 60 respite centres and a range of community services that provide more than 2 million in home support visits every year. Before joining Blue Care, Steve had senior management experience in public health and hospital management.  During his time as CEO of Royal Darwin Hospital, the Hospital received a Prime Minister’s Award as Employer of the Year and an Emergency Management Australia Award for Post Disaster Management.  He has been a National Councillor of National peak bodies such as the Australian Council on Healthcare Standards, the Australian Healthcare Association and also been Chair of the UnitingCare’s National Committee on Ageing.

Mr Greg Mundy Chief Executive Officer Aged and Community Services Australia

Greg Mundy took over as Chief Executive Officer of Aged and Community Services Australia (ACSA) in mid October 2000. ACSA is the national peak body for some 1200 church, charitable and community-based providers of aged and community care services across Australia. Prior to taking up this appointment Greg was a senior manager in the Victorian Government Department of Human Services where his responsibilities have included: management of the Department’s community aged care programs; the seniors’ card and senior citizens week activities and the regulation of special residential services. Greg was also responsible for corporate planning and managing the budget for all aged care, mental health and primary care programs and for capital works associated with these services.

Mr Roland Naufal Managing Director 4C's

Roland Naufal has degrees in Economics and Social Work and an MBA from the University of Melbourne.  He was CEO of one of Australia’s largest aged care organisations when he realised that we need to fundamentally change our approach to growing older.  Roland has undertaken numerous overseas study tours to find answers to living older better and is now a consultant specialising in aged care global best practice. Roland works with some of Australia’s leading organisations to enable them to better understand and meet the changing expectations of the boomer generation. Roland is widely regarded as one of Australia’s foremost experts in retirement living.

Prof Gerry Naughtin Associate Professor on Aging and Social Policy La Trobe University

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Mr Stuart Nicolson Managing Director Becton Living

Stuart Nicolson is Managing Director of Becton’s Retirement business with responsibility for strategic direction and commercial operations. Stuart joined Becton in 2006 from outside the Retirement industry to inject fresh ‘customer need’ inspired innovation into Becton’s Retirement strategy. Central to this purpose is harnessing Becton’s established expertise in high quality development and construction in ways that meet the life-style expectations of the over 55 market. Stuart has held a number of senior executive positions in a range of industry sectors including professional services, FMCG, manufacturing and the not-for-profit sector. He brings a depth of experience in developing and implementing business strategy, international marketing and operational management. Prior to joining Becton, Stuart was Operations Director at the Melbourne Business School (University of Melbourne).

Mr Simon Owen Chief Executive Officer Aevum

Simon was appointed Chief Executive Officer in September 2005 following earlier positions with Aevum as Chief Financial Officer and Chief Operating Officer. Simon joined Aevum in May 2003 as Chief Financial Officer where he played a key role in preparing the company for its successful listing on the ASX in November 2004. Since his appointment as Chief Executive Officer Aevum has grown from four Sydney based villages to 19 villages across NSW and Western Australia. Today Aevum is the largest for-profit retirement village operator in NSW and provides retirement accommodation and aged care services to over 2,500 residents.

Mr Andrew Philip Managing Director Retirement Communities Australia

My background in the retirement living and residential aged care industry initially involved the provision of strategic advise (via a career in Investment Banking) to major institutional property investors and funds managers looking to enter this exciting sector of the property market.  Later, through a consultancy, I assisted industry operators with retirement living projects both in Australia and in Asia.  This consultancy base evolved into a role as Chief Operating Officer of Australian Retirement Communities, then Australia’s largest privately owned, fully integrated retirement living and residential aged care developer and operator. In March 2007 ARC was acquired by Stockland, where I continued as Regional Manager, Stockland Retirement Living, with responsibility for: • setting strategy and managing its implementation; and • managing the profitable operation of Stockland Retirement Living in Victoria, including:    - identifying new retirement village opportunities;   - developing new village sites and other business opportunities;   - constructing of new villages and facilities;   - marketing and selling retirement village stock; and   - ongoing management and administration of completed facilities. In February 2008, I left Stockland to become Managing Director of, and a shareholder in Retirement Communities Australia.  RCA is a developer, builder and owner/operator of retirement villages in Australia. Prior to my involvement in the retirement living industry, I have 20 years experience in accounting, finance and investment banking.

Mr Garry Prattley National Planning Director MacroPlan Australia

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Mr Marc Puntereri Managing Member The Cypress Group (USA)

Marc Puntereri is a Principal of The Cypress Group, LLC, a developer, owner, and operator of large-campus, luxury condominia continuing care retirement communities. Cypress projects have been honored with numerous national awards, including the Urban Land Institute’s prestigious “Award for Excellence” for residential communities of all types. He has worked with a number of state agencies to revise regulations to acknowledge equity ownership within existing CCRC licensing criteria, and has served as lead consultant to government agencies and/or private developers on a variety of other senior living communities.

Mr Robert Read Associate Director - ANZ Capital ANZ

Robert Read is an Associate Director of the ANZ Capital business based in Sydney and has been with ANZ Capital since early 2004.  Robert’s role is to manage transactions from inception (origination and risk assessment) through to completion (commercial negotiation). He has primary responsibility for a number of investee companies and works actively management teams to manage investments through to exit.

Mr Graham Rushforth General Counsel Atkinson Vinden

Graham Rushforth has over 38 years experience in legal practice. He has been a Senior Legal Executive with a major Bank. He has extensive experience and expertise in the following areas: Commercial & Business Law Retirement Villages and Residential Aged Care Facilities Sale and purchase of businesses Forming and re-structuring businesses, including companies and trusts Commercial agreements Commercial leases Franchising, licensing and distribution agency agreements Corporations and commercial law Trade Practices Law (advertising, anti-competitive conduct) Computer law Partnership and Shareholders Agreements Discretionary & Unit Trusts & Superannuation Deeds Retirement Villages and Nursing Home Work Graham has considerable experience in this area both in acting for Village Operators and for Residents purchasing Units. He has been involved with the industry since 1987 when he acted on the establishment of a retirement village at Forster before there was any legislative framework in New South Wales in this area and he has been acting continually in this area since that time for developers, residents and lenders.

Mr Kevin Ryan Managing Director Waterbrook Lifestyle Resorts
Leading the foray into a new style of retirement living, Kevin Ryan has redefined seniors housing for the luxury market. The creation of the Waterbrook brand by Kevin, and its multi-award winning status over a 6 year period, has resulted in the emergence of the Lifestyle Retirement Resort, as distinct from the traditional retirement resort.

Mr Paul Sadler Chief Executive Officer Presbyterian Aged Care

Paul Sadler is currently the Chief Executive Officer of Presbyterian Aged Care NSW & ACT.  Prior to working with PAC, Paul was CEO of the Aged & Community Services Association of NSW & ACT, the peak body representing not-for-profit aged and community care service providers.  He also held various positions on ageing and disability issues in the NSW Government, including Manager of HACC (Home and Community Care) and Ageing Programs, and worked as a social worker with frail older people, people with disabilities and their carers.

Mr Ian Shimmin Director Property Economics Urbis JHD

Ian Shimmin Director Ian is a leading economic advisor with over 20 years experience specialising in the retail, shopping centre and entertainment industries, as well as the retirement industry and economic planning matters. He has a Master of Science degree in Urban and Regional Planning with a focus on economic and development issues. He provides advice on major development projects, site location strategies and shopping centre performance improvement initiatives throughout Australia for a wide range of clients, including operators, owners, institutional investors and developers. He also has a keen interest in retail planning matters and economic impact assessments (EIAs) and regularly prepares evidence reports and appears as an expert witness on a wide range of development proposals and issues in various jurisdictions including the Victorian Civil and Administrative Tribunal (VCAT), Independent Panels and Ministerial Advisory Committees (VIC), the Planning Commission (WA), Resource Development and Planning Commission (TAS), the Land and Environment Court (NSW) and the Planning and Environment Court (QLD).

Ms Lucinda Smith Partner Cutler Hughes and Harris

A specialist in the retirement village, aged care and health industries, Lucinda brings a commercial, solutions-driven approach to corporate transactions. She designs structures and drafts contracts for acquisitions, infrastructure projects, and corporate restructures. Working within the sector's complex regulatory framework, Lucinda provides commercial advice that supports effective business operations. Her insight into industry trends and awareness of the market ensures clients have the benefit of a range of options when considering how to structure their acquisition or development. She is also experienced in acting for operators and bidders in PPP transactions. Throughout any retirement village, aged care or health care transaction, Lucinda project manages effectively, including negotiating with government, to ensure her client’s interests are protected. She is a member of the Bioethics Committee of St Vincents & Mater Health Sydney. Until recently, Lucinda taught at the University of NSW in medical ethics and health law.

Ms Barbara Squires General Manager - Ageing Benevolent Society
Barbara Squires is General Manager, Ageing for The Benevolent Society. She is a former National President of the Australian Association of Gerontology and has wide experience in service provision and policy.

Fr Nicholas Stavropoulous Assistant Chief Executive Officer St Basil's Homes

Nicholas Stavropoulos B.A. M.Ed  is the assistant CEO of St Basils Homes in NSW, a maintstream provider of all levels of residential and community aged care in Sydney. St. Basil’s is the aged care arm of the Greek Orthodox Church in Australia throughout Australia and as such also runs some Greek specific services. An ordained member of the clergy of the Greek Orthodox Church, Nicholas and has recently moved from the Church’s education sector to that of aged care. He also represents the Archbishop on the executive of the National Council of Churches and has a keen interest in the use of technology to achieve higher quality, yet affordable care.

Mr Richard Gray Acting Chief Executive Officer Catholic Health Australia

Richard Gray entered the welfare field in 1981.  Before that he spent 25 years in the electronic media, including managing regional commercial television station RVN 2 in Wagga, NSW and 3AW commercial radio station in Melbourne. Between 1981 and 1991 he was CEO/Company Secretary of the Spastic Society of Victoria Ltd.  From 1991 to 1996 he was National Executive Director of Aged Care Australia, the largest aged care peak body in Australia.  He has been with Catholic Health Australia since March 1996. He is a member of the Board of the Aged Care Standards and Accreditation Agency, a former board member ACROD Ltd, Villaggio ‘Sant Antonio, a multicultural aged care service, and was a foundation Director on the Board of the UK based charitable organisation, Cerebral Palsy Overseas.  From 1984 to 1991 he was a member of the Social Commission of Rehabilitation International. Richard has tertiary qualifications in Management and for a period of five years was a part time lecturer in management in Wagga and a guest lecturer in Journalism at the RMIT School of Journalism in Melbourne.  Richard has held a number of appointments to Australian Government advisory committees.

Ms Jenny Symons Executive Manager - Retirement and Aged Care Anglicare Canberra and Goulburn

Career Highlights - Successfully developing and implementing projects from applying for funding for places, to being the client representative from the beginning of the design process to the end of the post occupancy evaluation, to overseeing the provision of viable ongoing care within the building - Developing adaptable self care units whose design then enabled the return of post operative residents into their home at the earliest possible opportunity - Seeing projects for which I have had responsibility have win building and architectural awards - Defining an innovative training program that went on to be a finalist in the 2006 national aged care training awards

Mr Ron Thompson Chief Executive Officer RSL LifeCare

Ron Thompson is Chief Executive Officer of RSL LifeCare – a leader in senior living, providing residential care, community care and retirement living services in six villages to over 1,600 Australians. Mr Thompson has over 15 years general management experience in Health and Aged Care.  He initially trained as a Chartered Accountant and also has a Masters in Business Administration and is a qualified Aged Care Assessor. A key point in his career has been leading RSL LifeCare to two Commendable Accreditation results and also the opening of Australia’s best aged care facility – Peter Cosgrove House – University Affiliated Centre for Aged Care.

Mr James Underwood Director James Underwood & Associates

Entering his 26th year in the aged care industry, James is a director of one of Australia’s best-known aged care management consultancies – James Underwood & Associates. James has successfully been involved in commencing and expanding residential aged care facilities across Australia. James is increasingly involved in expanding care initiatives into retirement villages, serviced apartments and persons’ homes, in addition to increasing the viability of High and Low Care services by enhancing choices, quality, resident outcomes and fee options.

Mr Guy Vinden Partner Atkinson Vinden

Guy has been involved in the Aged Care and Retirement Village Industry for 10 years.  He is the partner in charge of that division at Atkinson Vinden who act for many operators both large and small in the profit and not for profit sector. He is the author of various papers on the subject and also a regular conference presenter for many organisations including both at a State and Federal level over many years the Retirement Villages Association of Australia.

Mr John Wood Founder and Executive Chairman National Lifestyle Villages

In 1999 John Wood founded National Lifestyle Villages with a passion to provide a new and affordable lifestyle option for people too young or fit for a retirement village but no longer wanting a high maintenance house in the suburbs. John combined his experience in the real estate, caravanning, tourism and marketing to see his idea grow from a single village which he helped build with his very own hands, to Telstra WA Business of the Year, and jokes that he continues to “work himself out of a job!” as NLV now has 10 villages at various stages of development and it continues to expand.

Mr Craig Wright Chief Executive Officer Imprint Developments

For over a decade, Craig has worked extensively in the Financial Services, Property Investment and Development, and Marketing Sectors.  Craig is also an experienced, passionate and inspiring speaker.  Craig’s leadership is one of truth, wisdom, courage and adventure. As CEO of Imprint Developments and Developer of Australia’s Gay and Gay Friendly Retirement Village concept – his message of transformation and possibility - is about staying true to the niche and creation of community.

Paul Sullivan State Manager, Retirement Living and Aged Care division Adelaide Bank Ltd
Paul Sullivan is the State Manager NSW/ACT within the Retirement Living and Aged Care division of Adelaide Bank having joined in 2006. Adelaide Bank has a long history within the sector and is a leading funder within the market. Paul is a career banker with over 20 years experience within the property market and was previously the Senior Manager, Property Finance for AMP Property Finance.