Giles Gunesekera

Alexander Funds, a Melbourne based boutique credit Investment Manager has great pleasure in announcing the appointment of Giles Gunesekera OAM as Independent Chair of the ESG Committee.

Giles will add independent, external expertise to Alexander Funds’ Committee and is tasked with ensuring Alexander Funds integrates industry best practices, regulatory developments, and evolving ESG standards in a pragmatic and considered manner across the organisation.

With expertise in ESG and impact assessment, Giles will contribute valuable insights into integrating sustainability considerations into the decision-making process at Alexander Funds. This approach aligns with the growing emphasis on responsible and ethical business practices. “In shaping the Committee’s composition, the executive has been focused on finding an independent Chairperson with specialised knowledge relevant to our business. We strive to be forward-thinking within the investment industry, and this ambition extends to ESG considerations” says CEO Rachel Shirley.

Giles is a leading executive across the fields of climate, health, housing, and sustainability, a 30-year asset management veteran and has received an Order of Australia for his outstanding work as a social welfare activist. Giles is the founder and CEO of Global Impact Initiative, an organisation focused on Impact Investing.

Giles previous roles include managing director and head of third-party sales at Principal Global Investors and State Manager for New South Wales and the ACT at Merrill Lynch Investment Managers.

Giles appointment follows Trevor Chudleigh’s appointment as Independent Chairman for the business late last year and strengthens the growth and development of the organisation.

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Julie Berry

The Future2 Foundation has awarded $149,000 to 15 not-for-profit organisations in its 2022 funding round, bringing the total of grants awarded to programs supporting young people to more than $1.6 million since 2007.

Future2 supports programs that assist young Australians aged 12-25 years experiencing social, financial or physical hardship. This could include living in poverty, homelessness, at risk of juvenile justice, intellectually or physically disabled, socially isolated or fighting substance abuse.

Members of the Financial Planning Association nominate causes around Australia that are close to their heart for receipt of a grant, and each state is judged by local committees.

Julie Berry CFP, chair of the Future2 Foundation, says the grants will help the recipients continue their invaluable work in supporting their local communities.

“The recipients of the latest round of grants are all grassroots causes that have an impact on their immediate, local communities.  They rely on this kind of funding in order to be able to continue their vital activities.

“The successful recipients closely align with Future2’s objectives and grant criteria and were strongly supported by a local FPA member.

“We have chosen a range of different projects, supporting different focus areas – from skills building, to financial literacy, to homelessness, to physical and intellectual disabilities.

“The money that is distributed goes straight to those that need it, directly impacting the lives of young Australians.

“For example, one organisation will use the funding to allow 40 students to take part in a financial literacy program that will help them understand and manage their finances and break the cycle of poverty.

“Another will be able to provide an intervention program for parents, teachers and Autistic young people, free of charge.”

Ms Berry said that when looking at the nominated causes, Future2 is seeking projects that focus on a specific problem, address the cause of the problem, can sustain the program moving forward, and can measure the impact and results.

“The 15 recipients of our funding in 2022 are all outstanding organisations that make a significant difference to the younger members of their local communities.

“Each of the grant recipients will be able to use the funding to make an immediate and direct difference.

“The support we provide is made possible by members of the FPA and our partners Tangelo, Iress, Magellan and KeyInvest who have contributed throughout the year,” she says.

Future2 assesses the nominated not-for-profit organisations for programs that support disadvantaged young Australians through:

• education, including skills training, financial literacy and leadership development
• engagement, including mentoring and juvenile justice programs
• employment, including work experience, money management and job readiness training
• wellbeing, including remedial programs for drug and alcohol dependence
• independent living and social inclusion.

The Future2 judging panel consists of:

• Giles Gunesekera AM, Global Impact Initiative
• Susanne Erratt, Advanced Financial Planning Solutions
• Naomi Mee-Martino, Bastion Financial Group
• Naomi Alletson, Achieveit Financial Planning
• Michael Smith, Halpin Wealth
• Mark Alexander, Pitcher Partners
• Gary Jones, Professional Investment Services Bendigo.

Mr Gunesekera, who is also chair of the grants committee, was made a member of the Order of Australia (AM) in this year’s Australia Day Honours for service to social welfare and to the community. He has made a tremendous contribution to the Future2 Foundation and has driven the process that has allowed these grants to be made.

The full list of grant recipients is:

Heal.ed Tribe Ltd

Northern Rivers, NSW
Endorsed by Shane Hayes
Heal.ed Tribe‘s mission is to deliver youth-led programs and opportunities for young people to feel seen, heard, supported and nurtured as they heal from eating disorders and other mental health concerns.

The COVID-19 pandemic and the recent devastation of the floods has had a considerable impact on the wellbeing of young people living in the Northern Rivers, NSW.

With the grant funds, Heal.ed Tribe is launching ‘Reconnect’, a six-month program to support the mental health of 40 young people living in this area.

Human Nature Adventure Therapy Ltd

Ballina, NSW
Endorsed by Shane Hayes

Human Nature Adventure Therapy works with young people across the Far North Coast of NSW experiencing significant mental health challenges and disadvantage.

Over the past two years, young people in the local community have had to overcome significant challenges; including bushfires, Covid lockdowns, and unprecedented floods. By providing access to the skills, resources and tailored support that’s needed, young people are empowered to become leaders of change in their own life and take meaningful steps towards a brighter future.

The Step Up project will deliver two workshops for up to 25 people each, providing them with access to the resources and support they need to develop their financial life-skills and thrive.

Luke Priddis Foundation

Penrith, NSW
Endorsed by Luke Priddis 

The Luke Priddis Foundation (LPF) is a non-profit that provides therapeutic services to children and adolescents with Autism Spectrum Disorder in the greater western Sydney region. After their son was diagnosed with autism, Luke and Holly Priddis established LPF to provide high quality interventions and community access services.

The funding will support the Westmead Feelings Program which helps Autistic students improve their social & emotional skills, and provides parents and teachers with the tools to support the emotional regulation of autistic students.

Taldumande Youth Services

Crows Nest, NSW
Endorsed by: David Hyde

Taldumande Youth Services is a not-for-profit organisation, supporting vulnerable and homeless children and young people aged 12-24, and their families, across Greater Sydney. Established in 1976 as one of the first crisis refuges, on any given night, Taldumande has 71 children and young people in residence.

As well as Crisis, Semi-Independent and Community/Independent Accommodation, they provide Support Services, Outreach and After Care Programs.

The Family Restoration and Preservation Program (FRAPP) supports children and young people aged 12-15 years by providing specialist case management during a crisis with the intention of reducing family breakdown. Grant funding will assist with helping as many local families as possible, due to the increase in demand.

Collingwood Basketball Association

Collingwood, VIC
Endorsed by: Daniel Minihan

Collingwood Basketball Association is a not-for-profit community based basketball club which offers young players in inner city Melbourne the opportunity to participate in a variety of competitions and programs. Playing as the Collingwood All Stars, the association includes members from most of Melbourne’s inner northern suburbs and beyond, as well as central city surrounds.

The Youth Development Program is designed to engage boys and girls between the ages of 12 to 24 in a team and club environment where they participate in physical activity, education support, life skills development and contribute to, and give back to, the community.

The program currently reaches 150 people and with help from the grant funding, the aim is to increase this to 250 people in 2023.

Inner West Community Foundation

Melbourne, VIC
Endorsed by: Sandra McGuire

The Inner West Community Foundation is a not-for-profit, community association. The key purpose of the Foundation is to develop and support programs, projects and social enterprises to help connect, support and sustain the communities of Melbourne’s Inner West.

The Money Mentors Program empowers high school students in years 8-10 with knowledge around financial literacy. The Future2 grant will enable the Money Mentors program to reach 1,000 students in 2023.

Open House Christian Involvement Centres

Macleod, VIC
Endorsed by: Chris Kozaris

Open House provides long-term care, support, and friendship for socially isolated and marginalised people in the community.

The Youth Workshop Mentoring Program is a student-focused, skills-based program that supports at-risk & disadvantaged school students (12-18 years old). The program focuses on improving the engagement of students by building self-awareness and self-confidence, improving social skills and providing learning opportunities and mentorship.

The Future2 grant funding will facilitate 20 additional students to engage with the Youth Workshop Mentoring Program in 2023.

Australian Street Aid Project

Mackay, QLD
Endorsed by: Brad Gordon

Founded in 2019, Australian Street Aid Project is a registered charity with a mission to reduce rates of homelessness and to reduce the short term suffering of people who are experiencing homelessness. Additionally, they offer a homelessness employment program to young people who are either experiencing or at risk of experiencing homelessness.

Australian Street Aid offers the opportunity of employment within their non-profit ‘Chances Op & Coffee Shop’.A career in hospitality opens many doors. It allows participants to not only gain skills and experience in a high-demand industry, but to gain skills that they are able to apply to any other career option such as: customer service, time management, communication and money handling.

The funding will be utilised to employ two young people in part time positions offering 12 hours per week, over a six month period.

TRACTION For Young People

South East Queensland, QLD
Endorsed by: Tim Kent

TRACTION mentors young people with hands-on learning and mentoring programs designed to build confidence and skills. They teach respectful behaviour, responsibility, teamwork, and a new way of learning. TRACTION has supported over 1,950 young people across Southeast Queensland.

The Future2 funding will allow TRACTION to purchase 36 bikes for their bike building program.

Program participants, working in groups of 6, will dissemble and then rebuild a brand new bike under the tutelage of two, professional TRACTION Mentors, teaching basic mechanics along with practical, social, team building and communication skills that support their re-engagement.

Variety – the Children’s Charity of Queensland

Brisbane, QLD
Endorsed by: Lindsay Wilson

Variety – the Children’s Charity Australia has devoted more than 45 years to engaging with communities to support children who are disadvantaged and socially isolated because of physical or intellectual disability. Our mission is to empower Queensland kids who are sick, disadvantaged or living with a disability, to live, laugh, and learn.

The Variety’s Financial Literacy – ‘Real Money’ Program is designed to break the barriers to poverty through better knowledge and management of financial practices. 

The grant will facilitate 40 vulnerable students to engage with the program over two semesters.

12 Buckets Inc

Perth, WA
Endorsed by: Ciara Brennan

12 Buckets(12B) not for profit organisation that focuses on the social and emotional wellbeing of school students in the northern suburbs of Perth.

With the Future2 funding, 12 Buckets will run two group mentoring and personal development programs for 30 educationally disadvantaged students from local high schools who need guidance and additional support during their high school years.

The programs utilise the guiding buckets model which focuses on 4 universal growth needs: belonging, mastery, generosity, and independence which are needed to live a life of fulfillment.

Leading Youth Forward

Claremont, WA
Endorsed by: Zacary Leeson

Leading Youth Forward enhances the lives of at-risk teenagers by providing one on one mentoring programs, and large group events, which provide positive opportunities and experiences within a supportive community.

With the support of Future2’s funding, Leading Youth Forward will be able to run a fully funded Big Day Out event.

Big Day Out includes development rotations and opportunities for participants to have fun, build connections, think about their future, identify their values, know their strengths and make positive decisions in their lives.

The Salvation Army Arndale

Kilkenny, SA
Endorsed by: Tracey Edwards

Just Brass was created to enable young people to experience the rich benefits of music through individual and group learning, irrespective of family, school or community circumstances.

Delivered in a partnership with schools and The Salvation Army Arndale, up to 40 students are provided an instrument (on loan), a performance t-shirt, satchel with music books, a music stand for home practice, and tuition, all free of cost. During school terms students receive weekly tuition at school.

Fostering Hope

Launceston, TAS
Endorsed by: Jane Clark

Fostering Hope is working to find more than enough homes for children that need them. They find homes for children removed from their families and growing up in out of home care.

This grant will enable Fostering Hope to expand its mentoring program, matching adults with young people aged 7-12 years old. The objective is to find 10 mentors for 10 children.

Community Services #1

ACT
Endorsed by: Graeme Davy

Community Services #1 (CS#1) is a community based not-for-profit organisation that has been providing a wide range of services for over 2,500 families and individuals living in the local area and wider ACT region since 1987. Their programs and services are delivered across Canberra and include early childhood services, community development, transport services, social support groups, a food pantry and housing support. They believe that every child’s potential should be realised through full participation in education and community.

The Change Maker program is an innovative, grassroots, intervention program targeted at, and driven by, disadvantaged young Australians in the ACT.

The program will reach 120 -180 students from low socio-economic backgrounds and will help them engage with a range of learning and wellbeing activities.

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Carol Schwartz

Global Impact Initiative (GII), Australia’s leading, independent impact investing business, has launched its Global Gender Equality Fund, the world’s first, actively managed, impact investment fund focused on Women and Girls.

The GII Global Gender Equality Fund will invest in a portfolio of carefully selected global companies which recognise and promote gender equality, to achieve the UN’s Sustainable Development Goals, the blueprint to achieve a better and more sustainable future.  Leading global corporates are increasingly adopting and measuring themselves against these SDGs.

The GII Global Gender Equality Fund’s underlying fund manager is Robeco, a global fund manager whose focus in this portfolio will be investing in companies that actively encourage gender equality across board representation, workforce recruitment, management processes, remuneration and policies. Companies that promote gender equality have been shown to consistently outperform their peers and the broader index.

The Fund aims to outperform the broad MSCI World index (Developed and Emerging Markets).  In addition, GII has ensured that its own ESG screens safeguard against exposure to alcohol, gaming, tobacco, weapons, fossil fuels and adult entertainment companies in the portfolio.

GII has innovatively designed the product to give investors the option of taking the income generated in the portfolio or donating the income and/or capital gains to charities with specific programs focused on improving women and girls’ social and economic empowerment, education, health and nutrition.

The five charities chosen because of their exceptional work in this field are Grameen, Malala Fund, UN Women, UNICEF and World Vision. These charities will invest donations into programs such as maternal health, vaccination programs and girls’ education that will provide measurable social impact outcomes and enable the great work that these charities perform to be scaled and improved to maximise and accelerate social impact for women and girls.

The Fund will also make investments in social impact initiatives in Australia.  Gunesekera, having volunteered with Amnesty International for over 30 years, has been engaged personally in programs tackling domestic violence.  As a first generation Australian he also has personal and professional experience of discrimination and inequality.

Commenting on the Fund launch, GII’s founder and CEO, Giles Gunesekera, said: “This has been many years in the planning, and we are excited to be launching a Fund that offers investors the opportunity to have a significant impact on the lives and well-being of women and girls here in Australia and globally. The fact they can do so whilst also generating attractive returns from their investments will, we hope, encourage a swathe of investors into impact investing and more importantly into the area of gender equality.

“The advantage of a fund such as this is that the bigger it gets, the more social impact we can create.  We are not just donating to charities, we are collaborating with them to measure, map and monitor social impact to the UN SDGs. We will be able to drive and accelerate positive social change via granular, intentional and measurable reporting on the social impact achieved.”

The quantitative and qualitative strength of the UN SDGs will be the benchmark for improving social impact for women and girls.  Investors in the fund will receive annual reports detailing specific outcomes achieved through the year.

Professor Muhammad Yunus, who was awarded the Nobel Peace Prize for founding the Grameen Bank and pioneering the concepts of microfinance, believes that women in poorer countries and disadvantaged situations are natural entrepreneurs as they have to innovate every day to survive. They remain disadvantaged because they do not have the opportunities to turn their creativity into sustainable income. The Grameen model of combining microfinance and hands on support empowers women in these situations to realise their own ambitions and to thrive:

“The impact of microfinance has resulted not only in increased household income and savings, but has also increased women’s empowerment, reduced maternal mortality, reduced child mortality, brought down family size, and ensured that millions of children have gone to school, creating a new generation very unlike the previous ones.

“The experience of Grameen Bank and social business is a microcosm of what can happen globally if we put women at the centre of our economic and social activity.”

Australia’s leading trustee company, Equity Trustees, has been appointed as responsible entity of the fund.

Equity Trustees’ Chair, Carol Schwartz AO, who was named Australia’s Leading Philanthropist of 2020, is the Chair of the Trawalla Foundation and Women’s Leadership Institute Australia and has played an integral role in the establishment of Pathways to Politics Program for Women, the Panel Pledge, and the Women for Media database.

“Having gender equality around decision making tables and integrated throughout an organisation is absolutely crucial to ensuring it’s a high performing one. A growing cohort of investors are recognising this, and so it’s fantastic we can offer this global fund opportunity via Equity Trustees.

The Australian fund feeds into the GII Global Gender Equality Fund, which was established in 2020 as a UCITs in Ireland by Equity Trustees and is marketed to investors in Europe, Asia, Middle East and Africa.

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Zacary Leeson

The Financial Planning Association of Australia (FPA) has announced the winners of the 2020 FPA Awards.

Now in its eighth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and FPA Professional Practices from across Australia.

The awards also celebrate the individuals and businesses who go above and beyond to deliver outstanding results for clients and give back to the community.

The winner of the coveted FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award is Zacary Leeson CFP® of HPH Solutions in WA. The award acknowledges Zacary’s positive impact on the lives of his clients, as well as his inspirational work in the community through the charity, Leading Youth Forward.

FPA CEO Dante De Gori CFP® said: “Zacary exemplifies our FPA membership as a modern professional financial planner who is client dedicated, university educated and an experienced CFP professional.  Zacary’s passion for the value of advice and his confidence shone through his presentation to the FPA Awards judges. He’s an incredible role model for young financial planners.”

The winner of the FPA Professional Practice of the Year Award is WA-based HPH Solutions (WA). The judges commented that the team at HPH Solutions embody the essence of a true FPA Professional Practice and said that the leaders and staff should be congratulated for the valued work they undertake for their new and loyal clients.

Winning the FPA Financial Planner AFP® of the Year Award for 2020 is Nat Daley AFP® of Hard Line Wealth (NSW). The judges noted that Nat demonstrated his premise of health, love and wealth in everything that he does – from the advice he provides his clients to the way he has established and developed his business with his partners.

This year, the FPA introduced a new FPA Advice Innovation Award to recognise members who have automated their advice process or used technology in new ways to engage with clients and/or deliver advice. The inaugural winner of this award is Corey Wastle CFP® of Verse Wealth (VIC). Corey and the team at Verse Wealth foster a culture of continual innovation, an incredible focus on attention to detail and a drive to continuously improve their business by removing inefficiencies and pain points in their advice process.

The FPA Paraplanner of the Year Award was given to Emma Zwaan of Capital Partners Private Wealth Advisers (WA). The judges commented that Emma’s Statement of Advice (SOA) submission showed an ability to adapt the communication style towards the client’s situation and articulate how the client is put in a better position as a result of the advice.  Emma also demonstrated technical, research and strategic skills in all areas.

The joint winners of the FPA University Student of the Year Award are Miles Kitt of Charles Sturt University and Anthony White of TAFE NSW. Miles showed an outstanding commitment to academic studies and a wide perspective on current issues, as well as a passion for helping people improve their situation. Anthony served as an officer in the Royal Australian Air Force for many years, and as a part of his counselling responsibilities, he became aware of the impacts that financial stress can have on individuals. Now a veteran, Anthony is focused on becoming a financial planner and supporting wounded veterans through the Department of Veteran Affairs system, entitlements process, and Military Super program, as they enter civilian life.

The winner of the FPA Community Service Award supported by the Future2 Foundation is Shane Hayes of Family Aged Care Advocates (NSW). The judging panel said that Shane’s dedication to the profession and his support of the Future2 Foundation is inspirational.  Shane displays an amazing amount of humility and passion when he speaks of how our profession can make a difference to everyday Australians.

The FPA gratefully acknowledges the time and expertise provided by the 2020 FPA judging panel:

• Mark Alexander CFP®
• Naomi Alletson AFP®
• Vicky Ampoulos
• David Andrew AFP®
• Jason Andriessen CFP®
• Jason Andriessen AFP®
• Marisa Broome CFP®
• Diana Burgarcic
• Susie Erratt CFP®
• Giles Gunesekera
• Andrew Harris CFP®
• Alison Henderson CFP®
• Fran Hughes CFP®
• Fraser Jack
• William Johns CFP®
• Gary Jones AFP®
• Todd Kennedy CFP®
• Andy Marshall
• Ben Marshan CFP®
• Mark O’Toole CFP®
• Anne Palmer
• David Sharpe CFP®
• Michelle Tate-Lovery CFP®
• Sharon Taylor
• Phillip Win CFP®.

Photographs and a video reel featuring the 2020 FPA Award winners are available on the FPA website visit

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Ms Petra Churcher is stepping down as Future2 Chair following many years’ service: she was previously Future2 Ambassador and was appointed to the Future2 Board in 2016 and served as Chair since 2018.

Future2 is the foundation of the financial planning profession in Australia. Through its annual Future2 Make the Difference! Grants program, Future2 supports young Australians experiencing social, financial or physical hardship. Since 2007, Future2 has contributed over $1.1 million to benefit disadvantaged young people across Australia.

Ms Berry said: ‘It’s an honour to take on the role of Chair for Future2, an organisation I am extremely passionate about.  I would like to acknowledge the outstanding service and dedication of outgoing Chair, Petra Churcher. Petra has been part of every single grant provided by Future2 since 2016 and has contributed to the lasting difference that Future2 makes in our local communities”.

Ms Berry continued: “2020 has been an extraordinary year, commencing with the devastating impact of the bushfires and the development of the COVID-19 pandemic.  Our local communities and charity partners are experiencing unprecedented challenges and Future2 is committed to engaging financial planning professionals around Australia to support t initiatives that improve the lives of young Australians in need”.

Ms Berry has been a strong supporter of the work of Future2 having previously served as a Future2 Deputy Chair since 2019. Julie Berry is a registered tax (financial) adviser and a Certified Financial Planner professional who has practised as a financial planner for more than 30 years. Julie is an Independent Director of Xplore Wealth Limited (ASX:XPL). As Technical Specialist for Drs Financial Services AFSL # 487758 Julie works closely with Financial Planners. Julie has previously served as both Chair and a board member of the FPA and Chair and board member of the Institute of Financial Advisers in NZ.  She is a life member of the FPA and recipient of the Money Management Lifetime Achievement Award.

Ms Maragna takes up her new appointment as Future2 Deputy Chair having served as Future2 Director since 2019.  She is Chief Executive of Aspire Retire, and has featured on the Barron’s 2020 Top 100 and 2019 Top 50 Financial Advisers honour roll. Ms Maragna is a well-recognised finance commentator and advocate for the financial planning profession. She is a CFP and recipient of a number of industry and business accolades.

Commenting on the new appointments, FPA CEO Dante De Gori CFP^® said: “The work of Future2 touches the lives of young people facing really challenging times. We are thrilled to welcome Julie as Chair and Olivia as Deputy Chair of the Future2 Foundation. I would also like to personally thank Petra for her remarkable leadership and growth of the Future2 Foundation,” he said.

Mr Peter Bobbin, FPA CEO Mr Dante De Gori CFP^®, Mr Giles Gunesekera, Ms Alison Henderson CFP^®, Mr Hugh Humphrey and Ms Pene Lovett continue to serve on the Future2 Board.

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Giles Gunesekera

The Future2 Foundation is pleased to welcome Mr Giles Gunesekera to its Board of Directors.

Mr Giles Gunesekera is Founder and CEO of Global Impact Initiative and is a member of the global advisory board of the United Nations (Climate & Health and Sustainable Finance) as well as a wide range of not-for-profit boards across human rights, arts, sports and disabilities.

Future2 is the Foundation of the Financial Planning Association in Australia. Through its annual Future2 Make the Difference! grants program, Future2 supports young Australians who are going through social, financial or physical hardship.

Since 2007, Future2 has contributed $1,195,066 to benefit young people across Australia. In 2019, Future2 met an ambitious target to increase its grant distribution when it awarded $191,066 to 20 not-for-profit organisations – an increase of more than 5% over the previous year.

Future2 Chair, Ms Petra Churcher, says: “Our vision at Future2 is to become the chosen foundation for all financial planners and their respective communities. We are committed to increasing our fundraising so that we can double our annual grant amount from nearly $200,000 to $400,000 per annum to provide more support to young Australians across the country.

“The appointment of Mr Gunesekera will support our vision to continue to raise the profile of the Future2 Foundation within the financial planning community and beyond”.

Several Directors recently concluded their terms on the Board. Future2 gratefully acknowledges the contributions of Mr Patrick Canion CFP^®, Ms Anne Graham CFP^®, Mr Joseph Hoe and Mr Michael Neary CSC with thanks for their commitment and service to the Foundation.

Mr Peter Bobbin, FPA CEO Mr Dante De Gori CFP^®, Ms Alison Henderson CFP^®, Mr Hugh Humphrey and Ms Olivia Maragna CFP^® continue to serve on the Future2 Board under the leadership of Ms Petra Churcher as Chair and Ms Julie Berry CFP^® as Deputy Chair.

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