VIC Current & Future Leaders

Kim has transformed the lives of thousands of finance professionals through inspiring keynotes, engaging workshops, and private coaching. She helps them unlock their value and turn it into rewarding personal, professional, and commercial results.

After nearly three decades in financial services, Kim knows that success is more than technical genius. It's also about creating deep connections, engaging communications, and delivering experiences that people crave.

Kim spent 20 years in the corporate world across stockbroking, relationship management, financial advising, training, and consulting before finding her passion for owning and operating her own businesses.

She’s a serial judge for prestigious business, finance, and accounting awards, and regularly comment in the media. She has a Bachelor of Economics, a Graduate Diploma in Applied Finance and Investment, and an Advanced Diploma in Financial Planning.

Steve Daniels has been involved in the finance industry for over 30 years. He is presently the Executive for Credit Assurance at NAB, and has previously held various roles across Credit Risk, Markets, and Client Coverage, both in Australia and the US. Steve has been the Chairperson of FINSIA VIC/TAS since 2019

Mark Melvin was appointed to the role of Chief Executive Officer at Committee for Melbourne in May 2022.

Mark has a broad and international background having worked in 7 industries and across two continents.

With 30 years’ experience in executive roles across Australia and Europe, Mark has a background in retail banking, franchising, oil and gas, and retail.

Since coming to Australia from his role overseeing franchising for Abbey National’s retail banking business, Mark has held senior distribution roles at ANZ, National Australia Bank and Westpac’s franchised mortgage network RAMS.

In Mark’s previous role as Chief Executive, Bank of Melbourne and State General Manager Westpac Retail & Premium Victoria/Tasmania, he led a team of more than 2,000 passionate Victorians and Tasmanians who serve over 2 million customers through a network of more than 230 branches and business banking centres.

Having made Melbourne his home in 2003, Mark is a proud Melburnian and enthusiastic Collingwood fan!

Roddy was the proud recipient of a 2021 Consumer & Business Bank Award, the recipient of the 2020 CEO Awards Employee of the Year Award, a 2019 Alfred Davidson Leader of the Year award, the 2018 Westpac Business Bank Leader of the Year and the 2018 CEO Awards Employee of the Year.

He is an accomplished leader, adept at managing a large professional team and Agribusinss Bankers spanning a wide geography across regional and remove Victoria and Tasmania, and stepping up into larger roles to cover the National Manager for Agribusinessm and the State General Manager of Victoria. Roddy is also involved with strategic planning at an Agribusiness level.

Roderick (Roddy) was Born into farming and raised on the family’s dairy & beef operation in New Zealand. He was educated at Lincoln Univeristy in New Zealand and graduted with a Bachelor Commerce (Agriculture).

Roddy worked with Westpac New Zealand as a Graduate and then in a variety of Agribusiness roles including People Leadership, before moving to Australia in 2007 in an Agribusiness Acquisitions role – specialising in acquiring large scale Agribusiness connections, after which, Roddy then moved into People Leadership roles within Victoria.

He is well-respected within Commercial Banking for his leadership and business acumen, and enjoys helping people reach their goals. Roddy is passionate about Agribusiness, aiming to make a difference and be a voice in the Agribusiness community, he is also an active media spokesperson providing commentary on Agribusiness matters across Victoria and Tasmania.

Roddy has owned his own dairy farm and Horticultural enterprises and his family are still actively involved in Agribusiness. He has expansive banking and industry knowledge and is an advocate for agribusiness and farming communities.

Paul is the Chief Credit & Market Risk Officer at National Australia Bank with extensive experience across global markets, risk management, governance and financial markets infrastructure. Prior to joining NAB in 2016, Paul had a number of senior roles with Commonwealth Bank across financial markets, corporate finance and risk management. His earlier career included roles in both Australia and Asia with Bank of America, UBS and Midland Bank.

In terms of industry governance, Paul is a past Chairman of the Australian Financial Markets Association (AFMA), and served as a Director of CLS Group Holdings Limited.

He has been a FINSIA member since 17 September 2021.

Gracious is the founder & CEO of Eagle Life, a leading & multi award winning credit advice company specializing in home loans, investor loans and commercial finance. She is also an astute property investor with wealth of experience in property investments. Gracious currently seats as a board member of the Deakin University Finance Advisory Board & the Multicultural Business Ministerial Council

The Multicultural Business Ministerial Council (MBMC) is a consultative forum to the Minister for Small Business on issues affecting Victoria’s multicultural small businesses.

The MBMC provides business insights and highlights issues common to Victorian multicultural small businesses.

The MBMC also promotes Victorian Government small business initiatives to their networks and communities.

Gracious & Godwin recently established Shasha Outsourcing Services, a leading provider of affordable, cost effective & efficient offshore staffing services for Australian businesses.

With offshore offices in Zimbabwe, We Leverage Global Talent, Provide Affordable Offshore Staffing Solutions, On Time, Every Time, to Support Australian Business Growth.

Carli joined CBA on June 1, 2022, and is Managing Director of Institutional Coverage, based in Melbourne. In this role, Carli co-heads CBA’s coverage of financial institution, government and education clients globally, and co-heads the Institutional Banking & Markets leadership for Victoria, reporting to Deborah Leerhsen, Executive General Manager, Global Institutional Client Coverage.

Prior to joining CBA, Carli worked across a range of banking roles in Asia Pacific, including in group treasury, corporate finance, financial services insights, business execution, country general management and financial performance management. She has authored several thought leadership papers and spoke publicly on a range of topics including bank regulatory capital developments, Asia Pacific liquidity views, ASEAN banking strategies as well as leading the financial services working group for the Lao National Chamber of Commerce as well as other Board Commitments on a Thai bank and in AustCham entities (Laos and ASEAN).

Carli has travelled extensively and lived in Japan, Singapore, Hong Kong and Laos, prior to returning to her home city of Melbourne, Australia with her family. An avid sportswoman, Carli is currently a state coach for the Victorian Judo team and has represented Australia in the Olympics for Judo (London, 2012) and at the Commonwealth Games for Freestyle Wrestling (Delhi, 2010). She remains a passionate advocate for girls in sport and equality in business.

Randal Patterson is Executive Director, Corporate Client Coverage, which is part of the Commonwealth Bank’s Institutional Banking and Markets division. Based in Melbourne, Randal is responsible for the Bank’s engagement with clients in Australia spanning infrastructure, utilities, health and real estate.

Randal has had a long term banking career spanning various industries and locations, including Australia, the UK, and Asia. He has developed deep experience in financing transport and social infrastructure projects, led transactions for utilities, energy and natural resources companies in Australia, Europe and Asia. Randal has worked across major infrastructure privatisations, M&A transactions, and many greenfield and brownfield projects, actively engaging with major developers and Sponsors to facilitate funding.

Randal is a keen follower of the Richmond Tigers in the AFL, along with many other sports, and is passionate about building teams that enable growth and development.

David is a seasoned senior business executive with over a decade of experience in leading large product and customer experience teams within financial services. David recently transitioned into sports administration, taking on the role of Chief Operating Officer for the National Pickleball League. He has previously held multiple executive positions at Westpac Banking Group, where he played a pivotal role in driving significant digital and product development growth. With expertise spanning Strategy, Customer Experience, Product, Digital Solutions, and Operations, David is a dynamic speaker who provides valuable insights and innovative solutions to the corporate world.

Throughout his distinguished career, David has excelled in identifying critical gaps and opportunities, employing a customer-centric approach to problem-solving, and fostering innovation in product design and digital customer experiences. His leadership and expertise have left a lasting mark on the corporate landscape, and he has now turned his focus toward the growth of Pickleball in Australia. David's transition into sports administration is dedicated to turning the concept of Professional Pickleball into a thriving reality.

Graeme joined as Regional Executive with St George in Victoria just prior to the merger with Westpac. As part of the leadership team in St George, he was involved in the relaunch of the Bank of Melbourne brand. He also led a number of teams across the state.

Three years ago, the State Manager Home Lending role became available and he was asked to support on a secondment basis, which eventually led to permanent appointment.

Graeme started in banking straight out of high school in 1983 and worked within branch banking, including numerous roles such as telling, ledgers, through to lending. He had an opportunity to move in to a project for a secondment, which later turned out to be a six year career in project and change management. Retrained with view to joining Corporate Banking, but was offered an Area Management role as part of a restructure in the Retail Network.

In late 1999, Graeme was offered a role in Dubai UAE as Head of Operations for Emirates Bank International. Responsible for between six to eight departments, he served for five years before moving to Standard Chartered Bank as GM Shared Distribution UAE.

Returning to Australia in 2007, Graeme again did some project work with NAB before joining St George Bank.

Kellie is responsible for providing financial planning, investment advisory, investment management and portfolio administration services to private clients, family groups, personal superannuation funds and not-for-profit organisations.

She considers the crux of her work to be trust-building. Given that she deals with sensitive information regarding people’s finances on a daily basis, she feels privileged to be entrusted with their affairs. She juggles multiple roles to holistically serve her clients’ needs, from banker and financial planner, to estate planner and personal advisor.

Kellie has always been passionate about economics and investments. From the moment she began playing the share market as a teenager, she was hooked and set a career as a stockbroker in her sights. While studying, she discovered investing was just skimming the surface of the finance world, and she broadened her expertise into a financial planning qualification. Today, her love of investing is infectious, and clients appreciate her genuine interest in helping them protect and grow their wealth.

As a partner, Kellie has had the opportunity to evolve her skill set and navigate her team and clients through a new generation of investment priorities. As awareness of impact investing increases, she enjoys helping clients who want to balance social, environmental and financial goals. She also leads family groups and individual clients through conversations about the legacy they wish to leave behind.

Kellie joined Pitcher Partners Melbourne in 2001, after gaining financial planning experience with superannuation consultancy firm Towers Perrin. She became a Partner in 2016, and sits on the Investment Committee and Pitcher Partners Charitable Committee, which guides the firm’s CSR activities and decision-making around pro bono work.