Leadership Summit: Women in Finance


Friday, November 20, 2020
Be Inspired to take your career to the next level.









Our Panellists



Diane has worked for over 20 years across multiple sectors, from automotive and petrochemicals to FMCG and health insurance. Diane’s passion for customer and business acumen has led her to a wealth of experience in diverse roles across brand, commercial and strategy. Current Head of Strategic Initiatives at GMHBA – Australia’s leading regional not for profit health insurance and care company – Diane is a respected and experienced senior leader who likes to find solutions to strategic challenges and opportunities, that deliver positive outcomes for customers.

While Diane is an advocate for authentic leadership, she also understands the importance of balancing authenticity with empathy. She enjoys her time mentoring emerging and aspiring female leaders, giving them the confidence to make decisions and drive positive outcomes in the work place.

Diane holds a Bachelor of Business from Swinburne University. She lives in Geelong with her husband and their three children.


 Lisa Carter is an award-winning commercial risk and insurance adviser and sole director of Clear Insurance. Lisa is a mum to three beautiful daughters, plays and coaches Hockey and has a love for music and live music. Operating since 2010, Clear Insurance is a Platinum Practice of Insurance Advisernet. Clear Insurance is an all-female team and offers client-centric, bespoke insurance advice and risk solutions, specialising in high-end SME and low-tier corporate clients. Lisa was named the 2019 National Insurance Brokers Association (NIBA) National Insurance Broker of the Year, the first female to win the award. In 2019 Lisa was also named the winner of the Australian Insurance Business Authorised Representative of the year, 2019 Advisr Broker of the Year and 2019 & 2015 Winner of the Insurance Advisernet Practice of the Year.


Lorelle has twenty years’ experience in both international and local insurance markets including two years spent in London working for Aon UK. Lorelle’s experience spans general management, client and broker engagement, business development and sales, underwriting and broking.

In June 2020, Lorelle  joined QBE as Head of Sales & Relationship Management Queensland and prior to this, Lorelle spent 13 years with AIG Australia in a variety of senior positions.

Lorelle is passionate about gender equality in the insurance industry and established the AIG Women & Allies Employee Resource Group, chairing the group from 2017/2019; a legacy Lorelle is incredibly proud of.

At home, Lorelle and her husband, Aaron are parents to 3 children all under 10!


Bringing more than three decades of insurance industry experience, Sarah was appointed as Chief Executive of Gallagher’s Australia operations in July 2017. Throughout her career Sarah has built broad corporate operational experience through a mix of executive and C-Suite roles with a sales, marketing, risk, M&A and claims focus, in Australia, UK and Ireland.
Sarah joined the Gallagher operation in 2014 a few months in advance of the landmark OAMPs (Wesfarmers) acquisition which significantly scaled up the Australian organisation and created the foundation for the existing operating platform.

During this time, Sarah has worked as Chief Operating Officer before transitioning into the Managing Director, Commercial Broking role which involved leading Gallagher’s national branch network towards delivering a solid year-on-year organic growth track record, prior to moving into her current Chief Executive role.

In this capacity, Sarah has set the business on course to achieve scale, growth, enhanced capability and regional presence, supported by a team of 1,000+ colleagues, and integral to positioning Gallagher as a challenger brand in the domestic market. In Australia, Gallagher places in excess of $1bn+ in GWP.


In her current capacity as Broker Solutions Manager QLD, Tiana Iuvale leads a team of market-facing Account Partners and Business Relationship Partners, who are the face of the CGU brand in broker offices as far north as Cairns and as far south as Northern NSW.   Her role encompasses key metrics focused on building strong partner relationships, sustainable growth, and profitability through authentic leadership, to bring to life the IAG purpose of making our world a safer place.

After graduating with a Degree in Communication she gained leadership experience in operations, finance, project management, sales and marketing across a range of industries including advertising, retail, wholesaling and premium funding. Prior to taking on a state leadership role, Tiana gained valuable experience working as a BDM and National Key Account Manager at CGU.

As a working mother of two wonderful young gentlemen, Tiana has a deep personal interest in all aspects of diversity and inclusion.  Speaking from the heart, she is determined to share her career and life experiences truthfully and honestly in the hope of inspiring future generations of leaders to create balanced, equitable and flexible workplaces where everyone can thrive.



Quanchai Burns is a senior executive with a 19 year career spanning strategic and operational leadership roles across the general insurance industry.

Quanchai is the Senior Portfolio Director for Allianz Australia’s Retail Distribution Division, which serves circa 4 million Consumers and Small Business customers nationally. She is accountable for strategy development and planning, oversight of strategy execution and distribution platforms.

Prior to this Quanchai has worked with executive teams at two other major incumbent general insurers to develop and deploy corporate and business unit strategies, and to reshape organisations to better to deliver to their customers. She is passionate about her industry as well as driving innovation and harnessing emerging technologies to ensure trust, fair value, and to make insurance simpler for customers. Over her career she has established innovation programs and pilot initiatives as well as led the AI agenda at Allianz.

Quanchai started her career as a physiotherapist, working in Australia and in the UK. Her early experience as a health practitioner honed her ability to diagnose health issues and to motivate patients in their recovery. Transitioning from the health sector to financial services, this has translated into solving ‘wicked’ strategic problems and understanding how to engage and motivate people – both customers and employees.”



Sharon Waterhouse BEc FFIN MBA MA FAICD, CEO Phoenix Health Fund, Director Members Health Fund Alliance & Director Police Bank.

Sharon has over 20 years’ experience in senior executive roles, including executive posts with Westpac, St George Bank and Newcastle Permanent Building Society. She has been University of Newcastle Services Limited Chair, Hunter Business Women’s Network Chair, an elected Councillor with the City of Newcastle and has over 15 years’ experience as a Company Director.

Sharon’s work has been recognised with awards including FINSIA Williamson Scholarship for her contribution to the Financial Services Industry, Australian MIS Innovation Award, and Money Magazine Best Innovative Service Gold Winner. She has spoken at several national and international conferences. She holds a Bachelor of Economics, MBA, Masters of Business Research and is a Fellow of the Australian Institute of Company Directors.


Kelly Butler Cyber-Security Practice Leader Marsh. Kelly oversees client advisory and placement services for Cyber and Technology risk throughout the region. In addition, Kelly also serves as the senior cyber risk advisor for some of Marsh’s largest clients and sits on the Marsh global Cyber board.

Kelly joined Marsh in 2016 to build Marsh’s Cyber practice and has over 21 years insurance experience gained in Australia, New Zealand and the UK, with the last 10 years spent designing Cyber and financial lines insurance programs for large corporate and publicly listed clients. Before joining broking, Kelly worked with leading global insurers in claims management handling complex Liability, Directors and Officers (D&O) and Professional Indemnity litigation. Kelly has extensive knowledge of Cyber, Technology, D&O Liability, Professional Indemnity and Crime insurances products.

Kelly is an industry leader in cyber, educating insurers, clients and brokers on business risks and customising coverage to manage specific challenges across all industry verticals.



Jodie Levitski is the Head of Marketing & Communications at Steadfast Group. In this role, Jodie oversees all aspects of Steadfast Group’s marketing, digital, events, sponsorships, and communication activities across all business units.   

Before joining Steadfast, Jodie was Head of Marketing & Communications for Marsh in the Asia-Pacific region where she spearheaded the delivery of strategic marketing and communication initiatives across 16 countries. This included the development and execution of regional and country marketing and communication strategies, working with country CEOs and specialty and industry practice leaders to support revenue growth. In this role Jodie was a member of the Marsh senior leadership team.

Prior to this time Jodie worked across the financial services industry and listed property sectors for over 15 years where she was involved in multiple M&A deals, company transformations, change management programs, marketing and communication initiatives and lead generation programs.

Jodie holds a Bachelor of Business with Honours, a Diploma in Financial Services and is a Prosci® Certified Change Practitioner.




Harriet Wakelam is the Director Design Centre at IAG

Harriet loves creating – teams, connections, products, services.  She came to service design via teaching and UX.

She leads IAG’s Design Centre – 54 designers with a rich and diverse set of skills capabilities, who in our work at IAG and outside – are building the pixels of our future (safer) world. Her great loves include 2 large small humans, a little dog (Mr panini) a grumpy old cat (sid) making things, bravery, mischief, laughter and a good negroni.


Dr Rachel David is an expert on healthcare policy and financing, and is currently the Chief Executive Officer of Private Healthcare Australia, the industry peak body representing health funds. Formerly amedical practitioner, she is dedicated to harnessing medical best practice and policy to improve health outcomes in the community. Previously a senior advisor to the Federal Health Minister between 1996 and 2000, her relationships in the government sector and Australian business community extend to the highest levels.Dr David has worked with the international pharmaceutical, biotechnology and medical devices industries for more than a decade, including Australian biotech leader CSL, Pfizer and Johnson & Johnson. On the senior management team of CSL Ltd, she played a pivotal role in making thecervical cancer vaccine Gardasil available to Australian women, and later boys. She has also been afounding practice manager of the McKinsey & Company health and government sector practice in Australia.In her current role, Dr David undertakes policy and advocacy work, as well as thought leadership for Australia’s major health funds.