Financial Advice New Zealand Conference 2024

5 – 6 March – Tākina Wellington Convention & Exhibition Centre

Financial Advice NZ Conference 2024

5 & 6 March – Wellington
Tākina Convention & Exhibition Centre

Breakfast Meeting – Risk
Certified Life Underwriter – A framework for CLU going forward

A pinnacle mark represents a significant achievement, milestone, or point of excellence. 

The CERTIFIED LIFE UNDERWRITER cm (CLU cm) needs new life given to it.

This breakfast session will discuss potential frameworks and seek your perspectives on what is required for the future.


Date: Wednesday 6th March
Time: 7:00am – 8:15am
Complimentary session

Breakfast Meeting – Lending
Lending Panel

Due to popular demand, we are offering mortgage attendees a lending panel session which will discuss the issues facing lenders today, trends in the sector and give you the opportunity to ask questions directly to the lenders. This session will allow lenders on the panel to provide you with an industry update and also ask pertinent questions to specific lenders. 


Scot Bailey, Conduct Manager – Third Party Banking, Westpac


Adam Ward, General Manager, Home Lending, BNZ

Amanda Young, Head of Third Party Banking, ASB

Mark Wilson, Business Development Manager, ANZ


Date: Wednesday 6th March
Time: 7:00am – 8:15am
Complimentary session