Financial Advice New Zealand Conference 2024

5 – 6 March – Tākina Wellington Convention & Exhibition Centre

Register Now

Financial Advice New Zealand Conference 2024

5 – 6 March – Tākina Wellington Convention & Exhibition Centre

Register Now


0908 – Opening keynote: Hon. Andrew Bayly, Minister of Commerce and Consumer Affairs
This session will provide an update on the government’s thinking and vision for the country’s future.

0930 – Keynote: Michael McQueen – How to thrive in an age of uncertainty
Former Australia’s Keynote Speaker of the Year, Michael McQueen is a trend forecaster and best-selling author of nine books. In this fast-paced and compelling presentation, get a clear action plan for navigating disruption and emerging stronger than before.

1030 – Morning Tea 

1115 – Keynote: Mark McCrindle – Generational Change
An award-winning social researcher, Australian Mark McCrindle is an internationally recognised thought leader in tracking emerging trends influencing society. Be a more effective leader with a deeper understanding of generational differences. 

1210 – Economic update – Sharon Zollner, Chief Economist, ANZ
Take a deep dive into the current domestic and global economic environment to help your clients better navigate the financial challenges and opportunities ahead.

1225 – Financial Advice NZ Board Update – Heather Roy, Chairperson
Gain insights into the strategic direction of the organisation over the next three years and what the future looks like. | Q & A with Nick Hakes.

1250 – Lunch 

1355 – Keynote Business Speaker – Steve Vamos, Change is a human thing…more than a technology thing!
Leadership that drives creativity and innovation in their organisation.

1455 – Lightning session – Samantha Barrass, CEO, FMA
Be part of the conversation as we discuss the future of financial advice and the quest for better customer outcomes with Samantha Barrass.

1520 – Afternoon tea 

1550 – Lightning session – James Fuller, Co-founder Hnry
James Fuller shares his inspirational journey from a tech-savvy application developer to a market disruptor and the key to thriving as a self-employed professional in today’s dynamic financial landscape.

1635 – Lightning session – Neeraj Lala, CEO, Toyota NZ
With the motor industry undergoing a monumental shift, visionary leader Neeraj Lala explains how Toyota NZ has undergone a remarkable metamorphosis, navigating the twists and turns of innovation and sustainability.

1700 – Conference Close

1830 – Gala Dinner

Agenda is subject to change

0700 – Breakfast Meeting: Certified Life Underwriter – A framework for CLU going forward
A pinnacle mark represents a significant achievement, milestone, or point of excellence. We believe it is time for the Certified Life Underwriter to be revisited and will discuss this at the breakfast meeting.

0700 – Breakfast Meeting: Lending Panel
A lending panel discussion that will discuss the issues facing lenders today, trends in the sector, and the opportunity to ask questions directly to lenders.

0900 – Welcome: MC Rawdon Christie

0905 – Keynote: Miranda Harcourt – The transformational power of communication
Discover a fresh perspective into effective communication with renowned NZ actress Miranda Harcourt as she explores the essence of active listening and nuances of non-verbal communication, giving you valuable tools to enhance your interactions with clients and colleagues alike. 

1005 – Morning Tea

Tools for your Business:
1050 – The role of emotion and chemistry in client decisions
Presenter: Kerry Kirton
1050 – Better, Smarter, Faster: Switching on AI to improve your financial advisory business 
Presenter: Paul Spain
1050 – Where are financial advisers exposed when providing advice in the new regime?
Presenter: FMA

Tools for your Business:
1145 – The role of trust, empathy, and conviction in client decisions
Presenter: Kerry Kirton
1145 – Finding your cyber confidence to THRIVE
Presenter: Fraser Jack
1145 – How to scale your business
Presenter: Steve Prendeville

1230 – Lunch

Tools for you:
1330 – Self-care begins with us
Presenter: Jase Te Patu
1330 – Making connections
Presenter: Miranda Harcourt
1330 – 10 disciplines for managing and maximising your energy as an entrepreneur
Presenter: Debra Chantry-Taylor

Tools for you:
1425 – Psychology of Success
Presenter: Nigel Latta
Topic: Psychology of Success
1425 – Building trust relationships
Presenter: Miranda Harcourt
1425 – Beyond Greatness – FIFA Women’s World Cup 2023 – the challenges, successes and learnings
Presenter: Jane Patterson

1510 – Afternoon tea

1525 – Keynote: Gilbert Enoka – Performing Under Pressure – Managing the Moments
Gilbert Shares insight into the psychology behind individual and team success in world-level sport and how this can be applied to any walk of life.

1630 – Conference Close

Agenda subject to change