Financial Advice New Zealand Conference 2024

5 – 6 March – Tākina Wellington Convention & Exhibition Centre

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Meet our speakers

We are so excited to introduce you to the inspirational national and international speakers who will be presenting at our 2024 Thrive Conference.

Hon. Andrew Bayley

Keynote Speaker: Government Update

Hon Andrew Bayly is the Minister of Commerce and Consumer Affairs, Minister for Small Business and Manufacturing, and Minister of Statistics. He is the MP for Port Waikato and was first elected to Parliament in 2014 to represent the then-seat of Hunua.

Andrew was born in Whanganui into a farming family. He graduated with a Bachelor of Business Studies from Massey University and qualified as a chartered accountant. He worked for the Southpac corporate finance team in New Zealand before transferring to London where he worked for a number of years. After returning to New Zealand, he co-founded a merchant bank, Cranleigh. He has also owned many other businesses and been a director to a range of organisations.

Andrew has been a member of Parliament’s Finance and Expenditure select committee and is also Co-Chair of the Middle East/Africa Parliamentary Friendship Group and Co-Chair of the Antarctic Parliamentary Group, which he established in 2019.

Michael McQueen, Futurist. Optimist.

Keynote Speaker: How to thrive in an age of uncertainty

In this fast-paced and forward-thinking presentation, discover the key trends shaping our tomorrow and learn how to remain relevant with proven and practical strategies for staying one step ahead. Get a clear action plan for navigating disruption and emerging stronger than before.

Michael McQueen is a multi-award winning speaker, trend forecaster and bestselling author of nine books. With clients including KPMG, Pepsi and Cisco, he has helped some of the world’s most successful brands navigate disruption and maintain momentum.

Michael is a regular commentator on TV and radio and his work has featured in publications ranging from the UK Daily Mail to and the Huffington Post. In addition, Michael is a familiar face on the international conference circuit having shared the stage with the likes of Bill Gates, Dr. John Maxwell and Apple co-founder Steve Wozniak.

Michael has spoken to over 500,000 people across 5 continents since 2004, and is known for his engaging, entertaining and practical conference presentations. Having been formerly named Australia’s Keynote Speaker of the Year, Michael has been inducted into the Professional Speakers Hall of Fame.

Mark McCrindle, Social Researcher and demographer

Keynote Speaker: Generational Change

While generational change doesn’t happen overnight, the change can be dramatic and significantly impact how we live, learn and work. Gain a deeper understanding of generational differences and be a more engaging and effective leader.

Mark McCrindle is a social researcher with an international following. He is a recognised thought-leader in tracking emerging trends influencing society. As Principal of McCrindle, a  renown demographer and futurist, he has developed his reputation across two decades as an award-winning social researcher, best-selling author and social commentator. Mark has appeared across all major television networks, radio and  print media, and has twice been invited to speak at TEDx events. He has presented  thousands of keynotes and workshops in all major industries including, finance,  technology, health, mining, energy and education for Australia’s top brands and  organisations. Mark speaks with expert authority on topics such as future  trends, leadership, customer engagement, generational change and business insights. Mark brings a fresh approach to his research-based boardroom briefings,  executive workshops, strategy sessions and keynotes.

Armed with the latest findings, these are presented in a customised and innovative way. His advisory, communications and research company, McCrindle, counts among its clients more than 100 of Australia’s largest companies and leading international brands. McCrindle’s highly regarded research is presented through visualized reports, infographics, keynote presentations, workshops, videos and blog articles.

Mark speaks with expert authority on topics such as future trends, leadership, customer engagement, generational change and business insights. Mark brings a fresh approach to his research-based boardroom briefings, executive workshops, strategy sessions and keynotes.

Steve Vamos, Advisor and Director, former CEO of Xero

Keynote: Change is a human thing…more than a technology thing!

Change is constant and accelerating around us as technology amplifies the potential of people, expectations of our stakeholders increase, and the world continues to evolve post the pandemic. 

As a result, leaders now more than ever need to be good at change and good at engaging those they work with on the change journey they initiate or confront together. 

Steve was CEO of ASX-listed tech company Xero, served as a non-executive director of Telstra, Fletcher Building, Medibank Private and David Jones and as a non-executive director and advisor to a range of Australian organisations, which span from start-ups through to large established companies, held Chief Executive Officer positions at Microsoft Australia and New Zealand, ninemsn, Vice President and Managing Director of Apple Computer Asia Pacific, and Managing Director of Apple Computer Australia.

In addition, Steve was the founder and President of the Society for Knowledge Economics (SKE), a not-for-profit think-tank that operated from 2005 to 2014. SKE aimed to encourage and promote new and better leadership and management practices, which would enable innovation, productivity and sustainability.

Information and communications technology has amplified the potential of people (and the organisations they work for) as the internet, low-cost computing devices and communications networks connect people with others of common interest and new sources of knowledge and information. People, their knowledge, relationships and the extent to which management encourages and enables them to create and innovate increasingly determine how value is created for their organisation. This is a big change to embrace because traditionally, we hired people to do what they were told, and now we want them to create, collaborate and innovate.

Steve Vamos will share his roadmap of how to think and act in the face of change to ensure the best chance of success in the fast moving and uncertain times ahead.

Miranda Harcourt DNZM

Keynote: The transformational power of communication

Effective communication is the catalyst for change. View the world from a different perspective and reshape the way you engage with others to elevate your relationship and drive meaningful progress.

In this captivating keynote presentation, renowned NZ actress Miranda Harcourt will delve into the art of effective communication, offering insights garnered from her diverse roles and experiences. Explore the essence of active listening and the nuances of non-verbal communication, drawing from Miranda’s own journey that has allowed her to view the world from unique angles and a fresh perspective. Learn how to foster open and honest dialogue, creating an environment where people feel safe to express their thoughts and ideas.

It’s not just about communication; it’s about transformation. Imagine a world where misunderstandings dissolve, where people truly listen and empathize, and where your ideas find resonance and support. Miranda’s ability to connect with audiences is unparalleled, whether she’s acting, facilitating, serving as an MC, or delivering an interactive presentation. Her remarkable skills and practical advice will enable you to bridge gaps, build understanding and bring people together.

Prepare to be inspired and gain valuable tools to enhance your interactions with clients and colleagues alike. Join us for this transformative keynote presentation and embark on a journey that will forever change the way you connect, collaborate, and thrive.

One of New Zealand’s most-loved actresses, Dame Miranda Harcourt’s acting ability was truly recognised when she toured New Zealand and overseas to Edinburgh, London, Denver, Hong Kong and Sydney with the solo show ‘Verbatim’, by William Brandt.

Miranda’s widely varying experiences have allowed her a chance to view the world from a different perspective, and she enjoys offering that new perspective to others. Her skills enable her to relate to a wide range of audiences as a facilitator, MC, interactive presenter, or as a communicator who can get your message across. Miranda is an inspirational public figure with a hybrid reputation for both glamour and philanthropy.


Workshop 1: Making Connections

In a world driven by digital interactions, the art of genuine human connection remains paramount, especially in professional relationships. Join renowned NZ actress, Miranda Harcourt, in this illuminating workshop where you’ll discover the secrets to making meaningful connections with your clients through effective communication.

Gain practical and actionable tips that will transform your ability to connect with clients on a deeper level. From active listening techniques to the power of empathetic communication, you’ll leave this session with the tools to create lasting relationships that will drive business success.


Workshop 2: Building Trust Relationships

Building trust is the cornerstone of any successful client relationship. But how exactly do you establish and nurture trust with your clients? In this enlightening session, Miranda will dissect the art of trust-building, providing you with practical insights and strategies to fortify your client relationships.

This workshop is not just about theory; it’s about actionable steps you can implement immediately. Learn the importance of transparency, reliability, and effective communication in fostering trust. Discover how to navigate challenges and rebuild trust when it’s been strained. Leave with a toolkit of trust-building techniques that will empower you to create and maintain trust-filled relationships with your clients.

Gilbert Enoka ONZM

Keynote Speaker: Performing Under Pressure – Managing the Moments

Gilbert Enoka, ONZM, is a master of the mind who has helped New Zealand’s top performers achieve excellence across sports and business.

He has travelled the world, sharing his knowledge on leadership, performing under pressure, mental management, strategic planning, effective business management and building thriving cultures for over 20 years, working with top CEO’s and business and sport elite.

Gilbert is the legendary mental skills coach and manager of the All Blacks and previously worked with elite teams such as the Black Caps, Silver Ferns, Crusaders and most recently with WRC Champion Haydon Paddon.

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. He encourages individuals to take ownership of their own direction and to improve their ability to control the many variables that inhibit optimal performance.


Samantha Barrass, Chief Executive FMA

Lightning Speaker

Be part of the conversation as Samantha Barrass is interviewed about the future of financial advice, exploring key issues and the quest for better customer outcomes.

Samantha has extensive international regulatory experience, most recently as Chief Executive of UK’s Business Banking Resolution Service, a dispute resolution scheme for banks and business customers. Prior to that she was Chief Executive of the Gibraltar Financial Services Commission, which oversees the prudential and conduct regulation of Gibraltar’s financial services sector.

She has held a number of other senior roles at finance regulators and industry associations, including the UK’s Financial Conduct Authority and the London Investment Banking Association.

Samantha grew up in Christchurch, and studied Economics at the University of Canterbury and Victoria University of Wellington, before beginning her career as an economist at the Reserve Bank of New Zealand.

James Fuller, CEO & Co Founder Hnry

Lightning Speaker

Recognising the need to simplify accounting for small businesses and cater to the unique needs of individual sole traders, hear how a couple of tech-savvy contractors embarked on a journey to revolutionise the accounting industry.

James Fuller began his career as an application developer, before moving into technology strategy and consultancy. Having decided to strike out on his own as a contractor around the same time as his co-founder Claire, the pair found themselves struggling with the amount of tax and financial admin involved in being self-employed. To solve the issue, they created a simple, homemade system to automate calculating and paying self-employed taxes. They shared their system with their self-employed friends, and quickly realised that there was a market for it.

In 2017, they launched Hnry; a service designed to automatically calculate, pay, and file taxes for sole traders. Today, Hnry is New Zealand’s largest, and Australasia’s fastest-growing accounting service, processing billions of dollars worth of payments every year, and handling around 1% of New Zealand’s tax revenue. More importantly, they free up thousands of hours for clients to focus more on what they do best. Hnry is on a mission to make self-employment simple, affordable, and accessible for anyone.

Neeraj Lala, CEO & Managing Director, Toyota NZ

Lightning Speaker

With the motor industry undergoing a monumental shift, hear how Toytota has navigated the twists and turns of innovation and sustainability on a transformative journey towards a brighter, greener and more sustainable future. 

Neeraj Lala is the Chief Executive Officer and Managing Director of Toyota New Zealand, Aotearoa’s largest automotive brand. Neeraj is leading Toyota’s transition from a traditional automaker to a mobility company focused on future technologies.

A highly regarded leader with over two decades of experience in the automotive industry, he is a champion of new technologies, sustainable business, and believes in the power of corporate and government collaboration to drive systems change. Neeraj is conscious of the need for a just transition and alongside Toyota’s global vision for Mobility for All, he wants to ensure no Kiwi gets left behind during this unprecedented time of transformation in the transport sector.

Kerry Kirton

Workshop: The role of emotion and chemistry in client decisions and the role of trust, empath, and conviction in client decisions

Unlock your potential as a persuasive communicator and master the art of influencing using the powerful 7 C’s framework; Chemistry, Credibility, Curiosity, Compelling case, Clarity, Conviction, and Closure.

Kerry established Influence Consulting and runs the company as managing director. He has also developed relationships with major clients across the Asia Pacific region for many years.

His clients consider him to be a trusted and strategic advisor who is able to make meaningful contributions to their organisational goals. His experience, creativity and business acumen means he is able to tailor solutions that best suit his clients’ needs. Kerry holds degrees in law and commerce and practiced as a corporate lawyer for many years prior to establishing Influence Consulting.


Paul Spain

Workshop: Better, Smarter, Faster: Switching on AI to improve your Financial Advisory Business 

Paul Spain focuses on making complex tech simple and beneficial for everyone. He is host of NZ Tech Podcast (an iTunes NZ #1 Podcast), regular TV commentator on technology and business-related topics and host of the NZ Business Podcast. Paul demonstrates a futurist mindset, and helps everyday small to medium organisations to leverage technologies like Artificial Intelligence through his talks and his technology services firm Gorilla Technology.

 This workshop will introduce you to the transformative role of generative AI tools (such as ChatGPT and Microsoft Co-pilot) in a manner that will allow you to immediately start benefiting. Included topics include:

  • What is generative AI and ChatGPT
  • Why should you use AI and other innovative technologies
  • Examples of generative AI technology in use today
  • Going hands on with AI today
  • Tips for using generative AI and ChatGPT effectively
  • The issues with AI and how to avoid them
  • Future trends in generative AI and ChatGPT

 Elements of this session will be interactive, so it is recommended your laptop, tablet or your phone is charged and ready to go in order to get the most out of it.

Fraser Jack

Workshop: Finding your cyber confidence to thrive

Learn to thrive in an environment where cybersecurity is a fundamental requirement. Boost your cyber confidence and learn how to set the tech, reboot your humans and provide the proof. 

As the founder of The Cyber Collective, Fraser Jack is on a mission to ensure every client can trust their financial professionals to protect their confidential information safely. He would love you to join him on this mission.  Having run a financial planning practice, working in and around the profession for over 20+ years, including many years working with technology, Fraser understands the reasonable steps professionals must take to protect client data.

Fraser brings practical insights and analogies to help Financial Professionals understand confusing, confronting and unfamiliar cyber security jargon. The Cyber Collective helps financial professionals who are unsure what to do about cyber security, through a cyber transformation framework, including ongoing team training, so they can feel confident about protecting their client’s private details.


Michael Hewes

Workshop: Financial advisers’ exposure when providing advice

Michael has been with the FMA for eight years – he is currently Director; Deposit Taking, Insurance & Advice. In this role he oversees all licensed deposit takers, insurers and advisers nationwide.

Michael was integral in leading the FMA implementation of FSLAA, he was co-lead on the Life Insurer Conduct and Culture Thematic in 2019, and has authored other thematic studies including the Fire and General study and CCRI study in 2021.

Crystal Burbery

Workshop: Financial advisers’ exposure when providing advice

Crystal is a Principal Adviser in the Financial Advice team and has a background in advice and regulatory compliance. Her role includes planning and oversight of FAP monitoring reviews and providing subject matter expertise.

Steve Prendeville

Workshop: How to scale your business and get your business ready for sale.

Steve is the company founder and director of Forte Asset Solutions Pty Ltd (Forte). Forte’s core activity is selling financial services businesses.  

Steve has enjoyed a successful 30 plus year career in financial services.  He began his career in New Zealand, then England working first in banking and then in stock broking.  In 1987, He became Australia’s youngest certified investment planner (ACIP).  His roles included client advice and subsequently senior management.

He has facilitated more than 200 Financial Planning business sales in Australia.  



Jase Te Patu

Workshop: Self-care begins with us

Let’s change the paradigm that taking care of ourselves is selfish. When we are good, then life is good. Demystify the ‘self-care’ concept and unlock the key to thriving by nurturing your overall wellness.

Jase is the Founder and CEO of M3 Mindfulness. Wellbeing, particularly mental wellbeing is Jase’s passion. He facilitates, leads, and inspires many with his simple mindfulness-based techniques that have helped the likes of Hollywood director James Cameron, the All Blacks, the Silver Ferns, Pharmacy Guild of New Zealand, MBIE, Te Tumu Paeroa, NZ Book Awards Trust, Te Rito Maioha NZ, various Kahui Ako Leadership Teams throughout Aotearoa, The Green Party of NZ, The British High Commission, Mental Health and Addictions KPI Benchmarking – Te Pou, Deloitte, Foodstuffs NZ, Restaurant Brands, Huia Publishers, Exercise NZ, AM and Co, and the New Zealand Defence Force and many more corporate clients.

His work at M3 encompasses mindfulness, movement and Maori stories in a series of videos and live sessions taught to teachers, students and whanau members in all school communities.

Jase says: “Yoga, mindfulness and meditation saved my life! I love that I get to share these tools with people of all ages, from tamariki as young as two to CEOs and elite sportspeople. We all need tools to navigate our way through life’s challenges, so I especially love sharing these skills with our school-aged students. Through the mahi of M3, they have the opportunity to stand in their mana as leaders in the future.”

Debra Chantry-Taylor, Accredited Family Business Advisor and EOS Implementer

Workshop: 10 disciplines for managing & maximising your energy as an entrepreneur

Tackle the issues that have been holding you back, reinvigorate your passion for success and equip yourself with the tools to propel your business into the future.

Debra Chantry-Taylor is an EOS Implementer, an Accredited Family Business Advisor and an Entrepreneurial Business and Leadership Coach. With an illustrious career spanning over 25 years in management and leadership,  her journey has been nothing short of extraordinary. While Debra has witnessed the glorious heights of success and achieved remarkable milestones, she also knows what it feels like to navigate the stormy seas of entrepreneurship enduring the sleepless nights plagued by financial concerns and staff worries. Using this life experience, Debra now guides others towards leading their best lives, empowering business owners to align their visions, overcome obstacles and elevate their businesses to new heights.

Having honed her unique British energy, infusing every room she enters with an irresistible spark, get ready to be captivated, empowered and inspired as Debra ignites your journey towards transformation and success.

Nigel Latta

Workshop: Psychology of Success

While our definitions of success may differ, discover the universal principles and strategies that can significantly enhance your chances of achieving your aspirations, with practical actionable steps to stay on course.

Born and raised in Oamaru, Nigel first attended Otago University, where he completed an MSc in Marine Science. He then moved to Auckland where he trained as a Clinical Psychologist and graduated with a Master of philosophy with 1st class honours in Psychology and a Postgraduate Diploma in Clinical Psychology.

Nigel has worked for the last two decades in a number of agencies including Drug and Alcohol rehabilitation, Sex Offender Treatment Programmes, Family Therapy agencies, Child Youth and Family, Probation Services, and extensively in private practice.

He continues to work as a clinical psychologist in private practice consulting with organizations and agencies from throughout the country and has lectured on a number of senior courses at the New Zealand Police College.

Jane Patterson ONZM

Workshop: Beyond greatness – FIFA Women’s World Cup 2023 – the challenges, successes and learning

Jane was the Chief Operating Officer (COO), NZ for the FIFA Women’s World Cup Australia & New Zealand 2023 which is the largest women’s sporting event and the third largest sporting event in the world. 

In Jane’s 27-year career she has led major events across New Zealand and Australia including, among others, the World Netball Championships, IRONMAN triathlon and UCI BMX World Championships, NZ Golf Open, V8 Supercars and marathons. She has held leadership positions with International Manager Group (IMG) and on the global Executive team of IRONMAN inc as Chief Operating Officer (OOO) Ironman Asia Pacific.   

Jane founded The Patter Ltd which produced major events across New Zealand and emerged as a leader in its field resulting in the Company’s acquisition.  Living abroad, Jane worked in the UK as a Major Events Consultant for UK Sport, supporting the implementation of their policy and strategy for major and mega events. 

In 2024 Patterson was appointed as an Officer of the New Zealand Order of Merit in the New Year’s Honours, recognised for her achievements in service to sport.  

Jane is a proud and patriotic New Zealander with a lifelong love of sport and a deep respect for its history and traditions. 



Kura Moeahu QSO

Ngā Ruahine, Te Āti Awa, Taranaki –Tuturu, Ngāti Mutunga, Ngāti Tama, Ngāti Toa

Mihi whakatau

Kura Moeahu has strong whakapapa connections to the Wellington Region and Taranaki. Raised amongst his mother’s people of Waiwhetu Marae, he is a tribal leader and is currently the Chair of Waiwhetu and Pipitea Marae, Te Rūnanganui o Te Āti Awa, Atiawa Toa FM Radio and the Harbour Island Kaitiaki Board. He is also a board member of Creative NZ and holds several directorship and advisory roles.

Kura is a Cultural Advisor and Consultant who has a strong background in Māori governance, strategic planning, Treaty of Waitangi facilitation, and Iwi engagement and is the Tumu Whakarae [Principle Advisor Māori] in Parliament, where he oversees and ensures tikanga Māori is upheld and promoted within Parliamentary Services.

In 2022, Kura was a recipient of the Absolutely Positively Wellingtonian Award and the Te Awe Māori Business Network Award, which recognises commitment to the Wellington community. In 2023, he received a Companion of the Queen’s Service Order for his services to Māori and the arts.

Kura is a true orator of his people and is steeped in ancient karakia, whakapapa, and kōrero tuku iho. He and his wife Alishia are a formidable couple, often seen leading many functions throughout Wellington, at Parliament, and at local, regional, national, and international events.

Kura and Alishia enjoy spending time with whānau and friends, especially with their mokopuna.

Rawdon Christie

Master of Ceremony

Rawdon is an award-winning broadcaster with a TV journalism career that spans 20 years.

His career started with the BBC but he’s best known for presenting Television New Zealand’s Breakfast Show, where he interviewed hundreds of guests, from senior politicians and business leaders to Oscar winners and Olympic champions.

Rawdon has also presented political show agenda and the NZ version of Dragon’s Den, but his career highlight was anchoring the TVNZ’s coverage of both Christchurch earthquakes.

Speakers, Topics and Agenda are subject to change.