Financial Advice New Zealand Conference 2024

5 – 6 March – Tākina Wellington Convention & Exhibition Centre

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.

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.

Miranda Harcourt

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.

Sharon Zollner, ANZ Economist

Keynote: Navigating our economic future

Take a deep dive into the current domestic and global economic environment to help your clients better navigate the financial challenges and opportunities ahead.

Sharon joined the ANZ economics team in 2010 and became Chief Economist in late 2017. She started her career as a macroeconomist at the Reserve Bank of New Zealand in 1998, and has also worked at the central bank of Norway for two years, before moving to the New Zealand banking sector. Sharon holds a Master of Commerce from the University of Canterbury.

Sharon developed the ANZ Truckometer, an economic indicator based on traffic flow data, and writes the weekly ANZ Charts that Matter.

Samantha Barrass, Chief Executive FMA

Lightning Speaker

Be part of the conversation as Samantha Barrass and Katrina Shanks discuss 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

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

James Fuller began his career as an application developer, before moving into technology strategy and consultancy. After senior roles at Thomson Reuters and Deloitte, he decided to strike out on his own as a growth consultant for startup, corporate, and government clients.

It was rewarding work, but James found himself struggling with the amount of tax and financial admin involved in being self-employed. To solve the issue, he and co-founder Claire created a simple, homemade system to automate calculating and paying self-employed taxes.

They shared their system with self-employed friends, realised that there was a market for it, and got to work improving their solution. In 2017, James and Claire officially 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 – their jobs. 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.

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.

He has written a novel and seven non-fiction books which are now published in nineteen countries and ten languages.

Media & documentary experience
He presented the critically acclaimed television series œBeyond the Darklands , which was based on his work as a forensic psychologist. œBeyond the Darklands  ran for five seasons in New Zealand. It has screened in Australia, Sweden, Spain and recently in several Latin American countries. He presented the top rating œPolitically Incorrect Guide to¦  Series which has run for three seasons in New Zealand, and in 2012 presented the same series for Channel Nine in Australia. In addition to this Nigel has also presented documentaries on how to help children cope after the Christchurch earthquake, and how parents can help teenage drivers stay safe on the road.

Other projects include a documentary series which screened on TVNZ in 2014 and investigated some of the important issues within our society including alcohol, education, sugar/obesity, poverty and inequality, child abuse, crime and punishment. In 2015, he did a six part popular science primetime series titled, œNigel Latta Blows Stuff Up .

In 2016, Nigel and two of his colleagues who were instrumental in the making of many of these documentary series, started a production company called Ruckus Media. Ruckus’ first production ˜Mind Over Money’ screened on TVNZ in February 2017. ˜Mind Over Money’ examined the decisions we make about money and ran for two seasons. Ruckus also produced a ground-breaking five part live and interactive TV series called ˜What Next’ which explored how New Zealand might respond to the many challenges of the next twenty years. Nigel co-hosted this series with one of New Zealand’s most respected and award winning journalists, John Campbell. More recently Nigel and the team at Ruckus produced ˜The Curious Mind’, a four part documentary series which explores the wonders of the human brain with the help of Baby X, the world’s most advanced virtual human infant.

In 2012 Nigel was made an Officer of the New Zealand Order of Merit (ONZM) for services to Psychology as part of the Diamond Jubilee Queen’s Birthday Honours List.

Keynote speaker
A sought after speaker, Nigel has presented keynotes at a range of industry and corporate conferences both in New Zealand and overseas. His particular gift is blending real world pragmatism, the latest psychological research, and humour in an engaging and thought provoking manner that has relevance to a wide range of audiences and organisations. His specific interests include the psychology of success, dealing with difficult people, mental toughness, decision making skills, leadership, the process of change in an organisation, the ˜myth’ of happiness and stress management.


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, MBEI, 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.

Paul Spain

Workshop: Unlocking the potential of conversational AI

Go on an immersive journey into the transformative power of AI and ChatGPT. Understand the futurist thinking that is reshaping the financial landscape and drive innovation within your business.

Paul Spain is host of NZ Tech Podcast (an iTunes NZ #1 Podcast), regular TV commentator on technology and business related topics, host of the NZ Business Podcast and founder of Gorilla Technology (IT Services), Gorilla Cybersecurity, Gorilla Voice Media (incl World Podcasts, Podcasts NZ) and a local and international public speaker.

Paul is a strong believer in the futurist mindset – looking out both short and long term. He is a proponent of look at technology from two key perspectives:

  1. Tech Leverage – strategically driving up the benefits an organisation can take from utilising technology in innovative way
  2. Risk Mitigation – taking action to drive down the risks associated with technology

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.


Kerry Kirton

Workshop: Mastering Influence – The 7Cs for business success

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.


Rawdon Christie


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.