Annual General Meeting

Wednesday 21st August at 2pm, SkyCity Convention Centre

Financial Advice New Zealand Conference starts in








International Keynote Speakers

Conference is the annual ‘meeting of minds’ and this year we’ve secured international motivation keynotes with highly-diverse backgrounds, we’ve engaged ICEHOUSE TM to bring their own brand of expertise and flare to conference.

Specialised Workshops

We’re excited to bring you four Advice Workshops and six Business Sessions over the two days. Covering workshops across all disciplines and providing an insight to current trends in the financial sector. Business Sessions cover two high-level conversations and two practical sessions.

Bootcamp for New Advisers

We’ve a real emphasis this year on attracting our new advisers. If you’ve less than 3 years in the sector come along to our new advisers ‘boot-camp’ – a popular concept we’ve seen over in Australia and one specifically targeted for you. Be Brave and Bold!

Networking Opportunities

With over 500 advisers attending our 2018 Conference and 36 national sponsors Adviser’s have the ability to network with major influences in the sector. With a year of opportunities it is important to focus on what we can achieve by working together.




Professional Development Hours

International Keynote

Hagai Segal

An award-winning academic, consultant and analyst, specialising in Middle Eastern affairs, geopolitical and geostrategic risk, and modern terrorism. 

Adele Ferguson

Multi-award winning investigative journalist Adele’s investigations into the Australian financial services sector helped bring about The Hayne Royal Commission on 2017.


Icehouse believe in the extraordinary potential of New Zealand business owners and entrepreneurs. They enable their success through knowledge, connection and investment.

Matt Church

Committed to helping people prepare for tomorrow by taking action today. His philosophy can be summed up in one word NEXT! What is the best next thing you can do to future proof your business or career? 

Major Matina Jewell (retired)

A transformative leader providing life-changing perspective from the front line of leadership, resilience and change

Other speakers include…

Mark Sorenson MNZM
Sporting Legend

Brett Roberts
Director of Innovation, Microsoft

Stuart Donaldson
Banyon Co, Sydney

Scott Fitzpatrick CFP
Fitzpatricks Private Wealth, Brisbane

Kate Turner
Sustainalytics, Sydney

Nigel Stewart
Dimensional Fund Advisors, Sydney

Simon O’Connor
Responsible Investment Association Australasia

Terry Baucher
Baucher Consulting

Iain Craig

Sandy Lau

Kirk Hope
Business New Zealand

Rob Everett
Financial Markets Authority

Marisa Broome CFP
Financial Planning Association, Sydney

Karen Stevens
Ombudsman, Insurance and Financial Services

Jeremy Muir

Di Adamson
Adamson & Associates, Sydney

John Berry
Pathfinder Asset Management

Scot Bailey

Amanda Wolt

Leigh Hodgetts
Astute Financial Management

Andrew Patterson
MC, Business Writer & Correspondent

Stephanie Paxton-Penman
Paxton-Penman et al

Angi Mann
Financial Advice Compliance

Sue Brown
Sue Brown Solutions

Jo Cribb

Toni Dodds
Lifetime Group

Alister van de Maas
Russell Investments

Mark Banicevich

Andrew Gunn
Financial Advice New Zealand

Marc Grigg

Matt Mimms
The Investment Store

Clayton Coplestone
Heathcote Investment Partners

Derek Young

Liz Wotherspoon

Dominick Stephens
Chief Economist, Westpac

Hon Sir Bruce Robertson 

Our Sponsors

Become a Sponsor

This years conference offers sponsors with opportunities to network and engage with over 16 different sponsorship options.

Don’t Miss Out!

Secure your place at the financial advice conference of the year with an all-international keynote speaker line up and tailor designed advice workshops.

Get In Touch

Got a question? Let us know and we’ll be in touch shortly.

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Terms and Conditions

Costs – All fees are quoted in New Zealand dollars and subject to GST – currently 15%. 
Privacy Policy – Payments are processed through the secure DPS Payment Express system. No credit card information / detail is stored by us and we are PCI compliant. Payments must be received prior to the commencement of the applicable conference in which a registration/payment is being made. Website Security – Payment security is managed through DPS for mutual security, encryption protection is managed with an SSL (Secure Socket Layer) certificate, industry standard 128bit encryption software. 
Payments via Visa or Mastercard incur 3% merchant fee. Payment on your credit card statement will be showing as The Conference Team.