Annual General Meeting

Wednesday 21st August at 2pm, SkyCity Convention Centre


Financial Advice New Zealand is excited to bring members and advisers a bold, energy-packed programme for Conference 2019: international keynote speakers from diverse backgrounds; the renowned business growth expertise of Icehouse; Bootcamp for new advisers; advice and business workshops, and more.

Day 1 

Thursday 22nd August

7.45am            Light breakfast in the exhibition hall

8.30am           Conference Opening – Conference MC, Andrew Patterson

9.00am           International Keynote Speaker – Hagai Segal sponsored by AIA-Sovereign

An award-winning academic, consultant and analyst, specialising in Middle Eastern affairs, geopolitical and geostrategic risk, and modern terrorism. Segal lectures at New York University London, and works globally with numerous companies/corporations, banks, investors, police and counter-terror agencies,  business groups and politicians. 

9.45am           Economic Update – Dominick Stephens

10.15am          Morning Tea

10.45am          Chairperson & CEO Report

11.00am          International Keynote Speaker – 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.

12.00pm         Lunch

1.00pm           Icehouse Plenary – Brett Roberts

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

2.30pm           Afternoon Tea

3.00pm           Icehouse Training – Four concurrent sessions

3.00pm          Bootcamp for New Advisers – Stuart Donaldson

Are you an aspiring, new to the industry adviser? This practical session will outline what new advisers can expect in the foundation years and equip you with the fundamentals to steer a pathway to a successful, sustainable and valuable business.

5.00pm           Day Closes

7.00pm          Conference Awards Dinner with speaker Mark Sorenson MNZM and Awards presenter Hon Paul Goldsmith


Day 2

Friday 23rd August

8.00am          Light breakfast in the exhibition hall

9.00am           Concurrent Advice Workshops

– Lending – Playing the lending long game
– Insurance – Opportunities in insurance sponsored by
Fidelity Life
– Investment – ESG investing, analytics vs hype
– Financial Planning – Tax matters home and aboard

10.30am          Morning Tea

11.00am          Concurrent Business Sessions

– Conduct & client care – Great expectations sponsored by Marsh
– Governance – Effective governance for SMEs
– Communication Skills – Successful conversations with vulnerable clients
– Estate Planning – Law and modern families
– Compliance – Systems and stories of success
– Technology – Finding Fintech

12.00pm         Lunch

1.00pm           International Keynote Speaker – Matt Church

Matt Church is 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? He is a strategic thinker obsessed with the idea of leverage. While many are painting a scary view of the future he sees one full of potential.

2.05pm          International Keynote Speaker – Major Matina Jewell (retired)

Matina Jewell is a transformative leader providing life-changing perspective from the front-line of leadership, resilience and change. Matina earned military accolades in some of the toughest environments on earth and her courageous decision making, values-based leadership and vision for empowering teams continue to transform organisations globally.

3.05pm           Presentations

3.35pm           Close

Extra Events

7.45am Fireside Discussion with FMA licencing team
Update on Financial Services Licencing Code

1.30pm – 3pm Mortgage Forum – Invite only

Extra Events

7.30am MAC – Financial Planning CFP Breakfast Meeting

8.15am Fireside Discussions with Sharon Corbett, Principal Policy Advisor MBIE
Update on Options Paper – Conduct of Financial Institutions

Our Sponsors

NZ Owned and Operated 

Terms and Conditions

Costs – All fees are quoted in New Zealand dollars and subject to GST – currently 15%. 
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