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

7.30am            Light breakfast in the exhibition hall

8.30am           Conference Opening and Q&A – Hon Kris Faafoi
                         Conference MC, Andrew Patterson

9.00am           International Keynote Speaker – Hagai Segal
                         Thanked by Platinum Sponsor, AIA

Being brave and bold in an uncertain world

We are living in a dramatic – and seemingly chaotic – era in global politics, with increasing impacts on the global economy and individual businesses. Many feel helpless, believing these geopolitical risks to be random and outside their influence, but geopolitical authority Hagai M. Segal will explain how, by being brave and bold, you can actually take control of the impacts of this risk.

9.45am           Economic Update – Dominick Stephens

Dominick will discuss his latest thoughts on the New Zealand and global economies. Interest rates are plunging and Dominick’s view is that the consequence will be higher asset prices. But first we have to navigate low confidence locally and trade tensions globally.

10.15am          Morning Tea

10.45am          Chairperson & CEO Report

11.00am          International Keynote Speaker – Adele Ferguson

An insider’s view of the Hayne Royal Commission

Multi-award winning investigative journalist for The ABC, The Age, The Sydney Morning Herald and the Australian Financial Review, 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

Change and disruption – seizing the opportunity – Brett Roberts – “Futurist” 

Brett will share his experience, insights and passion for utilising disruptive technologies to transform customer experiences and drive innovation and change in business. He will give examples of the impact that the constantly changing digital world is already having on the world of business and beyond and challenge the audience to think about what this means for their customers, colleagues, workplaces and the global environment. 

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 thanked by Gold Sponsor,
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 thanked by Gold Sponsor, 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

Next: Thriving in the decade of disruption

The simple fact is that the world is changing at an ever increasing rate. Technological advances are creating shifting paradigms in every industry across the globe, and it’s a trend we need to stand up and take notice of.

This session sets the groundwork for leadership in a time of great volatility, uncertainty, complexity and ambiguity. Matt’s sessions are high energy, interactive and top-rated at each and every event. 

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

Courageous leadership in times of change

Through courageous decision making, Matina shares how she overcame almost inconceivable life and death situations, often in some of the harshest environments on earth. Always drawing out the learning, Matina shares how resilient organisations can be better equipped for everyday challenges and major disruption, all while protecting our most valuable asset, our people.

3.05pm           Presentations

3.35pm           Close

Extra Events

7.45am Fireside Discussion with FMA licencing team
Update on transitional licensing & preparing for the new regime

12.00pm Regional Leaders Lunch – Invite only

1.30pm – 3pm Mortgage Forum – Invite only

Extra Events

7.30am Financial Planning CFP Breakfast Meeting

12.00pm MAC Lunch – Invite only

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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