The 2023 FPSB and Financial Advice New Zealand Value of Financial Planning Research launches on 4 October – World Financial Planning Day. FPSB CEO Dante De Gori, CFP, joins us live from USA to discuss the findings of this global consumer research which highlights the benefits of financial planning and the value of working with a professional financial adviser.

This study, commissioned by FPSB and Financial Advice New Zealand, and conducted by independent research firm MYMAVINS across 15 countries, examines the value of financial planning, measuring the financial and non-financial impact of financial planning across the quality of life, financial confidence, financial satisfaction and experienced value while debunking the myths surrounding financial planning and analysing the future of the profession.

Participating countries include Australia, Canada, Chinese Taipei, Hong Kong, India, Ireland, Malaysia, the Netherlands, New Zealand, the People’s Republic of China, the Republic of Korea, Singapore, South Africa, the United Kingdom and the United States.

The research builds on our 2021 Better Behaviours and 2020 Trust in Advice research and will provide advisers will some clear measures and infographics to share with potential clients about the value of seeking professional financial advice.

Don’t miss this exclusive opportunity to hear from FPSB CEO Dante De Gori on the official launch day of this research. Register now and be part of the community changing perspectives on the value of seeking professional financial advice and making a positive impact on the lives of New Zealanders.

About Dante De Gori, CFP

Dante De Gori, CFP, is the Chief Executive Officer of the Financial Planning Standards Board Ltd. (FPSB).

Prior to this, De Gori served as Chief Executive Officer of the Financial Planning Association of Australia (FPA) – the financial planning professional body in Australia and sixth largest Affiliate within the FPSB Network. For six years, he led teams focused on standards, certification, education, events, advocacy and consumer awareness, and made exceptional contributions to the Australian financial planning profession through a period of tremendous reform to help raise education and professional standards.

A proud CFP professional, De Gori is passionate about advancing the profession of financial planning and supporting CFP professionals around the globe. He has served on several FPSB committees and working groups, including as chair of the Council and chair of the Chief Executives Committee (CEC) from 2018 to 2021. In early 2022, De Gori joined FPSB as Head of Stakeholder Engagement.

De Gori has more than 20 years of experience in the financial planning profession. He’s worked in various senior roles within financial planning and compliance at ClearView Financial Management, Zurich Financial Services, Asteron Life and Suncorp Bank. He also spent six years as General Manager, Policy and Government Relations at FPA Australia before being named CEO. De Gori also served as Director of the Future2Foundation, the charity foundation of the financial planning profession in Australia, from 2016 to 2021.

De Gori was recently awarded the Association Influencer of the Year 2022 by the Australasian Society of Association Executives (AuSAE). He holds a Bachelor of Commerce (finance and marketing), a graduate certificate in politics and policy, a diploma in financial planning, has completed the Australian Institute of Company Directors Course (2021), and is currently completing a Master of Laws at the Australian National University.

De Gori is a proud husband and father who dedicates his life to the four F’s: family, food, football and financial planning.

If you register early you will be sent an email with a link directly to the webinar.

Free for Members | $50+gst for non-members

Earn 1 CPD hour –  CPD certificates for members will be sent via email within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page. If you’re using Ontrack by Kaplan Professional, certificates can be accessed within the platform and will not be emailed.