Keynote Speakers

September 21st – Auckland/Online
Future Crunch (AUS) – Future Trend Specialists
Topic : The Future


Future Crunch are dynamic, relevant and energetic speakers who provide intelligent, optimistic thinking about the future. We will be joined by Dr Angus Hervey and Tane Hunter. They help people understand what’s on the frontiers of science and technology. They consult to business, government and non-profits around the world, providing cutting edge research on the impact of disruptive technologies. Their mission is to foster intelligent, optimistic thinking about the future, and to play our part in creating a 21st century that works for people and the planet.

September 22nd – Wellington/Online
Erik Qualman (USA) – Digital Leader
Topic : Technology


Erik Qualman is known for his digital leadership and dynamic personality and presentation style. He is the #1 Best Selling Author and has spoken in over 55 countries, has reached over 35 million people and is the author of five books on digital leadership. His book Digital Leader propelled him to be voted the 2nd most likeable author in the world behind Harry Potter’s J.K. Rowling.

September 23rd – Christchurch/Online
Matt Church (AUS) – Thought Leader
Topic : Customer Connectivity

    We are excited to bring back the very popular Matt Church from Australia. Matt is well known to financial advisers for his dynamic, energetic and entertaining presentation style. He was one of the top rated speakers at our 2019 Conference. Matt Church is a seeker of truth, sharing his learning through teaching and writing. As the founder of Thought Leaders and a highly respected conference presenter, he communicates, connects and challenges audiences and himself to be the best version of themselves.

    September 24th – Dunedin/Online
    Keith Abraham (AUS) – Passionate Performance
    Topic : The Power of Advice Versus Selling


    Keith delivered two extremely well subscribed webinars during our Bring in the Experts Series and the feedback from both sessions was sensational. For over 23 years Keith Abraham has researched how top performing people harness their PASSION, achieve their GOALS and FOCUS on what’s most important to bring the best out of themselves and their businesses. He has discovered the link between best performance, and people who are passionate about their life. Establishing true goal alignment enables an individual to live their personal, and professional lives energised, and with direction.

    Topic Overview : The Power of Advice Vs. Selling

    Now more than ever before your Customers are looking to you as an Adviser to guide them through these challenging and changing times. In this session, Keith will share with you time tested strategies on how to forge a great connecting with your Customer and move from transaction-based advice to a Total Needs-Based Advice. For this Customer-Centric approach to be embedded as part of your Business DNA there are three elements that you will need to master if you want to become the True Trusted Adviser for your Customers. In this highly interactive and engaging presentation, Keith will share with you …

     – The 3 proactive behaviours you will need to focus on in order to demonstrate that you are a Needs-Based Adviser, rather than a product provider.  

    – Review the 4 parts to creating a world-class solution providing a memorable experience for your Customers. 

    – The 5 motives that your Customers need you to meet in order for them to build a great long term connection and relationship.

    – You will discover there are 3 attitudes you need to amplify in your business and the 3 not negotiable standards you need to have to create a Customer-Centric Culture. 

    Masterclass presentor

    We have Compliance & Training Specialists Leigh Hodgetts join us at our conference across all four days to run our masterclass on disclosure requirements.

    Over the past three years Leigh has been assisting both advisers and businesses to prepare for the new licensing regime in her role as a compliance and training consultant.

    Leigh is a member of the Auckland Leadership team for Financial Advice New Zealand, has worked at the FMA and held senior compliance consulting roles within major NZ banks and dealer groups.

    Raising professional standards is something Leigh is passionate about. Her experience as a Financial Planner in Australia (running her own practice), has been invaluable in assisting advisers navigate the changing regulatory environment in NZ.

    Leigh holds a Diploma in Financial Planning from Deakin University in Australia and since moving to NZ in 2012, Leigh has completed the National Certificate in Financial Services Level 5 and a Certificate in Adult Education.


    We have Sharon Zollner from ANZ join us at our conference on Monday 21 September to give an economic overview of NZ Economy with a view to the future – how will we bounce, the change which will occur and the opportunities which will arise. 

    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.

    Financial Markets Authority

    John Botica

    John leads the FMA’s market engagement activities. He is an experienced senior executive, director and consultant in the financial services industry. In previous roles, he was the co-founder of the Assure NZ Group, managing director at Guardian Trust and general manager wealth management at AXA.

    Derek Grantham

    As a Market Engagement specialist, Derek works principally with the financial advice sector.  Derek frequently speaks at industry events to help the financial advice sector understand more about regulation and the expectations of the FMA.  He worked closely with MBIE and various stakeholders during the initial stage of the review of the FA Act.

    Wellington Panelists

    Petra Lucioli, Claims Manager, Delta Insurance

    Petra has around 20 years’ experience in liability claims management. She spent a number of years as a litigation lawyer in the UK before moving into the London insurance market as a claims manager, handling professional liability risks and managing a claims team of up to 40 staff. Moving to New Zealand in 2008, she now heads Delta Insurance’s claims function and technical operations.  In this role, she has overseen the response to many cyber and technology liability claims.  Petra is passionate about claims service standards and helping clients improve their Risk Management.

    Liz MacPherson, Assistant Commissioner Office of the Privacy Commissioner

    Liz has had a distinguished career of public service and has held a number of Deputy Chief Executive roles before being appointed to the position of Government Statistician, a position she retained until late last year.

    In addition to her wide and extensive leadership, management, policy, operations and regulatory experience, Liz has previously worked together with the Privacy Commissioner on a number of projects over the years.  As a previous Government Statistician and Government Chief Data Steward Liz understands the value and importance of privacy, and its role in maintaining trust.

    Christchurch Panelists

    Charlotte Walshe CEO, Jade Software Corporation

    Charlotte joined as CEO of Jade Software Corporation in January 2018. Prior to joining Jade she has led global businesses in Health Technology, and Packaging & Print. Charlotte is an experienced company director, including current roles on the Board of New Zealand Trade and Enterprise, and the Dodd Wall Centre for Quantum and Photonic Technologies. Outside of work she has three children and is an avid fan of new technologies and Jeeps.

    Register Now!

    Click below to register for the 2020 Financial Advice NZ Virtual Conference

    Financial Advice NZ Conference 2020 

    Contact us

    Organiser : The Conference Team NZ
    Contact : Alton Craig
    Address : 5/337 Harewood on the Park, Christchurch, 8543
    Ph : 03 359 2606
    Email :
    Website :


    The information detailed on the website is correct at the time of publication. The convenors reserve the right to change activities, topics and presenters where necessary. Neither the organisers (The Conference Team Ltd) nor the convenors shall be liable for any loss caused by the cancellation or abandonment of the event where such cancellation is due to Force Majeure. The term “Force Majeure” means any circumstance beyond the reasonable control of the organisers including but not limited to war, hostilities (whether war be declared or not), terrorism, aircraft hijacking, military operation, riot, civil war, rebellion, civil commotion or unrest, pandemics or natural disasters, Acts or Regulations of government, refusal to grant visas, explosions, transport delays, transport difficulties and the insolvency of airline carriers. The organisers will use all reasonable efforts to conduct the event despite the intervention or occurrence of any such cause. Changes will be notified on this website