- Financial Advisers
September 21st – Auckland/Online
Future Crunch (AUS) – Future Trend Specialists
Topic : Bounce, Change and Oppurtunity
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.
Technological disruption requires us to learn faster than we ever had to before. Behaviours we’ve honed for decades are becoming obsolete in a few short years. Combined with a generational mindset shift in how we view the world, many are wondering how to remain relevant. What’s the key quality for success in this world of constant change?
You’ve heard of IQ and EQ; this century belongs to those that are quick to read and act on signals of change. People with a high Adaptability Quotient (AQ): the ability to thrive in unpredictable environments. Instead of being really good at doing one thing, adaptive people are really good at learning how to do new things.
Drawing on the latest insights from the worlds of technology, neuroscience and management, this talk reveals why the best predictor of success is how individuals and organisations embrace rapid experimentation. You will walk away with an understanding of what it takes to foster AQ, how to identify it in others, and how it can be a superpower for anyone looking to maintain an advantage in the next economy.
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.
+ What technologies are emerging? Merging?
+ The 5 Habits all digital leaders practice
+ Why simple is critical, but simple is hard
+ Producing & protecting your best Digital Stamp
+ The art of being Flawsome: failing fast, failing forward, failing better
“You’ve made such a difference for us — it’s hard to articulate the different types of positive impact your virtual messages have had.” — Disney
“His depth of insight and breadth of examples have prompted us to shift our thinking on leadership by design.” — Starbucks
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.
Matt Church, a leadership expert, founder of Thought Leaders, and author of ten leadership books so far shares thoughts on how to build trust online. From camera settings to relational needs he builds out a 3 step practical smorgasbord of ideas for how giving advice looks right now. This session will include tips on how to triage a client’s current emotional state, meet their core emotional drivers and build out illustrated frameworks for commitment. Matt will finish the session introducing his empathy mapping process from his book Sell Your Thoughts.
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.
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.
Compliance & Training Specialists
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.
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.
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.
Tony Falkenstein was born in Auckland, and has a Bachelor of Commerce from the University of Auckland.
He is a serial entrepreneur, who has started over 50 companies.
He is the CEO and majority shareholder of Just Life Group Ltd, a publicly listed company which he founded 33 years ago.
In 2003, Tony established New Zealand’s first Business High School, at Onehunga High School, with a view to include ‘business and entrepreneurship’ as a subject in the National Curriculum. In 2011 this goal was attained, and he has assisted the Ministry of Education with establishing Business High Schools throughout the country.
In 2005, he established the Building and Construction School at Onehunga High School.
In 2008, he was inducted into the New Zealand Business Hall of Fame.
In 2010, he was appointed as an Officer of the New Zealand Order of Merit (ONZM) for services to business.
In 2011, Tony received a Distinguished Alumni Award from the University of Auckland.
In 2012, he received the World Class New Zealand Award for ‘New Thinking’.
In 2007, Ryan started Haka Tours with no tourism experience but a desire to break away from the corporate world and to work in an industry he could be truly passionate about.
13 years later, the wider Haka Tourism Group was named NZs fasted growing tourism business in 2019 and includes a growing nationwide chain of up-market hostels, Haka Lodges, an international educational brand, Haka Educational Tours that operates in 12 countries globally, NZs newest hotel brand, Haka Hotels and an inbound tour operator business, ANZ Nature Tours.
With a strategy firmly based on niche tourism products backed by a shared service business model, the Haka Tourism Group aims to be one of the most widely recognised and respected tourism brands in Australasia and for cultural, social and sustainable business practices to be at the heart of what they do.
Wendy Thompson is an experienced global marketer and entrepreneur, 2019 Australasian Social Media Marketer of the Year and finalist 2018 Next Women of the Year. She founded Socialites in 2010. The Socialites Group includes Socialites, a specialist social media marketing company that works with global brands around the world, Socialites Academy, an online training company and Australasia’s largest influencer agency The Social Club. The Group has won many business and global creative awards including Australasian Agency of the Year 2018, and placed in the Deloitte Fast 50 and Asia-Pacific Tech 500. She was Westpac Business Awards lead marketing judge 2014-2018, board member of the Well Foundation 2015-2017 and Comms Council Committee 2016. She is currently a board member of Entrepreneurs Organisation (EO) the Rugby World Cup 2021 Committee and Te Korowai O Waiheke. Passionate about entrepreneurship, growing businesses and unlocking the power of communities to create a better world. In her spare time you’ll find her on, or in, the ocean.
Bio Coming soon
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 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.
Bio coming soon
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.
Paul is the youngest member of the Donaldson family and works for the company in the capacity of General Manager. He works alongside his parents, all three of his brothers and various sister-in- laws, all of whom manage various aspects of a busy, robust, dedicated winery, events space, and vineyard. Along with his three older brothers, Paul was very hands on in the early stages of the development of the vineyard: painting posts and general hole digger and vine planter. But as is quite typical for the New Zealand wine industry, his education followed a science path, with his original qualification a BSc (Hons) in Zoology, followed by an early working career in the banking industry. Yet there was no escaping the allure of life in the family business, and after several years overseas in Ireland and England he returned to New Zealand in 2005 and began work at the winery while also undertaking an MBA. Pre-Covid he managed a staff of up to 75 people at peak times, and has recently retired from the role of Chair of the North Canterbury Winegrowers Association after 3 years, and is the current Chair of the Family of 12, a co-operative marketing group.
Colin is CEO at the Crusaders, Australasia’s most successful professional sporting franchise in the last 25 years and arguably best professional rugby club in the world. Colin’s a Crusaders tragic but prior to joining them was Head of Agribusiness for BNZ, working with the bank and its customers on how to progress in a world with more discerning and demanding consumers and less natural resources. Colin’s worked in banking, particularly strategy and leadership, in the UK, Australia, SE Asia and NZ. Colin’s best learning has come from learning to communicate on the Board of an overseas listed Bank where English was not the spoken language as well as coaching rugby across a language.
Ekant Veer is a Professor of Marketing at the University of Canterbury, Christchurch. He is a multi-award winning teacher and researcher having been named in the Top 40 under 40 Business School Professors worldwide, an Ako Aotearoa Tertriary Teaching Excellence Award winner, UC’s Teaching Medal in 2017 and five times winner of the UCSA’s lecturer of the year award. His work looks at the role that marketing can play in both driving social change and community wellbeing as well as what impact digital technology plays in consumer interactions and their sense of identity. His research has been published in numerous international journals, such as the Journal of Marketing Management, The European Journal of Marketing, and The Journal of Public Policy and Marketing. Ekant has recently taken on the role as Director of the UC Knowledge Commons which is a new venture by the University of Canterbury that seeks to build a culture of engagement between tertiary sector and businesses, community and the public sector.
Dean Logan has worked successfully for 22 years in the insurance industry in various roles including, National Leadership Specialist, Regional Sales & Development Management, Risk Financial advisory and is currently the Managing Director of Logan Smythe & Associates.
Past key responsibilities and experience ranging from building nationwide leadership systems to developing strategies to improve overall quality and productivity, developing nationwide product training and delivery programs to new insurance product development and testing.
Rhodes has wide experience in the investment world spanning more than 35 years, beginning with a unit trust development company in 1985.
Rhodes established Polson Higgs Wealth Management in November 2001 with the partners of accounting firm Polson Higgs. There are now six staff spread between Christchurch and Dunedin offices.
Rhodes is one of the original Certified Financial Plannerscm (CFPcm) in New Zealand and holds the Accredited Investment Fiduciary Analystcm (AIFAcm) designation from fi360.
He has diplomas in Finance and Teaching as well as a BCom. He initially trained as an engineer at Canterbury University and was a Charles Upham Scholar at that time.
I am a mortgage and Insurance adviser for Brenda Nom Mortgages & Insurance.
I am based in Invercargill, I have 3 staff and we are all super passionate about helping people through out the mortgage and insurance journey.
Our goal is to deliver smart results the easy way. We do this by securing clients first home and helping them navigate their way through that process. We also help with their next steps and help save money on the journey, whether that journey be buying a house, refinancing, consolidating debt, or updating insurance cover. And no matter what they need us for, we keep it fun and simple and do whatever we can to get them the best deal.
We also make sure we have the right discussions around Risk insurance and go over their options that suits their needs and budget as well as supporting them at claim time.
Cecilia has had a 25-year career in the Life Risk sector and during her time as an adviser, she specialised in developing Personal and Business advice processes that embedded sound risk management philosophy with a client centered sales approach.
She is a highly respected training facilitator bringing together her practical experience in the field and her prior background in Industrial Psychology to help advisers expand their skills in consultative selling.
Cecilia is currently on the board of Financial Advice NZ as the practitioner director – Risk.
Click below to register for the 2020 Financial Advice NZ Virtual Conference
Financial Advice NZ Conference 2020
Organiser : The Conference Team NZ
Contact : Alton Craig
Address : 5/337 Harewood on the Park, Christchurch, 8543
Ph : 03 359 2606
Email : firstname.lastname@example.org
Website : www.conferenceteam.co.nz
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