Get ready to think outside the box again!

Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser starting your career, a mortgage adviser, an insurance adviser, an investment adviser, or a financial planner, our Out of the Box tour is tailor-made to meet your specific needs.

Building on the momentum of our previous roadshow in March, our not to be missed August event promises to be bigger and better than before.

Here’s why:

The good, the bad and the ugly with the FMA
The Financial Markets Authority (FMA) will be joining us on the road, providing essential updates based on their monitoring visits. Discover the good, the bad, and the ugly of the new regime and gain invaluable insights about how your processes and compliance measures stack up.

Look into the future with our economic experts
Gain a comprehensive understanding of the markets and future outlook from our highly esteemed economic experts providing insights into inflation, monetary policy, recession risks, geopolitical implications, supply chain issues, and the ever-evolving housing market.

Gaze into the crystal ball with our political debate
Engage in a thought-provoking political debate featuring representatives from National and Labour parties looking ahead to what the future environment may look like and the pathways that may be established to ‘reset’ our economy and drive us towards prosperity.

Unpack AML and workshop vulnerable clients
Explore the intricacies of anti-money laundering, regardless of whether you’re a reporting entity or not in our Legislation and Regulations update. Understand the importance of verifying ID and your specific requirements, and workshop vulnerable clients as per legislation and regulatory interpretations.

Get ready to think outside the box again and expand your knowledge, forge meaningful connections with industry peers, and elevate your business to thrive in the new regime.

Don’t miss out on this exclusive opportunity to stay ahead in the ever-changing financial advisory landscape. Register today to ensure your place. We look forward to seeing you there.

Standard Price $140 + gst per person, per event


Join us for an incredible day of expert knowledge, networking and industry insights tailored specifically for financial advisers. Whether you’re a seasoned professional or a rising star new to the field, this event has something valuable in store for everyone.

9:00 – 10:00 am

Economic Update
Our esteemed economic experts will share their views on inflation, monetary policy, recession risks, and more. Stay ahead of the game with a comprehensive understanding of the markets and future outlook.

10:00 – 10:45 am

Political Debate
Engage in a thought-provoking political debate featuring representatives from National, Labour and Green parties. Get a sneak peek into the future environment and the strategies that will be set to propel our economy towards success.

10:45 – 11:15 am

Morning tea

11:15 – 12:15 pm

Important FMA Update
The Financial Markets Authority (FMA) will be providing important updates based on their monitoring visits. Learn about best business practices and ensure you have the right policies, processes and controls in place. Identify areas for improvement and fine-tune your strategies to ensure you meet the duties and expectations of the new regime.

12:15 – 1:15 pm

Legislation and Regulations Update – AML and Vulnerable Clients
Explore the intricacies of anti-money laundering regulations, regardless of whether you’re a reporting entity or not. Understand the importance of verifying ID and familiarize yourself with your specific requirements. Delve into workshops on vulnerable clients as per legislation and regulatory interpretations. Enhance your ability to identify and support vulnerable clients effectively.

1:15 – 2:00 pm

Lunch & close

Regional Locations

This August our Out of the Box tour will stop at four regional locations including Auckland, Cambridge, Wellington and Christchurch. Spread the word and bring along your fellow financial advisers. Let’s reshape the future of financial advice together! 

Auckland - 1 August

Location: The Maritime Room, Princes Wharf, Viaduct Harbour, Auckland
Time: 9:00am – 2:00pm
Date: August 1st, 2023




Other Sponsors
Booster, Heartland Bank, nib, Partners Life, Generate, Platinum Asset Management, ANZ, Smartshares, Kaplan Professional, Blanket, Mercer, Quotemonster, Omnimax, Westpac and AIA

Cambridge - 3 August

Location: Mighty River Domain, 601 Maungatautari Road, RD 2 Cambridge, New Zealand 3494
Time: 9:00am – 2:00pm
Date: August 3rd, 2023


Other Sponsors
Asteron Life, nib, Partners Life, Generate, Platinum Asset Management, ANZ, Kaplan Professional, Blanket and Westpac

Wellington - 15 August

Location: National Library
Time: 9:00am – 2:00pm
Date: August 15th 2023


Other Sponsors
Booster, Heartland Bank, nib, Partners Life, Generate, ANZ, Smartshares, Blanket, Mercer, Westpac and AIA

Christchurch - 24 August

Location: Christchurch Townhall, 86 Kilmore St Christchurch 8013
Time: 9:00am – 2:00pm
Date: August 24th 2023


Other Sponsors
Booster, nib, Heartland Bank, Partners Life, Generate, ANZ, Smartshares, Kaplan Professional, Westpac and AIA

Meet our speakers

Financial Markets Authority


Economic Experts


Bevan Graham, Economist – SALT Funds NZ

Bevan is the Economist for Salt where his main responsibilities involve providing economic and political insights for their investment process. He effectively communicates these perspectives to clients, strengthening existing relationships and establishing new partnerships.

Bevan’s career began in the retail banking sector, initially working at ANZ and later at Westpac, where he became the Chief Economist in 1994. In 1999, he joined the New Zealand Parliament as the Chief Advisor to the Leader of the Opposition, and later, Bevan became the Chief Executive at the Economic Development Association of New Zealand.

In 2008, Bevan was appointed the Chief Economist at AXA Global Investors which merged with AMP Capital in 2011. At AMP Capital, Bevan also later became Managing Director. During this time, Bevan was selected to serve on the Government’s Maori Economic Development Panel in 2012. This Panel was responsible for developing the Maori economic development strategy and action plan known as He kai kei aku ringa.

Bevan obtained a Bachelor of Social Sciences (B.Soc.Sci) degree from Waikato University, with a major in Economics.

Kelvin Davidson, Chief Economist – CoreLogic

Kelvin joined CoreLogic in March 2018 as Senior Research Analyst, before moving into his current role of Chief Economist. He brings with him a wealth of experience, having spent 15 years working largely in private-sector economic consultancies in both New Zealand and the UK.

Kelvin is well practised in applying macroeconomic trends and data to the property market, both residential and commercial.

In his role with CoreLogic Kelvin’s focus is on keeping up to date with what’s going on in the property market and continually finding different ways for viewing and interpreting it. Kelvin’s economics background means that he knows his way around a spreadsheet, but more importantly, he always puts more emphasis on providing the key insights and telling a story, whether his audience be clients or the media.

Kelvin holds a Bachelor of Commerce with Honors majoring in Economics from the University of Canterbury.

Cameron Bagrie, Economist – Bagrie Economics

Experienced and independent economist Cameron Bagrie has been an economist for over 20 years and has worked as an economist at ANZ, National Bank, Treasury and Statistics New Zealand.

Chief Economist and founder of Bagrie Economics, Cameron’s deep understanding of financial markets, combined with complete independence from any financial organization, allows him to deliver an honest analysis of trends and figures without spin or over-complication. His direct, straight-talking approach and ability to communicate trends and developments in layperson’s terms will give advisers a framework to relay economic issues affecting their clients.

A mainlander at heart, Cameron’s approach to economics is non-ideological and pragmatic. He has the credibility to tackle tough economic issues and take a stand.



Andrew Bayly – National MP for Port Waikato

Andrew Bayly was elected to Parliament at the 2014 general election where he had the fourth highest majority of all electorate seats in New Zealand.

In his professional life prior to Parliament, Andrew has been a merchant banker and a former officer in the New Zealand Army Territorials and also served in the British Parachute Regiment. He is a chartered accountant and a fellow of the Royal Geographical Society of London.

Andrew comes from a farming background and is a former director of an award-winning organic compost company. He is an adventurer and mountain climber, who has walked and dragged sledges to both Antarctic and Arctic poles.

He is the Member of Parliament for Port Waikato and currently holds the Opposition portfolios for revenue, commerce & consumers affairs, small business, and manufacturing.

Helen White – Labour MP for Mt Albert

Helen came to parliament from a 25-year career in Employment Law. As a barrister she saw how important high wage, secure work was to wellbeing, and has pursued this end in her work as an MP. An example of this is her member’s bill which will ban restraints of trade for low- and middle-income workers.

Helen is a member of the Finance and Expenditure, and the Transport and Infrastructure Select Committees. She is Deputy Chair of the Regulations Review Select Committee. Helen has chaired several caucus committees.

Being a member of the Finance and Expenditure Committee has provided Helen with an opportunity to broaden her approach to pursuing a high wage economy.

Rachel Boyack – Labour MP for Nelson

Rachel is the MP for Nelson and before entering Parliament in 2020 worked as a Health and Safety Coordinator for the Anglican Diocese of Nelson. In her previous role as an Organiser with FIRST Union, she negotiated collective employment agreements with large companies like Nelson Pine, lifting wages for hundreds of workers in the Nelson region.

She understands there’s no easy fix for the cost of living and is supportive of the range of actions that Labour is implementing to help ease the pressure on families and vulnerable people on low incomes.

Rachel is passionate about ensuring all Kiwis have the opportunity to be the best they can be. She knows it starts with dignity at work; affordable, warm homes; quality education and a responsive, accessible health system.

She knows working people need the security of knowing there will be a pension there for them, at an age they can still enjoy it. Rachel’s is committed to making sure New Zealand maintains responsible debt levels – some of the lowest in the world – and maintains the Government’s path back to surplus.

Rachel is currently the Deputy Chair of the Governance and Administration Select Committee, and a member of the Transport and Infrastructure Select Committee.


Hon Dr Duncan Webb – Labour MP for Christchurch Central

Duncan has served as the MP for Christchurch Central since being elected in 2017, and has held the role of Chief Government Whip in the 2020 Labour Government.

Serving in Parliament has allowed Duncan to play a part in making New Zealand a better place through his pivotal roles in climate change legislation, resource management reform and COVID-19 response laws. Prior to entering Parliament, Duncan was a professor, lawyer, and social activist.

He believes thriving businesses, supported by good government policy, are essential to building a just society that cares for all, and looks forward to continuing to get things done for New Zealanders.


Jamie Strange – MP for Hamilton East

Jamie Strange was elected to Parliament in 2017 on the Labour Party list and went on to win the Hamilton East electorate in 2020.

He is a married father of four, and a former school teacher and church minister. Jamie is an active member of the Hamilton East community; his family enjoys being out and about on weekends, visiting Hamilton’s many parks, river cycle ways, and playing sports.

Jamie is a strong advocate for economic growth.  He played a key role in attracting Government funding for the Waikato Regional Theatre, Ruakura Superhub, Te Huia passenger rail service, Pan Pacific Hub, School Link cycleway, and rebuild of the Henry Rongomau Bennett mental health facility.


Julie Anne Genter – Green MP for Rongotai

Julie Anne Genter has been a Member of Parliament for the Green Party since 2011.

She is currently the spokesperson for Transport, Energy and Resources, Finance, Urban Development, Building and Construction, Infrastructure and State Owned Enterprises. She is also Deputy Chairperson of Parliament’s Transport and Infrastructure Select Committee.

Julie Anne previously served as Minister for Women and Associate Minister of Transport and Health, from 2017-2020. In that time, she led development of the Government’s emissions reduction policies in transport, most notably the extremely effective Clean Car Discount and Standards. She also oversaw a work programme that resulted in the largest ever recorded reduction in the gender pay gap in the public service, and the single largest increase in primary maternity funding.

Julie Anne knows we have an incredible opportunity to create ecologically sustainable, fair and thriving communities through good policy. She is particularly passionate about the wide-ranging benefits that could come from a more balanced transport system and child-centred neighbourhoods.

Before entering politics, Julie Anne worked as a qualified planner and transport consultant in Auckland. It was here she produced ground-breaking research into transport economics and urban design, authoring research reports for the NZTA as well as a chapter on reducing carbon emissions from transport in the book Carbon Neutral by 2020: How New Zealand can tackle climate change. Even after more than a decade in Parliament, Julie Anne remains as motivated as ever to combat the climate crisis and ensure a liveable future for her children and their peers.


Lan Pham – Green MP for Banks Penninsula

Lan’s background is in Freshwater Ecology (MSc, Department of Conservation, Founder and Trustee of Working Waters Trust) where it was Aotearoa’s quirky endangered native fish that first got her involved in intergenerational and te tiriti issues. She served 2 terms in Local Government as a Regional Councillor on Environment Canterbury from 2016 – 2022 where she championed action for nature, climate and people. Over this time Lan was elected Co-Chair of Local Government NZ’s Young Elected Members and was a LGNZ National Council member.

Lan is a certified RMA Commissioner and in 2021 she was appointed by the Minister for the Environment as an Independent Freshwater Commissioner. She resigned from this role in order to maintain a political voice at this critical moment when decisive action is necessary to create an Aotearoa where, with Te Tiriti as our foundation, people and the environment truly flourish, together. Lan is standing as a Green Party candidate for Banks Peninsula in this year’s election and is number 6 on the Party’s list.



Standard Price


Access to 1 event location
Price excludes GST

Terms and Conditions

*Spaces are limited at each location. Full payment is required to attend the event 10 working days prior to the event starting in August. If you have not paid for the event within the agreed time frame your ticket will be released to those on the waitlist.  
Cancellations & refunds made before July 1st will incur a NZ$25+gst administration fee. Any cancellations after those dates are eligible for a 50% refund of the registration fee.
There are no refunds for late arrival or early departure from the conference.

Thank you sponsors