Financial Advice NZ Launches Adviser Conference


Financial Advice New Zealand has launched its Conference 2019, taking place on 22-23 August at SkyCity in Auckland.

The theme this year is ‘Be Brave, Be Bold’, and Financial Advice NZ CEO, Katrina Shanks, says the conference promises to bring the ‘wow’ factor with a modern and energised format.

Financial Advice NZ CEO, Katrina Shanks


Features include:

  • 3 international keynote speakers
  • Specialised advice workshops and panels
  • Business sessions with industry leaders
  • The Icehouse
  • Bootcamp
  • Awards dinner

“Conference is the annual ‘meeting of minds’ and this year we’ve secured international motivation keynotes with highly-diverse backgrounds,” said Shanks.

“Conference is ultimately about the delegates. To engage, motivate and energise them – we are looking forward to our two days together – Be Brave! Be Bold!”

Keynote speakers include:

  • Hagai M. Segal – a leading authority on geopolitical issues, strategic risk, the Middle East and counter-terrorism.
  • Matt Church – founder and chairman of Thought Leaders, runs development programs for leaders.
  • Major Matina Jewell (retired) – decorated military veteran who served on five missions and earned eight war medals

The Icehouse programmes specialise in helping Kiwi businesses grow, providing market relevant best practice content delivered by industry experts and business leaders.

The bootcamp session for new advisers will practically outline what new entrants can expect in their first years, including building business muscle, critical challenges and success factors, productivity, sales and marketing goal setting.

The four ninety-minute advice workshops and panel sessions include:

  • Insurance Advice – Opportunities in Insurance
  • Financial Planning Advice – Tax matters home and abroad
  • Investment Advice – ESG investing, analytics vs hype
  • Lending Advice – Playing the long game

The six business sessions cover:

  • Conduct and Client Care
  • Governance
  • Conversations with vulnerable clients
  • Estate Planning
  • Compliance
  • FinTech

Click here to register for the conference.

Financial Advice NZ also recently released the first of six exclusive workbooks to help its members with their licensing obligations.

Every workbook takes a duty from the Financial Markets Conduct Act and the first workbook is titled ‘Priority to clients’ interest.’

A new workbook will be released each month and updated as the new Act, Code and Regulations come into play.