Financial Advice NZ Conference 2019

Financial Advice NZ Conference 2019

8.30am Conference Opening and Q&A - Hon. Kris Faafoi

9.00am Being brave and bold in an uncertain world, Hagai Segal

9.45am Economic update, Dominick Stephens

11.00am An insider’s view of the Hayne Royal Commission, Adele Ferguson, AM

1.00pm Change and disruption - the opportunity to be Brave and Bold, Brett Roberts

3.00pm Icehouse Training – Four Concurrent Sessions

  • Robust Business Growth – It Starts with You Liz Wotherspoon

  • Customer-led Growth is Driven by You Derek Young

  • Don’t Worry About the Robots Jo Cribb

  • Building Resilience – A Practical Approach Brad Hook

  • New Advisers Bootcamp Stuart Donaldson

 

9.00am Concurrent Advice Workshops

  • Redefining Risk Management - Scott Fitzpatrick, CFP®

  • Playing the Lending Long Game - Stuart Donaldson

  • ESG Investing, Analytics vs Hype - Clayton Coplestone, Matt Mimms, John Berry, Simon O’Connor, Kate Turner, Nigel Stewart and Alister van der Maas

  • Tax Matters Home and Abroad - Terry Baucher, Kirk Hope, Iain Craig and Sandy Lau

 

11.00am Concurrent Business Sessions

  • Conduct & Care Great Expectations Sue Brown, Karen Stevens, Sir Bruce Robertson, Rob Everett and Marisa Broome, CFP®

  • Effective Governance for SMEs,  Jeremy Muir

  • Successful Conversations with Vulnerable Clients, Dianne Adamson

  • Estate Planning Law and Modern Families, Stephanie Paxton-Penman

  • Finding Fintech, Marc Grigg

  • Compliance - Systems and Stories of Success, Andrew Gunn, Angi Mann, Mark Banicevich, Leigh Hodgetts, Toni Dodds and Amanda Wolt

1.00pm NEXT: Thriving in the decade of disruption, Matt Church

2.05pm Courageous leadership in time of change, Matina Jewell

When
22/08/2019 8:30 AM - 23/08/2019 3:30 PM
Where
NEW ZEALAND
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