Future Ready Advice Summit 2023 - Auckland | Financial Services Council New Zealand | 14 February 2023 | Eden Park, Reimers Avenue, Kingsland, Auckland 1024, New Zealand
Venue
Eden Park
Eden Park, Reimers Avenue, Kingsland, Auckland 1024, New Zealand
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Wed Feb 15 +13 (almost 2 years ago)
In your timezone (EST): Tue Feb 14 6:00am - Tue Feb 14 6:00am |
| Location |
Eden Park
Reimers Avenue, Kingsland, Auckland 1024, New Zealand |
| Region | APAC |
Details
We are delighted to return with our in-person professional financial adviser summits across four locations. This event is summit is designed to help all the advice community, whether a larger provider or individually licensed adviser, get ready for the next stage of the licensing journey, regulatory reporting.
At the summits, we are continuing the journey to support the advice community through the regulatory changes since our first adviser summits ‘Navigating Regulation’ back in 2017 and our ‘Get In Shape’ series in 2020/21, and of course, gives us a much-needed opportunity to reconnect and learn together.
Advisers looking to future ready their business:
Many advisers have worked hard to get their full licence, and this summit is designed to prepare you for what’s next to maintain your hard-earned license through the first regulatory reporting cycle in 2024.
Financial advisers who have not yet started the licensing process:
Take a read of our busting the top ten myths of financial adviser licensing now and start the process, then join the summit and get practical tips from experts, colleagues and others to help you succeed.
Product providers or suppliers to the financial advice community:
Join us in our Marketplace or at a meet the professionals’ session, or host clients at the event. Find out more.
Speakers
2023 Speakers
Andrew Bayly
MP for Port Waikato, NZ National Party
David Bassanese
Chief Economist, BetaShares
David Bishop
Chief Marketing Officer, FSC
Derek Grantham
Principal Consultant, FMA
Don Trapnell
Chairman, Synchron Advice
Elkan Seaga
Industry Engagement Lead, Ringa Hora
Jef Kay
Director, Easy Social Media
Josie Vella
Synchron Advice
Kellee Berry
Director, Mind Coach Academy
Mark Banicevich
Head of Industry Engagement, Partners Life
Melanie Purdey
Governance and Compliance Consultant, Compliance Refinery
Michael Hewes
Head of Financial Advice, Financial Markets Authority
Richard Klipin
CEO, FSC
Russell Hutchinson
Chatswood Consulting
Ryan Edwards
Managing Director, The Advice Platform
Sam Kellar
General Manager, Whai Rawa
Sandra Spence
Financial Adviser, Affinity Mortgage
Simon Carstens
Founder & CEO, Elevate Sales
Tim Fairbrother
Financial Adviser and Certified Financial Planner, Rival Wealth
Trisha Edmonds
Head of Advisory Distribution Funds, ANZ Investments
Vinnie Wadhera
Executive Director – Institutional and Adviser Business, BetaShares
Sponsors & Partners
2023 Sponsors
GOLD:
• Asteron Life
• Betashares
SILVER:
• Partners Life
• Global Finance
CONFERENCE PARTNERS
• NIB Health Insurance
• Risk Info NZ
• Ringa Hora Services