Future Ready Advice Summit 2023 - Christchurch | Financial Services Council New Zealand | 15 February 2023 | Sky Stadium, 105 Waterloo Quay, Pipitea, Wellington 6140, New Zealand
Venue
Sky Stadium
Sky Stadium, 105 Waterloo Quay, Pipitea, Wellington 6140, New Zealand
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| Event Date |
Thu Feb 16 NZDT (almost 2 years ago)
In your timezone (EST): Wed Feb 15 6:00am - Wed Feb 15 6:00am |
| Location |
Sky Stadium
105 Waterloo Quay, Pipitea, Wellington 6140, New Zealand |
| Region | APAC |
Details
We are delighted to return with our in-person professional financial adviser summits across four locations. This event 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.
Who should attend?
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.
Speakers
2023 Speakers
Andrew Bayly
MP for Port Waikato, NZ National Party
Clarissa Hirst
Head of Content, Communications and Marketing, FSC
David Bassanese
Chief Economist, BetaShares
David Bishop
Chief Marketing Officer, FSC
Derek Grantham
Principal Consultant, FMA
Don Trapnell
Chairman, Synchron Advice
Elle Wuthrich
Senior Financial Adviser, Coversure NZ
Elkan Seaga
Industry Engagement Lead, Ringa Hora
Josie Vella
Synchron Advice
Kellee Berry
Director, Mind Coach Academy
Kimberley Stevenson
Financial Adviser and Director, With You Financial Services
Mark Banicevich
Head of Industry Engagement, Partners Life
Melanie Purdey
Governance and Compliance Consultant, Compliance Refinery
Michael Hewes
Director; Deposit Taking, Insurance and Advice,FMA
Richard Klipin
CEO, FSC
Russell Hutchinson
Chatswood Consulting
Ryan Edwards
Managing Director, The Adviser 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
Yang Gu
Director and Founder, YG Financial Services
Sponsors & Partners
2023 Sponsors
GOLD:
• Asteron Life
• Beta Shares
SILVER:
• Partners Life
• Global Finance
• Healthier, Longer, Betterlives
CONFERENCE PARTNERS:
• NIB Health Insurance
• Risk Info NZ
• Ringa Hora Services
• RC Rosewill Consulting