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Last Article Uploaded: Friday, December 3rd, 9:22PM

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Financial Advice NZ conference - online from tomorrow

Financial Advice New Zealand’s annual conference will begin tomorrow and will be held online featuring a line-up of 17 top New Zealand and international speakers.

Monday, November 15th 2021, 10:08AM

Katrina Shanks.

The conference, titled ‘Be Inspired, Be Energised’, runs tomorrow and Wednesday and has been moved online due to Covid-19 alert level restrictions.

Financial Advice NZ chief executive Katrina Shanks says the format will be dynamic, interactive and user friendly.

“We would have loved to have held it in a face-to-face setting because that’s how financial advisers work, and especially after we were forced to cancel last year’s national gathering, but it was not to be.

“However, this is the next best thing and we believe we will deliver an event that is pretty special.

“We have a truly inspiring and energising line-up of speakers who will give delegates key insights and practical tools to end their year on a high note and set them up for a big 2022.”

Shanks says the format will allow delegates and sponsors to view the programme, attend any sessions they choose (live or later on demand), download content, and network with other delegates and sponsors freely via the platform's ‘breakout rooms’ and live chat forums.

During the conference, Financial Advice NZ will also launch two new research projects, present the Financial Advice NZ Awards, hold a "fireside chat" with Noel Maye from the Financial Planning Standards Board as well as provide access to a Financial Markets Authority representative to answer any licensing questions delegates might have.

Keynote speakers:
- Mykel Dixon, Australia’s Breakthrough Speaker of the Year, who shows Fortune 500 and ASX 200 listed companies how to stay relevant in the 21st century
- Dr Angus Hervey, of Future Crunch, a political economist specialising in the impact of disruptive technologies on society
- Tane Hunter, of Future Crunch, a cancer researcher and science communicator
- Sharon Zollner, Chief Economist at ANZ Bank
- Matt Church, founder of Thought Leaders, who connects and challenges audiences and himself to be the best version of themselves
- Siouxsie Wiles, Auckland University microbiologist, one of the public faces of the pandemic and New Zealander of the Year

Business session speakers:
- Michael Kitces, the Chief Financial Planning Nerd at Kitces.com, which is dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful
- John Spence, one of the top business thought leaders and leadership development experts in the world, named as one of America’s Top 50 Leaders to Watch
- Professor Paul Spoonley, former Pro Vice-Chancellor of the College of Humanities and Social Sciences at Massey University, and the author or editor of 28 books, including ‘The “New” New Zealand – Facing Demographic Disruption’ (2021)
- Michael Henderson, a Corporate Anthropologist, helps organisations enhance their workplace culture to improve business results, customer experience and employee satisfaction

'Tools for You' speakers:
- Dr Sven Hansen has been working for 25 years with multinationals, professionals, education, entrepreneurship and sports organisations to help business master mental health, wellbeing and resilience
- Chelsea Lane, a sports medicine expert, has worked with elite athletes for 20 years, and was the first woman to lead a performance and sports medicine team in the US NBA (at the Golden State Warriors)
- Dr Sarah Ferguson has worked in the US where she holds workshops and classes that incorporate intelligent sequencing, mindfulness, and a chance to unwind the body and mind

'Lightning talk' speakers:
- Ben Teusse, a physiotherapist, delivers best-practice healthcare across multiple disciplines
- Sam Johnson, the founder of the Student Volunteer Army is known for his entrepreneurial ideas that continue to make significant differences to people’s lives
- Sonya Williams, co-founder, director, and co-CEO of online investment site Sharesies
- Steven Korner, founder of Method Recycling, the 15th fastest growing company in New Zealand in 2019, and winner of international design, sustainability and marketing awards.

Tags: Financial Advice New Zealand Financial Advice NZ annual conference Katrina Shanks

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AIA ▲4.60 3.65 4.35 4.69
ANZ 4.79 4.25 4.95 5.35
ANZ Blueprint to Build 2.03 - - -
ANZ Special - 3.65 4.35 4.75
ASB Back My Build ▲2.29 - - -
ASB Bank ▲4.60 3.65 4.35 4.69
Avanti Finance 4.55 - - -
Basecorp Finance 5.49 - - -
Bluestone 3.74 3.54 3.89 4.09
BNZ - Classic - 3.65 4.35 4.69
BNZ - Mortgage One 5.15 - - -
Lender Flt 1yr 2yr 3yr
BNZ - Rapid Repay ▲4.95 - - -
BNZ - Std, FlyBuys ▲4.95 4.25 4.95 5.29
BNZ - TotalMoney ▲4.95 - - -
CFML Loans ▲5.35 - - -
China Construction Bank 4.49 4.70 4.80 4.95
China Construction Bank Special - 2.65 2.65 2.80
Credit Union Auckland 5.95 - - -
First Credit Union Special 5.85 3.59 4.09 -
Heartland Bank - Online 2.25 1.85 2.35 2.65
Heretaunga Building Society 5.25 4.00 4.60 -
HSBC Premier 4.49 2.19 2.45 2.69
Lender Flt 1yr 2yr 3yr
HSBC Premier LVR > 80% - - - -
HSBC Special - 2.25 - -
ICBC 4.15 3.29 3.85 4.19
Kainga Ora 4.43 2.88 3.28 3.59
Kainga Ora - First Home Buyer Special - 2.25 - -
Kiwibank ▲4.25 ▲4.54 ▲5.20 ▲5.54
Kiwibank - Offset ▲4.25 - - -
Kiwibank Special ▲4.25 ▲3.69 ▲4.35 ▲4.69
Liberty 4.84 - - -
Nelson Building Society 4.95 ▲4.29 ▲4.85 -
Pepper Essential 4.79 - - -
Lender Flt 1yr 2yr 3yr
Resimac 3.39 3.54 3.89 4.09
SBS Bank 4.79 3.65 4.19 4.25
SBS Bank Special - 3.15 3.69 3.75
Select Home Loans 3.49 3.34 2.99 3.34
The Co-operative Bank - First Home Special - ▲3.45 - -
The Co-operative Bank - Owner Occ ▲4.75 ▲3.65 ▲4.35 ▲4.69
The Co-operative Bank - Standard ▲4.75 ▲4.15 ▲4.85 ▲5.19
TSB Bank 5.34 4.09 4.74 4.99
TSB Special 4.54 3.29 3.94 4.19
Unity 5.65 4.15 4.60 -
Wairarapa Building Society 4.99 ▲3.65 ▲4.05 -
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Westpac 5.09 ▲4.29 4.95 5.29
Westpac - Offset 5.09 - - -
Westpac Special - ▲3.69 4.35 4.69
Median 4.77 3.65 4.35 4.69

Last updated: 3 December 2021 8:16am

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