Focus on Professional Advice at FSC24 Conference

3 min read
July 5, 2024

Professional Advice is an area of focus during our FSC24 Conference from 3-5 September, with care taken to curate specialised content and speakers relevant to those working in financial advice alongside our political, regulatory and main room plenary sessions.

Professional Advice sessions to look forward to include:

Policy Masterclass: The Perception Gap - Upskilling Kiwis one financial step at a time
3 September 2.30PM - 4.30PM

New Zealanders report high levels of financial confidence, even though their actual financial capability is lower. This difference is known as the 'Perception Gap' by the FSC.

How can 7,000 professional advisers bridge this gap between what New Zealanders think they know and what they actually know? What is the impact of New Zealanders increasingly using technology to access financial advice, products, and services?

To address these questions, we need to understand the current drivers of the Perception Gap. This session will also explore how professional advisers can guide consumers in making suitable financial decisions throughout their lives and how they can leverage technology to genuinely enhance the financial capability of New Zealanders.

Speakers include:
David Whyte - Cropped Anna Livesey Head Shot Cropped Jeremy Graham - Cropped James Blair - Photo Cropped David Bishop - Cropped
David Whyte (Facilitator) Managing Director, DCW Management Ltd.  Anna Livesey  Head of Customer Experience, ANZ

Jeremy Graham  Chief Executive Officer, FNZ

James Blair
Director Wealth, Lighthouse Financial

David Bishop  Research Lead, Financial Services Council

Breakout: The critical role of the advice sector: Driving trust

4 September 1.45PM - 2.45PM

As technology improves productivity and the new financial advice regime is embedded into New Zealand, what are the lessons of delivering professional financial advice in 2024 and how can it drive trust and access for more Kiwis?

Speakers include:
Kylie Bryant Cropped Photo Angus photo Cropped Carmen black suit Cropped Josh Frankland Photo Cropped Jonathan-Pic Cropped

Kylie Bryant (Facilitator) Partner, Deloitte

Angus Dale-Jones  Executive Director, Corporate Trustees Association

Carmen Vicelich  Founder & CEO, Valocity Global

Josh Frankland  General Manager IT Shared Services, Partners Life

Jonathan Taylor Founder & Managing Director, OMNIMAX Software Solutions


There are many more sessions across the conference where we hear from leaders in the economic, political, social and science spaces and their key insights for the financial services sector.

Access the full programme here