Professional Advice sessions to look forward to include:
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.
| 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?
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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.