Future Ready Advice Summit - 17 February 2022

This virtual event included politicians David Clark and Andrew Bayly, FMA speakers John Botica and Derek Grantham, the latest from AIA on their New Zealand Adviser Wellbeing Research plus we had a real life story from a Queenstown business that was a highlight of the day. Scroll down to read more and view the videos.

Speakers:

MC Trisha Edmonds, Head of Advisory Distribution Funds, ANZ Investments is highly experienced in the financial services industry, having held senior roles in Armstrong Jones, ING and ANZ Investments. Trisha is a Justice of the Peace, Chair of Charitable Trust ‘STOP’, facilitator for the Financial Capability Commission, Co-Chair on FSC’s Professional Advice Committee and a senior mentor.

FSC Future Ready Advice Summit Political Session 1 with Hon Dr. David Clark, Member of the New Zealand Parliament

Hon Dr. David Clark, Minister of:
• Commerce and Consumer Affairs,
• Digital Economy and Communications,
• State Owned Enterprises
• Statistics and
• he is also the Minister Responsible for the Earthquake Commission.

FSC Future Ready Advice Summit - Political Session 2 with Andrew Bayly, Member of the New Zealand Parliament

Andrew Bayly is Member for Port Waikato for the National Party and responsible for Finance and Expenditure. He is also spokesperson for: Building and Construction, Commerce, Consumer Affairs, Manufacturing, Revenue and Small Business. 

FSC Future Ready Advice Summit – FMA – Embedding the Changes in the New Zealand Advice Sector – presentation and fireside chat
with John Botica and Derek Grantham

John Botica, Director of Market Engagement and acting Director of Regulation, leads the FMA’s market engagement activities. He is an experienced senior executive, director and consultant in the financial services industry. In previous roles, he was the co-founder of the Assure NZ Group, managing director at Guardian Trust and general manager wealth management at AXA.

Derek Grantham, Principal Consultant at the FMA and a former financial adviser is a sought-after speaker and frequent FSC panellist, Derek is a strong advocate for the sector in the new regulatory environment and always brings a refreshing, pragmatic voice to the table. Outside of work, Derek enjoys spending time with his family, and their two crazy but adorable dogs, Bear and Frankie.

FSC Future Ready Advice Summit – NZ in Focus Session 1 – The iFLY Queenstown story with Matt Wong.

Matt Wong, Managing Director and Owner, iFLY Indoor Skydiving Queenstown, has held senior positions in the travel and tourism industry over the past 20 years. When international borders closed in March 2020 the Queenstown tourism market lost 80% of its entire customer base overnight. The challenges facing the industry are still ongoing but h sees opportunities to take advantage of the situation, not of people.

FSC Future Ready Advice Summit – NZ in Focus Session 2 – New Zealand Adviser Wellbeing Research.

Sam Tremethick, introduced by Clarissa Hirst, presented the latest adviser wellbeing research, sponsored by AIA.