We would like to acknowledge all of our generous sponsors, speakers and MCs, and members of the FSC Professional Advice Committee for your hard work in helping bringing this event to life.
If you missed the Christchurch Summit, you can still join us in Wellington (14 March 2023) and Auckland (15 March 2023). Find out more and register.
We kicked off the Summit with a view of what's coming up for the industry, reflections on the value of advice, and a discussion on how to get your business future ready. We heard addresses that were specially pre-recorded for the Christchurch event from:
Then MC Trisha Edmonds facilitated a kōrero with Michael Hewes, Anita Frazer and Derek Grantham from the Financial Markets Authority (FMA). Michael touched on record-keeping and cyber resilience as two areas advisers could focus on.
Katie Hunter from AIA Vitality left us with three wellbeing tips to take away:
Next, we ran a panel discussion with Ben Brinkerhoff (Consilium), Melanie Purdie (Compliance Refinery) , Mark Banicevich (Partners Life) and Kellie Berry (Mind Coach Academy) who spoke with FSC CEO Richard Klipin about the challenges of managing teams, recruitment and getting the most out of teams, concluding with their views on the future of advice.
The FSC's Head of Content Clarissa Hirst facilitated a panel discussion between Kimberley Stevenson, Tom Stanley and Stefan Offen - three young advisers with fresh perspectives to share. The audience gained insights into their approach to financial advice, embracing of the digital space, how their previous careers had influenced giving financial advice, starting a new business, and more.
Our audience broke into small groups for the Meet the Professionals sessions on a range of topics, including:
Life after Licensing: Future Ready your business
This interactive, practical session was specifically designed for small and medium sized FAPs to start businesses thinking and getting processes in place to take the strain out of yearly regulatory returns, maintain licensing requirements and be future ready.