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New for 2019: The Financial Services Council presents the 2019
Professional Advice and Dealer Groups Towards Wellbeing Conference Pathway


A warm welcome to Towards Wellbeing, the theme for the 2019 Financial Service Council and Workplace Savings NZ Conference on the 11 and 12 September 2019 in Auckland. The conference is fast earning the reputation as one of the flagship conferences of the Financial Services Sector in New Zealand, known for leading edge content and speakers and provoking debates around the key issues affecting the sector.

On the back of last year’s conference success comes the Professional Advice and Dealer Groups Pathway.

The specialised conference sessions have been developed to provide targeted and relevant content to those in the advice community. There are many issues facing the advice sector in New Zealand, and this one day specially curated pathway not only focusses on the big issues in insurance and investment, but also gives delegates the opportunity to focus on the issues facing the financial advice sector.

11 September 2019 - Professional Advice Firms and Dealer Groups Pathway

7.15am Breakfast Sessions
A choice of breakfast sessions at the start of the day, including Pitch Perfect where you can here from the latest tech innovators in our sector, Women in Super and a session with the sectors claims and underwriters.

9.00am Main Platform Debates

Head into the main platform for the morning to hear from New Zealand's politicians, regulators and industry leaders debate wellbeing, conduct and culture - see the full programme here. This includes morning tea and the chance to meet tech alley and sponsors.

1.00pm Dealer Group Lunch
Join representatives from Government and NZ Regulators for an update and to discuss the legislative changes facing advice in New Zealand.

Sponsored by

2.00pm choose from three workstreams:
1. Delving under the bonnet of insurance: Research into the Life Insurance sector
2. Is all well with KiwiSaver?
3. Building trust in challenging conditions

3.00pm Oversight of intermediaries: Implications of the Conduct and Culture report and advice
Explore the options following the conduct and culture report by New Zealand regulators, and the potential impacts on the advice community.

4.20pm Re-join the Main Platform Debates
Hear from Kendall Flutey, the Young New Zealander of the Year and founder of Banqer, followed by a wrap up of the day.

*Timings are subject to change

Why not celebrate the FSC Awards at the Gala Dinner on 11 September? Cocktails and the Gala Awards Dinner can be added to your ticket for just $150 at the checkout. Like the look of the programme for day two? Join us for the full two-day conference including cocktails and the Gala Awards Dinner for just $1250.


The Financial Services Council is a non-profit member organisation and the voice of the financial services sector in New Zealand. Our 35 members comprise 95% of the life insurance market in New Zealand, and manage funds of more than $47.5bn. Members include the major insurers in life, disability and income insurance, fund managers, KiwiSaver, professional services and technology providers to the financial services sector. Find out more at and follow us on twitter.


Workplace Savings NZ is a not-for-profit apolitical membership organisation representing the interests of employers who offer workplace retirement savings schemes, their trustees and their members, other retirement scheme managers and supervisors, retirement savings industry service providers and professional advisers. WSNZ’s membership embraces all types of retirement schemes (KiwiSaver, workplace savings and superannuation schemes) and participants who are public and corporate, union-sponsored and industry-based. Find out more at

Financial Services Council | Level 33 | ANZ Centre | 23-29 Albert St | Auckland 1010 | New Zealand | |