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2019 Towards Wellbeing Conference Confirmed Session Speakers

Wednesday 11th and Thursday 12th September 2019 at The Pullman Hotel in Auckland


Adelle Keely

Chief Executive & Managing Director, Acumen Republic
Adelle is Chief Executive & Managing Director for Acumen Repulic. Adelle has 20... More

Alan Borthwick

AFA CFP, Financial Planner and Owner, DUX Financial Services., DUX Financial Services.
Alan is one of the owners of DUX Financial services, a total advisory business based in... More

Alasdair McBeth

Partner, DLA Piper
Alasdair McBeth is a Partner at DLA Piper and is one of New Zealand's leading lawyers in... More

Aliesia Gartrell

Senior Corporate Counsel, Chorus
Aliesia Gartrell is currently the Senior Corporate Counsel at Chorus and a member of the FSC... More

Alison O'Connell

Member of the Board of Directors, Government Superannuation Fund Authority
Alison is a member of the board of directors at the Government Superannuation fund... More

Amy Cavanaugh

General Manager Operations, Pinnacle Life
Amy is General Manager of Operations at Pinnacle Life. As a senior manager working in the... More

Ana-Marie Lockyer

General Manager, AA Finance
Ana is the General Manager of AA Finance Limited and an Independent Non-Executive Director for... More

Andrea Kan

Executive Director, UMR Research Limited
Andrea is an Executive Director at UMR Research Limited.  Andrea has over 20 years... More

Angela Mentis

CEO and Managing Director, Bank of New Zealand
Angela Mentis was appointed CEO and Managing Director of Bank of New Zealand (BNZ) in January... More

Angus Dale-Jones

Chair, Code Working Group
Angus is the Chair of the Code Working Group and is a chartered accountant and former financial... More

Barry Coates

Founder & CEO, Mindful Money
Barry Coates is the founder and CEO of Mindful Money, a charitable social enterprise. Mindful... More

Bernard Reid

Melville Jessup Weaver
Bernard Reid is an actuary at Melville Jessup Weaver with extensive experience in all... More

Blair Vernon

CEO of AMP Wealth Management NZ, AMP
Blair is CEO of AMP Wealth Management NZ.  Blair has over 25 years’ experience in... More

Catriona Grover

Kensington Swan, Partner
Cat is a Partner in Kensington Swan’s Banking & Financial Markets team. She has over... More

Chris Hutton

Deputy Chair, LADUCA
Chris Hutton is Product Manager at Partners Life and Deputy Chair of LADUCA. Chris Hutton is an... More

Christine Brotherton

HR Director, MinterEllisonRuddWatts
Christine is the HR Director at MinterEllisonRuddWatts. Before moving to MinterEllisonRuddWatts... More

Claire Sutton

Executive Manager for Customer Insights and Culture, Suncorp New Zealand
Claire is the Executive Manager for Customer Insights and Culture at Suncorp New Zealand. Her... More

Corin Dann

Host of Morning Report
Corin Dann is an Award-winning political journalist and co-host of Morning Report with... More

Craig Mulholland

Managing Director, Wealth & Private Bank, ANZ
Craig is the Managing Director of ANZ New Zealand’s Wealth & Private Bank... More

Dame Diana Crossan

Private, Public and Community Sectors Board Member
Diana started her career started as a probation officer. She held several senior roles in the... More

David Talbot

CEO, UMR Research
David is the CEO of UMR and heads his company’s political consultancy. As pollster to the... More

David Wallace

Acting Chapter Lead - Investments, Westpac
David is Acting Chapter Lead for Investments at Westpac. David is Chair of the FSC Data... More

Dr Claire Matthews

Director, Academic Programmes, Massey Business School
Dr Claire Matthews has been Director, Academic Programmes for the Massey Business School since... More

Dr Rob Young

Dr Rob Young is a CMO for a number of primary insurers in Auckland. He has been a... More

Eduard Liebenberger

Director of Technology, Jade
Eduard is the Director of Technology at Jade Software and is a technologist through and through!... More

Gail Costa

CEO, Cigna NZ
Gail Costa is the CEO of Cigna New Zealand. 

Gary Davey

Area Commander, Auckland Police
Gary Davey is the Area Commander for the Auckland Police. I am currently the Area... More

Gavin Quigan

Principal Adviser, Restricted Managed Investment Schemes, FMA
Gavin is a Principal Adviser of Restricted Managed Investment Schemes for FMA. Gavin has over... More

Geoff Bascand

Deputy Governor/General Manager Financial Stability, Reserve Bank NZ
Geoff Bascand is the Deputy Governor of the Reserve Bank of New Zealand. He leads the Financial... More

Geoff Clews

Chair, FSC Code of Conduct Disciplinary Committee
Geoff is Chair at FSC Code of Conduct Disciplinary Committee and a leading Auckland... More

Giselle Nathan

In-House Counsel, Sphere Identity
Giselle is the In-House Counsel and Privacy Officer at Sphere Identity. With a strong interest... More

Guyon Espiner

Former Morning Report co-host, Guyon has a 20 year career in journalism and has worked... More

Hayden Jonas

Chief Operating Officer, Partners Life
Hayden has been Chief Operating Officer at Partners Life since the company’s inception.... More

Helen McKenzie

Licensed Independent Trustee
Helen is a Licensed Independent Trustee.  Since 2015 Helen has established a portfolio of... More

Hon Grant Robertson

Minister for Finance, Government
Hon Grant Robertson is the Finance Minister and has been the Member of Parliament for Wellington... More

Hon Paul Goldsmith

Opposition Spokesperson for Finance and Infrastructure, New Zealand Government
Hon. Paul Goldsmith is Opposition Spokesperson for Finance and Infrastructure in the NZ... More

Hugh Stevens

CEO, NZX Smartshares
Hugh is the CEO of NZX Smartshares.  Hugh joined NZX in February 2018 with extensive fund... More

Jack Tame

Journalist, TVNZ
Jack Tame presents Q+A for TVNZ and Saturday Mornings on Newstalk ZB. He spent five years as a... More

James A Brown

General Manager, FinTech NZ
James is a General Manager at FinTech NZ.  Committed to making New Zealand the number one... More

Jason Reynolds

The Quantum Movement
We are excited to have Jason Reynolds joining us of The Quantum Movement, a company that... More

Jason Roberts

Strategy and Innovation Lead, Augen Software Group, Founder and Chair, InsurTechNZ
Jason is founder and chair of InsurTech NZ As Strategy and Innovation lead for Augen, Jason is... More

Jazz Thornton

Founder, Voices of Hope
Jazz is the founder of Voices of Hope. As someone who has fought and overcome mental illness I... More

Jenée Tibshraeny

Reporter, Interest
Jenée is a journalist for based in the Parliamentary Press Gallery. She... More

Jenn Dobinson

Data Consultant, AMP
Jenn Dobinson is a Data Consultant at AMP. Jenn is a qualified actuary and has recently... More

Jeremy Cooper

Chairman, Challenger Limited
Jeremy Cooper is Chairman, Retirement Income at Challenger Limited, a full-time executive role... More

Jeremy Muir

Partner, Minter Ellison
Jeremy Muir is a partner at Minter Ellison. Jeremy is a specialist financial services and... More

Jessica Quinn

AIA Ambassador
Jessica is an ambassador for AIA and a health and wellness advocate with a passion for... More

Jim Welsh

Senior Manager, Reporting and Insights, AMP Life
Jim is the Senior Manager, Reporting and Insights at AMP Life, where his role involves using... More

Joanne Davis-Calvert

Chairperson, Asia Region Fund Passport Joint Committee
Joanne is Head of Policy and Governance at the FMA and current Chairperson at the Asia... More

John Berry

CEO & Co-Founder, Pathfinder
John is CEO and Co-founder of Pathfinder.  John is an advocate for responsible investment... More

John Botica

Director Market Engagement, FMA
John Botica is the Director of Market Engagement at Financial Markets Authority.  John is... More

Kathryn Jackson

Coach and consultant, careerbalance
Kathryn Jackson is the author of Resilience at Work and a leadership coach at careerbalance. ... More

Katrina Church

Director, Insurance People
Katrina Church is a Director at Insurance People.  This year is my 21st year in the... More

Kendall Flutey

Chief Executive Officer, and Young New Zealander of the Year, Banquer
Kendall Flutey is the Chief Executive Officer at Banquer and Young New Zealander of the... More

Kirsten Patterson

Chief Executive, Insititute of Directors
Kirsten is the Institute of Directors Chief Executive. She is a qualified lawyer, Chartered... More

Lee McCauley

Director, PWC
Lee is a Director in PWC's Wellington office, and leads work with a broad range of public sector... More

Liam Mason

Director of Regulation, FMA
Liam is the Director of Regulation at FMA. Liam leads and oversees the licensing and... More

Mark Banicevich

Industry Engagement Manager, Partners Life
Mark is Industry Engagement Manager at Partners Life, and his role includes developing... More

Mark Davies

General Manager Funds, ANZ
Mark is the General Manager of Funds at ANZ NZ.  Mark has overall responsibility for ANZ... More

Marshall Couper

CEO, Loffty
Marshall is a social impact innovator and the CEO of Loffty, a new workplace mental health... More

Martin Hawes

Financial author, seminar presenter and an Authorised Financial Adviser
Martin Hawes is a financial author, seminar presenter and an Authorised Financial Adviser. He is... More

Mary Holm

Mary Holm writes a personal finance Q&A column in the Weekend Herald, presents a financial... More

Matt Mimms

MD & Founder, The Investment Store
Matt is MD and founder of the Investment Store, a specialist investment marketing firm that aims... More

Michael Lovegrove

Co-Founder, JRNY
Michael Lovegrove is the co-founder of JRNY. Michael combines his strong product... More

Mike King

Founder, I am Hope
Mike King is the founder of I am Hope and New Zealander of the Year. Mike King has for years... More

Mike Woodbury

Partner, Chapman Tripp
Mike is a Partner in Chapman Tripp’s Financial Services team specialising in workplace... More

Milton Jennings

Founder, Heartbeat Health
Milton Jennings is founder of Heartbeat Health and was previous Chief Executive Officer at... More

Minister Kris Faafoi

Commerce and Consumer Affairs Minister, Government
Hon Kris Faafoi is the Commerce and Consumer Affairs Minister for the New Zealand... More

Nadine Tereora

CEO, Fidelity Life
Nadine Tereora was appointed Chief Executive Officer of Fidelity Life in 2016. She is charged... More

Naomi Ballantyne

CEO, Partners Life
Naomi is the CEO of Partners Life. Naomi (ONZM) has over 30 years’ experience in the New... More

Nick Sherry

The Honourable Nick Sherry BA, FAIST, GAICD. 33 years’ experience, in the Superannuation... More

Nick Stanhope

CEO, AIA New Zealand
As CEO for AIA New Zealand, Nick is proud to lead a passionate team of over 1000 people with the... More

Nigel Jackson

Acting Head of Investments and Insurance, Westpac New Zealand
Nigel is the Acting Head of Investments and Insurance at Westpac New Zealand, with... More

Paul Huxford

Chief Investment Officer, ANZ
Paul is Chief Investment Officer, ANZ Investments. He has overall investment responsibility... More

Paula Bourke

Strategic Head of Underwriting and Claims, SCOR Global Life Australia
Paula is Strategic Head of Underwriting and Claims at SCOR Global Life Australia. She has more... More

Penny Sheerin

Partner, Chapman Tripp
Penny is a Partner at Chapman Tripp. Penny is an expert in our financial services regulation... More

Pete Frizzell

General Manager Client Propositions and Communications, FMG
Pete is a passionate supporter of the Mutual model and how FMG is striving to help grow strong... More

Philip Macalister

Founder and Managing Director, ASSET Magazine and Good Returns
Philip Macalister is the founder and managing director of ASSET Magazine and Good Returns. He... More

Pierre Ferrandon

Country Manager, IWG
Pierre is the NZ Country Manager for the global flexible workspace provider IWG and has... More

Rachel Hopkins

Chief Executive, Diversity Works NZ
Rachel is Chief Executive at Diversity Works NZ.  Rachel has degrees in Law and Feminist... More

Rebecca Sellers

Chief Legal Risk and Conduct Officer, Partners Life
Rebecca Sellers is Chief Conduct Officer at Partners Life, responsible for Legal, Risk and... More

Rebecca Stevenson

National Business Editor, Stuff
Rebecca Stevenson is national business editor for Stuff and is responsible for business and... More

Rebekah Swan

ESG Investment Specialist, NZ / Client Advocate / Head of Product, AMP Capital
Rebekah is the ESG Investment Specialist for AMP Capital New Zealand and also the Head of... More

Richard Klipin

CEO, Financial Services Council
Richard Klipin is the CEO of the Financial Services Council.  Richard has extensive... More

Rob Everett

Chief Executive Officer, Financial Markets Authority
Rob Everett is the CEO of the Financial Markets Authority. Rob was appointed Chief Executive in... More

Rob Flannagan

Chair, Financial Services Council
Rob Flannagan is Chair at the Financial Services Council. Rob was Group Managing Director of... More

Ross Fox

Managing Director, Calastone
Ross Fox is a Managing Director at Calastone. Ross is responsible for Calastone’s... More

Russell Hutchinson

Director, Chatswood Consulting Limited
Russell Hutchinson, is a director at Chatswood Consulting Limited and runs the management... More

Ryan Bessemer

CEO, Trustee Executors
Ryan joined Trustees Executors as Chief Executive Officer in April 2018. Previously he served as... More

Scott Alman

Managing Director, Consilium
Scott is managing director at Consilium.  Scott has been a leader in the Australasian... More

Sharon Corbett

Manager Financial Markets, MBIE
Sharon manages the financial markets policy team at MBIE. She has been leading the... More

Sharon Zollner

Chief Economist, ANZ
Sharon is chief economist in the ANZ economics team. She started her career as a macroeconomist... More

Sharron Botica

Chief Customer Officer, AIA
Sharron is Chief Customer Officer at AIA NZ.  As Chief Customer Officer, Sharron leads the... More

Sonya WIlliams

Co-founder, Director, Sharesies
Sonia is the co-founder and a Director at Sharesies,

Steven Findlay

Assistant Director, Head of Prudential Regulation, Association of British Insurers
Steven is an Assistant Director and the Head of Prudential Regulation at the Association of... More

Thérése Singleton

Executive General Manager Life, New Zealand, AMP
Thérèse is the Executive General Manager of AMP Life NZ. Thérèse has... More

Tim von Dadelszen

General Manager, Distribution Technology, Partners Life
Tim is general manager for distribution technology at Partners Life.  Tim has been... More

Tim Warren

Co-founder & COO, Ambit
Tim Warren is COO and Co-Founder of Ambit - a conversational AI platform. Previously Tim has... More

Tim Williams

Partner, Chapman Tripp
Tim Williams is a Partner at Chapman Tripp Tim has been a leader in the financial services and... More

Tom Hartmann

Managing Editor, CFFC
Tom is managing editor at CFFC (Commission for Financial Capability). His focus is helping New... More

Tony Dench

Tony is CEO of SHARE NZ Tony has more than 25 years of commercial experience in finance... More

Tracey Cross

Partner, DLA Piper
Tracey is a Partner at DLA Piper.  Tracey Cross has more than 20 years' experience in... More

Vanja Thomas

Senior Relationship Manager, Guardian Trust
Vanja is a Senior Relationship Manager at Guardian Trust.  Vanja is a financial services... More

Yvonne Davie

Head of Corporate Superannuation, AMP
Yvonne Davie is Head of Corporate Superannuation at AMP New Zealand. Yvonne is the Head of... More


Thank you to all of our sponsors

Diamond Sponsor

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 | |