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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 has 20 years’ experience in the communications industry, she has been trusted to... 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

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 a chartered accountant and former financial services regulator in Australia and NZ.... More

Bernard Reid

Melville Jessup Weaver
Bernard Reid is an actuary with extensive experience in all aspects of superannuation and... More

Catriona Grover

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

Dr Claire Matthews

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

Gary Davey

Area Commander, Auckland Police
I am currently the Area Commander for Auckland Central Area and in recent times have also been... More

Gavin Quigan

Principal Adviser, Restricted Managed Investment Schemes, FMA
Gavin has over 35 years of employer-sponsored superannuation scheme administration management... More

Gillian Vaughan

Chief Executive, Pinnacle Life
I started as a telemarketer with Pinnacle Life over 20 years ago and spent my early years in the... More

Guyon Espiner

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

Helen McKenzie

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

Hon Grant Robertson

Minister for Finance, Government
Minister Robertson has been the Member of Parliament for Wellington Central since 2008. In... 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

Joe Bishop

General Manager Customer Product and Innovation, KiwiWealth
As General Manager Customer Product and Innovation, Joe leads all aspects of  Kiwi... More

John Botica

Director Market Engagement, FMA
John is an experienced senior executive, director and consultant in the financial services... More

Kathryn Jackson

Coach and consultant, careerbalance
Kathryn Jackson is a coach and consultant with over 20-years’ experience as a... More

Katrina Church

Director, Insurance People
This year is my 21st year in the industry as an adviser. My team and I are passionate about all... More

Kendall Flutey

Chief Executive Officer, and Young New Zealander of the Year, Banquer
Kendall Flutey is on a mission to teach kids about money. She left a secure job in IT to create... More

Kirsten Patterson

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

Liam Mason

Director of Regulation, FMA
Liam leads and oversees the licensing and supervision of all financial markets participants,... 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

Mike Woodbury

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

Minister Kris Faafoi

Commerce and Consumer Affairs Minister, Government
Hon Kris Faafoi was elected as the Member of Parliament for Mana in November 2010, following... 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

Paula Bourke

Penny Sheerin

Partner, Chapman Tripp
Penny is an expert in our financial services regulation and funds, KiwiSaver and superannuation... More

Ralph Stewart

Director & Managing Director, Lifetime Retirement Income
Ralph Stewart was CEO of AXA Insurance New Zealand for 9 years and more recently the CEO of ACC.... More

Rebecca Stevenson

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

Richard Klipin

CEO, Financial Services Council
Richard has extensive experience in leading and transforming industry associations, life... More

Rob Everett

Chief Executive Officer, Financial Markets Authority
Rob was appointed Chief Executive in November 2013 and joined the FMA in February 2014.... More

Rob Flannagan

Chair, Financial Services Council
Rob was Group Managing Director of TOWER New Zealand Limited from 2006 until July 2013 following... More

Rob Young

Russell Hutchinson

Director, Chatswood Consulting Limited
Russell Hutchinson, runs the management consultancy, Chatswood Consulting Limited. Russell is... More

Shannon Murphy

Group Development Manager, Lifetime Retirement Income
Shannon is the Group Development Manager of Lifetime Retirement Income since late 2018 after... More

Sharon Corbett

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

Sharron Botica

Chief Customer Officer, AIA
Chief Customer Officer, Sharron leads the end to end Customer Operations, Marketing  and... More

Tim von Dadelszen

General Manager, Distribution Technology, Partners Life
Tim has been involved in the financial services industry for 18 years. His focus has been at the... More

Tim Williams

Partner, Chapman Tripp
has been a leader in the financial services and investment funds sectors for over 20 years, and... More

Viv Murphy

More speakers to be announced soon!


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 | |