Master

Classes

Following Bevans keynote, ‘Around the World in 45 Minutes’, the MasterClasses are designed to provide in-depth insight and learning in key areas.
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Welcome Address

Bevan Graham

NZ Chief Economist for AMP Capital, Bevan Graham will welcome all three MasterClasses attendees to the 2018 National Adviser Conference with an economic snapshot of what financial advisers are facing right now.
MasterClass

Investment & Financial Planning

Session 1: Building a Financial Practice of the Future with Charles Badenach

Session 2: Behavioural finance – a Workshop Exercise with Julian McCormack and Douglas Isles
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Charles

Badenach

Charles Badenach, highly qualified award-winning financial adviser, author, national speaker and social media enthusiast will take you into the world of a modern financial planning practice,

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Douglas

Isles

Join Douglas for an interactive session that explores the behaviours of the investing world.

Your Panellist: Investment specialist from Platinum, Douglas Isles,

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Julian

McCormack

Julian McCormack, Investment Specialist at Platinum, will join Doug to conduct an engaging and interactive session for the group. Find out more about specific behaviours in the investment world.

Session 3: Investment Panel – What’s the Word on Investment Street – with Clayton Coplestone, Jodie Gunzberg, Noah Schiltknecht, Doug Isles, Tim Fairbrother and Bevan Graham

Click the speakers to the right for more information about this not-to-be-missed MasterClass.
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Clayton

Coplestone

Your Facilitator: Clayton Coplestone, Director, Heathcote Investment Partners

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Tim

Fairbrother

Your Panellist: Tim Fairbrother, Chair of the Financial Advice New Zealand Investment Member Advisory Committee and Rival Wealth founder.

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Bevan

Graham

Your Panellist: AMP New Zealand Chief Economist, Bevan Graham.

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Noah

Schiltknecht

Your Panellist: Noah Schiltknecht,
Head of Implemented Consulting, Russell Investments

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Jodie

Gunzberg

Your Panellist: Jodie Gunzberg,
Head of U.S. Equities at S&P Dow Jones Indices (S&P DJI).

MasterClass

Lending

Session One: Best Practice – with New Zealand and Australian insights – hear from experienced mortgage advisers and take away some key learnings for adding value to your advice – make it as easy as possible!
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John

Bolton

Your Facilitator: John Bolton, founder and CEO of highly successful mortgage adviser business, Squirrel.

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Sandra

Spence

Your Panellist: Established Otago mortgage adviser and owner-founder of Affinity Mortgages, Sandra Spence

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Hamish

Patel

Your Panelist: Hamish Patel, founder of Mortgages Online

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Tracy

Kearey

Your Panelist: From across the ditch, Tracy Kearey.

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Paul

Fuller

Your Panelist: With over 30 years lending experience and 15 years running his own company, Paul Fuller.

Session Two: Commercial property – learn about this emerging lending opportunity (diversify away from residential lending to keep your business strong through downturns) and learn more about gross and net yields, and other quantitative analysis.
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Matt

McHardy

Your Panellist: Matt McHardy, Head of Sales and Investment, is responsible for developing strong relationships with investors and advisers nationwide, managing capital raises and the necessary compliance requirements associated.

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Scott

MacKenzie

Your Panellist: Scott McKenzie, CEO and Director of PML. Scott has 17 years of commercial, finance and leadership experience within the banking sector in New Zealand and the UK. He oversees the company’s operations and is responsible for implementing PML’s and PMG DOF’s strategy.

Session Three: Growing your business – from individual adviser businesses to multiple adviser businesses, there are gems of information from this panel for all advisers wanting to grow a successful business!
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John

Bolton

Your Facilitator: John Bolton, founder and CEO of highly successful mortgage adviser business, Squirrel.

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David

Windler

Your Panellist: Current PAA Mortgage Adviser of the Year and Director of Mortgage Supply, Dave Windler.

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Bruce

Patten

Your Panellist: Bruce Patten, Former multi-time winner of the NZMBA broker of the year and Head of Growth at NZFSG

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Tracy

Kearey

Your Panellist: From across the ditch, Tracy Keary.

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Paul

Wang

Your Panellist: Paul Wang is a member of NZMBA/PAA and has over 14 years of mortgage lending experience.

MasterClass

Risk

Difficult Conversations:
We all know that the value of risk advice really becomes obvious at claim time. While having a documented and effective claims process within your business is a best practice, what can be even more important is the difficult conversations that occur around claim time.

Find out more about your speakers, Jane and Trevor by clicking the links on the right.
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Jane

Eschenbach

Jane Eschenbach, Director of TrustUs, will talk through the process of “what to say and what not to say about claims conversations”.

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Trevor

Slater

Hear from Financial Dispute Resolution’s Client Director, Trevor Slater who will explore processes for handling those difficult conversations around claim time.

Product Selection Process: Russell Hutchinson hosts this interactive session on tough choices in risk recommendations. Making the choices between different types of benefit – can be hard to communicate, and difficult to document. Case by case we consider income protection benefit types, using income protection with mortgage insurance, severity-based trauma, shorter benefit periods and other tricky issues – including how to document the advice process to ensure you can safely make variations in risk recommendations.
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Russell

Hutchinson

Help navigate your way through making the hard decisions with this interactive session ran by Russell Hutchinson, Managing Director, Chatswood Consulting.

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