Consilium Growth Forum

Industry Commentator
David is well known for his passion regarding financial capability, financial advice and helping Kiwis improve their overall financial wellbeing. With over 40 years in the financial services industry, he has seen it all.

Previously heading up the sales and marketing at Mint Asset Management, David spent four years at the Retirement Commission working on changes to KiwiSaver as part of the Retirement Income Policy Review, participating in the Government steering group to review the Financial Adviser Act and helping to establish financial capability in schools through the Sorted in Schools programme. David held General Manager roles with ANZ Wealth in distribution and funds management and was a member of its leadership team.

David is a director for LYW Consulting and chairs both Whai Rawa Funds Limited and Stand Tu Maia. He is also a board member of Play It Strange. David writes regularly for Stuff and appears as a guest on Radio New Zealand with Katherine Ryan on the Nine to Noon Show.

Executive Director, Strategi Group
Discover the key traits of a prosperous financial advisory business in New Zealand in this intriguing session with David Greenslade. With a track record of establishing three successful financial advice businesses of his own, David has been instrumental in guiding 20+ advice businesses to reach over $10 million in value.

For the first time, David will share his own journey of personal and business wealth generation, revealing the seven key lessons that can help business owners achieve success – without going through similar missteps.

Through Strategi Group, David has unparalleled insights into the entire financial services sector in New Zealand – a rare opportunity to learn from his experience of what works, and what does not.

Managing Director,
Consilium
Scott is the Managing Director of Consilium and has been a leader in the Australasian financial services sector for more than 30 years. As founder of Consilium, Scott has led the business to exceptional growth, staying true to its founding principles to champion professional financial advice and those who deliver it.

As one of the first generation of certified financial planners, Scott has been a pioneer within the profession, particularly in the areas of fee for service and financial literacy. He has received peer recognition through published articles, speaking engagements and collected multiple awards.

Senior Client Director,
The Private Office
With over 23 years as a wealth manager, Nick has built a business with a primary focus on advising people with sudden, often unexpected wealth. His forte is helping his clients adapt, plan and preserve their capital.

The wealth may be the result of an inheritance, loss of a partner, divorce, lotto win, sale of a business, insurance payout or a rise to fame in the sports or entertainment areas. Nick’s empathy with clients and ability to build long term trusted relationships has been pivotal to the success of The Private Office.

Investment Adviser/Director,
Amicus
Tom Stanley joined Amicus in June 2021 as an Investment Adviser and Director after working in investment banking (Sales and Trading) in the UK and Hong Kong.

Prior to his time abroad, Tom consulted as a structural engineer in the aftermath of the Christchurch earthquakes, and played rugby in the Hawkes Bay.

Since joining Amicus, Tom has leveraged his experience in adopting a culture of continuous improvement, implementation of automation, and the development of processes that have enabled efficiency and more scalable client outcomes.

Head of Advice,
Consilium
As Head of Adviser Services for Consilium, Ben works with over 120 independent financial advice firms across New Zealand and Australia, helping to grow and develop their ideal advice practice and articulate their value and investment proposition.

Ben has over 20 years’ experience in financial services including Chief Operations Officer of Index Funds Advisers in the United States and in various economic consulting roles in the US and abroad. Ben was the founding chair and is a long-time member of the Investment Committee. Ben is a frequent speaker at industry conferences and a prolific author writing many articles and whitepapers, and recently published his first book, A Little Book of Financial Wisdom — Clarity in the midst of a financial crisis, a collection of articles written in the midst of the COVID-19 crisis.

Accommodation

Cordis Hotel, Auckland
83 Symonds Street
15% off best available rate on all room types (excluding promotions). Book your stay at Cordis Hotel, Auckland here. Select your dates and SEARCH for available rooms. 

Non attendance

If you are unable to attend the conference, please let your Client Relationship Manager know in advance. You will otherwise be catered for and there may be a charge for non-attendance.

Dietary requests

If you have not already notified us at time of purchase, please let us know if you have any dietary requirements for catering purposes. Send an email to Donné Threadwell at donne.threadwell@consilium.co.nz

CPD Hours

Your attendance at the conference will earn you 6 structured CPD hours. Names will be submitted to Financial Advice NZ to have the certificate sent directly to your email address.

Register today!

Click here to register and secure your spot