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Advice in Motion: Navigating the Dynamic Landscape of Financial Advice

Our industry must adapt to keep pace with many rapidly moving factors, such as shifting economic conditions, changing regulatory requirements, the emergence of new technologies, and evolving customer expectations. 

Join us at this exciting in-person event for an opportunity to learn from industry experts and network with like-minded professionals who share our vision for a brighter future for financial services. CPD points will be available.

As well as an excellent opportunity to network face to face with your peers, this is a chance for you to hear from:  

Justin Delaney, CEO Zurich Australia & NZ

Zurich in Motion

This session will outline the vital role digital innovation will play in Zurich’s ambition to reduce the cost to serve, exceed the rising consumer expectations and how as partners we can navigate a course of success aided by regulatory tailwinds.

Ashwin Field, Director, NMG 

The industry in motion

NMG is an industry insights powerhouse and in this session, NMG Director Ashwin Field will provide valuable industry trends and opportunities in relation to product and market dynamics that will shape the next phase of advice and financial services in Australia.

Dr Sally Phillips, Head of Health Services

Health in Motion

Join our Head of Health Services, Dr Sally Phillips, who will showcase how claims experience, health advancements and emerging risks are shaping the future of insurance. Dr Phillips will outline ways advisers and insurers can partner together to positively impact the lives and wellbeing of our customers and the broader community.

Adam Crabbe, Risk Strategy Specialist

Consumers in Motion

As we emerge from a period of intense disruption, which saw a wave of financial support to millions of Australians, Zurich has sought to understand what consumers’ attitudes are now like towards their health, wealth and advice. Adam will explore the shift in consumer priorities related to insured and uninsured consumers and what role digital innovation will play in servicing the consumer of the future.

Charles Stodart, Investment Specialist

Markets in Motion

The return of inflation, and the subsequent response of Central Banks to contain it, has created uncertainty in markets, especially in the shorter term. This session will consider the current market environment, discuss key risks and opportunities for long-term investors and highlight the importance of an approach that delivers a concentration in conviction, rather than an unintended concentration in risk.

Please register if you would like to attend



Tuesday 2 May 2023

8.30am – 11.15am

Crown, 8 Whiteman Street, Southbank Click here to register

Wednesday 3 May 2023

8.30am – 11.15am

National Wine Centre of Australia, Cnr of Botanic & Hackney Roads

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Tuesday 9 May 2023

8.00am – 10.45am

Westin Brisbane, 111 Mary Street

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Thursday 11 May 2023

8.30am – 11.15am

Crown Perth, Great Eastern Highway, Burswood

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Wednesday 24 May 2023

8.30am – 11.15am

Sheraton Grand Sydney Hyde Park, 161 Elizabeth Street

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We look forward to seeing you there!