Key note speakers
Hon Andrew Bayley
Minister of Commerce and Consumer Affairs
Andrew Bayly is the Minister of Commerce and Consumer Affairs, Minister for Small Business and Manufacturing, and Minister of Statistics. He is the MP for Port Waikato and was first elected to Parliament in 2014 to represent the then-seat of Hunua.
Andrew was born in Whanganui into a farming family. He graduated with a Bachelor of Business Studies from Massey University and qualified as a chartered accountant. He is a Fellow of Chartered Accountants Australia and New Zealand, the Institute of Managers and Leaders, the NZ Chartered Institute of Corporate Management, and the UK Chartered Association of Certified Accountants. He is also a Fellow of the Royal Geographical Society in London. He worked for the Southpac corporate finance team in New Zealand before transferring to London where he worked for a number of years. After returning to New Zealand, he co-founded a merchant bank, Cranleigh. He has also owned many other businesses and been a director to a range of organisations.
Andrew served for nine years as a member of Parliament’s Finance and Expenditure select committee and was also the Co-Chair of the Middle East/Africa Parliamentary Friendship Group and Co-Chair of the Antarctic Parliamentary Group, which he established in 2019.
Frances Valintine CNZM
Founder & Board Director, academyEX
Frances Valintine CNZM is a passionate educator and technologist who is dedicated to creating educational opportunities that connect professionals to the knowledge they need to be successful in today’s rapidly advancing world. For 25+ years she has been dedicated to shifting education and business practice to develop the capabilities, knowledge and mindset needed to respond to the future of work, changing societal expectations and the protection of the planet.
In 2024, Frances transitioned from her role as CEO to Founder and Board Director, allowing her to concentrate on major impact initiatives and partnerships led by academyEX, a post-graduate institute focused on professional development and knowledge in the fields of technological advancement, education, sustainability and leadership.
Frances is the author of Future You, a book dedicated to shifting perceptions about learning as an adult and promoting the need to stay connected, relevant and informed throughout our life. Frances holds a Master of Education Management from the University of Melbourne.
Jane Wrightson
Retirement Commissioner
Jane became the Retirement Commissioner in early 2020. She is focused on principled retirement policies that take a long-term view, so that the wellbeing of older New Zealanders is enhanced. Jane has had a long leadership career, primarily in media entities, and holds other governance roles. She is a Chartered Member of the Institute of Directors.
Speakers
Rachel Beckett
Stakeholder Lead, Te Ara Ahunga Ora Retirement Commission
Rachel Beckett leads New Zealand’s National Strategy for Financial Capability to help New Zealanders understand money. Her work unites the financial capability community to work together and deliver projects that support better financial outcomes for people. Prior to this, Rachel has worked in a variety of engagement-focused roles from Fairtrade to the UK government. Rachel holds a Master of Economics with distinction from Massey University. She has a big passion for financial education and previously spent time in Kenya, partnering with banks to grow microenterprise and financial literacy for local businesswomen. She can often be found sailing, hiking, or volunteering with Youthline in her spare time.
Tawa Campbell-Seymour
Pouhoe - Executive Manager Te Waka Whaihua, ASB Bank
(Te Whakatōhea, Ngāi Tūhoe, Te Aitanga-ā-Mahaki, Waikato).
Tawa is Pouhoe of ASB’s Māori Banking team, Te Waka Whaihua. He is a member of Tāwhia, the Māori Bankers’ rōpū, who have been working in partnership with Te Rangapū Pēke NZBA, and Te Ara Ahunga Ora Retirement Commission to pilot a whānau-based financial wellbeing wānanga called Te Rito Hou.
Tawa is passionate about accelerating the financial wellbeing and prosperity of Māori communities.
Rosalyn Clarke
General Manager Business Transformation & Customer Outcomes, ASB
Rosalyn Clarke is General Manager Business Transformation & Customer Outcomes at ASB. Her current remit includes leading ASB’s Financial Wellbeing programme, championing the improvement of customer outcomes, advocating for the interests of vulnerable communities, providing customers with quality guidance and advice.
Rosalyn has 20 year’s experience in financial services, holding senior leadership roles in Strategy, Transformation, Customer Experience, Marketing and Organisational Development.
She holds a Bachelor of Commerce from the University of Auckland and a Diploma in Positive Psychology & Wellbeing.
A born and bred Kiwi, Rosalyn is passionate about empowering New Zealanders with the tools to improve their Financial Wellbeing.
Lisa Davis
Chief Executive Officer, Ngāti Whātua Ōrākei Trust
Lisa Davis is a direct descendent of the revered Ngāti Whātua ancestor Tuperiri and is the Chief Executive Officer of the Ngāti Whātua Ōrākei Trust. Born and raised in Ōrākei, Lisa is also the first Ngāti Whātua descendent to attain the role of CEO for the Trust. Her whakapapa, background and experience are what drives Lisa in everything she does. She knows that her whānau are the priority.
Lisa understands the unique position of her people, who actively live and celebrate the role of ahi kā in the economic powerhouse that Tāmaki Makaurau is, and is well aware of the opportunities and responsibilities that come with this locality. Lisa is guided by the saying ‘Mō tātou, mō ā tātou Tamariki, ā, mō ngā uri kei te heke mai’ which encourages the application of an intergenerational perspective over anything that she does in her role as CEO, and as a proud uri of Ngāti Whātua.
Miles Erwin
Associate Director, New Zealand Bankers Association
Miles ensures NZBA has strong relationships with Members of Parliament, ministerial staff and broader networks. He also leads work on cross-industry initiatives such as the Regional Banking Hubs pilot and coordinates NZBA’s support for Tāwhia.
Miles has a background in politics, economics communications and journalism. He has worked in the Leader of the Opposition’s Office, the Ministry of Economic Development, UK Department for Business and major British newspapers.
Kris Faafoi
Chief Executive Officer, Insurance Council of New Zealand Te Kahua Inihua o Aotearoa
Kris Faafoi joined the Insurance Council of New Zealand Te Kahua Inihua o Aotearoa (ICNZ) as Chief Executive Officer in April 2024. He is a former member of Parliament and Cabinet Minister who served in a number of roles, including Minister of Justice, Immigration, Commerce and Consumer Affairs and Broadcasting and Media. Before that, Kris worked as a journalist, including at TVNZ and the BBC.
Kendall Flutey
Co-Founder and Co-CEO, Banqer
(Ngāi Tahu, Ngāti Kahungunu)
Kendall Flutey is the Co-Founder and Co-CEO of Banqer, financial education technology used by more than 400,000 Australasian students. Kendall has a background in accounting and software development. With Banqer at the crossroads of these two industries, Kendall enjoys the new challenge that comes with growing a mission-driven impact business, where she can seek to make a difference in our communities. Kendall also holds a number of governance roles, including as a board member of the New Zealand Financial Markets Authority and Whai Rawa.
Vishal George
Chief Behavioural Scientist, Behavioural by Design
Vishal is a financial author and Chief Behavioural Scientist at Behavioural by Design headquartered in Wellington. His work combines behavioural science with design and systems thinking to provide teams in the public and private sectors with 'tools to think like a behavioural scientist'. Recent projects include building capability across a bank to become comfortable and confident in applying behavioural science, and equipping a fintech company with mindsets and methods to develop more behaviourally-informed products. Insights from Vishal's latest book 'Money Mindsets' will be the topic of discussion for our conference.
Tania Huata
Financial Mentor, Ngāti Pāhauwera Development Trust
(Ngāti Pāhauwera, Ngāti Kahungunu, Ngai Tuhoe)
He hononga mo MSD, he kai whakaako tahua mō Ngāti Pāhauwera āno hoki.
Kia ora, my name is Tania Huata. I have strong ties to Ngāti Pāhauwera, and my lineage also connects me directly to Ngāti Kahungunu and Ngai Tuhoe.
Beyond my 11 year military service as a former New Zealand Army soldier, my career has been diverse.
For over 23 years, I’ve served as a financial mentor, a trained Moneymates and Sorted facilitator, and a supervisor. Additionally, I represented tāngata whenua on the The New Zealand Federation of Family Budgeting Services’ National Governance Board for nine years, advocating for Māori clients at the highest decision-making level within Budgeting Services.
My governance experience extends to school boards, post-settlement entities, and regional planning committees. I’ve navigated complex situations within Māori land trusts, often under high stress and amidst historical land court litigation. As a Commissioner under the RMA with Chair endorsement for eight years, I’ve connected with our iwi members, many of whom face financial and social challenges. I remain committed to addressing our community’s real issues and prioritising their well-being.
Martin King
General Manager, Customer Assist, Bank of New Zealand
Martin King is the current General Manager for Customer Assist at Bank of New Zealand. Martin has over 20 years' experience in Financial Services across New Zealand and the United Kingdom. He has led Bank of New Zealand's support for customers in hardship, complaint resolution, conduct, social impact and vulnerability since November 2019. Prior to this he held similar roles at Lloyds Banking Group and has led a variety of industry forums in the UK, NZ and globally, seeking to improve outcomes for all customers.
Rebecca Lee
General Manager Performance and Operations, Kiwibank
Rebecca is currently the GM Performance & Operations for Kiwibank and has worked in a range of executive roles across financial services and retail. Rebecca is driven to make a positive difference for others, using her Masters in Technological Futures to collaborate with a social enterprise to develop a social media “bot” protecting female athletes from online abuse. Rebecca is currently sponsoring the Kiwibank financial wellbeing programme, being rolled out across kaimahi to help them build their financial wellbeing.
Warren Ngan Woo
Programme Manager Financial Wellbeing, Westpac
Warren Ngan Woo or more commonly known as ‘Wazza’ is the Programme Manager of Financial Wellbeing at Westpac NZ. He is super passionate about helping people and has been in the banking industry for 17 years working across National Bank, ANZ and now Westpac with roles in retail banking, business banking and now project management. Wazza is a fierce advocate for financial knowledge being shared with as many people as possible and loves running Westpac NZ Managing Your Money workshops through workplaces, schools and community groups. He also trains Westpac NZ staff to be Managing Your Money facilitators to run these programmes across the motu, which is a way Westpac NZ gives back to the communities they serve and live in.
Shirley McCombe
General Manager, Bay Financial Mentors – Tau Awhi Noa
Shirley is the General Manager of one of the largest Financial Mentoring organisations in the country. In this financial year, Bay Financial Mentors – Tau Awhi Noa is on track to deliver 5,500 sessions to the people of Tauranga, from Katikati to Otamarakau. Initially a nurse, Shirley has worked in the financial planning sector and owned her own business before she began working in social services 20 years ago. She has been in her current role for five years and is passionate about equity and advocacy for those they service.
Lyn McMorran
Executive Director, Financial Services Federation
Lyn McMorran is the Executive Director of the Financial Services Federation, the industry body representing responsible finance, leasing, and credit-related insurance providers of New Zealand. Prior to this she was Area Manager for Westpac’s Private Bank in the Lower North and South Islands. Lyn holds a Graduate Certificate in Management from Charles Sturt University in Australia, a Graduate Diploma in Business Studies from Massey University, has achieved the Certified Association Executive designation from the Association of Association Executives in the USA, is a Chartered member of the New Zealand Institute of Directors and a Fellow of Financial Advice New Zealand. She has just completed a 9-year term as a Commissioner for the Insurance and Financial Services Ombudsman disputes resolution scheme and is immediate past-President of the Australasian Society of Association Executives. Lyn is also a member of the Ministry for Women’s National Advisory Council on the Employment of Women.
Jeanette Parsons
Financial Mentor, Moneywise Manawatū
Jeanette Parsons is a Financial Mentor at Moneywise Manawatū, part of a great team of talented and dedicated Mentors that support the community. Prior to this she worked as a vet for 20 years and has lived in Papaioea, Palmerston North for the last 30 years.
Jeanette was a single parent, and survived on the benefit until she could transition into work to support her family. She recognises that she was fortunate to have friends and whānau who walked with her through the tough times and understands the value of sharing difficulties. In her role as a Financial Mentor, she feels privileged to support her clients to find a way through their financial crises and build their financial capability and resilience. Jeanette says she is always learning and this job has provided new opportunities for facilitating the MoneyMates course and delivering educational talks to groups of employees through workplace wellbeing programmes.
Marc Peard
The Morning Shift
“Matua Marc” comes to The Morning Shift with over 20 years of experience in commercial radio. Spanning from early days as “new hot guy” on ZM, to producing Radio Sport for over 10 years and finally moving to Today FM. Marc is the Executive Producer for The Morning Shift and a crucial conduit between content and commercialisation.
Angeline Pearson
Service and Behavioural Design Lead, ANZ Bank
Angeline is a Service and Behavioural Design Lead within Customer Experience at ANZ. Her happy place is managing a team of service designers working on ambiguous and interesting opportunities who are driven by making a difference to the financial wellbeing of customers.
Jane-Renee Retimana
Chief Strategy & Innovation Officer, Payments NZ
Jane is a transformational leader, strategist and innovator with experience in both the public and private sector. As a leader in Aotearoa New Zealand's payments industry, Jane is an expert on international and local payments ecosystems and networks. As Chief Strategist she leads sector wide collaborations including in open banking and finance, digital identity, data sovereignty, fintech and paytech innovation, next generation payments and emerging technologies.
Jane is a firm proponent for workplace diversity and the role Te Ao Māori plays in making Aotearoa a progressive and productive country for all.
Jordan River
The Morning Shift
Jordan is the voice of the community within The Morning Shift host trio. He has their ear, their respect and drives their decision making. Intertwining humour and personal experiences to create engaging content is a skill that is not challenged anywhere else in New Zealand. Jordan has previously spent four years working in commercial radio.
Brook Ruscoe
The Morning Shift
Having spent 10 years playing professional Basketball, Brook then went on to be one of the much loved hosts of Mai Morning Crew. Wrapping up after five years on air, he then took the leap to co-host The Morning Shift and plays a critical role in the balance of the talent trio. A relatable voice for “Shifters” and providing all the laughs, often at his expense. “Working with Sorted has made the conversation around money less daunting for me and helped take away the whakama often wrapped around financial literacy”.
Emma Saunders
Chief Executive, Good Shepherd New Zealand
Emma Saunders is the Chief Executive of Good Shepherd New Zealand, part of a global organisation that helps women, girls and their families who are experiencing hardship. Good Shepherd supports them to be safe, strong, well and connected — to embody their strength and lead full lives. They do this by delivering services and activities that support people to improve their wellbeing, and driving changes to unjust systems that hold people back. They focus on solving social problems in a holistic way and direct their efforts where society can get the best return on our investment. Emma has always gravitated towards tackling significant issues that compound disadvantage for people, particularly women. Previous to her current role, she has worked on governance boards and with senior executives in areas of strategy, innovation and service design. Emma was born and raised in Te Awakairangi / Lower Hutt.
Nicola Sladden
Banking Ombudsman
Nicola was appointed Banking Ombudsman in August 2015. She has over 20 years’ experience in dispute resolution, including four as Deputy Banking Ombudsman. She has a law degree from Victoria University and a Master of Public Health from Boston University. Nicola is a consultant for the World Bank and on the board of FinCap and Malaghan Institute and a member of the Australian and New Zealand Ombudsman Association (ANZOA).
Mark Street
Head of Customer Segments, Westpac
Mark joined Westpac in July 2021 and is currently Head of Customer Segments, driving Westpac’s focus on the customer. He has worked across agency and corporate environments, including Vodafone and Air New Zealand, the latter of which he spent 16 years in a number of roles including leading the airline’s Public Affairs division, and also as General Manager of the Airpoints programme. Mark holds a Bachelor of Communications degree and is married with two teenage children.
Fala Tavita
Team Leader, Le Fale
Fala Tavita is a product of his migrant upbringing in state housing. Motivated by firsthand experiences, he dedicated himself to breaking barriers in his community through youth and community work. Armed with a Diploma in Youth and Community Studies and a Bachelor's in Youth Development, Fala leads the team at Le Fale Jobs and Skills Hub in Cannons Creek. There, they empower individuals for life and work readiness and provide a unique financial capability towards home ownership programme. Fala brings insights from Le Fale's experiences journeying alongside the Porirua community.
Susan Taylor
Financial Ombudsman
Susan Taylor is the Financial Ombudsman. Susan, a lawyer, is the former Deputy Banking Ombudsman and has over 20 years’ experience in financial sector dispute resolution. Susan is a member of the Australian and New Zealand Ombudsman Association (ANZOA). Established in 2003, ANZOA is a professional association and the peak body for Ombudsmen in Australia and New Zealand. Prior to joining the Banking Ombudsman scheme, Susan worked both in a private law practice and as a barrister sole specialising in civil, commercial and family law and litigation. Susan is a trustee of the Dame Malvina Major Foundation Board of Trustees, a public member of the Advertising Standards Complaints Appeal Board and a FINSIA fellow. In 2017 Susan received a Women in Law Corporate Lawyer of the Year award from the Lawyer Monthly publication. The award recognises achievement and success amongst women in the legal profession.
Erin Thompson
Kaihautū, Director - Māori & Learning, Te Ara Ahunga Ora Retirement Commission
(Ngāti Rangiwewehi, Ngāi Tāmanuhiri, Ngaati Tiipa)
Erin leads the Māori and Learning teams at Te Ara Ahunga Ora Retirement Commission which supports implementation of the Rautaki Māori, organisation-wide cultural capability, drives stronger outcomes for Māori across our focus areas and programmes, and drives content development and learning, particularly in schools and kura.
Previously the Kaikōkiri for the Te whai hua – kia ora, Sorted in Schools programme, Erin comes from a teaching background. She is a passionate educator, a strong advocate for kaupapa Māori, te reo Māori, and mātauranga Māori, and has a wealth of experience in iwi and community planning, development, and governance.
Latayvia Tualasea Tautai
Senior Associate and acting Fundraising Manager, YWCA Auckland
Latayvia is a 2nd generation Aotearoa-born Samoan. At 25, she is the 2022 Prime Minister’s Pacific Youth Award winner for leadership and inspiration and the 2018 recipient of the New Zealand Youth Award for leadership for her service to the community. Having experienced homelessness and poverty as a child, her life's work is around giving back to the people, spaces and community she grew up in. She is currently a Senior Associate and acting Fundraising Manager at the YWCA Auckland and one of the Kaitiaki of the Y25 leadership programme after being recognised as a trailblazer in 2021.
Latayvia previously delivered financial literacy workshops in South Auckland High Schools that she co-designed with young people. Latayvia is on the board for mental health organisation Changing Minds and was recently appointed Chair of Women's Health Action Auckland.