Read about the speakers at the 2013 Financial Literacy Summit.
Dr Manuka Henare
Manuka is a consultant and researcher in the private sector with a specialty in Māori business enterprise and development economics. He joined the University of Auckland Business School in 1996 where he is responsible for Māori business development. He is Associate Professor in Māori Business Development in the Department of Management and International Business, and Associate Dean (Māori and Pacific Development). Manuka is also the foundation Director of the Mira Szászy Research Centre for Māori and Pacific Economic Development and leads a number of multidisciplinary research project teams. He is a member of the National Strategy for Financial Literacy Advisory Group.
Diane is the Retirement Commissioner at the Commission for Financial Literacy and Retirement Income. Prior to this, she was Head of Stakeholder Management at the Financial Markets Authority (FMA) providing strategic and operational management of communications, media and stakeholder engagement. Prior to this, Diane was Head of Brand and Corporate Affairs at Bank of New Zealand.
Her previous roles have included Partner at Michaelides and Bednash in London, Media Director at Saatchi and Saatchi NZ, and as a trans-Tasman consultant delivering research and analysis for the banking, media and telecommunications sectors. Diane has been a weekly contributor on New Zealand radio station Viva FM and BBC Radio 5 Live in the United Kingdom, and is an experienced public speaker.
The Governor-General, Lieutenant General The Right Honourable Sir Jerry Mateparae
Sir Jerry Mateparae is New Zealand’s 20th Governor-General. Prior to this appointment he worked at senior levels in the New Zealand public service and military, and contributed to many sporting and community organisations.
Retiring from the New Zealand Defence Force in January 2011, Sir Jerry was appointed Director of the Government Communications Security Bureau and later sworn in as Governor-General in August 2011.
Sir Jerry has a Master of Arts with First Class Honours from the University of Waikato and is the Patron of Young Enterprise Trust.
David has been Executive Director at the Commission for Financial Literacy and Retirement Income since 2010. He is responsible for the Commission’s strategic direction and ensuring the organisation meets its primary goal of developing a financially capable population. David is the spokesperson for Sorted, the Commission’s award-winning personal finance website and is a regular media contributor. Prior to 2010, he managed the Commission’s Marketing and Communications team. Before joining the Commission, David spent 15 years in various marketing and leadership roles in both New Zealand and Australia, in the banking, telecommunications and communications sectors.
Rowena was appointed Deputy Secretary Student Achievement at the Ministry of Education in June 2012. Prior to this, she was Chief Executive of the Ministry of Women's Affairs. Rowena has held policy leadership roles in the Treasury, Ministry of Education (1997 – 2004) and Housing Corporation New Zealand. She has also worked in the private sector as a senior consultant for KPMG, and as a trainer.
In her current role, Rowena is responsible for raising student achievement levels, with a focus on achievement levels of Māori learners, Pasifika learners, learners with special education needs, and those from low socio-economic backgrounds.
Dr Pushpa Wood
Pushpa is Director at the Financial Education and Research Centre at Massey University. She has a long history of adult and financial literacy advocacy, and previously worked as Education Manager at the Commission for Financial Literacy and Retirement Income. Pushpa has extensive experience in developing teaching and learning resources and building capability of financial literacy educators. She is currently involved in a collaborative research project with the University of British Columbia and is the immediate past Chair of the Adult Literacy Practitioners' Association, a national body that works across the tertiary sector to support practitioners. Pushpa has a PhD from Victoria University of Wellington.
Air Commodore Robert Brown
Robert is an Air Commodore in the Royal Australian Air Force and is Independent Chair of the Australian Defence Force Financial Services Consumer Council. He holds an economics degree from the University of Sydney and practised for many years as a Chartered Accountant in Sydney, specialising in taxation, superannuation and financial planning. His views on the financial services industry are published widely in trade and general media. He is a monthly columnist in the Australian Institute of Chartered Accountants' professional journal Charter, and in Professional Planner magazine.
In 1997 he was voted as inaugural Superannuation Fund Trustee of the Year by the Conference of Major Superannuation Funds. In 2009 he received a Meritorious Service Award from the Australian Institute of Chartered Accountants in recognition of services to the profession, particularly in the area of financial planning.
In 2011, Robert was awarded a Chief of the Australian Defence Force Commendation for his contribution to the financial literacy education of defence personnel. Since 2010, he has been a member of the Australian Government’s Financial Literacy Board which provides advice to Government and the Australian Securities and Investments Commission on financial literacy issues. On Australia Day 2013, Robert was appointed as a Member of the Order of Australia for his “significant contribution to the superannuation and funds management industry”.
Bruce is Executive Director of Workplace Savings NZ - the voice of workplace savings (formerly ASFONZ) - and has been in this role for the past decade. During this time, Bruce has held a fiduciary role as an independent trustee on several corporate superannuation scheme governance boards. Before engaging in the workplace retirement savings field, Bruce worked for a multinational financial services company, where his long career covered a range of facets of banking including retail, product management, project management and human resources management.
Kim Campbell has been Chief Executive of the Employers & Manufacturers Association (Northern) since October 2011.
His career in New Zealand and overseas has involved roles within manufacturing and exporting businesses in a variety of industries, including ICI, Trigon Plastics, Masport and New Image in New Zealand; and the Hong Kong based Zuellig Group for the past 13 years.
Kim has recently returned from the Philippines where, among other duties, he was Executive Chairman of Pharma Industries Incorporated, a pharmaceuticals manufacturing group employing over 1,700 staff in the Philippines and Thailand.
He has served on numerous private and public boards during a career, and prior to heading overseas Kim was a director of EMA and had previously been President of the Export Institute (now ExportNZ) and a councillor of BusinessNZ.
Sean is the Chief Executive of the Financial Markets Authority. He is the current Chair of the National Strategy for Financial Literacy Advisory Group.
Sean’s international career includes over 25 years’ corporate, legal and public sector regulatory experience in Australia, Hong Kong and the UK. He has held senior executive roles in risk management and legal services at two of the major Australian banks, as well as senior executive governance roles at the Australian Securities and Investments Commission (ASIC) in both the capital markets and enforcement areas. Sean has also been a non-executive Government-appointed director in public sector occupational health and safety agencies, as well as education and leadership development entities. He is currently a Board Trustee of Leadership New Zealand. Sean holds degrees in history and law from the University of Canterbury (NZ) and Cambridge University, and a Graduate Diploma from the Australian Institute of Company Directors.
Kirk is Chief Executive of the New Zealand Bankers' Association. Prior to this he was Executive Director of the Financial Services Federation, the industry body representing the non-bank sector.
Kirk has previously held a range of senior positions at Westpac, including Head of Government Relations and Regulatory Affairs. He is a member of the New Zealand Institute of Directors and holds a masters degree in law focused on regulation of financial services, and an honours degree in political science. Kirk is a member of the National Strategy for Financial Literacy Advisory Group.
Peter was appointed as Chief Executive of the Investment Savings and Insurance Association of New Zealand Inc (now the Financial Services Council) in May 2011. He was appointed to build the influence of the sector organisation through evidence-based research to help grow and protect the wealth of New Zealanders. Earlier in his life he was a Cabinet Minister with oversight of the financial sector, including insurance and monetary policy. He has been employed in the finance industry in corporate finance and worked initially in the public service as an economist. Peter is a member of the National Strategy for Financial Literacy Advisory Group.
Hon Craig Foss
Hon Craig Foss is the Minister of Commerce, Broadcasting, Consumer Affairs and Associate Minister of ACC. He has been the MP for Tukituki since 2005.
The Minister’s policy interests of finance, economy and agriculture rest on his previous career in investment banking, and before entering Parliament he held senior management positions in New Zealand, Singapore, London and Tokyo.
He has a Bachelor of Commerce and Administration from Victoria University.
Gerri is Senior Vice President of Investor Education at the Financial Industry Regulatory Authority (FINRA) where she is responsible for the development and operations of FINRA’s investor education programme. She is also President of the FINRA Investor Education Foundation, where she manages the Foundation’s grant making and programmatic efforts to educate and protect investors. Her work focuses on traditionally underinvested groups of Americans, including young adults, women, Native Americans and members of the US military. She joined FINRA in May 2006.
From February 2002 to April 2006, Gerri served as Deputy Director of the Securities and Exchange Commission’s (SEC) Office of Investor Education and Assistance (OIEA) where she managed the agency’s investor education programme, oversaw the handling of investor complaints and questions, and advised senior agency staff on policy matters relating to investor protection. She previously worked for four years as Special Counsel to the Director of OIEA and three years as a senior attorney in the SEC’s Division of Enforcement where she investigated and prosecuted violators of the federal securities laws. During her tenure at the SEC, Gerri received the 2004 SEC Law & Policy Award for focus group initiatives for the agency’s proposed point of sale disclosure rules, the Department of Agriculture’s 2002 Honor Award of Excellence for participating on an inter-agency team that developed financial literacy programmes, and the SEC’s 2001 Productivity Improvement Award as part of the team that overhauled and redesigned the agency’s website.
Prior to joining the SEC in 1994, Gerri was an associate with Hogan & Hartson, a Washington, D.C. law firm. She received her JD from New York Univeristy School of Law in 1989 and her BA, magna cum laude, from Amherst College in 1985. She is a member of the New York and District of Columbia bars. She is on the Board of Gifts for the Homeless, Inc. (a non-profit, all-volunteer organisation dedicated to clothing to the homeless in the greater DC area) and she also serves as Vice President for New Clothing Purchases.
Robyn is Education Manager at the Commission for Financial Literacy and Retirement Income. Until recently she was the Chief Executive of Philanthropy New Zealand. She has had a varied professional career including teaching, school management, teacher training and leadership/governance in the community and voluntary sector. She is a board member of Inspiring Communities, an alumni of Leadership New Zealand, and the Deputy Families Commissioner.
Philip is the Commission for Financial Literacy and Retirement Income’s Project Manager for Financial Education with Māori and is chair of He Kai Kei Aku Ringa, the subgroup on Financial Literacy for the Crown-Māori Economic Growth Partnership.
Philip is a business consultant at Polson Higgs specialising in the development of strategic plans and business plans, and conducts a Māori business mentoring programme.
Dr Malcolm Menzies
Malcolm is Research Manager at the Commission for Financial Literacy and Retirement Income. Malcolm was involved in designing the Commission’s Financial Behaviour Index and has overall responsibility for managing the 2013 Review of Retirement Income Policy. Prior to coming to the Commission, Malcolm worked for Victoria Link Ltd, the commercial arm of Victoria University of Wellington. He has also been a secondary school science teacher and manager in the not-for-profit sector, and he ran his own business for a while. Malcolm has a PhD in public policy – on the topic of scientific entrepreneurship – from Victoria University’s School of Government.
John is Managing Director, ANZ Wealth, New Zealand and part of the ANZ New Zealand Leadership Team and Global Wealth Leadership Team. He has held senior positions within ANZ Financial Markets in Singapore, Melbourne and New Zealand. In 2010, he was appointed MD, ANZ Wealth, New Zealand, bringing the OnePath business and Private Bank together to create ANZ’s fastest growing division. John is responsible for insurance companies with annual premium income of $156 million, investment funds under management of $16 billion and KiwiSaver schemes for over 520,000 New Zealanders. John holds a Bachelor’s degree in Economics and a Master of Business Studies. He is on a number of ANZ boards and has been on several not-for-profit external boards.