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Financial Advice New Zealand 2nd annual meeting reminder

Financial Advice New Zealand 2^nd annual meeting is next week. Details are as follows:

Date:                Wednesday 21st August 2019

Time:                2.00pm

Venue:             SkyCity Convention Centre, 88 Federal St, Auckland or online if pre-registered

 

Items of Business

1. Welcome
2. Apologies
3. Call for General Business
4. Minutes of Annual General Meeting 27 September 2018
5. Presentation of the Annual Report
6. Presentation of the 2018-19 Financial Statements
7. Board composition
8. Board resolutions
9. Announcement of Board election results and confirmation of the 2019-2020 Independent Director appointments
10. Appointment of Auditor 2020
11. General Business

Registration will open 30 minutes before the start of the meeting.

If you are unable to be present on the day, you can register to attend via Live Stream. Members who pre-register and then confirm their presence, will be noted attendees, and can vote during the meeting. Click here to pre-register.

Alternatively, you can attend via proxy. If you wish to appoint a proxy, please complete the Proxy Form and return it to katrinas@financialadvice.nz no later than 48 hours before the meeting. Any member attending in person can carry one proxy vote on behalf of another member.

All members are invited to join the Board for light refreshments following the meeting. To RSVP contact Belinda Armstrong,  belindaa@financialadvice.nz.

Members who wish to suggest an item of General Business for discussion should send details to the Board c/o katrinas@financialadvice.nz by 19th August 2019.

If members have any questions, contacting Katrina Shanks directly on 021 474 010 or katrinas@financialadvice.nz iis recommended.

 

Financial Advice annual general meeting

Financial Advice New Zealand’s 2nd Annual General Meeting has been confirmed.

 Date:                Wednesday 21st August 2019

Time:                2.00pm

Venue:             SkyCity Convention Centre, 88 Federal St, Auckland

Items of Business

1. Presentation of the Annual Report
2. Presentation of the 2018-19 Financial Statements
3. Board composition
4. Board resolutions (attached)
5. Announcement of Board election results and confirmation of the 2019-2020 Independent Director appointments
6. Appointment of Auditor 2020
7. General Business

Administration

- Registration will open 30 minutes before the start time

- Any member who wants to suggest an item of General Business for discussion should send details to the Board c/o katrinas@financialadvice.nz by 19th August 2019.

- Members are invited to join the Board for light refreshments following the meeting. RSVP for administration and catering purposes, please contact Belinda Armstrong on belindaa@financialadvice.nz.

- If members have questions regarding the Annual General Meeting please contact Katrina Shanks directly on 021 474 010 or katrinas@financialadvice.nz

- Members may attend the meeting in person, by proxy or by live stream.  Information about how to access the live stream will be provided closer to the day.

Financial Advice NZ Award nominations closing soon

The nominations for the Financial Advice New Zealand Awards are closing on the 26th of July not the 19th shown on the graphic below - as the deadline has been extended. Be sure to submit applications as soon as possible. There are 16 awards across five categories. Click here to learn more. 

Financial Advice NZ Conference - Last Chance to Save

Super early bird sales close tomorrow for the Financial Advice New Zealand Conference being held on the 22nd and 23rd of August at Sky City Conference Centre.

Click here so you don't miss out on the $200 early bird saving.

Financial Advice New Zealand want advisers to engage more in CPD

Financial Advice New Zealand is urging its members to refrain from waiting until licensing to begin building their CPD log. Signing up to relevant webcasts now will allow advisers to grow their professional development hours and illustrate that they are remaining up to date. Members are now able to also access the CPD library to watch past webcasts and listen to past podcasts.

Financial Advice New Zealand has launched its Conference 2019

The conference is set to take place 22-23 August at SkyCity. To ensure a successful event is carried out, Financial Advice NZ is using the theme “Be Brave, Be Bold” and have outlined several events to ensure advisers gain further insight which include:

• Having three international keynote speakers – who are knowledgeable on geopolitical issues, strategic risk, the Middle East and counter-terrorism; founding companies and leading development programmes; and who have served on five missions and earned eight war medals

• Specialised advice workshops and panels – on Insurance Advice, Financial Planning Advice, Investment Advice and Lending Advice

• Business sessions with industry leaders – that cover conduct and client care, governance,

conversations with vulnerable clients, estate planning, compliance, FinTech

• Icehouse programmes – which helps Kiwi businesses grow by providing best practice content
• Bootcamps – to helps new advisers to better equip themselves, by providing information on building business muscle, critical challenges and success factors, productivity, sales and marketing goal setting
• Awards dinner

Click here to read more. 

Financial Advice NZ Group Scheme

Financial Advice NZ are inviting members to participate in an exclusive member-only Group Life and TPD insurance scheme. The offer is valid until the 30th of October and eligibility rules can be found here. 

Congratulations to Financial Advice New Zealand Adviser Excellence Award Winners

Congratulations to adviser excellence award winners Camilla Gribble, Ryan Smuts, and Tim Fairbrother. It was great to see advice being celebrated by your awards.

Financial Advice New Zealand Conference

If you are going to be in Rotorua for the Financial Advice New Zealand Conference stop by and say hello. Either at the risk Masterclass, or at the Quotemonster stand in the exhibition area.

Kiwis have high levels of financial risk and little resilience when things go wrong

Here is a recent press release for Money Week by Financial Advice New Zealand.