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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. 

A Quick Guide to Qualification Options for RFAs

Financial Advice New Zealand has published a quick guide to qualification options for RFAs which is well worth a look - at this link.

Financial Advice New Zealand: new member advisory committees

Financial Planning
David Mason
Charlene Overell
Paul Sewell
Nigel Tate

Investments
Joe Byrne
Michael Courtney
Tim Fairbrother
Liz Koh

Lending
Suzanne Isherwood
Joel Oliver
Hamish Patel
Sandra Spence

Risk Insurance
Bree Catterall
Cecilia Farrow
Peter Rickards
Regan Thomas

Financial Advice New Zealand FAQ

The PAA has emailed members with the FAQ on the establishment of Financial Advice New Zealand, available at this link.