moneyblog

PAA Events

Super Early Bird registrations are now open for the National Advisers conference which you can access here. 

PAA and also holding a number of Info Bites sessions throughout June which you can find here.

Getting to know Rod Severn

 

 

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. 

Sorted: Live KiwiSaver Q&A

On Tuesday the 19th of September Sorted.org are hosting a live KiwiSaver Q&A session. More details can be found at this link.

PAA IFA Professional Development Days

The latest series of PAA IFA Professional Development Days are being held in Tauranga, Hamilton and Auckland in the first week of September. Click here to view the agenda, speakers, sessions and to register.

National Adviser Conference: The Monster and You

I had a good day yesterday hanging out with the team from Quotemonster and IDS and a lot of advisers who came by the stand to say hello. It was a good day. Congratulations also to all the award winners, with a special mention to Philip Macalsiter, Anand Srinivasan, and Andries van Graan for theirs. 

 

Financial Advice New Zealand Progress

The three large financial advice groups set to build a new advice association are progressing towards foundation with the passage of a crucial member vote. Link. 

PAA Special General Meeting

In case you overlooked this in your email, this notice from the PAA to members of the special general meeting:

This is important. This is your opportunity to attend and vote on the establishment of Financial Advice New Zealand. If you haven't yet registered to attend the meeting, register now and make your vote count.

When: Thursday 27th July, 9.30am registration, 10.00am kick-off and finish by midday
Where: Sorrento on the Park, 670 Manukau Road Royal Oak, Auckland.

Purpose:
Member vote to proceed with the ongoing establishment of Financial Advice New Zealand

National Adviser Conference

Super-early-bird is closing soon. If you know you're going to go, then good to get booked. 

Nominations are Open for PAA Excellence Awards

Nominations are now open for the PAA Excellence Awards 2017. The categories for advisers include:

1. Insurance Adviser 2017
2. Investment/KiwiSaver Adviser 2017
3. Mortgage Adviser 2017
4. Mortgage - New Adviser 2017
5. Insurance - New Adviser 2017

Click here to nominate.

The categories for product providers include:

1. Insurance Product Provider Representative - North Island
2. Insurance Product Provider Representative - South Island
3. Lender Product Provider Representative - North Island
4. Lender Product Provider Representative - South Island
5. Investment Product Provider Representative  - North Island
6. Investment Product Provider Representative - South Island
7. Non-Bank Lender Product Provider Representative - Nationwide

Click here to nominate.