Hawke’s Bay Regional Meeting

Join us and Katrina Shanks – Financial Advice NZ CEO for lunch and a discussion regarding an update on the financial services sector and obtaining a Financial Advice Provider (FAP) full licence. This is an open forum where we can discuss the requirements of full licensing, the process required to apply for a full license and any barriers to obtaining a licence.

We will also have an update from Paul Sewell as Chair of the Financial Advice NZ Member Advisory Committee Investment/Financial Planning.

We hope you can join us to catch up with your local colleagues, share a meal and of course, support your local hospitality venue. See you there!

Guest Speaker
Katrina Shanks
CEO Financial Advice New Zealand

Topic
Update on the financial services sector ranging from CCCFA, CoFI and the FAP environment and the changes which are occurring. Get a better understanding of the requirements of obtaining a full FAP licence, what is involved and any barriers which have been identified to obtain a licence.

12.00pm start
with lunch estimated to finish at 2pm

Location
The Station Bar, 154 Station Street Napier South

Venue COVID-19 policies must be followed by all attendees. This will include showing a valid vaccine passport for entry.

Cost
$25 for your lunch, beverage and coffee
View the online menu here.

RSVP
Registration for this event has closed, although there are places still available.
If you wish to attend, please contact us on info@financialadvice.nz or 0800 432 101 so we can contact the venue and add your registration.