Become a Member

WELCOME! JOIN THE NEW ERA IN FINANCIAL ADVICE

Our Story

Financial Advice New Zealand was founded with change on-the-mind and a single-minded purpose: To help New Zealanders, and New Zealand as a whole, be financially better-off.

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Fostering a thriving future for financial advice

Our commitment to our members is this: we will work tirelessly to help build a New Zealand in which getting advice is an intrinsic part of life – a valued and trusted service that Kiwis naturally look for.

As your professional body, you can count on us to champion the role of quality advice, and you – the individual that helps Kiwis thrive. You can count on us to invigorate pride and trust in your profession, and to drive widespread awareness of the value you offer. And of course, you can count on us to help you navigate the changing environment – be that regulatory change or technological advances.

As a member of Financial Advice New Zealand, amongst many benefits, you’ll be part of an association that’s constantly out in the public helping Kiwis understand quality advice; you’ll stand out from the crowd as an adviser committed to quality outcomes for Kiwis; and you’ll be supported by a decisive and active voice that advocates for your needs and seeks opportunities to make a positive difference.

Join us to forge a new era for financial advice in New Zealand.

Member Types

 

For individuals: Adviser Members, FAP Members, Associate Members (incl Students)

For firms: FAP Members (incl Authorised Bodies)

Like to know more about Financial Advice New Zealand? 0800 432 101

 

Ready to Join?

 

Get underway with our New Member Application form. Click the link below to apply online or if you’ve got some further questions call us on 0800 432 101 to talk about the next step.
Apply today

Have a question or two?

We’re here to help with any questions you have about becoming a member of Financial Advice New Zealand. Use our quick online chat service at the bottom of the page or visit our contact page.
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POLICY AND ADVOCACY

Empowering clients through plain language

Author Katrina Shanks, CEO Financial Advice NZ. Article originally published in riskinfonz.co.nz. OPINION: Recently, I stumbled upon the ‘De-jargoning Money’ guide, a new initiative by Te Ara Ahunga Ora Retirement Commission, aimed at encouraging financial service...

Advocacy Update: Final regulations on CoFI released

MoBIE recently released its final regulations on CoFI, and in particular, the sales incentives regulations. Financial Advice New Zealand had significant concerns regarding the unintended consequences on the sector and how a FAP could remunerate its advisers. We have...

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