Experienced Consultant with a demonstrated history of working in the financial services industry. Skilled in workshop facilitation, AML audits and financial adviser compliance requirements, Leadership Development, and Organisational Development. Strong professional and qualified adult educator and assessor.
Angi is currently providing consultancy and training services to registered and authorised financial advisers, and financial advice businesses and groups. Assistance and guidance on formal qualification requirements and options, AML/CFT audits, best practice processes and robust advice processes.Bespoke training as required for business development, client management and meeting regulatory requirements in a practical, client-centric manner.
Check out facilitator Andrew Gunn’s video below about the compliance session.
Come and hear what sector players have done (or have planned) to implement new and compliant advice-processes that meet the requirements of the legislative reforms and licenced regime.
Mark as Partners Life Industry Engagement Manager role is to help advisers and adviser businesses understand and transition to the new regime. He also liaises with other industry entities, such as the Financial Services Council.
Amanda is a compliance advocate with a passion for driving excellence by developing a compliance culture within an organisation. Having worked in the finance industry in both New Zealand and Europe.
Andrew is the Learning & Development Manager at Financial Advice New Zealand. Andrew’s key responsibility is to assist members with achieving their continuing professional learning goals and facilitate member’s journey to the designations of CFPCM and CLUCM.