Toni is passionate about quality advice and assisting advisers to grow in our changing industry in order to deliver a superior client and adviser experience while ensuring they meet ongoing legislative and regulatory obligations.
Toni is the Quality & Assurance Manager of Lifetime group Limited and is an industry representative on the Advisory Council for Financial Disputes Resolution Service. Toni also sits on the Business and Enterprise Stakeholder Advisory Group for Open Polytechnic New Zealand and has been active in assisting Skills Org with their development of version 2 of the New Zealand Certificate in Financial Services (level 5) to be released later this year.
Toni has over ten years’ experience in the financial advice industry, holds Level 5 qualifications, as well as degrees in Business and Supervision Management and is an active member of Financial Advice New Zealand having previously held the role of IFA Chairperson in the Wellington region for some years.
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.
Angi has been in the financial services industry for over 20 years, in various roles with lenders and insurance companies. Angi’s key responsibility is to ensure members are able to attain their CPD goal, by sourcing and offering learning and development opportunities across a range of topics and mediums.
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.
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.