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Canterbury/Nelson Regional Meeting

May 29 @ 9:15 am - 12:00 pm NZST

$15

Canterbury/Nelson Regional Meeting

To be held on the 29th May 2019 at the Russley Golf Club & Function Centre (TBC)

Our first year as Financial Advice NZ  – an overview of how far we have come & the future challenges
Speaker: Katrina Shanks

Katrina will cover off what has been achieved over the last year since inception of Financial Advice NZ and talk about the work the Head Office team have put into helping us prepare for regulation and legislation. She will also cover how the MACs have been established and what they responsibilities they cover.
There will also be a discussion on the webinars & workbooks, and how using these tools will help you prepare for the future and meet the new legislative requirements. Katrina is currently reviewing the “Conduct of financial institutions” paper and would appreciate your feedback on this paper in order to submit FINANZ’s view before the legislation becomes law in December 2019, followed by a Q&A.

PI Insurance Policy & benefits
Speaker: Andrew Jollands – NZI

Andrew has a breadth of experience both as an Advisor with Marsh and in his current capacity as Underwriter for NZI. He will be discussing the insurance environment, recent claims and also the liability scheme. Here is your opportunity to review the new PI Insurance available through Financial Advice NZ and ask any questions you have to the experts. Joining Andrew will be Marijke von Molendorff who is the broker that manages the scheme at Marsh New Zealand Limited on behalf of Financial Advice New Zealand. Andrews talk will be followed by a Q&A.

Agenda

9.15am Tea & Coffee

9.30am Welcome

9.40am Financial Advice NZ 1st Anniversary
Followed by a Q&A

Katrina Shanks, CEO Financial Advice NZ

10.30am NZI – MercerMarsh PI Insurance
Followed by a Q&A

Andrew Jollands – NZI

11.30am Update from the Chair

Cost: $15 per person

Please Note: – CPD points are available for this event.
If you have any questions please direct to the committee secretary sheryn@theloanarranger.co.nz

Registration Options 
In person – Cost of $15 per person – PLEASE FILL IN THE FORM BELOW TO REGISTER AND YOU WILL BE SENT AN INVOICE VIA EMAIL
or
 Online live stream via Zoom – PLEASE CLICK HERE TO REGISTER

For instructions on how to join a Zoom meeting or webinar please watch this video – https://www.youtube.com/watch?v=vFhAEoCF7jg

PD Calendar

 

Details

Date:
May 29
Time:
9:15 am - 12:00 pm
Cost:
$15

Venue

Russley Golf Club
428 Memorial Av
Christchurch, New Zealand
Website:
http://www.russleygolfclub.co.nz/

Organiser

Financial Advice New Zealand
Phone:
04 499 8062
Email:
sarahn@financialadvice.nz
Website:
www.financialadvice.nz