Loading Events

« All Events

  • This event has passed.

Otago Regional Meeting – Update on Licencing and PI Policy

June 10, 2019 @ 9:00 am - 11:00 am NZST


Otago Region – Update Licensing and PI Policy

Update on Licencing
Speaker: Katrina Shanks – CEO Financial Advice NZ

Katrina will discuss recent webinars & workbooks released, 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.

CPD 1.5 hour structured  Practice Management


9am Tea & Coffee

9.15am Welcome

9.25am Licencing Update Katrina Shanks, CEO Financial Advice NZ followed by a Q&A
10.30am NZI – MercerMarsh PI Insurance Q&A with Andrew Jollands – NZI

9am-11am 10th June 2019 Kakapo Room, Otago Museum 419 Great King St, North Dunedin

Cost: Complimentary to Members.

Register Here

Please register by signing in and continuing through to PURCHASE CONFIRMATION ($0.00)

PD Calendar


June 10, 2019
9:00 am - 11:00 am


Otago Museum
Otago Museum 419 Great King St
North Dunedin, New Zealand


Financial Advice New Zealand
04 499 8062