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November 2019
The Bank’s 2020 view of Licensing and Regulatory Changes
The Bank’s 2020 View of Licensing and Regulatory Changes The new legislation and licensing regime starts on 29 June 2020 and the panel from BNZ and ANZ will discuss the impact on third party distribution, as the lenders ensure they meet their own licensing obligations. Key topics include • Code of conduct and new duties – an impact on lending advice processes • Commercial arrangements vs licensing requirement and impacts on third parties Hear the panelists from the major banks…
Find out more »Risk Advisers – Upcoming Legislation and Regulatory Changes
Risk Advisers – Upcoming Legislation and Regulatory Changes The new legislation and licensing regime starts on 29 June 2020 affecting all those involved in financial advice services. Join Andrew Gunn and Angi Mann as they discuss the impact of the licensing regime and Code of Conduct on insurance and personal risk management advice, the support networks for insurance advisers and how licensing could influence current distribution channels. Facilitated by Andrew Gunn and Angi Mann, guest Mark Banicevich Partners Life CPD…
Find out more »Canterbury/Nelson Christmas Event
Canterbury/Nelson Christmas Event To be held on the 29th of November 2019 from 4-7pm at The Fermentist Christchurch. Agenda 4.00pm - Arrival 5.00pm - Nibbles Drinks will not be provided but can be purchased from the bar. To register your attendance please complete the form below.
Find out more »December 2019
Regional Catch Up- Invercargill
Regional Catch Up - Invercargill Come and join CEO Katrina Shanks and Board Member Stephen O'Connor for an informal catch up. They will provide an update on the changes, opportunities and challenges facing the sector and the activities of Financial Advice New Zealand. To be held on the 3rd December 2019 from 4-6 pm at Buster Crabb, 326 Dee St, Avenal, Invercargill Please note there will be a cash bar.
Find out more »February 2020
Effective Client Communication
Effective Client Communication - Tom Fellows Taking complex financial topics and making them accessible to clients is one of the greatest challenges faced by financial advisers. Within this webcast we will explore some tools that can be employed to help communicate these concepts in a simple way, offering clients a different level of understanding and appreciation of key investment principles. Tom Fellowes is regional director in Dimensional's Sydney-based Financial Adviser Services team, working with advisers to aid the delivery…
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