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August 2023
Bring in the Experts: SUPER WEDNESDAY hosted by our Risk MAC
Hosted by our RISK Members Advisory Committee, this month’s Super Wednesday features two informative presentations led by industry experts David Greenslade and Cecila Farrow and hosted by Dean Logan, Chair of our Risk MAC. Topic 1: Crafting Impactful Statements of Advice for Personal Risk Advice – David GreensladeBack by popular demand, David Greenslade, Executive Director of Strategi, returns to share his expert ideas on creating compelling SoAs specifically for risk advice. Building on his previous webinar on Financial Plan-oriented SoAs, this…
Find out more »Taranaki Regional Meeting – August 2023
Taranaki Regional Meeting - August 2023 9am – 11.30am, Thursday 10 AugustPlymouth International Exclusive FMA update on what they’re seeing on their monitoring visits and hear their recommendations for best practice. Katrina will provide a ‘Legs and Regs’update covering AML and vulnerable clients. Plus great networking opportunities over morning tea. We hope you can join us. Cost: $20 + GST For more info: https://financialadvice.nz/out-of-the-box-tour/ We look forward to seeing you there.
Find out more »Regional Roadshow: Out of the Box Tour – Wellington
Regional Roadshow: Out of the Box Tour - Wellington, 15 August Get ready to think outside the box again! Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser starting your career, a mortgage adviser, an insurance adviser, an investment adviser, or a financial planner, our Out of the Box tour this event has…
Find out more »Bring in the Experts: Navigating the world of digital currencies with confidence
In today’s rapidly evolving financial landscape, crypto literacy is more crucial than ever. Understanding the technology behind crypto, its potential, and how to secure your investments can empower you to navigate this exciting new world with confidence. Join us for an enlightening webinar as we delve into the fascinating world of crypto. Led by Paul Quickenden, Head of NZ at Easy Crypto, this session is designed to equip you with essential knowledge about digital currencies, empowering you to make informed decisions…
Find out more »Hawke’s Bay Regional Meeting
Hawke's Bay Regional Meeting9am - 11.30am, Thursday 17 AugustNapier Conference & Events, Napier War Memorial Centre, 48 Marine Parade, NapierExclusive FMA update on what they're seeing on their monitoring visits and hear their recommendations for best practice. Katrina will provide a 'Legs and Regs'update covering AML and vulnerable clients. Plus great networking opportunities over morning tea.We hope you can join us.Cost: $20 + GST For more info: https://financialadvice.nz/out-of-the-box-tour/ We look forward to seeing you there.
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