Otago Regional Event
Distinction Hotel 6 Liverpool St, Dunedin, New ZealandOtago Regional Event To be held on the 18th February 2020 from 4pm-6pm at Distinction Dunedin Hotel, 6 Liverpool Street, Dunedin. Come along and meet with Katrina Shanks CEO and other members to welcome in the new year and discuss the issues of the day. Katrina will provide an update on Financial Advice New Zealand's activities […]
Get in Shape Advice Summit 2020 – Dunedin
The FMA, MBIE, Financial Advice New Zealand and the Financial Services Council invite you to the Get In Shape Advice Summit 2020.
Effective Client Communication
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandEffective 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 […]
Central Regional Meeting – 25th February 2020
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandYou are invited to attend the February meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 25th February 2020. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: Willie Masters - Employsure Limited Employment Relations for your SME clients Time: 12.00pm Lunch with meeting finishing at 2pm […]
Regional Meeting – Canterbury/Nelson
Clearwater Golf Course 40A Clearwater Ave, Northwood, Christchurch, New ZealandCanterbury/Nelson Regional Meeting We are delighted to invite you to our first Regional meeting of 2020 for the Canterbury/Nelson Region to be held on the 27th February 2020 from 9.00am - 11.00am at Clearwater Golf Course 40A Clearwater Ave, Northwood Everyone who relies on earned income deserves a plan to protect it! Despite the fact […]
Auckland Regional Meeting
Remuera Golf Club 120 Abbotts Way,, Auckland, New ZealandAuckland Regional Meeting Guest Speakers: Rupert Gough - CEO Mortgage Lab CEO of the Mortgage Lab, head of Kepa Home Loans and author of "The Successful First Home Buyer" has been in the mortgage industry for 10 years. Based in Tauranga, he oversees the recruitment, training, and growth of 16 mortgage advisers nationwide. Rupert will give […]
Regional Catch Up – Invercargill
Auction House Cafe & Bar 20 Don St, Invercargill, New ZealandRegional Catch Up - Invercargill You are invited to come and join fellow Financial Advice New Zealand members for an informal catch up. To be held on the 4th March 2020 from 5 pm at Auction House Cafe & Bar, 20 Don St, Invercargill Please note food/drinks will be available, but at own cost. Please register your attendance with the […]
Fi360 Pacific: Accredited Investment Fiduciary (AIF®) Program
Accredited Investment Fiduciary (AIF®) 2-day Training Program This is a 2-day classroom based course which concludes with an examination in order to apply for and earn the AIF® Designation. The course will give you the opportunity to: become an Accredited Investment Fiduciary® designee absorb the Fiduciary Prudent Practices and how to apply them understand the basis for, and benefits of, fiduciary standards of […]
Kernel Presents: S&P Dow Jones Indices Financial Adviser Round Table
Kernel Presents: S&P Dow Jones Indices Financial Adviser Round Table Join Kernel and S&P Dow Jones Indices for an adviser round-table with guest speaker, Tim Edwards - MD of Index Investment Strategy where he will discuss: the benefits of indexed investing; implementing indexed investment strategies into a portfolio; provide insights into global trends and the […]
Central Regional Meeting – 31st March 2020
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandYou are invited to attend the March meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 31st March 2020. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: Dr Claire Matthews Claire will be providing updates regarding: The changing credit card market, The prospect of Kiwibank buying […]
