August meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand THIS EVENT IS POSTPONED UNTIL FURTHER NOTICE   This investment presentation will be focusing on NZ Equities vs. Australian Equities and the opportunities, risks and considerations in each region for client portfolios going forward. Thank you to Milford Asset Management and Quay Street Asset […]

THIS EVENT HAS BEEN CANCELLED August general meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 31st August 2021 at the BNZ Meeting Rooms 203 Broadway Ave, Palmerston North Guest Speaker Amos Palfreyman, Food HQ Topic Amos will update us on the huge opportunities that recent innovations will bring to […]

Under the microscope: Conduct and Culture – the need to create better outcomes for our clients New Zealand insurers – “you’ve got a lot of work to do.” This is according to the FMA following their recent review on the Conduct and Culture on New Zealand’s fire and general insurers. According to the review, “Just […]

Friday, September 3rd, 2021 – Professional Ethics Workshop. This workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships. The workshop session covers: business ethics fundamentals, conflicts of interest, bias and […]

Bring in the Experts: Economic update from Tony Alexander Tony will be joining us to give an update on the economy and the outlook for the near future as we continue to navigate through life and business with COVID-19 and changing lockdown levels across the country. How is NZ holding up and where is the […]

Friday, September 17th, 2021 – Professional Ethics Workshop. This workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships. The workshop session covers: business ethics fundamentals, conflicts of interest, bias and […]

So you’re now a director of a FAP. Do you know what your obligations are and how to apply good governance to your business? In this webinar we will deliver a practical workshop focusing on responsibilities and governance for Directors of smaller FAPs. We will provide a workbook and tools to help learn more about […]

September general meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 28th September 2021 at BDO Level 1, 32 Amesbury Street, Palmerston North Guest Speaker Dr Pushpa Wood Director - Financial Education and Research Centre, Massey University Topic Dr Pushpa Wood will be discussing financial planning 12.00pm Lunch with […]

After months of consultation and feedback we are delighted to present our members with the new draft constitution for consideration. The constitution and rules (bylaws) are key governance documents and ensure the organisation has the correct mechanisms for a vibrant, modern pathway forward. This webinar allows you have to your final input before the Constitution […]