Professional Ethics Workshop – Thursday, March 14th
OnlineProfessional Ethics Workshop - Thursday, March 14th from 9am - 12pmThis 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, […]
Bring in the Experts: Understanding Changes with ACC Cover
OnlinePhilip Southgate, ACC will highlight the changes to CoverPlus (CPX) and other ACC Cover products. Philip manages portfolios of large business customers, strategic partners, and intermediaries, supporting them to deliver innovation and solutions that support their businesses while meeting ACC requirements. He has 17 years’ experience with ACC and offers an extensive knowledge and understanding […]
Bring in the Experts: New Research on KiwiSaver Contributions Behaviour
OnlineDr Michelle Reyers, Policy Lead, Retirement Commission provides a preview of the findings from new research about KiwiSaver contributions behaviour ahead of the release of the full report in April. Te Ara Ahunga Ora Retirement Commission commissioned the New Zealand Policy Research Institute at AUT to examine KiwiSaver members’ characteristics to understand how contribution behaviour differs […]
Bring in the Experts: SUPER WEDNESDAY led by Charlene Overell, MAC Committee Member : Key considerations when discussing investments with clients
OnlineHosted by Charlene Overell MAC Committee, with guest speakers Apollo Lupescu PhD, Vice President, Dimensional Fund Advisors Santa Monica office and Tom Deacon, Senior Investment Analyst, Mint Asset Management NZ. Explore concepts and principles for effective communication with clients, the timing of investments, the impact of the US election on client thinking and the surrounding […]
Bring in the Experts: Raising Awareness of the Value of Financial Advice
OnlineJoin Bronwyn Kirwan, Fidelity Life Chief Commercial Officer, and Mark Vincett, Insight Director from market researchers Sapien, to learn about Advice for good, Fidelity Life’s recently released research into New Zealanders’ attitudes towards financial advice. Advice for good provides important insights not just for advisers, but also for the wider industry and policymakers. It aims […]
Bring in the Experts: How changes in the brightline test impact both buyers and sellers
OnlineWhether advising clients on property or investment, this webinar with Kate Chivers, Principal, TurnerHopkins will provide you with the latest information on the brightline test. Kate is a property law specialist and provides information about the reduction of the brightline test to two-years in July, and how it may affect buyers and sellers. Kate initially worked […]
Professional Ethics Workshop – Thursday, April 18th
OnlineProfessional Ethics Workshop - Thursday, April 18th from 9am - 12pmThis 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, […]
Bring in the Experts: Business Success Unveiled
OnlineOur upcoming webinar, “Business Success Unveiled,” brings together a panel of accomplished financial advisers who have not only innovated in the business world but also transformed their own lives. Our Financial Advice New Zealand 2024 award winners will peel back the curtain and reveal the strategies that propelled them to success. From smart leaderships to effective […]
Regional Town Hall Meeting – New Plymouth
BNZ Partners Centre - New Plymouth 13 Devon Street East, New Plymouth, New ZealandOne month after commencing in his new role, Nick is eager to hear directly from our members and broader financial advice community on your business opportunities and challenges. Financial Advice New Zealand provides an authentic voice as advocates to the government, regulator, media, and consumers about the value of quality financial advice. We have a strong […]
Central Branch Regional Meeting
Manawatu Community Law Centre 193 Broadway Avenue, Palmerston North, New ZealandMembers and their colleagues are invited to the Central Branch meeting on Tuesday 30 April. Network with your peers and hear from two speakers: Dr Claire Matthews, Head of Banking and Finance at Massey University and Nick Hakes, CEO of Financial Advice New Zealand. Dr Matthews shares her unique perspective on the banking and finance industry and […]
