Professional Ethics Workshop - Thursday, July 28th 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 […]

Canterbury/Nelson Regional Meeting To be held on Thursday, 4th August 9am  at the Russley Golf Club This session will be focused on successful local advisers and how they make their boats go faster. We will have a panel of three successful operators with us to share common compliance they have to undertake, tips and what makes […]

Bring in the Experts – Would your clients consider your behaviour ethical? Ever wondered if your own personal bias has an impact on the advice you provide? This is one of the topics our expert panel will discuss, along with a few other conversations that you might find yourself having in your role as a […]

Bring in the Experts – Protect your clients assets with the right legal structure Tom Mahony is back to present on an area of great importance to all advisers. Tom will help you understand how different relationship scenarios can impact on the financial advice you provide to your clients. He will discuss property law, EPA's […]

Bring in the Experts – Is it Ethical, Socially responsible or just a good investment option? FMA recently published an “Ethical investment Research Report”. There has been a fair bit of discussion and points of view around Ethical Investing, ESG’s and SRI’s in NZ and around the globe. Today we are joined by a panel […]

August meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 30th August 2022 at the BNZ meeting rooms 203 Broadway Ave, Palmerston North at 12pm Guest Speaker Palmerston North Mayor Grant Smith Topic Economic view of the City and Province 12.00pm start with lunch finishing at 2pm Cost $20 incl […]

Bring In the Experts - FMA Review of Consumer Experience Report Who’s benefitting from Financial Advice and how many New Zealanders feel secure about their financial position? Join us on this webinar to hear from FMA about the insights of the recent Consumer Experience with the financial sector survey. We have Michaela Bailey and Tammy […]

September meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 27th September 2022 at the BNZ meeting rooms 203 Broadway Ave, Palmerston North at 12pm Guest Speaker Bob Lissington, businessman and PhD (Financial Planning) Topic "Valuable lessons I have learnt over the years" 12.00pm start with lunch finishing at 2pm […]

Kelvin Davidson, Chief Economist from Corelogic this week presents on how NZ is looking with the latest updates and insights into when this downturn will end. Kelvin joined CoreLogic in March 2018 as Senior Research Analyst, before moving into his current role of Chief Economist. He brings with him a wealth of experience, having spent […]