Financial Advice New Zealand – The new draft Constitution
OnlineAfter 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 […]
Bring in the Experts: NZ property update with Corelogic
OnlineFor this webinar we are excited to welcome back Nick Goodall to run us through the important data that Corelogic have to share about our property market in NZ. Join […]
Bring in the Experts: Taking care of your clients when you can’t – how to include a locum adviser agreement in your BCP
OnlineBring in the Experts: Taking care of your clients when you can't - how to include a locum adviser agreement in your BCP You’re a solo adviser running your own […]
Bring in the Experts: Staying compliant with business replacement strategies
OnlineBring in the Experts: Staying compliant with business replacement strategies Replacement of products can be contentious when it is seen to be maximising advisers revenue. However, we know good advice […]
October general meeting of the Central Branch of Financial Advice New Zealand
October general meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 26th October 2021 at BDO Level 1, 32 Amesbury Street, Palmerston North Guest […]
October meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand
October meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand To be held on Tuesday 26th October at the Russley Golf Club Doors open at 1:45pm, presentation to start […]
Panel discussion with the experts – The new competency requirements – do you know what they are?
OnlinePanel discussion with the experts - The new competency requirements - do you know what they are? To provide regulated financial advice under the new regime, you need to comply […]
Bring in the Experts: No jab, no job
OnlineNo jab, no job We are just starting the conversation around what our expectations are in the workplace. Some workplaces have moved to having all employees and clients having two […]
Marketing and promotion – sending a clear message to your clients
OnlineMarketing and promotion - sending a clear message to your clients David Greenslade from Strategi will be delivering the new guidance from the FMA around advertising offers of financial products […]
Financial Advice NZ AGM
WellingtonView the Online Notice of Meeting which includes the AGM Meeting Book, the Annual Report, Board Resolutions and other important information about the AGM. Links Register here
