Update on Licensing – questions and answers
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandUpdate on Licensing – questions and answers Transitional licensing opens early November and we are fielding questions from members about the likely business scenarios they are considering and whether these […]
Central Regional Meeting – 29th October 2019
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandYou are invited to attend the October meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 29th October 2019. Venue: The BNZ […]
Auckland Regional Meeting
Remuera Golf Club 120 Abbotts Way,, Auckland, New ZealandAuckland Regional Meeting Guest Speakers: Rebekah Swan - ESG Investment Specialist, NZ/Client Advocate/Head of Product/AMP Capital Impact Investing – what is it and how can you advisers incorporate it into a […]
Napier Transitional Licensing Seminar
Crown Hotel, Vautier Room 22A Waghorne St, Ahuriri, NapierNapier Transitional Licensing Seminar – a joint FMA and Financial Advice NZ initiative Following on from the FMA seminars in the major cities, Financial Advice NZ and the FMA are […]
Understanding your Clients
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandUnderstanding Your Clients - Tom Fellowes This 30-minute webcast will explore some of the global findings from Dimensional’s Investor Survey, an avenue to better understand investors’ motivations and expectations. Tom […]
Palmerston North Transitional Licensing Seminar
Palmerston North Transitional Licensing Seminar – a joint FMA and Financial Advice NZ initiative Following on from the FMA seminars in the major cities, Financial Advice NZ and the FMA […]
Regional Meeting – Waikato/BOP
Karapiro Event Centre 601 Maungatautari Rd, Leamington, KarapiroWaikato & Bay of Plenty Regional Meeting & Christmas Luncheon To be held on the 19th November 2019 at the Sir Don Rowlands Centre, Mighty River Domain at Lake Karapiro 9am […]
IFSO Getting Ready for Licensing
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandIFSO Getting Ready for Licensing – best practice in complaints handling THIS WEBINAR HAS PASSED. IF YOU WOULD LIKE A COPY OF THE WEBCAST PLEASE EMAIL INFO@FINANCIALADVICE.NZ. The transitional licensing […]
The Bank’s 2020 view of Licensing and Regulatory Changes
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandThe Bank’s 2020 View of Licensing and Regulatory Changes The new legislation and licensing regime starts on 29 June 2020 and the panel from BNZ and ANZ will discuss the […]
Nelson Transitional Licensing Seminar
Nelson Transitional Licensing Seminar – a joint FMA and Financial Advice NZ initiative Following on from the FMA seminars in the major cities, Financial Advice NZ and the FMA are now […]