Central Branch Meeting July 2023
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandCentral Branch Meeting Hear guest speaker David Murphy, Chief Planning Office, Palmerston North City Council discuss city planning that will have a positive outcome for your clients. Lunch from 12 noon. Finish by 2pm. Cost $20 | RSVP by 12pm Friday 21 July The event may be cancelled if there are not enough registrants.
Bring in the Experts Webinar – Understanding complaints: Trends, case studies and best practices for financial advisers
OnlineIn this insightful webinar, join Susan Taylor, Financial Ombudsman and CEO of Financial Services Complaints Ltd (FSCL) and deepen your understanding of complaints and trends within the financial services industry. Committed to resolving complaints in a fair and impartial manner, Susan will share lessons learned from resolved complaints and discuss recent cases involving advisers. She […]
Regional Roadshow: Out of the Box Tour – Auckland
The Maritime Room Princes Wharf, Viaduct Harbour, Auckland, New ZealandRegional Roadshow: Out of the Box Tour - Auckland, 1 August Get ready to think outside the box again! Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser […]
Bring in the Experts – Harnessing the power of internet marketing to find new customers
OnlineJoin Richard Calkin, Founder of Web Genius and take your marketing efforts to new heights and discover the incredible power of the internet to find new customers and keep them coming back for more. Richard will take you on a journey through key highlights from the soon-to-be-released fourth edition of his book: The Kiwi Business Hero's Internet Marketing […]
Regional Roadshow: Out of the Box Tour – Cambridge
Mighty River Domain 601 Maungatautari Road, Cambridge, New ZealandRegional Roadshow: Out of the Box Tour - Cambridge, 3 August Get ready to think outside the box again! Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser […]
Bring in the Experts: SUPER WEDNESDAY hosted by our Risk MAC
OnlineHosted by our RISK Members Advisory Committee, this month’s Super Wednesday features two informative presentations led by industry experts David Greenslade and Cecila Farrow and hosted by Dean Logan, Chair of our Risk MAC. Topic 1: Crafting Impactful Statements of Advice for Personal Risk Advice – David GreensladeBack by popular demand, David Greenslade, Executive Director of […]
Taranaki Regional Meeting – August 2023
Conference Plymouth International 220 Courtenay Street, New Plymouth, New ZealandTaranaki Regional Meeting - August 2023 9am – 11.30am, Thursday 10 AugustPlymouth International Exclusive FMA update on what they’re seeing on their monitoring visits and hear their recommendations for best practice. Katrina will provide a ‘Legs and Regs’update covering AML and vulnerable clients. Plus great networking opportunities over morning tea. We hope you can join […]
Regional Roadshow: Out of the Box Tour – Wellington
National Library of New Zealand 70 Molesworth Street, Thorndon, WellingtonRegional Roadshow: Out of the Box Tour - Wellington, 15 August Get ready to think outside the box again! Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser […]
Bring in the Experts: Navigating the world of digital currencies with confidence
OnlineIn today’s rapidly evolving financial landscape, crypto literacy is more crucial than ever. Understanding the technology behind crypto, its potential, and how to secure your investments can empower you to navigate this exciting new world with confidence. Join us for an enlightening webinar as we delve into the fascinating world of crypto. Led by Paul Quickenden, […]
Hawke’s Bay Regional Meeting
Napier Conferences & Events 48 Marine Parade, Napier, New ZealandHawke's Bay Regional Meeting9am - 11.30am, Thursday 17 AugustNapier Conference & Events, Napier War Memorial Centre, 48 Marine Parade, NapierExclusive FMA update on what they're seeing on their monitoring visits and hear their recommendations for best practice. Katrina will provide a 'Legs and Regs'update covering AML and vulnerable clients. Plus great networking opportunities over morning […]