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 […]
Central Region Christmas Function
Central Region Christmas Function To be held on the 26th November 2019 at the United Manawatu Masonic Centre, The Ashlar lounge 395 – 397 Church Street, Palmerston North Enjoy the company of […]
Risk Advisers – Upcoming Legislation and Regulatory Changes
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandRisk Advisers – Upcoming Legislation and Regulatory Changes The new legislation and licensing regime starts on 29 June 2020 affecting all those involved in financial advice services. Join Andrew Gunn […]
Canterbury/Nelson Christmas Event
Canterbury/Nelson Christmas Event To be held on the 29th of November 2019 from 4-7pm at The Fermentist Christchurch. Agenda 4.00pm - Arrival 5.00pm - Nibbles Drinks will […]
Regional Catch Up- Invercargill
Buster Crabb 326 Dee St, InvercargillRegional Catch Up - Invercargill Come and join CEO Katrina Shanks and Board Member Stephen O'Connor for an informal catch up. They will provide an update on the changes, opportunities […]
