Calendar of Events
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1 event,
Central Regional Meeting – 29th October 2019
Central Regional Meeting – 29th October 2019
You 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 meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: Troy Churton – The Commission for Financial Capability A brief overview of Retirement Income Policy Review, […]
1 event,
Auckland Regional Meeting
Auckland Regional Meeting
Auckland 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 portfolio? Rebekah is the ESG Investment Specialist for New Zealand and also the Head of Product. As our ESG Investment Specialist she works actively in […]
3 events,
Napier Transitional Licensing Seminar
Napier Transitional Licensing Seminar
Napier 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 bringing this important seminar to the regions. The free two-hour seminars will talk through all the key aspects of transitional licensing including a reminder […]
Understanding your Clients
Understanding your Clients
Understanding 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 Fellowes, Regional Director will provide insights into ways advice firms can enhance the client experience to ensure they are continuing to add value for their […]
Palmerston North Transitional Licensing Seminar
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 are now bringing this important seminar to the regions. The free two-hour seminars will talk through all the key aspects of transitional licensing including a […]
2 events,
Regional Meeting – Waikato/BOP
Regional Meeting – Waikato/BOP
Waikato & 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 - 9.30am Tea & coffee, general business 9.30am - 10.30am Trust managers from Trustees Executors - Pearl Comerford & Sharleen Te Runa “ Who Should Own […]
IFSO Getting Ready for Licensing
IFSO Getting Ready for Licensing
IFSO 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 starts on the 25th of November and a condition of the transitional licence is that licence applicants must have in place an internal disputes resolution […]
1 event,
The Bank’s 2020 view of Licensing and Regulatory Changes
The Bank’s 2020 view of Licensing and Regulatory Changes
The 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 impact on third party distribution, as the lenders ensure they meet their own licensing obligations. Key topics include • Code of conduct and new duties […]
1 event,
Central Region Christmas Function
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 your Financial Advice New Zealand colleagues for an well received Christmas lunch. The meal will be accompanied with matched wine which has been selected by our […]
1 event,
Risk Advisers – Upcoming Legislation and Regulatory Changes
Risk Advisers – Upcoming Legislation and Regulatory Changes
Risk 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 and Angi Mann as they discuss the impact of the licensing regime and Code of Conduct on insurance and personal risk management advice, the support […]
1 event,
Canterbury/Nelson Christmas Event
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 not be provided but can be purchased from the bar. To register your attendance please complete the form below.
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