Calendar of Events
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Hamilton town hall meeting
Hamilton town hall meeting
Nick Hakes is on a whistle-stop tour of the regions and visits Hamilton on 28 May. He is eager to hear directly from our members and broader financial advice community on your business opportunities and challenges. Financial Advice New Zealand provides an authentic voice as advocates to the government, regulator, media, and consumers about the value […]
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Bring in the Experts: Financial Services Complaints Handling – Research insights & practical tips
Bring in the Experts: Financial Services Complaints Handling – Research insights & practical tips
Your internal complaints process is an important way of ensuring you respond to customer concerns and demonstrate fair conduct. It's also an opportunity to engage with your customers to enhance customer satisfaction and loyalty. Katie de Roo, Resolution Specialist at Empowered Complaints Management will share current research insights into financial services dispute resolution, including issues […]
Invercargill Town Hall Meeting
Invercargill Town Hall Meeting
We invite members and the broader financial advice community in Invercargill to come together with Nick Hakes to discuss opportunities and challenges in their practices today. Financial Advice New Zealand provides an authentic voice as advocates to the government, regulator, media, and consumers about the value of quality financial advice. We have a strong belief […]
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Bring in the Experts: Post Budget Webinar – Economic and Consumer Impacts
Bring in the Experts: Post Budget Webinar – Economic and Consumer Impacts
Join us for a Post-Budget Special webinar, featuring a leading economist discussing their perspectives of the National Budget’s impact on the economy and New Zealanders. Sumita Paul, Financial Planning and Investment Member Advisory Committee, John Bolton (JB), founder of Squirrel, and Miles Workman, Senior Economist, ANZ, will share their insights about the Budget's impact on […]
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Central Branch Regional Meeting
Central Branch Regional Meeting
Our Central Branch have a great session planned for June. Topic: Where actions and investments can make a difference to the city's economic prosperity. With guest speaker Stacey Andrews, City Economist at Palmerston North City Council Stacey will provide an update on the economic performance of Palmerston North, alongside international and domestic factors impacting economic […]
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Bring in the Experts: Shaping the Future of Financial Advice in New Zealand
Bring in the Experts: Shaping the Future of Financial Advice in New Zealand
With three months under his belt as Chief Executive Officer and following hundreds of conversations over that time with our members, partners and key organisations across the sector, Nick Hakes is ready to share his vision for Financial Advice NZ. Nick strongly believes that our future success will be achieved through being an adviser driven, […]
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Bring in the Experts: How to use FMA’s online regulatory return portal
Bring in the Experts: How to use FMA’s online regulatory return portal
All licensed Financial Advice Providers (FAP) are required to complete their Financial Markets Authority (FMA) annual regulatory return by 30 September 2024. Dhasha Ratnayaka, Senior Adviser at the FMA will guide you through using the online form and submitting the FAP regulatory return via the FMA portal in this upcoming webinar. Please note that the […]
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