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Learnings from a FMA Monitoring Visit
Learnings from a FMA Monitoring Visit
Many advisers ask us what an FMA monitoring visit involves and what they need to do to prepare.Concerns come up about the time required to get ready, the ability to gather all necessary documentation, and the fear of potentially failing the visit.To shed some light on the process, we are joined by Hamish Patel, Chair, […]
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Canterbury Branch Meeting
Canterbury Branch Meeting
Join your peers at the Canterbury Branch meeting to elevate your online presence. Digital marketing training specialist, Bruna Keller will deliver a focused workshop designed for financial advisers and Financial Advice NZ members, Cam Irvine of Irvine Wenborn Partners and Kieran Sutherland of CIC Financial will share how they generated leads using social media tools.Understand […]
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