FOSTERING A THRIVING FUTURE FOR FINANCIAL ADVICE
Our story
Financial Advice New Zealand was founded with change on-the-mind and a single-minded purpose: To help Kiwis, and New Zealand as a whole, be financially better-off. Read more…
Our Commitment to you
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Our commitment to you is this: we will work tirelessly to help build a thriving future for financial advice. An environment that understands and supports what you need as an adviser, and a New Zealand in which getting advice is a given – a tool for life that Kiwis naturally look to.
As your professional body, you can count on us to champion the role of quality advice, and you – the individual that helps Kiwis thrive. You can count on us to invigorate pride and trust in your profession, and to drive widespread awareness of the value you offer. You can count on us to help you navigate the changing environment – be that regulatory change or technological advances.
As a member of Financial Advice New Zealand, amongst many benefits, you’re part of an association that’s constantly out in the public informing Kiwis about quality advice; you stand out from the crowd as an adviser committed to quality advice and good outcomes for Kiwis; you’re supported by a decisive and active voice that advocates for your needs and always seeks opportunities to make a positive difference.

POLICY & ADVOCACY
Next stop, regulatory returns: what to expect
Author Katrina Shanks, CEO Financial Advice NZ. Article originally published in Insurance Business Magazine. OPINION: As we settle into the new financial advice regime, two key dates that advisers should keep in mind are July 1, 2023, when the information recording...
Financial Advice NZ submissions for eight upcoming consultations with the FMA and MBIE
The following are the current FMA consultations with the FMA and MBIE. Financial Advice NZ will submit on these consultations, and we welcome any feedback and contributions from our member so you can have your say on what matters. Please click on the links below to...
NEWS
Financial Advice NZ announces partnership with Kaplan Professional
Financial Advice NZ announces partnership with Kaplan Professional Financial Advice New Zealand is excited to announce it has partnered with Kaplan Professional to provide its members with access to the Ontrack continuing education platform. Kaplan Professional is...
Vacancy – Certification Committee Chair & Member
Certification Committee Chair vacancy Financial Advice New Zealand seeks to fill a vacancy for the Chair and member of the Association’s six-member Certification Committee. The Chair is an independent person who is not a member or employee of Financial Advice NZ, nor...
Standards
Together, we’ll build public confidence and trust in financial advice. Our members will be known as trusted advisers, committed to quality standards and advice.
Advocacy
We’re your voice and advocate. We’re dedicated to a fundamental goal: to build the best framework that supports you in providing quality advice to more New Zealanders.
Promotions
Through both promotion and public discussion, we’ll actively and consistently drive awareness of the value of advice and the role our members play in helping Kiwis thrive.
The Latest from Money Talk
Recent extreme weather is a timely reminder to review your insurance needs
In the wake of recent extreme weather events in New Zealand, many people are beginning to consider...
Have you got the right insurance for your business?
Author Katrina Shanks, CEO Financial Advice NZ. Article originally published in...
Surviving 2023: Protecting what you have
Author Katrina Shanks, CEO Financial Advice NZ Article originally published in Stuff.co.nz. The...
