Member Centre

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

Empowering clients through plain language

Jun 30, 2023

Author Katrina Shanks, CEO Financial Advice NZ. Article originally published in riskinfonz.co.nz. OPINION: Recently, I stumbled upon the ‘De-jargoning Money’ guide, a new initiative by Te Ara Ahunga Ora Retirement Commission, aimed at encouraging financial service...

Advocacy Update: Final regulations on CoFI released

Jun 25, 2023

MoBIE recently released its final regulations on CoFI, and in particular, the sales incentives regulations. Financial Advice New Zealand had significant concerns regarding the unintended consequences on the sector and how a FAP could remunerate its advisers. We have...

NEWS

Here’s how to get a better savings rate

Nov 18, 2023

Author Katrina Shanks. Article originally published in Stuff.co.nz.OPINION: As mortgage interest rates continue to sneak up, despite the Reserve Bank holding the official cash rate for the past few months, so too are interest rates on savings accounts.That’s bad news...

Financial Advice NZ begins recruitment for CEO

Nov 16, 2023

The Board of Financial Advice New Zealand has contracted McLaren & Associates to recruit a new Chief Executive Officer, following the departure of inaugural CEO, Katrina Shanks.  The financial adviser professional body is currently being led by Tony Dench, who...

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.

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