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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


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.


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 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...


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.


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.


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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