MEET OUR COMMITTEE MEMBERS

Adviser-driven, high engagement

Our committees are central to our identity as an adviser-driven, high engagement professional body. The Member Advisory Committees offer expertise and insights across the financial advice sectors, while the Certification Committee utilises their deep knowledge and expertise to foster world-class professional development throughout our membership.

Member Advisory Committees

Member Advisory Committees (MAC’s) are core to the heart of being an adviser-driven, high-engagement professional body. Their function is to provide expertise, perspective and insight to the executive and board to guide their strategic thinking and decision-making. The collective expertise and experience of our Member Advisory Committees expand the aptitudes and capabilities of Financial Advice New Zealand as a whole.

Financial Advice New Zealand currently has three Member Advisory Committees that provide a voice for each of the financial advice sectors of our members; Financial Planning and Investment; Life, Disability and Health Insurance; Lending and Mortgage.

Member Advisory Committees contribute to the broad spectrum of our member value proposition including professional development needs of their adviser community, advocacy on regulations, and sector challenges and opportunities. They provide a vital connection between the members they represent and the executive team of Financial Advice New Zealand.

Risk Committee

Chris Boon, Chair

Yang Gu

Josh Cuttance

Cecilia Farrow

Emma Hunter

Lending Committee

Hamish Patel, Chair

Julius Capilitan

Zebunisso Alimova

John Bolton

Brenda Nom

Financial Planning/Investment Committee

Christine Hay, CERTIFIED FINANCIAL PLANNER cm, Chair

Sumita Paul, CERTIFIED FINANCIAL PLANNER cm

Sue Richards, CERTIFIED FINANCIAL PLANNER cm

James Smith, CERTIFIED FINANCIAL PLANNER cm

Certification Committee

The Certification Committee is an important advisory committee to fulfil our mission of promoting the highest professional standards and leading the advice industry in the acquisition of world-class knowledge, skills and networks for the modern financial adviser.

The Committee members are responsible for formally certifying the professional designations awarded by Financial Advice New Zealand to members, including the global CERTIFIED FINANCIAL PLANNER designation. The Certification Committee is also responsible for determining if a member’s certification mark should be rescinded, reinstated or suspended.