Trusted Adviser Financial Advice New Zealand

The Trusted Adviser mark is awarded to those Financial Advice NZ members who show they have committed to qualifications and continuing professional development obligations at a level higher than that required by New Zealand law and code.

The public launch of the mark is scheduled for February 2021 to coincide with the new financial advice regime coming into effect the following month. At that time when the AFA and RFA designations disappear, qualifying Financial Advice NZ members will have this new designation to show the public that their high level of qualification, experience and ethics has been recognised by a professional body.

Along with those advisers that have already gained our highest pinnacle marks of CLUCM and CFPCM, those with the Trusted Adviser mark can differentiate themselves from the market. Applications are open now so qualifying advisers can have the Trusted Adviser mark ready before the March 15 2021 new regime.

If you have and questions about the mark or this application form, please contact Sarah Christian, Manager Governance & Policy, or Katrina Shanks, CEO, Or call us on 0800 432 101