Financial Advice New Zealand Appoints CEO

Thursday 10 May 18

Financial Advice New Zealand is pleased to announce the appointment of Katrina Shanks as the CEO of the new association.

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May Update

Tuesday 01 May 18

On Monday, we submitted our combined response to the Code Working Group on the Consultation Paper for the new Code. This has been a combined effort from all three founding bodies over the past few weeks, and has included consultation, input and feedback from our MAC representatives, meetings with the Code Working Group, and discussions with members and stakeholders across the industry.

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FMA Report on Replacement Business

Monday 26 March 18

Financial Advice New Zealand welcomes the long-awaited report on replacement business. Many of the findings in the report highlight the relevance of proposed regulatory changes, which will help to clarify expectations of all advisers particularly around client interest.

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Progress Update

Wednesday 28 February 18

Over the last month, the project teams have made great progress across key initiatives. Particularly: All four Member Advisory Committees (MACs) got together for the first time with great enthusiasm for their role and the opportunities ahead. Already, they’ve provided insightful input into the programme on behalf of the advice disciplines they represent, and we look forward to their continued contribution as we get ready to open our doors on 1st July and beyond.

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To make more New Zealanders financially better off.