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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Financial Advice New Zealand go to Market for CEO

Friday 16 February 18

The board of Financial Advice New Zealand today begins its search for the CEO who will lead the new association and the profession into the future.

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December Update

Friday 22 December 17

Since our November update, we’ve made great progress on a number of key priority areas. Particularly, finalising membership of the Member Advisory Committees – more about that later. As we look forward to the year-end, this is a good time to reflect on how much has been achieved in the last 12 months and to look forward to the work that will be done next year.

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Member Advisory Committees

Friday 01 December 17

We are now inviting interested and qualified people who want to be part of the future of their profession to apply for a role in one of the member advisory committees. These are voluntary positions and are effective for two years.

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An Update from the Chair

Monday 06 November 17

Financial Advice New Zealand has been established as the new professional body for New Zealand’s financial advisory sector. It will commence formal operations on 1 July 2018.

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Sorted Live: KiwiSaver Q & A

Friday 15 September 17

Join in at 7 pm on Tuesday 19 September for Sorted Live: KiwiSaver Q & A. David Boyle, the Commission for Financial Capability’s resident KiwiSaver expert, will be standing by to debunk KiwiSaver myths and answer any questions you or your clients may have,

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Industry Leaders to be Appointed to the Financial Advice New Zealand Establishment Board

Thursday 03 August 17

We are extremely pleased to announce that three highly experienced industry leaders will be appointed to the Establishment Board for Financial Advice New Zealand. Calibre, credentials and breath of experience were critical considerations during the selection process. Strong leadership will be crucial in the establishment phase and Financial Advice New Zealand is in expert hands.

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Financial Advice New Zealand Gets a Resounding ‘Yes’ From Founding Members

Thursday 27 July 17

The IFA, NZFAA and PAA each held Special General Meetings this week for members to vote on the establishment of Financial Advice New Zealand. All three member bodies decisively voted ‘Yes’.

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The Establishment Board Progress Update

Wednesday 19 July 17

Applications for the positions of Independent Director (2) and Mortgage Practitioner Director on the Establishment Board closed last Friday (14th July). The Appointments Committee met earlier today to identify a shortlist from over 40 applicants.

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The Establishment Board Vacancies

Tuesday 11 July 17

Last week we announced that we are looking to fill three positions on the establishment board; Lending practitioner and 2 independent directors. Here are more details about these key roles.

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Appointment of Mortgage Practitioner Director

Wednesday 05 July 17

Financial Advice New Zealand is looking to appoint a Mortgage Practitioner Director to join the establishment board.

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The Establishment Board

Monday 03 July 17

Over the course of the next few weeks, we will be working on the appointment of an establishment board for Financial Advice New Zealand. Our intention is to announce details of this board at the Special General Meetings planned for the end of July.

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100 Working Day Development Process Complete

Friday 05 May 17

Today marks the end of the Financial Advice New Zealand 100 Working Day Development Process. The Working Group has now finalised the recommendations for the new representative body, which will be released to the respective Boards of the PAA, IFA and NZFAA next Wednesday, 10 May 2017.

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Planning Stage Complete

Friday 07 April 17

Financial Advice New Zealand is ‘shaping-up’ fast. On Thursday last week, the Working Group met to consider the draft Plan and recommendations on how the new body will achieve the key outcomes identified during the Consultation Stage. The Planning Stage of the 100 Working Day Development Process drew to a close on the 4th of April. The Working Group has now moved into the fourth and final stage – Operations, which will be complete by the 5th of May 2017.

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The Build is Underway

Thursday 16 March 17

Two weeks in, the Planning Stage is well underway and on track to be completed by 4 April 2017. Drawing on the insights from the Consultation Stage, the Working Group are now building the structure of the new body. In short, we’re getting into the detail of how Financial Advice New Zealand will deliver the priority outcomes identified during the Consultation Stage.

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Yet Another Big Reason for Unity

Tuesday 07 March 17

The Consultation Document – New Financial Advice Regime, has done much more than spur discontented commentary from advisers; it has highlighted the absolute need for a unified voice on the big issues. A single powerhouse that represents ‘advice’ and client-first, accountable advisers. To the public. To the Regulator. On behalf of members.

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Stage Three – Planning – Is Underway

Monday 27 February 17

Stage Three of the 100 Working Day Development Process is now underway. The Development Process will be complete in just over two months, by 5 May 2017, at which time the role, functions, objectives, structure and constitution of Financial Advice New Zealand will be outlined.

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Consultation: Strength in numbers

Monday 27 February 17

“Strength in numbers” was the general consensus of providers, groups and other industry participants when asked whether financial advisers would be better represented by a larger body or by small specialist bodies.

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Consultation: A focus on advocacy

Monday 27 February 17

Advocacy (lobbying) and Regulation emerged as key areas of focus during the Adviser Forums and other Consultation events. Below are some of the many views expressed. While the Consultation Stage has concluded, we welcome any additional feedback and views.

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Strong turnout and contribution

Sunday 12 February 17

Eleven events nationwide, hundreds of advisers, and hours of discussion – the Financial Advice New Zealand Adviser Forums drew to a close last Thursday.

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Missed the Adviser Forums?

Friday 10 February 17

There’s still time to share your views and suggestions. View the Adviser Forum Discussion Guide and share your thoughts online, open until 17 February 2017.

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Latest Question – Round Three

Sunday 15 January 17

Have a few minutes to spare to share your thoughts and suggestions? Check out Round Three of the Latest Question online today.

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A Big Date for Diary – Adviser Forums

Wednesday 11 January 17

Join the conversation and be part of building a completely new representative body, designed for the future of advice. Register today for the Financial Advice New Zealand Adviser Forums – January and February 2017.

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Outstanding response – keep it coming

Tuesday 20 December 16

Since commencing the Consultation Process, the Financial Advice New Zealand Working Group has held dozens of discussions with providers and advice partners, and received hundreds of online submissions and Adviser Forum registrations.

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Have you had your say?

Monday 12 December 16

Different types of financial advisers need different things from their representative body. As a mortgage adviser, what do you want to see from Financial Advice New Zealand? As an insurance adviser? As an investment adviser? As a financial planner?

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Great experiences; great words of thanks

Monday 12 December 16

The value of advice can mean many things to different people. Last week we started posting words of thanks from New Zealanders for the different ways their advisers have helped them. Since then, the great comments have been pouring in.

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Latest views from advisers

Monday 12 December 16

In Round Two of the Latest Question, we’re asking advisers how Financial Advice New Zealand can best support the needs of different types of advice and advisers. Below are a few of the responses we’ve received so far.

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Advisers have their say…

Thursday 01 December 16

The Latest Question – updated fortnightly – is your online opportunity to share your views on a range of topics. We’re off to a great start; keep it coming. As food for thought, we’ll be posting a handful of comments provided by those who have responded to the Latest Question, every few days.

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Kiwis and advice

Thursday 01 December 16

There are countless stories about how advisers have helped Kiwis to achieve their financial goals, and to gain greater knowledge and awareness of their options. To celebrate the role of advice in the lives of New Zealanders, we thought we’d share some words from advisers’ clients about their experiences.

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NEW Today – Latest Question Round Two

Thursday 01 December 16

Different types of financial advisers need different things from their representative body. As a mortgage adviser, what do you want to see from Financial Advice New Zealand? As an insurance adviser? As an investment adviser? As a financial planner?

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A Big Date for the Diary – Adviser Forums

Tuesday 15 November 16

Join the conversation and be part of building a completely new representative body, designed for the future of advice. If you’re passionate about the value you bring to your clients and about the future of advice, we look forward to seeing you at the Financial Advice New Zealand Adviser Forums – January and February 2017.

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Check out the Latest Question

Monday 14 November 16

Have a few minutes to spare? Check out the Latest Question online. Every fortnight, we’ll be posting different questions for your input. Share your thoughts and suggestions, online at your convenience.

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Extensive Consultation Commences

Friday 21 October 16

Extensive consultation is planned for the remainder of 2016 and early 2017, as the Financial Advice New Zealand Working Group moves into Stage Two of the structured development process.

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View the Development Process

Saturday 17 September 16

View the Financial Advice New Zealand 100 Working Day Development Process – four key stages and outcomes.

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100 Working Day Development Announced

Tuesday 06 September 16

Yesterday, the PAA and IFA set a 100 working-day timeline for the development of Financial Advice New Zealand.

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