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. We were most pleased with the high calibre of applicants which made the task of identifying a shortlist a daunting yet exciting challenge. We are confident that the resulting board will be a team of highly qualified professionals able to deliver on their objectives.

We have commenced the interview process and our goal is to finalise appointments prior to the National Advisers Conference on 3rd August.

If you have any questions or comments, please get in touch with Bruce Cortesi (PAA), Michael Dowling (IFA) or David Yates (NZFAA).

Bruce Cortesi

Michael Dowling

David Yates

Other news from July 2017

The Establishment Board Vacancies

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

Wednesday 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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