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:

Lending Practitioner Director

Lending advice is one of three key types of advice provided by members of Financial Advice New Zealand. The director representing lending practitioners will provide a critical role in directing and developing the new organisation’s strategic and operational framework for mortgage advisers. This will include

  • Contributing to the structure and establishment phase of the mortgage arm of Financial Advice NZ
  • Setting consumer and communication strategies for the mortgage sector on behalf of members
  • Reporting on key issues to the mortgage fraternity through appropriate channels
  • Working on various start-up projects during the establishment phase.

Independent Directors

We are also seeking applications to appoint 2 independent directors onto the establishment board. These directors, one of whom will be appointed to chair the establishment board, will be instrumental in developing the strategic framework from which the new entity will deliver on its core objectives of advocacy, standards and promotion of advice.

Process and timing

We are inviting all interested parties to submit a copy of their resume and covering letter outlining their experience and credentials to David Yates ( by 5 pm on 14th July. If you are interested in learning more about any of these positions,  click below.

Lending Practitioner Director job description
Independent Director job description

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

Bruce Cortesi:

Michael Dowling:

David Yates:

Other news from July 2017

Appointment of Mortgage Practitioner Director

Tuesday 05 July 17

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

Read More

The Establishment Board Progress Update

Tuesday 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.

Read More