New Body Revs up For July 1 Launch


Katrina Shanks commenced her role as CEO of Financial Advice New Zealand this week and the new body has revealed the following developments in its pre-launch update:

  • Member management system is operational
  • By-laws have been finalised
  • Founding member website soon to go live
  • 700 declarations have been completed so far
Financial Advice New Zealand CEO, Katrina Shanks

The body stated it sent out invitations to members of its three founding bodies on 21 May and as of 30 May, over 700 declarations have been completed and more are submitted each day.

In the lead-up to taking on the leadership role, Shanks has spent time visiting the teams in Auckland and Wellington to learn more about the new association and the founding bodies.

Financial Advice NZ stated it would continue to help members with onboarding queries and setting up their member profiles over the coming weeks.

The new body also made its submission to MBIE on its recent disclosure consultation paper (see: Focus on Client Costs…).

Financial Advice New Zealand is set to launch on the 1 July.