Darrin Franks & Bruce Cortesi are co-authors of the paper ‘Adviser Remuneration: Creating a positive future for advisers, product providers and New Zealanders’.
Jane Eschenbach (Wellington Area, Lower North Island Region) will facilitate this interactive webcast and will explore with Darrin & Bruce the main points of the Alternative Remuneration paper.
Feedback via social media, discussion groups and ad hoc conversations suggests there is a lot of adviser angst about the paper’s potential impact on adviser remuneration. A high level presentation of some of the findings, with an alternative structure to think about will provide Members with an opportunity to be involved in an effective solution.
Learning Outcomes
What the main findings were of the FMA/MBIE paper in relation to adviser remuneration?
What are the main suggestions are within the Alternative Remuneration paper, with a critical focus on good outcomes for customers, advisers, insurers and others?
How these alternatives correlate to the FMA/MBIE paper and next steps with Financial Advice NZ members?
How to think outside of the existing remuneration framework, with the intention of generating thought-provoking input and feedback that may help drive effective change from an adviser angle.
About the Panelists
Darrin Franks Director & Consultant, Conetworkz Darren has had 33 years’ experience in the financial services in New Zealand, Australia and Hong Kong, from business analyst, financial adviser and senior management positions and has been an independent management consultancy with many well-known brands. Darrin was also an independent director for the Professional Advisers Association. He is currently the Director/Consultant of Conetworkz Management Solutions Ltd an independent specialist consultancy in the FS sector across NZ and Australia.
Bruce Cortesi, Director. Planwise Limited Bruce has had 22 years’ experience in the Insurance space as a Financial Adviser with a special focus on business risk. He was the past Regional and Chairman of the PAA and the Risk-Practitioner Director on the establishment board of Financial Advice NZ. Bruce has been involved in product and regulatory framework development in NZ – focusing on the insurance space. Author and presenter of Financial Literacy for Youth programme and counsellor to young emerging advisers. Bruce is a strong advocate of the Adviser Profession and providing value to consumers.
Jane Eschenbach is on the Wellington area organisation committee for the Lower North Island Region. Jane has extensive corporate experience in the IT recruitment and HR sector, then self-employment within the insurance sector for 16 years. Jane is currently with Assura Group and Director at MAC Innovations NZ Limited, the company behind TrustUs
CPD 1.0 hour structured – Practice Management