Wednesday, December 19, 2018

Tag: Sue Brown

Financial Advice NZ New Board Appointments

Financial Advice New Zealand has announced three newly appointed Practitioner Board Members. John Bolton, Cecilia Farrow, and Stephen O’Connor have been elected by members to...

Focus on Client Costs – Not Commissions, Says New Body 

Financial Advice New Zealand recently submitted its response to MBIE on the recent disclosure consultation paper (see: MBIE Seeking Feedback…). In it, the new body...

New CEO Announced For Financial Advice New Zealand 

Financial Advice New Zealand has revealed its new Chief Executive. Katrina Shanks will lead the new association, commencing her role on 5 June 2018. Financial Advice...

Advisers to Have Stronger Say in Draft Code 

Financial Advice New Zealand has revealed it is forming an adviser panel in association with the Code Working Group (CWG), to ensure the adviser’s...

New Body Releases Membership Transfer Details

Financial Advice New Zealand has shared the membership transfer process with founding members on how they can join the new association. Members of the founding...

Quality Service Mark to Complement Existing Designations

Financial Advice New Zealand has released the details of its Quality Service Mark (QSM) framework for its members. The new body envisions the QSM becoming...