The value of locum advisers to help maintain business continuity when a member of the financial adviser team is away will be debated during an FSC webinar.
Discussing the issues, risks, and solutions will be a panel made up of Mark Banicevich of Partners Life, David Ireland of law firm Dentons Kensington Swann, and Rosewill Consulting’s Karty Mayne.
Together they will look at how FAP owners can establish and maintain locum adviser arrangements, and will introduce the FSC’s new locum financial advice arrangements guide.
Banicevich is the Head of Industry Engagement at Partners Life and develops strategies to help financial advisers transition to the financial advice regime. He previously worked at the FMA.
Ireland is a partner in Dentons Kensington Swan’s Financial Markets Team, and leads the FSC’s Workplace Savings Committee Training Focus Group.
Mayne is the founder of compliance firm Rosewill Consulting and has a background in business management, financial services, and company governance. Prior to setting up Rosewill, he was a senior FMA manager.
In November last year Financial Advice NZ announced its own financial adviser locum scheme that allows member advisers to access the organisation’s register to obtain cover for their business and provide cover for another advisers’ business.
“This is something that hasn’t been available until now,” said the organisation’s Katrina Shanks at the time. “So whether an adviser is unwell or takes a holiday then their business can continue and their clients helped in their absence.”
To register for the FSC’s Locum Webinar on 11 March please click here.