Financial Advisers Asked to Check Their Directory Listing

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The CEO at Financial Advice NZ is asking members to review their public directory details on its website.

Its listings for members include details such as name, business name, phone numbers, email, and website.

Katrina Shanks recommends members check their details to ensure the accuracy of stated areas of advice, designations such as Trusted Adviser / CLU / CFP, as well as their photo and profile description.

“If you need to update your details, or if you want to opt out of the directory, log in to the members area of the website and select My Membership or contact us for support,” says Shanks.