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Melanie Purdey Joins AIA New Zealand
Melanie Purdey has been appointed Head of Aligned Advice at AIA New Zealand, a newly-created role at the firm.
Purdey is an authorised financial adviser with experience in the financial services industry in New Zealand...
Add Value by Caring – Interview With Melanie Purdey
The Covid-19 crisis has caused some financial advisers into caring more about their clients, says one industry leader.
Melanie Purdey, who has held a string of senior positions in companies such as Westpac, the Medical...
Head of Governance Resigns
Compliance Refinery's Head of Governance, Melanie Purdey, is leaving the firm to become a competitive figure skater.
Purdey says: "My work with our clients has been, without doubt, the most rewarding thing I've had the...
Compliance Refinery Wins Top Award
Compliance Refinery has received the FSC's 2023 Excellence in Governance Award.
The firm's CEO Steve Burgess, and its Head of Governance Melanie Purdey, heard they had won while attending the FSC's Building Consumer Confidence conference...
Future Ready Advice Summit
The Financial Services Council’s Future Ready 2023 advice summits attracted more than 550 advisers across three events held in Christchurch, Wellington and Auckland.
The Auckland show included a political session with Dr Duncan Webb, Minister of...
Compliance Refinery to Launch Locum Agreement Package
Compliance Refinery is launching an adviser locum kit to help smooth the process of engaging a qualified professional to take over the reins of a business if the need arises.
"Ensuring ongoing client care and...
How to Handle an FMA Audit
The issue of an FMA audit is the subject of the latest Compliance Refinery Director Bootcamp podcast featuring Melanie Purdey and the firm's CEO Steven Burgess.
Burgess says firms shouldn't been spooked by a letter...
Optional Pathways to Full Licence
Financial advisers exploring a loophole to avoid sitting the Level 5 exam may be making a poor choice by relying on an apparent 'get out of jail' card in the Code of Professional Conduct.
One...
Adviser Focus
Clarity Needed Before Advising Clients
Melanie Purdey of Compliance Refinery says too many advisers are caught out at review time because they lack clarity about what they are being asked to do by their clients...
Due to the specialisation of...