tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Saturday, December 7th, 8:03AM

News

rss
Latest Headlines

IFA reveals its new chief executive

Peter Lee has been appointed as the new chief executive of the Institute of Financial Advisers (IFA).

Wednesday, June 2nd 2010, 12:19PM 4 Comments

by Jenha White

Lee is currently national marketing manager at Fidelity Life and his new appointment is effective from early July.

The former chief executive David Hutton stepped down in December after three years at the association's helm.

IFA chairman Phillip Meyer says the Institute is fortunate to have attracted a candidate of Lee's calibre.

"Peter has more than 26 years extensive experience in the financial services industry, benefiting organisations at an executive and strategic level in the areas of investment, savings, funds management, insurance and lending.

"During his career, Lee has managed his own consultancy with a no-nonsense approach to business and clients including ASB Bank, ANZ Bank, Sovereign, Tower, AXA and ING."

Meyer says he is highly skilled in the specialised areas of product and business solution development, sales and distribution management, client service initiatives, communications management, sponsorship management, corporate social responsibility, presentation & training.

"Together, these attributes present us with an outstanding candidate and a logical choice for the appointment of Peter Lee as our new chief executive," Meyer says.

"The Board looks forward to working closely with Peter, guiding advisers through a new regulatory environment and providing practical tools and timely advice to help our members succeed in business."

President Lyn McMorran says Lee will provide the Institute with energetic leadership at a time of great change and will bring a significant tool box of well honed skills to the role.

President elect Nigel Tate says he welcomes Lee to the role and looks forward to working with him to provide leadership and value for all members, stakeholders and the wider profession.

Lee is thrilled to be appointed and says the opportunity to lead the financial advisory profession into a new era is both exciting and challenging.  

"The role of financial advisers is set to rise in New Zealand as the need for improved financial literacy at a national level grows.

"I look forward to helping financial advisers through this transition and creating greater awareness in the public about the value of seeking good financial advice."

 

Jenha is a TPL staff reporter. jenha@tarawera.co.nz

« NAB given more time for its AXA bidKiwiSaver mismatch a 'huge challenge' for advisers »

Special Offers

Comments from our readers

On 2 June 2010 at 12:36 pm Barry Read said:
Congratulations Peter! Great to have you in this impportant role and I wish you all the best. Cheers Barry
On 2 June 2010 at 12:53 pm Peter said:
Congratulations on the appointment. Is Peter any relation to Chris?
On 2 June 2010 at 2:09 pm Murray Weatherston said:
Congratulations on your new appointment Peter and best wishes as you and we all head into the "brave new world".
On 2 June 2010 at 2:26 pm Phil & Lyn Sherley said:
Congratulations on you appointment with the IFA, we are stoked it's you. Don't forget before you take up your appt in Windy Wellington in July to call into Hamilton and have a beer with us to celebrate. Milty will hate losing you.
All the best to you and your family.
Kind Regards
Phil & Lyn Sherley
Assoc IFA
Health & Income Brokers Ltd
Commenting is closed

 

print

Printable version  

print

Email to a friend
News Bites
Latest Comments
  • Advisors must take note of supervisor guidelines on AML/CFT
    “When I read this, the following memory plucked a note. Venue was a US financial planning conference maybe 30 years ago. Speaker...”
    20 hours ago by Murray Weatherston
  • Partners kills its matrix
    “@Backstage, thanks. I agree there is no relationship to CoFI, though, from a service perspective, I have two other providers...”
    3 days ago by JPHale
  • Partners kills its matrix
    “Partners Life has decided to stop using its COM for advisers as it believes the system may breach the CoFI regulations which...”
    4 days ago by Amused
  • Partners kills its matrix
    “Insurance companies should stick to their lane. They are not advisers and even those that employ advisers should not be crossing...”
    4 days ago by Tash
  • [GRTV] The nitty gritty of Smart’s ETFs
    “Advisors should consider all gateways into investment markets including cheaply priced ETFs to provide access to low priced...”
    4 days ago by Pragmatic
Subscribe Now

Weekly Wrap

Previous News
Most Commented On
Mortgage Rates Table

Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
AIA - Back My Build 4.94 - - -
AIA - Go Home Loans 7.49 ▼5.79 ▼5.49 ▼5.59
ANZ 7.39 6.39 6.19 6.19
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 5.79 5.59 5.59
ASB Bank 7.39 ▼5.79 ▼5.49 ▼5.59
ASB Better Homes Top Up - - - 1.00
Avanti Finance ▼7.90 - - -
Basecorp Finance ▼8.35 - - -
BNZ - Classic - 5.99 5.69 5.69
Lender Flt 1yr 2yr 3yr
BNZ - Mortgage One 7.54 - - -
BNZ - Rapid Repay 7.54 - - -
BNZ - Std 7.44 ▼5.79 ▼5.59 5.69
BNZ - TotalMoney 7.54 - - -
CFML 321 Loans 6.20 - - -
CFML Home Loans 6.45 - - -
CFML Prime Loans 8.25 - - -
CFML Standard Loans 9.20 - - -
China Construction Bank - 7.09 6.75 6.49
China Construction Bank Special - - - -
Co-operative Bank - First Home Special - 5.69 - -
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Owner Occ 6.95 5.79 5.59 5.69
Co-operative Bank - Standard 6.95 6.29 6.09 6.19
Credit Union Auckland 7.70 - - -
First Credit Union Special - ▼5.99 ▼5.89 -
First Credit Union Standard ▼7.69 ▼6.69 ▼6.39 -
Heartland Bank - Online 6.99 ▼5.49 ▼5.39 ▼5.45
Heartland Bank - Reverse Mortgage - - - -
Heretaunga Building Society 8.60 6.65 6.40 -
ICBC 7.49 ▼5.79 ▼5.59 5.59
Kainga Ora 8.39 7.05 6.59 6.49
Kainga Ora - First Home Buyer Special - - - -
Lender Flt 1yr 2yr 3yr
Kiwibank 7.25 6.89 6.59 6.49
Kiwibank - Offset 7.25 - - -
Kiwibank Special 7.25 5.99 5.69 5.69
Liberty 8.59 8.69 8.79 8.94
Nelson Building Society 7.94 ▼5.75 ▼5.99 -
Pepper Money Advantage 10.49 - - -
Pepper Money Easy 8.69 - - -
Pepper Money Essential 8.29 - - -
SBS Bank 7.49 6.95 6.29 6.29
SBS Bank Special - 6.15 5.69 5.69
SBS Construction lending for FHB - - - -
Lender Flt 1yr 2yr 3yr
SBS FirstHome Combo 4.94 5.15 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 9.75 - - -
TSB Bank 8.19 6.49 ▼6.39 ▼6.39
TSB Special ▲8.64 ▲6.74 ▲6.49 ▲6.39
Unity 7.64 ▼5.79 ▼5.55 -
Unity First Home Buyer special - 5.49 - -
Wairarapa Building Society ▼7.70 ▼5.95 ▼5.75 -
Westpac 7.39 6.39 6.09 6.19
Westpac Choices Everyday 7.49 - - -
Westpac Offset 7.39 - - -
Lender Flt 1yr 2yr 3yr
Westpac Special - 5.79 5.49 5.59
Median 7.54 5.99 5.89 5.69

Last updated: 6 December 2024 9:11am

About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox  |  Disclaimer
 
Site by Web Developer and eyelovedesign.com