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Advisers to get development guidance

Fidelity Life has appointed a new head of professional development, responsible for coaching independent financial advisers.

Tuesday, January 30th 2018, 2:41PM 1 Comment

Trecia Brown will take the role, which Fidelity said would be important as the advice industry looked towards transitioning to a new regulatory regime, and beyond.

She reports to chief distribution officer Adrian Riminton.

“Our purpose is to protect New Zealanders’ way of life”, he said.

“However most New Zealanders are under-insured, and need access to good advice. Fidelity Life is committed to face-to-face advice, and financial advisers have a crucial part to play in educating Kiwis about the importance of protecting what’s important. The Financial Services Legislation Amendment Bill introduces a new regime for financial advice, and aims to ensure consumers’ interests come first. Trecia will develop and deliver high quality training programmes to ensure our independent financial advisers understand their conduct and compliance obligations under the proposed regime, and are fully qualified to provide independent advice that Kiwis can trust.”

Brown will also develop programmes to help advisers keep up-to=date with best-practise sales techniques.

Brown has more than 30 years’ experience in financial services and has been actively working with financial advisers for the last 20 years, most recently at Partners Life. 

Fidelity Life also plans to further boost its services to independent financial advisers through the creation of new key account managers dedicated to supporting top advisers, and also a new role to manage the conversions process.

 

 

Tags: Fidelity Life

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Comments from our readers

On 5 February 2018 at 12:48 pm TimB said:
I congratulate Fid on investing in supporting us further, particularly given the shifting sands of regulation and expectations on our levels of education and competency.

I am however unsure of their choice of appointment, and would have preferred they had gone with someone who had some real-life adviser to client experience. You know the old saying, “those that can’t, teach”.

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