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Fin Advice NZ appoints new CEO

Financial Advice NZ recruits new chief executive from Singapore.

Wednesday, January 17th 2024, 10:09AM 3 Comments

The association has appointed Nick Hakes as its second chief executive, replacing Katrina Shanks who moved to Melbourne to run ANZIIF.

Hakes relocates from Singapore, where he has been the Director of Market Development Asia at Kaplan Professional. Prior to this, he was general manager, member services, partnerships and campus AFA at the Financial Advice Association Australia (AFA) in Sydney.

Board chairperson, Heather Roy says, “Nick understands the value of the collective voice of financial advisers and brings a wealth of international experience and expertise within the wealth management and financial advice industry, with an extensive background in building strategic partnerships, adviser-focused professional development frameworks, and membership growth for professional adviser bodies.”

Financial Advice NZ works with Kaplan in New Zealand to deliver professional development to advisers.

Roy says "as we look to the future to grow the demand for quality financial advice, I look forward to meeting, listening, and engaging with our members and the broader advice industry at our THRIVE conference in March.”

Hakes has held director and chairman positions on the board of Pro Bono Financial Advice Network, an industry-wide collaboration that connects financial advisers willing to provide pro bono financial advice with people facing personal health crisis. He has also served as the vice-chairman on the International Certification and Standards Board, a standing committee of the Asia Pacific Financial Services Association (APFinSA) that governs the professional certifications and education pathways of its professional adviser designations throughout the region.

Hakes is a New Zealander and has spent more than two decades working with professional financial adviser associations across Asia Pacific, and to lead Financial Advice New Zealand in its next evolution of success.

Financial Advice New Zealand members recognise the value of a collective voice which is independent from product delivery. It has been at the forefront of government change to ensure legislative and regulatory changes in Aotearoa New Zealand work for both larger financial business and individual financial advisers. Members include financial advisers in insurance, investment, mortgages, and financial planning.

Tags: Financial Advice New Zealand

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Comments from our readers

On 18 January 2024 at 8:28 am Murray Weatherston said:
Reads as a good appointment. Good luck Nick.
But I wonder when Fin Adv will get around to adding the announcemnt to the news tab on its website.
On 19 January 2024 at 6:33 am Pragmatic said:
A very useful appointment at a time when the leading industry body needs a shot in the arm
On 23 January 2024 at 12:42 pm wilf said:
Looks like a good appointment and good opening words.

The comment about independence from product delivery is pertinent. There seems to have been creep from the FSC extending its reach from product provider lobby group to covering advisers. This has the potential to drive less than optimal outcomes for customers and advisers and it is good the new Financial Advice NZ CEO is looking at this.

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China Construction Bank Special - - - -
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Co-operative Bank - Standard 8.40 7.49 7.29 7.15
Credit Union Auckland 7.70 - - -
First Credit Union Special - 7.45 7.35 -
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Kainga Ora - First Home Buyer Special - - - -
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Last updated: 20 June 2024 10:39am

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