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NZ's Financial Adviser News Centre

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Articles tagged with 'Financial Advice New Zealand'

FAMNZ v FANZ; New association appoints old hand

6 February 2024 - Australian mortgage adviser association sets up shop in New Zealand with a name very similar to FANZ and its new country head is an ex-FANZ staffer.

Fin Advice NZ appoints new CEO

17 January 2024 - Financial Advice NZ recruits new chief executive from Singapore.

Do advisers need another association?

9 November 2023 - Financial Advice NZ chief executive Katrina Shanks questions whether there is room for another adviser association in New Zealand. 

Financial advisers told not to rush on CPD credits

7 February 2023 - Financial advisers have been told not to be deterred by the volume of professional development requirements that are imposed on them.

Financial Advice NZ Awards winners

7 September 2022 - The top winner at the awards ceremony at the Financial Advice New Zealand annual conference was Angela Downie of Platinum Mortgages NZ.

Financial Advice NZ appoints professional development boss

4 May 2022 - Financial Advice New Zealand has created a new role of Professional Development, Standards and Policy Manager.

Financial Advice NZ gets new chair

15 December 2021 - A former ACT Party deputy leader and MP will take over as chairperson of Financial Advice New Zealand.

The cost of retirement increases - again

18 November 2021 - The cost of living in retirement has increased nearly 4% in the past year.

Rising stars and old hands - awards wrap

17 November 2021 - A highly respected Dunedin-based financial adviser and former chairman of the Professional Advisers Association has been awarded the Service to the Profession Award by Financial Advice New Zealand.

Regulation will restore confidence in financial advice

17 November 2021 - The Government is not looking to ruin the financial advice sector by over-regulation but make it more accessible and trustworthy for consumers in the long run.

Financial Advice NZ appoints two new directors

15 November 2021 - Financial Advice New Zealand has elected two new directors for its board after its AGM was held in Wellington today.

Financial Advice NZ conference - online from tomorrow

15 November 2021 - Financial Advice New Zealand’s annual conference will begin tomorrow and will be held online featuring a line-up of 17 top New Zealand and international speakers.

No jab, no job - legal rights in the workplace

9 November 2021 - Covid-19 and its highly infectious delta variant are coming to a workplace near you and it's important for everyone in financial services to know what they can and can't do in the interests of workplace safety.

Competency standards - to move forward, start at the finish

29 October 2021 - Professional competency is a career-long journey and if financial advisers can't cope with minimum standards, then it's probably not the path they should be taking.

Advisers face tough environment due to Covid

26 October 2021 - The mortgage industry had to work harder to help people buffeted by economic turmoil to switch their mortgage arrangements, a webinar on product replacement has been told.

FMA sets cut off date for FAP licencing

21 October 2021 - Advisers and financial advice companies looking to transition to a full licence have been given firm cut off dates by the Financial Markets Authority.

Mortgage advisers in line for holiday relief

15 October 2021 - Mortgage advisers could be in line for some relief when they have a holiday or need to go on medical leave.

Financial Advice NZ conference moves online

14 October 2021 - Uncertainty around Covid-19 lockdowns has forced Financial Advice New Zealand to move its annual conference online.

$5000 scholarship looks to attract new CFPs

7 October 2021 - In an effort to slow declining numbers and raise the profile of CFPs among Kiwi financial advisers Nigel Tate and Financial Advice NZ have launched a new scholarship to promote the qualification.

Trusted Adviser status defended after FoxPlan censure

7 September 2021 - Questions have been raised about the Financial Advice NZ Trusted Adviser status of three owners of FoxPlan after the company was censured by the FMA.

Cryptocurrency - a key part of a diversified portfolio

12 August 2021 - While many financial advisers remain wary of cryptocurrencies an expert is urging the industry to get on board with the evolving investment opportunities they can create.

Companies office deregisters 458 FSPs

3 August 2021 - Predictions of a mass exodus of advisers from the financial advice industry have not transpired, according to the latest statistics from the Companies Office.

PI scheme cover extended due to IT issues

28 July 2021 - Financial Advice New Zealand liability programme members will have their insurance liability extended for another month due to problems with IT systems and online premium quotations.

Cryptocurrency; Advisers wary but must evolve

21 July 2021 - Financial advisers are still wary of cryptocurrency investments but adviser experts are saying they are coming to grips with the evolving investment opportunity.

The FSPR is moving in directions we haven’t discussed

20 July 2021 - The industry has been watching the ups and downs of the Financial Service Providers Register (FSPR) like a hawk, and it seems we are finding the data somewhat less helpful than we anticipated.

Financial Advice New Zealand PI insurance details; Short term rates drop, longer terms rise

10 June 2021 - Professional indemnity insurance costs are set to rise for those using the Financial Advice New Zealand liability programme over the next 12 months: [READ...

Financial Advice NZ reveals PI renewal costs

10 June 2021 - Professional indemnity insurance costs are set to rise for those using the Financial Advice New Zealand liability programme over the next 12 months.

Almost half of NZ's advisers face deregistration

1 June 2021 - The situation is urgent for the 50% of advisers who have not yet been linked to a FAP, and they only have 14 days to make it right.

Half of advisers face deregistration

31 May 2021 - The situation is urgent for the 50% of financial advisers who have not yet been linked to a FAP, and they only have 15 days to make it right.

Industry ‘report card’ far from straight As says FMA

29 April 2021 - The FMA says just four new licences have been approved and two declined with one application dismissed due to a shoddy cut-and-paste job.

Advisers welcome new regime

15 March 2021 - The new licensing regime for financial advisers has arrived, with hopes the changes will drive a new era of professionalism in the sector. 

Concern adviser outreach may be shackled by FMA ad guidance

26 February 2021 - Financial advice New Zealand CEO Katrina Shanks says that the FMA’s proposed ad guidance could constrain advisers' ability to connect with the public.

Safety a priority for advisers: Financial Advice NZ

16 February 2021 - The safety of advisers and their families is a priority during the latest level three lockdown, says Financial Advice New Zealand, as the industry gets to grips with another week of disruption.

PI cover in doubt for small adviser firms

9 December 2020 - MBIE and FMA have long assured small advisory firms that they will be able to operate under the new licensing regime, but major insurer NZI has quashed those assurances.

Professional indemnity insurance: What advisers need to know

20 November 2020 - Good Returns spoke to industry insiders who believe that just because PI insurance isn’t compulsory, it is still crucial for advisers.

Financial Advice NZ and FMA partner to launch full licensing application guide

12 November 2020 - The free event, happening November 17 both online and in-person, will be a chance for advisers to see the FMA’s full licence application guide.

Trusted Adviser mark finally launched

14 October 2020 - The mark is awarded to Financial Advice NZ members who show they have committed to qualifications and continuing professional development obligations at...

What do clients think of mortgage advisers?

14 October 2020 - The Financial Advice New Zealand Trust in Advice survey 2020 offers a snapshot of consumers' views of the mortgage advice industry. How did advisers fare?

Financial Advice NZ conference gets funding

2 September 2020 - Financial Advice NZ is one of 200 recipients of funding via the Ministry of Business, Innovation and Employment’s Domestic Events Fund.

Licences near 1,000 milestone

27 August 2020 - Almost 1,000 licences for financial advice providers have been issued, but there may still be some advisers who do not fully understand the requirement ahead of them, it has been suggested.

Money Week an opportunity to reach out, Financial Advice NZ says

24 August 2020 - Financial Advice New Zealand chief executive Katrina Shanks says it was positive to see the Financial Markets Authority’s support for the association during the recent Money Week, even though a planned joint event did not go ahead.

Advisers adjust to heightened alert levels

13 August 2020 - Financial advisers are adjusting to a return to life at higher alert levels.

Win for financial advisers as CoFI tweaked

10 August 2020 - Financial advisers have been granted some leniency under the new Financial Markets (Conduct of Institutions) Amendment Bill.

Free financial advice on offer

10 August 2020 - The FMA has partnered with Financial Advice NZ to make free and generic financial advice available in Hamilton, as New Zealanders take a greater interest in their finances and investments due to the impact of Covid-19.

Financial Advice NZ ponders questions of experience in Trusted Adviser consultation

5 August 2020 - How the Financial Advice New Zealand Trusted Adviser mark will recognise adviser experience is a question being ironed out through the association’s consultation on the mark.

Non-banks get Covid boost

31 July 2020 - Non-bank lenders have reported a flood of new customers turned away by the banks in the wake of the Covid-19 pandemic, as traditional lenders stick to conservative credit limits.

Trusted Adviser mark achievable for all members over time: Shanks

25 July 2020 - Financial Advice New Zealand could face a struggle to promote “Trusted Adviser” advisers without neglecting the rest of its membership, it has been suggested.

Advisers needed by potential clients, FMA research shows

23 July 2020 - There is untapped demand for financial advice among New Zealanders, but the challenge for the industry will be to capture a market that is different from those it already serves, a new Financial Markets Authority report shows.

Financial Advice NZ launches Trusted Adviser

24 June 2020 - Financial Advice New Zealand has revealed its plans for its quality service mark, called “trusted adviser”.

Licence classes welcomed, more clarity needed on some criteria: Shanks

17 June 2020 - Four of the proposed full licensing criteria for financial advisers deserve further attention, Financial Advice New Zealand says.

Industry unites in message to select committee

11 June 2020 - The Finance and Expenditure select committee has heard a “concerted message” from the financial services sector, its chair Deborah Russell says.

Adviser sector facing lumpy income, uncertain times – and opportunities

9 June 2020 - New Zealand’s financial adviser industry has been able to showcase its value proposition to consumers in a way that it might previously have taken three to five years to achieve, adviser coach Tony Vidler says.

Time for financial advisers to step up on KiwiSaver

3 June 2020 - New Zealand’s KiwiSaver market has probably reached the critical mass required to create opportunities for financial advisers to assist, the Financial Markets Authority’s chief executive says.

Warning association numbers could fall

25 May 2020 - Financial Advice New Zealand numbers have lifted during the lockdown – but there’s a warning that there might be a slump ahead.

Financial advice commissions not under threat: Faafoi

20 May 2020 - Commerce Minister Kris Faafoi has acknowledged concern at how the Conduct of Financial Institutions Bill (CoFI) will interact with the new financial advice regime – but says he thinks the advice regime is the most appropriate way to regulate financial advice and advisers.

Budget delivers for stricken advisers, FMA

14 May 2020 - This year’s Budget will provide a boost for struggling financial advisers, Financial Advice New Zealand says – and should shore up confidence in the sector with funding for the Financial Markets Authority.

Back to the office on Thursday (if you want)

11 May 2020 - Advisers will probably get a boost from being able to return to face-to-face meetings with their clients from Thursday.

Financial advisers should get Budget boost: Shanks

7 May 2020 - Funded financial planning advice should be included in this year’s Budget, Financial Advice New Zealand chief executive Katrina Shanks says.

Pandemic will reset all markets, economist says

6 May 2020 - Covid-19 is a “lightning rod” for people needing advice, economist Cameron Bagrie says.

Here's how you can operate at level three

26 April 2020 - Advisers may have a little more freedom about the way they conduct business under alert level three.

Long lockdown for advisers

21 April 2020 - Financial Advice New Zealand has issued guidance on the lockdown after the government extended Level Four and outlined its plans for Level Three: [READ...

Long lockdown for advisers

21 April 2020 - Mortgage advisers face a lengthy period of working from home after the Government extended level four lockdown and outlined its plans for level three.

Capitalise on Covid, advisers told

20 April 2020 - Adviser business-owners need to focus on controlling what they can control and go for their goals to get through Covid-19, the founder of Passionate Performance says.

This time is different: Vidler

16 April 2020 - Adviser coach Tony Vidler says adviser businesses have an opportunity to develop a team of client advocates for what they do, during the Covid-19 disruption – but there will be some hard work involved for some to get through.

FMA keeps close watch on Covid-19 misbehaviour

7 April 2020 - The Financial Markets Authority is warning that it is keeping a close eye on the financial services sector as the country grapples with the fallout from the Covid-19 disruption.

Licensing won't start until next year

26 March 2020 - It is expected that the new financial advice regime will not begin until March at the earliest.

Advice businesses under pressure 'on two fronts'

25 March 2020 - Advice businesses will feel the impact of the coronavirus-induced downturn to different extents depending on the age and stage of their business, Financial Advice New Zealand chief executive Katrina Shanks says.

CoFI delay welcomed

24 March 2020 - A decision by Parliament’s Finance and Expenditure Committee to extend the time for submissions on the Financial Markets (Conduct of Institutions) Amendment Bill is a very sensible one, says Financial Advice NZ.

Transitional licensing start date pushed back

24 March 2020 - Commerce Minister Kris Faafoi is pushing back the start of the adviser licensing regime.

Financial advice conference canned

19 March 2020 - Financial Advice New Zealand has postponed its annual conference.

Gunn shoots off to new role

12 March 2020 - Financial Advice New Zealand’s learning and development manager is moving to a new role at the Insurance and Financial Services Ombudsman Scheme.

More career progression likely in new advice world: Shanks

12 March 2020 - A new requirement for financial advisers to have a level five qualification should create an environment in which there are more career pathways, Financial Advice New Zealand chief executive Katrina Shanks says.

The cost of running a one-person FAP revealed

18 February 2020 - It’s been estimated it might cost $10,000 to become licensed as a small adviser business, and then $10,000 a year to operate – but there’s a warning that’s the wrong way to look at it.

Govt should subsidise advice: Financial Advice NZ

31 January 2020 - Government should be encouraging New Zealanders to engage with financial advice to better equip them for lifelong wellbeing, Financial Advice New Zealand.

Licence applications still slow to roll in

13 January 2020 - The next couple of months may bring a rush of transitional licence applications, it has been predicted.

Nominations sought for MACs

7 January 2020 - Financial Advice New Zealand is looking for advisers to populate its member advisory committees (MACs).

Bill tabled that will bring new conduct rules for financial institutions

13 December 2019 - A bill has been introduced into Parliament that will allow for regulation of the incentives paid to advisers and salespeople.

Proposed changes should help industry, insurers say

5 December 2019 - New Zealand life insurers are unfazed by proposed changes coming for insurance contract law.

When is a client really a client?

13 November 2019 - More clarity is needed on when someone counts as a client under the new financial advice regime, Financial Advice New Zealand says.

FMA fesses up to website breach and apologises

8 November 2019 - The Financial Markets Authority is the latest government arm to experience a breach of its website; but it has acknowledged the error and apologised.

Advisers not dropping out, Financial Advice NZ says

17 October 2019 - Financial Advice NZ says most advisers plan to remain in the sector under the new licensing regime – and most will take their own licence.

Govt seeks feedback on disclosure rules

11 October 2019 - Clients will have to be clearly told what fees they are likely to pay, and what commissions an adviser will receive, under draft disclosure regulations revealed by the Government this week.

Financial Advice NZ ponders future under new rules

30 September 2019 - Financial Advice New Zealand is considering what the future will look like for the association under an entity-licensing regime.

Govt not throwing baby out with bathwater: Ballantyne

25 September 2019 - Government moves to introduce conduct licensing for insurers are being welcomed as proof it's taking a sensible approach to reform.

Shanks signs up for level five

25 September 2019 - Pity the person who has to mark her regulation papers – Financial Advice NZ chief executive Katrina Shanks is signing up for level five.

Financial Advice NZ backs Money Week

7 September 2019 - Financial Advice NZ is lending support to messages encouraging Kiwis to have conversations around financial matters this Money Week.

[The Wrap] Let's not follow what's happening in Australia

6 September 2019 - This week’s Wrap is a sobering one and one with some lessons from Australia we don’t want to repeat.

[The Wrap] Introducing the new type of financial adviser (Not)

23 August 2019 - One of the things which impacts on the standing of financial advisers is the dodgy people who pretend to be be advisers but work outside of the regulated market.

Financial Advice NZ adds members, focuses on getting voice heard

23 August 2019 - Financial Advice New Zealand is finding its feet and preparing to advocate harder for members in its second full year of operation.

Transitional licence not a free ride

26 July 2019 - Transitional licensing will give adviser businesses time to work out how they want to approach the new regime, but no one should expect it to be an easy ride, Financial Advice NZ says.

CFP numbers predicted to lift

15 July 2019 - Financial Advice NZ is launching a marketing fund to promote the CFP mark in New Zealand.

Compliance costs difficult under new regime: Shanks

5 July 2019 - Compliance costs may make it difficult for advisers to have their own FAP under the new financial advice regime, according to Financial Advice NZ CEO Katrina Shanks.

[UPDATED - With FMA comment] Call to ensure efficient advice licensing

1 July 2019 - Government has been warned there will need to be systems in place to ensure that financial adviser licensing costs do not blow out to the same extent that some FMCA market licenses did.

Nine business partners signed up for Financial Advice NZ

18 June 2019 - Financial Advice New Zealand says it has had a strong response to its business partnerships scheme.

Pace of change stretching industry limits

17 June 2019 - Financial Advice New Zealand is calling for “breathing room” for the sector before any more changes are introduced.

Association to lobby minister for KiwiSaver changes

31 May 2019 - Financial Advice New Zealand is making a set of KiwiSaver recommendations to Commerce Minister Kris Faafoi in the wake of the 2019 Wellbeing Budget.

Advisers braced for government's financial safeguards

29 April 2019 - Mortgage advisers expect an additional regulatory burden from the government’s new financial safeguarding proposals, and have warned against the “unintended consequences” of changing remuneration structures.

Financial Advice NZ: Aim for 3000

17 April 2019 - Financial Advice New Zealand should focus on boosting member numbers to improve its bottom line, the former chief executive of the IFA says.

Code submissions revealed: Industry wanted change

15 April 2019 - Submitters on the draft code of conduct for the financial advice sector took issue with the draft proposed by the working group right from the first code standard.

Financial Advice NZ seeks backers for missing piece of the puzzle

12 April 2019 - Financial Advice New Zealand is seeking businesses to inject funds to help it create evidence of what quality financial advice is, and what it does for consumers.

Associations hang back on Financial Advice NZ

1 April 2019 - Adviser associations are still not committing to joining forces with Financial Advice New Zealand.

Members should understand how Financial Advice NZ makes decisions

27 March 2019 - Financial Advice New Zealand's chief executive says its organisational structure enables adviser voices to be heard - but some in the industry aren't convinced.

CFPs mull future of pinnacle mark

8 March 2019 - The head of Financial Advice NZ's committee overseeing CFP says, if CFPs aren't happy with the association controlling the mark, they can ask for change.

QSM on hold for now

25 February 2019 - Financial Advice New Zealand is rethinking its “quality service mark”.

Tax suggestions: 'I sigh deeply'

22 February 2019 - New Zealand's financial services world has responded with scepticism to proposals from the Tax Working Group, including a capital gains tax.

Claim associations silent as advisers become casualties

21 February 2019 - Associations are being told to be more openly vocal in their support for financial advisers.

Concerns KiwiSaver bill could be stopped

19 February 2019 - There are concerns that a bill that would make it easier for foster children to access KiwiSaver may be stopped in its tracks.

Is FSC taking adviser mantle?

14 February 2019 - Is the Financial Services Council dabbling in a space that should be left to financial adviser associations?

How Australia’s Royal Commission could affect NZ investors

7 February 2019 - Shockwaves are running through Australia’s finance industry following the Royal Commission’s damning report so how could the recommendations impact on New Zealand investors?

FINANCIAL ADVICE NZ REACTION: Consumer focus welcome

29 January 2019 - Public confidence and trust in the life insurance sector is essential; life insurance contributes significantly to the financial well-being of New Zealanders. Reports like that released by the FMA and RBNZ on Tuesday play a vital role in highlighting areas where the sector can better serve New Zealanders, and importantly, maintain and grow public confidence and trust, Financial Advice NZ chief executive Katrina Shanks says.

Consumers want qualified advice

8 January 2019 - A Financial Markets Authority report on consumers' experiences with financial service providers shows it is vital that a qualification is required for everyone offering regulated financial advice, Financial Advice New Zealand says.

CLU back on agenda for Massey

6 December 2018 - Massey University will start offering CLU papers again from next year – provided there is enough interest.

Financial Advice NZ to support advisers through licensing

6 December 2018 - Financial Advice NZ won’t apply for a licence under the new advice regime but will look for ways to help its members into the new regime.

Focus on customers, not fees: Shanks

4 December 2018 - The fee-for-service debate is a “red herring” for New Zealand mortgage advisers, who should focus instead on customer outcomes, according to Financial Advice NZ CEO Katrina Shanks.

Regulatory role not on the cards for Financial Advice New Zealand

20 November 2018 - Financial Advice New Zealand does not need to have an official regulatory role under the new financial advice regime, its chief executive says.

Everyone should have Level 5: Financial Advice NZ

13 November 2018 - Nominated representatives should not be given any leeway to skip the qualifications required of the rest of the financial advice sector, Financial Advice NZ says.

[GRTV] Great advice from the best

9 November 2018 - In our second show from the Financial Advice NZ conference Good Returns talks with popular keynote speakers Don Connelly and Michael Harrison.

Adviser associations band together to fix the Code

9 November 2018 - Five adviser associations have agreed on six points about the proposed Code of Professional Conduct for advisers and reported jointly to the working group.

Tate steps down

9 November 2018 - Former IFA president Nigel Tate has resigned from his positions with Financial Advice NZ.

Financial Advice NZ: What if bank processes can't be relied on?

7 November 2018 - The code working group developing rules for the financial advice sector might need to pay attention to the regulators’ report into the banking sector, the chief executive of Financial Advice NZ says.

Financial Advice conference Show One

13 October 2018 - In this Special Episode of GRTV we bring you top interviews from he recent Financial Advice NZ conference in Rotorua.

Minister talks tax

10 October 2018 - [GRTV SPECIAL] Good Returns TV has been on location at the National Advisers Conference in Rotorua. In this first item Finance Minister Grant Robertson talks about the Tax Working Group and savings issues.

[The Wrap] Fun and games at Fin Advice NZ conference; What advisers need to do when paid commission

28 September 2018 - Here's what happened at the Financial Advice NZ conference this week, plus some more information on the fascinating ombudsman decision about what it thinks advisers' obligations are when they receive trail commission.

Three Excellence in advice awards revealed

27 September 2018 - Three Excellence in Advice Awards were handed out at the Financial Advice New Zealand conference in Rotorua. The winners are...

Three advisers elected to association board

27 September 2018 - Three advisers have been elected to the board of Financial Advice New Zealand.

Financial Advice NZ: Focus on outcome, not time it took

10 September 2018 - Financial Advice NZ says the new Financial Services Council code of conduct is a good example of how the industry needs to take responsibility for its own outcomes.

Who should be on Fin Advice NZ board?

7 September 2018 - Nine financial advisers are contesting up to four Practitioner positions on the Board of Financial Advice New Zealand. Candidates include new faces and...

Associations' quandary: Boost numbers, maintain standards

5 September 2018 - Financial adviser organisations must strike a balance between the need to grow their membership numbers and a desire to enforce standards, one former president says.

Shanks: Use Money Week to have advice message heard

4 September 2018 - Financial advisers should take the opportunity of Money Week to remind New Zealanders what they can do to help build their financial resilience, Financial Advice New Zealand says.

Financial Advice NZ recruits from associations

27 August 2018 - Key members of the former PAA and IFA adviser associations have taken on roles with Financial Advice NZ.

Select Committee told: Could do better

1 August 2018 - Recommendations from the select committee considering the Financial Services Legislation Amendment Bill have been welcomed, but Financial Advice NZ says it’s fallen short of the mark.

Committee proposes FSLAB changes

31 July 2018 - The Economic Development, Science and Innovation Committee has provided its report on the bill, which recommends it be passed, with amendments. Financial Advice New Zealand chief executive Katrina Shanks said she was disappointed to see the committee had not taken a stand to draw a line between sales and advice.

Dealer groups divided on Code

23 July 2018 - The three mortgage groups that made submissions on the Code Working Group's proposals offered opposing views on ethics and who should take responsibility for advice given.

Advisers vindicated in latest report

19 July 2018 - Advisers have been vindicated by a report that unearthed serious problems with many of the country’s biggest qualifying financial entities (QFEs), one product provider says.

Regulation 'should not drive business structure'

16 July 2018 - In an ideal world, regulation would be of no consequence to financial advisers because they would already be operating at a level well beyond what it required, the chief executive of Financial Advice NZ says.

Proposed commission model 'cross-subsidisation'

11 July 2018 - A new commission model proposed is a nice idea but won’t work, one former insurance company boss says.

Financial Advice NZ's next challenge: Everyone else

9 July 2018 - Financial Advice NZ is readying to promote itself to advisers who have until now not been a member of a professional association.

New chair for Financial Advice NZ certification body

5 July 2018 - Financial adviser Simon Hassan has been appointed chair of Financial Advice NZ’s certification committee.

[GRTV] Meet Financial Advice NZ CEO Katrina Shanks

2 July 2018 - Financial Advice NZ came to life this week. In this video new chief executive Katrina Shanks talks about the association's purpose, what members need to do for the Quality Service Mark and more.

Associations' last days

18 June 2018 - Two organisations that have been at the forefront of financial advice in New Zealand over recent decades are in their final weeks.

Disclose cost of advice, not commission: Financial Advice NZ

31 May 2018 - Advisers should be required to declare the cost the adviser distribution channel adds to what clients pay for financial products, not the commission the advisers themselves receive, Financial Advice NZ says.

Associations hang back from Financial Advice NZ

29 May 2018 - [UPDATED] Financial Advice New Zealand is working through the last stages before its official launch, but some adviser bodies are still undecided about whether they will join it.

Financial Advice NZ appointment rallies support

14 May 2018 - Advisers are welcoming the appointment of Katrina Shanks to the Financial Advice NZ chief executive role, and say she has a chance to galvanize the industry.

First Financial Advice NZ CEO announced

10 May 2018 - Former National Party MP and chief executive of the Funeral Directors Association, Katrina Shanks, has been named as the first CEO of Financial Advice New Zealand.

CWG proposals doom independent advisers: Association

2 May 2018 - Financial Advice NZ says proposals from the Code Working Group developing the new code of conduct for the industry could eliminate large sections of the “independent” advice force.

QSM not getting royal welcome yet

5 April 2018 - Advisers say there are still questions to be answered about the Financial Advice New Zealand quality service mark (QSM).

Financial Advice NZ quality mark outlined

4 April 2018 - Financial Advice New Zealand has revealed the framework for its Quality Service Mark.

Quality mark framework developed

6 March 2018 - More details of Financial Advice New Zealand's Quality Service Mark should be available at the end of the month. The mark has been a key part of the development...

FSLAB: Still changes to be made, associations argue

26 February 2018 - Financial adviser associations say there’s a risk the Financial Services Legislation Amendment Bill is a step back for professionalisation of the industry.

Financial Advice NZ CEO: Dodds vs Severn?

21 February 2018 - Chief executives of both the Institute of Financial Advisers and the Professional Advisers Association are putting their hands up to lead Financial Advice New Zealand.

Quality mark plan raises CFP questions

14 February 2018 - Advisers worried about how the CFP designation will fit in with Financial Advice NZ’s planned quality mark for advisers are being told to wait for more details.

Financial Advice NZ clarifies priorities

7 February 2018 - Work continues on the development of Financial Advice NZ, with more meetings being held this week.

What advisers want from Financial Advice NZ

23 January 2018 - In today's news we talk to the mortgage advisers who have been appointed to Financial Advice New Zealand’s lending advisory committee to see what they...

Giving mortgage advisers a voice

17 January 2018 - Professionalising the financial advice industry will change public perceptions of mortgage advisers and help them survive the disruptive technology challenges they face.

Financial Advice NZ committees appointed

10 January 2018 - Financial Advice NZ has announced the make-up of its subcommittees, which will represent different advice strands within the association.

Committee members to lobby for advice strands

9 January 2018 - Members of Financial Advice New Zealand sub-committees say they plan to advocate for their advice strands as the new association is formed, and regulation overhauled.

Financial Advice NZ acknowledges frustrations

27 December 2017 - Financial Advice NZ has acknowledged advisers' frustration at the time it has taken to establish the new professonal association.

Getting to Know: Paul Sewell

15 December 2017 - After a stint in banking, it was a newspaper article that prompted Paul Sewell into financial advice.

Financial Advice NZ recruiting

12 December 2017 - New professional association Financial Advice NZ appears to be addressing concerns about how it will represent all strands of advice, by opting for a system of colleges.

The Wrap: Bill gets yes, PAA gets no

8 December 2017 - We weren’t sure it was going to happen this side of the new year but this week the Financial Services Legislation Amendment Bill had its first reading in Parliament.

PAA gets 'no' vote

5 December 2017 - PAA’s Holiday Home Legacy Trust could eventually be used to help fund the work of Financial Advice New Zealand - but first the association's members, including its own board, will need to change their minds about its trust deed.

PAA: Meeting failure could hold up Financial Advice NZ

22 November 2017 - PAA members are being told it was "disheartening" that the association could not get quorum for its recent annual general meeting in Auckland - and they'll need to do better if the establishment of Financial Advice NZ is to happen smoothly.

The Wrap: Has FSC launched a pre-emptive strike on the new adviser association?

10 November 2017 - A question on our minds this week is this: Has the Financial Services Council (FSC) launched a pre-emptive strike on the new Financial Advice New Zealand association?

Quality mark questions

9 November 2017 - A quality mark system is coming - but what will it mean, and how will it fit with the CFP designation?

The Wrap: Deadlines for changes clearer (maybe)

27 October 2017 - Since this is the Weekly Wrap we thought we'd try and wrap the week up, highlighting the key news stories and looking ahead to what's happening next week. Read on to see what's on the agenda.

Financial Advice New Zealand launch date set

26 October 2017 - Financial Advice New Zealand will administer a quality service mark for its adviser members as it works to boost public trust and confidence in the profession, it has been revealed.

Getting to Know: Jon-Paul Hale

20 October 2017 - Insurance adviser Jon-Paul Hale wants to see the industry working together much better.

Getting to Know: Anand Srinivasan

6 October 2017 - Anand Srinivasan has been making waves since he gave up working for a provider to work for himself.

Getting to Know: Murray Harris

29 September 2017 - Murray Harris says financial advice is about much more than money and investments. But his time with the world's super-wealthy has given him added appreciation of both.

Financial Advice NZ: Much ado about nothing?

29 September 2017 - It could be next year before the groundwork is fully laid for the new financial advisers’ association, pundits suggest.

FANZ versus Financial Advice NZ

19 September 2017 - A legal stoush is brewing over the use of four little letters, and advisers say those developing the new professional body for the industry may not have thought hard enough about its name.

Getting to Know: Toni Dodds

15 September 2017 - She's Fred's daughter, but don't hold that against Toni Dodds.

Getting to Know: Liz Koh

8 September 2017 - Adviser Liz Koh says she deliberately set out to build a public profile.

Getting to Know: Reagan Bax

25 August 2017 - Is Reagan Bax, brother of model Kylie Bax, the only member of the NZ financial advice sector to have played golf with Donald Trump?

Adviser wants 'gold standard' for industry

25 August 2017 - A financial adviser with trans-Tasman experience says New Zealand advisers are subject to insufficient regulation, compared to their Australian counterparts.

Getting to Know: Peter Neilson

18 August 2017 - Peter Neilson was the chair of the Financial Services Council until insurers quit in revolt over a report into insurance commissions, and was the Associate Minister of Finance during the sharemarket crash. Here, he talks about why advisers should be more like surgeons.

Pro-bono work recognised

18 August 2017 - A pro bono initiative run by the Southland branch of the IFA could be replicated across the country when Financial Advice NZ becomes operational.

Financial Advice NZ? Wait and see

10 August 2017 - One adviser association will wait a couple of years before deciding whether its members will join Financial Advice NZ.

The big reveal (VIDEO)

4 August 2017 - Financial Advice New Zealand reveals its establishment board and new brand.

Financial Advice NZ set for take-off

3 August 2017 - Financial Advice NZ's working group has revealed the board who will lead it through the establishment phase.

Milestone day for financial advice in New Zealand

3 August 2017 - A new bill to replace the Financial Advisers Act was to be introduced on Thursday, Commerce Minister Jacqui Dean announced at the National Advisers Conference.

The start of a new era in financial planning

3 August 2017 - The creation of Financial Advice New Zealand today is being hailed as the start of a new era in financial planning. 

Associations give nod to Financial Advice NZ

28 July 2017 - FAA, IFA and PAA have each given the green light for the establishment of the new adviser association, Financial Advice NZ.

Financial Advice NZ funding a work in progress

24 July 2017 - Determining exactly how much money will be required to get Financial Advice NZ off the ground, and where it will come from, is something the working group developing the new adviser association is still grappling with.

Financial Advice NZ seeking mortgage voice

6 July 2017 - Applicants are being sought from the mortgage advice industry to take a seat at the Financial Advice NZ table.

Financial Advice NZ: What's really new?

20 June 2017 - The latest update from the Financial Advice NZ working group has prompted some to wonder whether the new organisation will be more of the same.

Financial Advice NZ enters next phase

12 May 2017 - The working group developing Financial Advice New Zealand would like to see the new association come to life around the time of the IFA and PAA shared conference in early August.

Financial Advice New Zealand hits day 100

5 May 2017 - Today marks the last of 100 days set aside to develop the new adviser association Financial Advice New Zealand, but there's longer to wait for more details.

The key ingredient for success

18 April 2017 - After more than 25 years of working with, and observing, membership organisations there is one major factor which determines the success or failure of the association.

Financial Advice plan to be revealed next month

10 April 2017 - A plan for Financial Advice New Zealand will be ready next month, the working group developing the association says.

No submission but Financial Advice NZ 'active' on new rules

28 March 2017 - Advisers should expect Financial Advice New Zealand to be “extremely proactive” in the transition period to the new adviser legislation, PAA president Bruce Cortesi says.

Consumers 'deserve clarity'

10 March 2017 - A new 'financial advice representative' designation is a missed opportunity, the working group developing Financial Advice New Zealand says.

Work starts on Financial Advice NZ plan

1 March 2017 - Work is under way in earnest to draw up a plan for Financial Advice New Zealand.

First thoughts on a new adviser association

14 February 2017 - The IFA and PAA have wrapped up its roadshow to get ideas and feedback on the proposal to form a new association, Financial Advice New Zealand. Apparently...

Financial Advice feedback 'vast'

13 February 2017 - Members of the working group developing Financial Advice New Zealand say they now have a “vast and well thought-out” amount of information from advisers to work through.

Financial Advice NZ forums to tackle details

30 January 2017 - Financial Advice New Zealand’s role in providing consumer education and information will be one of the most important topics to be discussed at an upcoming series of forums, the PAA’s president says.

Cortesi courts current members

3 January 2017 - Initial feedback on the formation of Financial Advice New Zealand suggests that advisers want an industry body that provides a strong voice to product providers and regulators - and demonstrates to the public that advisers offer good value to clients.

Financial Advice NZ offers online feedback option

22 November 2016 - An online tool has been launched to help advisers give feedback and make suggestions about the development of Financial Advice New Zealand.

Financial Advice NZ consultation begins

25 October 2016 - Development of Financial Advice New Zealand is moving into its second phase.

Advisers need advertising campaign

5 October 2016 - Financial advisers may need a large-scale consumer education campaign to help the general public understand what they offer.

Financial Advice NZ's 100-day plan

7 September 2016 - Chief executives of the Institute of Financial Advisers and Professional Advisers Association are set to spend the next month developing a plan to consult with the industry on the establishment of Financial Advice New Zealand.

Formal Financial Advice NZ conversations start next month

26 August 2016 - More of the countries’ adviser associations will be approached more formally early next month about the possibility of becoming involved with Financial Advice New Zealand.

Financial Advice NZ could play regulatory role

3 August 2016 - Advisers could partially be regulated by Financial Advice NZ, rather than the FMA, if the new organisation can get sufficient support from the industry.

Financial Advice NZ gets green light

28 July 2016 - Members of IFA and PAA have voted in favour of forming Financial Advice New Zealand.

IFA mum on FANZ vote

26 July 2016 - The Institute of Financial Advisers has voted on the formation of Financial Advice New Zealand – but will not reveal what it has decided.

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
AIA - Back My Build 6.19 - - -
AIA - Go Home Loans 8.74 7.14 6.75 6.39
ANZ 8.64 7.74 7.39 7.25
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 7.14 6.79 6.65
ASB Bank 8.64 7.14 6.75 6.39
ASB Better Homes Top Up - - - 1.00
Avanti Finance 9.15 - - -
Basecorp Finance 9.60 - - -
Bluestone 9.24 - - -
Lender Flt 1yr 2yr 3yr
BNZ - Classic - 7.14 6.79 6.65
BNZ - Green Home Loan top-ups - - - 1.00
BNZ - Mortgage One 8.69 - - -
BNZ - Rapid Repay 8.69 - - -
BNZ - Std, FlyBuys 8.69 7.74 7.39 7.25
BNZ - TotalMoney 8.69 - - -
CFML Loans 9.45 - - -
China Construction Bank - 7.09 6.75 6.49
China Construction Bank Special - - - -
Co-operative Bank - First Home Special - 6.79 - -
Co-operative Bank - Owner Occ 8.40 6.99 6.79 6.65
Lender Flt 1yr 2yr 3yr
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 -
First Credit Union Standard 8.50 7.99 7.85 -
Heartland Bank - Online 7.99 6.89 6.55 6.35
Heartland Bank - Reverse Mortgage - - - -
Heretaunga Building Society 8.90 7.60 7.40 -
HSBC Premier 8.59 - - -
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 7.85 7.05 6.69 6.59
Lender Flt 1yr 2yr 3yr
Kainga Ora 8.64 7.74 7.35 6.99
Kainga Ora - First Home Buyer Special - - - -
Kiwibank 8.50 7.99 7.79 7.55
Kiwibank - Offset 8.50 - - -
Kiwibank Special - 6.99 6.79 6.65
Liberty 8.59 8.69 8.79 8.94
Nelson Building Society 9.00 7.65 7.25 -
Pepper Money Advantage 10.49 - - -
Pepper Money Easy 8.69 - - -
Pepper Money Essential 8.29 - - -
Resimac - LVR < 80% 8.84 8.09 7.59 7.29
Lender Flt 1yr 2yr 3yr
Resimac - LVR < 90% 9.84 9.09 8.59 8.29
Resimac - Specialist Clear (Alt Doc) - - 8.99 -
Resimac - Specialist Clear (Full Doc) - - 9.49 -
SBS Bank 8.74 7.74 7.09 6.95
SBS Bank Special - 7.14 6.49 6.35
SBS Construction lending for FHB - - - -
SBS FirstHome Combo 6.19 6.14 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 9.95 - - -
Select Home Loans 9.24 - - -
TSB Bank 9.44 7.79 7.55 7.45
Lender Flt 1yr 2yr 3yr
TSB Special 8.64 6.99 6.75 6.65
Unity 8.64 6.99 6.79 -
Unity First Home Buyer special - 6.55 6.45 -
Wairarapa Building Society 8.60 6.95 6.85 -
Westpac 8.64 7.84 7.35 6.99
Westpac Choices Everyday 8.74 - - -
Westpac Offset 8.64 - - -
Westpac Special - 7.24 6.75 6.39
Median 8.64 7.19 7.17 6.65

Last updated: 20 June 2024 10:39am

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