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Articles tagged with 'Getting to Know'

Getting to Know: Tim Fairbrother

23 February 2018 - Adviser believes luck often comes down to a lot of hard work.

Getting to Know: Nick Stewart

16 February 2018 - A family connection got this adviser into the industry but now he'd like to see some changes.

Getting to Know: Trevor Slater

2 February 2018 - Trevor Slater says advisers should try not to overreact when they get a complaint.

Getting to Know: Mary Potter

19 January 2018 - ANZ Investments northern business development manager Mary Potter says the people she has worked with have been one of the highlights of her career.

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.

Getting to Know: Janet Natta

3 November 2017 - Janet Natta wants more people to know that financial advisers are awesome.

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.

Getting to Know: Andrew Kelleher

22 September 2017 - Andrew Kelleher - financial adviser, wealth manager... hole-digger?

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: Dean Anderson

1 September 2017 - Dean Anderson is the face of Smartshares for many advisers - but do you know where he spent 2006?

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?

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.

Getting to Know: Binu Paul

11 August 2017 - Binu Paul is known in the industry for his fresh approach to the application of technology in financial services. But did you know about his plans to dabble in fashion?

Getting to Know: Sue Brown

4 August 2017 - Sue Brown was known to many advisers as the face of regulation at the FMA. She's now off on her own, operating Sue Brown Solutions.

Getting to Know: Richard Klipin

28 July 2017 - Richard Klipin is tackling the job of rejuvenating the FSC in a period of big change for the industry.

Getting to Know: Michael Naylor

14 July 2017 - Michael Naylor has spent a lot of time studying financial advisers - but he wants you to know he's not a "loony-leftie" academic.

Getting to Know: Simon Hassan

7 July 2017 - Simon Hassan made the switch from teaching to try to educate New Zealanders about their finances.

Getting to Know: Wayne Smith

29 June 2017 - Wayne Smith would like to see financial advisers charging a fee for service.

Getting to Know: Bruce Cortesi

23 June 2017 - Bruce Cortesi is a familiar face in the advice industry - but did you know he used to be a personal trainer?

Getting to Know: Claire Matthews

16 June 2017 - She's spent many hours studying financial advisers - now we turn the tables and question Claire Matthews.

Getting to Know: Russell Hutchinson

9 June 2017 - Russell Hutchinson provides advisers with valuable insight and research on the products they offer clients. Here we turn the spotlight back on him.

Getting to Know: Trisha Edmonds

2 June 2017 - Trisha Edmonds has been in financial services almost 30 years and says advisers are her top priority.

Getting to Know: Aaron Bowkett

26 May 2017 - Aaron Bowkett says the most important piece of advice he's received is, "it's all about the relationship". He's constantly on the go, travelling New Zealand, meeting advisers. Just don't mention currency trading...

Getting to Know: Brian Coker

19 May 2017 - Brian Coker lost his legs in the 2011 Christchurch earthquake. But within weeks he was trying to get back to work.  He says there's no point asking "why me"...

Getting to Know: Stephen O'Connor

12 May 2017 - Stephen O'Connor made the leap into investment advice in 1987. But that didn't put him off - he went on to become a key figure in the independent financial advice sector in this country. He is keen to see advisers lift their game and become recognised as a profession.

Getting to Know: Mark Weaver

5 May 2017 - Mark Weaver became a familiar name to many when he authored a report for the FSC that was critical of insurance adviser commissions. We find out a bit more about the recently-retired actuary. 

Getting to Know: Norman Stacey

28 April 2017 - Norman Stacey is a financial adviser and investment strategist who was involved in a high-profile court case relating to the sale of his business. He now spends much of his time in Thailand.

Getting to Know: David Boyle

21 April 2017 - He was known to many advisers as ANZ's distribution boss, but now David Boyle is building a wider profile at the CFFC.

Getting to Know: Rod Severn

13 April 2017 - He was pronounced dead in his early 20s - but he's making the most of his second shot at life at the helm of the PAA.

Getting to Know: David Whyte

7 April 2017 - He's chair of Camelot Group, former CEO of Ginger Group and former head of AIA in NZ and AIG Life Australia - but what don't we know about David Whyte?

Getting to Know: Michael Dowling

31 March 2017 - Is this the only financial adviser in New Zealand who owns a tank?

Getting to Know: Rosemary Hassan

24 March 2017 - She can slice off a head at a canter, shoot pigs from her horse and has sailed half-way around the world...

Getting to know... Elaine Campbell

11 September 2015 - Known to many advisers from her time as head of compliance at the FMA, Elaine Campbell is now on the other side of the regulatory fence, at AMP. She talks being a working mum, moving from Wellington and welding...

Getting to know...Peter Lee

7 August 2015 - Peter Lee has had many roles in the financial services industry, including a stint as CEO at the IFA. Now he has joined the ranks of advisers. 

Getting to Know...Barry Read

5 June 2015 - Getting to Know this week features Barry Read who is, in a way, an adviser to advisers. Or some may say, someone who likes to make a splash.

Getting to know...Peter Leitch

29 May 2015 - Peter Leitch isn't the Mad Butcher, but he sure knows how to cut and dice an investment portfolio.

Getting to know... Richard Stubbs

1 May 2015 - This week in Getting to Know we meet fund manager Richard Stubbs from Castlepoint and, amongst other things, find out about his fishing exploits and work.

Getting to Know...Brent Sheather

24 April 2015 - In this week's Getting to Know we meet Whakatane-based financial adviser Brent Sheather.

Getting to Know...Carey Church

10 April 2015 - Being on the end of a court case from a client hasn't put Carey Church off being a financial adviser.  In fact it's helped her. 

Getting to know...Clayton Coplestone

27 March 2015 - This week we meet the head of fund distribution business Heathcote Investment Partners, Clayton Coplestone.

Getting to Know...Anthony Edmonds

20 March 2015 - Anthony Edmonds started off working in a couple of the big funds management firms and now he is building up his own, not insignificant, business Implemented Investment Solutions. Here you can meet him and find out more about what he is doing.

Getting to know...Fred Dodds

13 March 2015 - Today we launch a new weekly feature where you get to meet some of the key people in your industry. The first in our Getting to Know series is none other than IFA chief executive Fred Dodds. 

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ACC accountants Accuro Active v Passive Adrian Orr Aegis AFA AIA Alistair Bean AM Best AML AMP AMP Capital Andrew Barnes Andrew Bascand Angus Dale-Jones annuities Anthony Edmonds Anthony Healy ANZ Aon Hewitt Apartments Apteryx artificial intelligence ASB ASIC asset allocation Asset Finance Asteron ASX Auckland Augusta Avanti BAA Bagrie Economics Bancorp Treasury Services banks Barbara Chapman Bath Street Bennelong bitcoin Blackstone Blackwell Global Blair Vernon Bluestone BNP Paribas BNZ bonds Booster Bradley Nuttall Brent Sheather Brexit Brian Gaynor Bridgecorp Bruce Kerr BT Funds Budget building camelot Canterbury Mortgage Trust Carey Brunel Castle Point Centastone CFA CFP CGT Chapman Tripp China Churn Cigna CIO Claire Matthews Clayton Copplestone client engagement client first co-op money Code Committee Code Working Group Commentary commerce commission Commission Commission for Financial Capability communication complectus compliance conduct Consilium Constellation Capital CoreLogic court Craigs Investment Partners Cressida cryptocurrency currency Daintree Dale-Jones Darren Gannon David Beattie David Boyle David Hisco David Ireland David Whyte de Vere Dealer Groups decumulation Deutsche Bank Devon FM DIMS Disclosure disputes Diversified Investment Strategies DTIs Dundas EBT Capital equities ESG estate planning ETFs ethics FADC Fairway FANZ FATCA Federal Reserve fees FGG Fidelity Life Fiducian File Invite finance companies Financial Advice New Zealand financial advisers Financial Advisers Act Financial Disputes Resolution Financial Markets Conduct Act Financial Services Legislation Amendment Bill fintech First Mortgage Trust Fisher Funds Fixed interest FMA FMOY FMT FNZ FNZC foreign investment Forsyth Barr Foundation Life Foundry AM FPSB fraud Fred Dodds FSC FSCL FSF FSLAB FSPR funds management FundSource FX Garrison Bridge General Finance Generate Geneva George Kerr Getting to Know GFNZ Global Financial Services Global Pacific GMI gold goldman sachs Graeme Wheeler Grosvenor Financial Services GRTV GST Guardian Trust Hamilton Hindin Greene Hanover Harbour Asset Management Harmoney health insurance Heartland Heathcote HER HFANZ Hobson Wealth HSBC Hubbard Hunter Hall IDS IFA IFSO IML Implemented Investment Solutions Income Protection Infinz Infrastructure Insurance Advisers insurance law interest rates investment InvestNow IOOF IPO IRD ISO Jack Regan Jacqui Dean Janus Henderson JBWere Jeff Page Jenny Campbell JMIS Jobline John Berry John Body John Bolton Jon-Paul Hale Katrina Shanks Kepa King Tide kiwi wealth Kiwibank KiwiSaver KPMG Kris Faafoi Lawyers LBA Lending Lending Crowd LendMe Liberty Life insurance LifeDirect Lifetime Listed trusts LM Investment Management Loan Market Loss of earnings LVR Macro Prudential Tools Magellan managed funds Mark Lister Market Close Market Manipulation marketing Markets Massey University\ MDRT Mercer Michael Naylor Mike Moore Mike Pero Mike Taylor Milford Asset Management Milton Jennings Mint Asset Management MJW MJW Report MoBIE Morningstar Mortgage Advisers Mortgage Express Mortgage Link Mortgage People Mortgage Rates Mortgage Supply mortgages MTF MunichRe Murray Weatherston Nadine Tereora Naomi Ballantyne Newpark Newton Ross nib Nigel Tate Nikko AM non-bank lenders non-disclosure Norman Stacy NZ Funds NZ Home Loans NZ Super NZ Super Fund NZAM NZCU Baywide NZFSG NZHL NZIG NZSA NZX Obituaries OCR OCR forecasts OnePath Opinion PAA PAA Holiday Homes Partners Life Pathfinder Asset Management Paul Glass Paul Goldsmith PDS Peer to Peer Lending pension transfers people Performance fees Perpetual Guardian Peter Leitch PGC PI PIE pie funds PIMCO Pinnacle Life Pivotal Planet Platinum Asset Management Plus 4 Plus4 Insurance PM Capital politics ponzi PreferredNZ Private equity pro-bono Professional Advisers Associations Professional Development professional indemnity Professional IQ Property Council property investment Public Trust PwC Q Group QBE QFE QROPS qualifications quality mark QuaySt Quotemonster RaboDirect Ralph Stewart Ratings RBNZ Rebecca Thomas recruitment registered financial advisers regulation REINZ Remarkable Capital research Reserve Bank RESIMAC responsible investing Responsible lending retirement Retirement Income Group reverse mortgages RFA Richard James risk risk management Rob Everett Rob Hennin roboadvice Rod Severn Rosemary Hassan Ross Asset Management Royal Commission Russell Hutchinson Russell Investments S&P Salt AM Sam Stubbs Saturn SBS Select Investments Senior Trust serious fraud office Share Shaun Drylie SiFA Simon Botherway Simon Fisher Simon Hassan Simplicity Situations Vacant Smartshares soft commission Southern Cross Sovereign Spicers Sponsored Content Squirrel SRI Steve Jurkovich Stewart Group Strategi Strategy Financial succession Sue Brown Suncorp superannuation Superlife SuperRatings Symon Brewis-Weston Synergy tax technology term deposits The Answers The Co-operative Bank TMM Opinion Tony Mount Totara Wealth Management Tower Life TPD Trauma Travel 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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.79 4.69 4.85 4.99
ANZ Special - 4.19 4.35 4.49
ASB Bank 5.80 4.59 4.75 4.79
ASB Bank Special - 4.19 4.35 4.39
BNZ - Mortgage One 6.50 - - -
BNZ - Rapid Repay 5.95 - - -
BNZ - Special - 4.19 4.35 4.49
BNZ - Std, FlyBuys 5.90 4.89 5.05 5.25
BNZ - TotalMoney 5.90 - - -
Credit Union Auckland 6.70 - - -
Credit Union Baywide 6.15 5.45 5.50 -
Lender Flt 1yr 2yr 3yr
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.90 4.95 -
Housing NZ Corp ▲5.80 ▼4.69 ▼4.79 ▼4.79
HSBC Premier 5.89 3.99 4.19 4.69
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
Lender Flt 1yr 2yr 3yr
ICBC 5.80 4.59 4.69 5.09
Kiwibank 5.80 4.69 ▼4.69 5.35
Kiwibank - Capped - - - -
Kiwibank - Offset 5.80 - - -
Kiwibank Special - 4.19 ▼4.19 4.85
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 6.10 5.10 5.45 -
Resimac 5.30 4.86 4.94 5.30
RESIMAC Special - - - -
SBS Bank 5.89 4.85 5.05 ▼4.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 4.19 ▼4.19 ▼4.49
Sovereign 5.90 4.59 4.75 4.79
Sovereign Special - 4.19 4.35 4.39
The Co-operative Bank - Owner Occ 5.75 ▼4.19 ▼4.39 ▼4.49
The Co-operative Bank - Standard 5.75 ▼4.69 ▼4.89 ▼4.99
TSB Bank 5.80 4.74 4.79 4.99
TSB Special - 4.24 4.29 4.49
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.95 ▼4.69 ▼4.79 ▼5.19
Westpac - Offset 5.95 - - -
Westpac Special - 4.29 ▼4.35 ▼4.49
Median 5.89 4.69 4.75 4.79

Last updated: 24 September 2018 8:24am

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The maximum remuneration model for Australian life insurance advisers is to be set at what?

Upfront 40% + trail 20%

Upfront 50% + trail 10%

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Upfront 60% + trail 10%

Upfront 60% + trail 20%


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