Happy New Year! We hope everyone had a fantastic summer break! The team is back and looks forward to continuing our work as an adviser-driven, high-engagement professional body for Aotearoa New Zealand's financial advice professionals. #shapingthefutureofadvice
Financial Advice New Zealand
Financial Services
Wellington, Wellington Region 3,588 followers
NZs largest professional body for financial advisers. Representing the adviser voice and championing professionalism.
About us
We are your professional body; for lending advisers, risk advisers, investment advisers and financial planners. We believe Financial Advisers provide a highly valuable service and can make a meaningful difference to the lives of New Zealanders. We are here to support and promote our 1,680 members as quality professional advisers. As a sector we are well on the way to transitioning financial advice into a profession. Here’s what we are striving for: - a respected profession that plays a meaningful and valued role in helping Kiwis thrive - a profession that delivers prosperous, successful businesses and career opportunities for advisers - a profession known for leadership - not just adhering to minimums driven by regulators. Join us to help achieve these goals and more. Through our three pillars of standards, advocacy and promotion we are committed to promoting the value of advice and to helping more New Zealanders access quality advisers. We are focused on using our united voice to advocate for the benefit of advisers, and for the New Zealand public. On your behalf we talk with the regulators and legislators to ensure your voice is heard before decisions are made. We are also actively supporting our members prepare for the upcoming licensing changes with a helpline, workbooks, webinars and more. We know we are in changing times. Financial Advice New Zealand is here to support you to make the best decisions to ensure you and your business prosper in the coming years. Access your member portal https://members.financialadvice.nz/Signin Access Ontrack by Kaplan Professionals https://bit.ly/3wzbLqb
- Website
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https://financialadvice.nz/
External link for Financial Advice New Zealand
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Wellington, Wellington Region
- Type
- Nonprofit
- Founded
- 2018
- Specialties
- Promotion of financial advice, Industry standards, and Advocacy for financial advice
Locations
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Primary
Get directions
342 Lambton Quay
L8
Wellington, Wellington Region 6011, NZ
Employees at Financial Advice New Zealand
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Michael Dowling CFPcm, CLU, FA, CMInstD
Financial Adviser, Stratus Financial Services Ltd
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Jason Kilworth
Insurance and Kiwisaver Specialist - I help people cover what is important to them and save enough for their retirement
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Zebunisso Alimova
🏆 Here to make Your Mortgage & Insurance Dreams come true 🚀 10+ Years of Expertise Tailored for You! | Say Goodbye to Frustration and Hello to…
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Charlene Overell, CFP CLU AIF
Financial Planner. Adviser and Coach to successful and busy people who want more than money
Updates
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⭐ Season's Greetings 🎄 As we approach the end of another year, we want to thank our members and strategic partners for your continued support and dedication to shaping the future of advice in New Zealand. Your commitment to excellence in financial advice makes a significant difference to the lives of many New Zealanders. ⛱️ We wish everyone a safe and enjoyable holiday season and look forward to working with you in 2025! #shapingthefutureofadvice
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Tomorrow is your last day to take advantage of the National Adviser Conference payment plan. Spread your payments across four months. 💫 Be inspired by world-class speakers and thought leaders! 🎖️ Blend deep technical advice expertise with practical application! Join your peers at Te Pae Convention Centre in April 2025. Register today: https://lnkd.in/g92f_xV4 #shapingthefutureofadvice #nationaladviserconference2025
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We are pleased to announce that Anne Callinan, Deputy Chair of the Commerce Commission, will be joining us at the 2025 National Adviser Conference. Anne will be sharing her insights on the final competition report into Personal Banking Services and discussing the relevancy of competition law in the professional advice sector. Register today: https://lnkd.in/g92f_xV4 #shapingthefutureofadvice #nationaladviserconference2025
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WEBINAR: Shaping the future of financial advice Wednesday 11 December, 10am - 11am Living the mantra of adviser-driven, high engagement, Nick Hakes hosts our final webinar for 2024 to share his insights into the opportunities ahead for Financial Advice New Zealand and professional financial advice in New Zealand. Join us and add your voice to shaping the future of financial advice in New Zealand. https://lnkd.in/g4JPGBu5 #shapingthefuture
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As an adviser have you ever had to help navigate a client through the toughest time of their life? It can be hard to know what to say, and most importantly, how to say it? We are delighted to announce Amy Florian (US) as a headline speaker at the 2025 National Adviser Conference. Amy is the Chief Executive Officer of Corgenius and an expert in life transition. She is an acclaimed international speaker and author and has published over 250 articles and multi-award-winning books. Amy brings rare, practical insight and experience to advice professionals by teaching them how to support clients through the toughest times of life. Register today: https://lnkd.in/g92f_xV4 #shapingthefutureofadvice #nationaladviserconference2025
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“Every now and again, a singular individual comes along whose very purpose is to shake the very bedrock of how we do business. This is not about fancy words like disruption, innovation, or even passion - but more akin to a relentless drive to do better..." Hari Maragos, CERTIFIED FINANCIAL PLANNER Originally from Greece and now residing in the US, Panos Leledakis is the Chief Executive Officer & President of IFAAcademy - International Financial Architects, a globally recognised early adopter of embedding Advicetech into the advice process. Curious how AI can help shape the future of your business? Register for the Modern Financial Adviser Masterclass at the National Adviser Conference https://lnkd.in/gH2yGWga #shapingthefutureofadvice #nationaladviserconference2025
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Thank you to everyone who joined us today for our special economic update with Kelvin Davidson from CoreLogic NZ, Bevan Graham from Salt Funds Management Limited, and Mary Jo Vergara from Kiwibank. Excellent data and insights following the RBNZ changes and recent global events. What are the opportunities and challenges you see in 2025? Register for our next webinar when Nick Hakes talks about shaping the future of financial advice. https://lnkd.in/geNmEt8c
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This weekend is the perfect time to register for our 2025 National Adviser Conference. Super Early Bird ends on Monday. Register and save at https://lnkd.in/g92f_xV4 #shapingthefutureofadvice #nationaladviserconference2025
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WEBINAR: Economic Insights: Perspectives from Leading Experts Thursday 28 November, 10.00am Hot on the heels of this week's RBNZ Monetary Policy Statement & OCR announcement, join our panel of leading economists providing their perspectives and forecasts on New Zealand’s economy for 2025 and their predictions on how things might play out in the financial services sectors. Kelvin Davidson at CoreLogic NZ, Bevan Graham at Salt Funds Management Limited, and Mary Jo Vergara at Kiwibank join us to discuss the property market, the investment markets, and the main economic indicators, GDP, CPI, unemployment, trade and growth. Register today: https://lnkd.in/gi7JX-s2
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