Financial Advice NZ’s Connect Tour 2024

Financial Advice New Zealand’s Connect Tour 2024 runs across July and August, with 6 sessions across the country. The programme features:

  • Bronwyn Kirwan, Chief Commercial Officer at Fidelity Life, speaking about New Zealanders’ attitudes towards financial advice;

  • a fireside chat with Angus Dale-Jones, Chair of the Financial Advice Code Committee;

  • Michelle Forster, Director Principal at Heathcote Investment Partners giving observations from the frontline;

  • a session on adviser excellence featuring William Tieu, Mortgage Adviser at Your Financial Engineer and Tim Fairbrother CFP, Financial Adviser at Rival Wealth;

  • and Nick Hakes, Chief Executive Officer and Cecilia Farrow, Head of Professional Development at Financial Advice New Zealand sharing the outcomes of member value research.

Dates and locations below:

Tickets cost $60 +gst for members or $160 + gst for non-members.

 

More news:

IBIS World report shows NZ life insurers annual revenue and profits drop while NZ health insurers annual revenue and profits have increased over the last 5 years

Financial Advice NZ webinar 'CCCFA Affordability Assessment Regulation Changes' 31 July

mySolutions webinar 'How to introduce and grow fees in your business' 17 July

Gallagher Insurance becomes the new naming sponsor of Challenge Wānaka

ANZIIF has moved to bolster its relationships and enhance opportunities in Southeast Asia

OCR remains at 5.5%

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Legal and regulatory update for the life and health insurance sector