Latest NEWS

Keeping you up to date with what's important.

Welcome to new members

May 8, 2018

Michael Johnston, Fanclub Ltd Nicholas Waru, Pearce Financial Services Ltd Robert Blackmore, Blackmore Wealth Management Dina Buelow, Rutherford Rede Ltd Pren Pillay, Insure Ltd Brittany Rees-Thomas, Rees-Thomas Financial Services Ltd

Conference – now time to register (Wed 20th – Friday 22nd June)

May 8, 2018

The TripleA is offering a $150 discount off the first twenty TripleA registrations so we suggest you get in quick. Follow this link for TripleA members to register. You can find out more details on the conference programme here. It’s a great programme and location in Nelson. As most of you are aware, we are … Read More

Update from the CEO

May 8, 2018

The last couple of months seems to have been consumed by work on the lobbying and advocacy front. We have been working alongside a number of other industry bodies, all of whom are seeking a more sensible suite of new legislation and regulation out of the current review of the Financial Advisers Act. We were … Read More

Welcome to new members

March 13, 2018

From Camelot NZ Ltd, Claire Belch, Michael Heriot From CompassLife, Anthony McCombs, William Hill, Stephen Lee, Marlon de Moulin and Mark Ogden Magali Martin, Cole Murray Group Ltd Dennis Pimentel, Utmost Edge NZ Ltd William Sargent, Rutherford Rede Jason Clark, Finluca Financial Services Ltd Penelope Mason, Wellington Risk Management Specialists Alan Campbell, Premier Life Brokers Brian … Read More

Roadshow and webinar

March 13, 2018

The Code Working Group has published a consultation paper in mid-March regarding the new code of conduct for financial advice services. To receive updates from the Financial Advice Code Working Group subscribe here. Submissions on the paper will close on Monday 30 April 2018. The Code Working Group will be running a roadshow around the … Read More

Dispute resolution promotion

March 13, 2018

Our role in life is simply to operate as a not-for-profit adviser association that tries to maximise benefits for advisers and their businesses. This article explains one of the ways we do that: using our collective negotiating power to make savings for members. For example, the TripleA has deals with two dispute resolution services, IFSO … Read More

REMINDERS
Adviser annual confirmation
Yearly on date of original registration


National Certificate holders must have submitted their authorisation application to the FMA
01 November 2018