Director bio – Jason Kilworth

August 3, 2018By nicolegWhat's new

I have been on the Board of The TripleA since 2015 as a director and now as Deputy Chair. I’m also on the board of the OneNetwork Advisers. My involvement in the financial advisory industry initially started in 1994, where I worked with my father Brian for 2 years. Then, in 2002 when I returned … Read More

Update from the CEO

August 3, 2018By nicolegWhat's new

The Board had its last meeting in June alongside The Association’s conference in Nelson. We had a good smattering of members there so good to see a few familiar faces. The usual house-keeping work was done by the Board, reviewing draft annual accounts and progress against the business plan. As always, we looked forward and … Read More

Book/business for sale

June 27, 2018By nicolegWhat's new

One of the services we are beginning to step into is assisting with the initial contact only between buyers and sellers of books/businesses. We maintain a register as these enquiries come through to us. The process we follow is outlined here. Currently, we have a seller seeking expression of interest, some basic information is tabulated below. … Read More

Possible new member benefit

June 27, 2018By nicolegWhat's new

We have been in discussion with Procuremax around whether they might be able to deliver benefits to some of our adviser businesses in the area of Managed Print Services (MPS) solutions. If you want to explore whether there may be savings for your business, please contact Brandon or Roy. You will find their contact details … Read More

Update from the CEO

June 27, 2018By nicolegWhat's new

The work on the lobbying and advocacy front has taken a slight back seat with the last of our submissions in. It’s really a waiting game now, to see the actual shape of legislation before we can do much more. That said, many of us would have watched the Sunday program on TV1, asking whether … Read More

Welcome to new members

May 8, 2018By nicolegWhat's new

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

Update from the CEO

May 8, 2018By nicolegWhat's new

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, 2018By nicolegWhat's new

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