Chairman’s Message – AGM 2023

December 1, 2023By Triple AWhat's new

As you may know, the Association had its AGM on Monday 6 November in Auckland. We had a good physical turnout and a number of proxies. The Special Resolution to wind up the Association was passed, but as previously noted, a further ratification vote will be required in the new year. Time and date to … Read More

Christmas Message From Chair

December 7, 2020By Triple AWhat's new

The year 2020 has seen many changes and challenges for our profession. Your board extends Christmas wishes to you, your clients, and your families.  Click here to view the message

Transitional licensing for FAPs will open 4 November

September 24, 2019By adminWhat's new

The FMA has confirmed that FAP transitional licence applications can be applied for (online) from Monday 4 November. The application fee for the transitional licence will be $405 excl. GST plus $38.75 excl. GST per authorised body named on your licence application. The application fee for the full licence will start at $612 excl. GST … Read More

CEO Report

July 3, 2019By nicolegWhat's new

The new legislative and regulatory regime goes live, so to speak, in June next year. The last couple of years have been a blizzard of “consultation documents” and meetings with MBIE/FMA. I see the FMA has just issued yet another consultation document on proposed standard conditions for transitional licences! This latest consultation document is focused … Read More

Dispute resolution coverage for members

January 17, 2019By nicolegWhat's new

Our role in life is simply to operate as a not-for-profit adviser association that tries to maximise the benefits we create for advisers and their businesses. One way we do that is by using our collective negotiating power to make savings for our members. For example, the TripleA has “group bulk deals” with two dispute … Read More

Membership subscription and dispute resolution invoicing

January 17, 2019By nicolegWhat's new

Heads up that invoices for membership subscriptions and FDR or IFSO dispute resolution costs will be out to you by mid-February. These cover: Membership subs. Financial year 1 April to 31 March. Dispute resolution service costs. Financial year 1 July to 30 June. Individual subscription levels remain at a low $300pa for 2019/20. Likewise dispute … Read More

Jeremy Cole – Board Bio

January 17, 2019By nicolegWhat's new

I was introduced to the life insurance industry by my brother Chris who was a tied agent with the then National Mutual. I was appointed an agent in Hastings with the same company in October 1990. Chris and I worked loosely together but kept individual agencies. National Mutual formed an alliance with mortgage broking company … Read More

CEO Report

January 17, 2019By nicolegWhat's new

Firstly, welcome back to the New Year – we hope everyone has managed to get a relaxing break in over the holiday period and is ready for an interesting 2019. I suspect this year will be all about responding to the impact of, and implementing the changes from, the review of the Financial Advisers Act. … Read More

Planning for Christmas

December 6, 2018By nicolegWhat's new

Christmas is almost here and hopefully your planning for the close down is well underway. This helpful list is a good starting point to cross-check your planning for Christmas. Close down period: Decide on the dates you are closing and reopening. This year Christmas is on a Tuesday so commonly firms are closing on Friday … Read More

Royden Shotter – Board Bio

December 6, 2018By nicolegWhat's new

Royden’s career in financial advisory now spans more than 20 years across multiple financial disciplines. He owns and runs Echelon Advisers, a financial planning practice based in Parnell, which provides a stable platform to expand on some of his ideas. With a view to leveraging his knowledge and experience and to help people better understand … Read More