Latest NEWS

Keeping you up to date with what's important.

Director bio – Jason Kilworth

August 3, 2018

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, 2018

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, 2018

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, 2018

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, 2018

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

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