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Dispute resolution coverage for members

January 17, 2019

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, 2019

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, 2019

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, 2019

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, 2018

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, 2018

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

Adviser annual confirmation
Yearly on date of original registration

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