Advisers to get development guidance
Trecia Brown will take the role, which Fidelity said would be important as the advice industry looked towards transitioning to a new regulatory regime, and beyond.
She reports to chief distribution officer Adrian Riminton.
“Our purpose is to protect New Zealanders’ way of life”, he said.
“However most New Zealanders are under-insured, and need access to good advice. Fidelity Life is committed to face-to-face advice, and financial advisers have a crucial part to play in educating Kiwis about the importance of protecting what’s important. The Financial Services Legislation Amendment Bill introduces a new regime for financial advice, and aims to ensure consumers’ interests come first. Trecia will develop and deliver high quality training programmes to ensure our independent financial advisers understand their conduct and compliance obligations under the proposed regime, and are fully qualified to provide independent advice that Kiwis can trust.”
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