Formal Financial Advice NZ conversations start next month
The new professional association, to represent financial advisers, is being developed by the Institute of Financial Advisers and the Professional Advisers Association.
But to achieve the clout and scale it desires, it will need more than just the memberships of the two organisations to join. It will have to pull in some of the thousands of advisers who are not a member of any professional body at present.
After both the IFA and PAA memberships voted in favour of the establishment of the new association, work is getting under way in earnest.
The working group developing the association is holding a facilitation day on September 5 with Lester Levy, change management expert and chief executive of the New Zealand Leadership institute.
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