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Financial Advice NZ ponders questions of experience in Trusted Adviser consultation

Wednesday 5th of August 2020

The plans for the mark, which have been part of the association’s plans from the outset, were unveiled in June.

A Trusted Adviser of Financial Advice NZ is a member who has been accepted as having a level five qualification or higher, three years’ experience providing regulated financial advice, a minimum of 20 hours’ CPD a year, completing a three-hour ethics workshop...

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