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Financial Advice NZ clarifies priorities

Wednesday 7th of February 2018

Chair of the establishment board Sue Brown said a board meeting last month had established immediate priorities.

The board has approved a new member management system, with funding approval, which she said would “revolutionise the way [members] will be able to engage with [their] new association and allow us to deliver services and support [them] more effectively.”

Work on the implementation of that system began through the latter half of January.

By-laws were being reviewed and would be presented to the advisory committees that represent each advice strand at their first meetings. They were due to have happened last week but were postponed to today.

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