NZ Adviser Licencing Decison Pathway Webinar
5 July 2019
Collaboration by Rusell Hutchinson, Tony Vidler & Barry Read. A practical webinar in the key decision points and options for NZ Financial Advisers considering their licencing choices in the new regime.
This is an agnostic approach - no promotion of particular models or providers, but a genuine strategic approach to assist Advisers in making choices about their probable options.
We will provide a comprehensive checklist of the various Practice Management, Advice Process, and Regulatory issues which we expect will be required for full licencing.