Bringing the industry together to shape its future

27 Oct 2016 9:56 AM | Deleted user

The Financial Advice New Zealand Working Group has entered the second stage of its 100-day structured development process.


The 40 working-day consultation stage is planned for the rest of 2016, with a short break over Christmas and recommencing in early 2017.


The consultation will cast a wide net across the industry, including advisers – both members and those who are not currently a member of an association; adviser groups; product providers; adviser associations; regulators and consumer bodies.


Focus groups will be held at 11 locations across the country, with details around dates and locations to be provided this week.


Speaking to NZ Adviser, Professional Advisers Association (PAA) chairman Bruce Cortesi said in addition to the focus groups, they intend to make the most of technology to reach as broad an audience as possible, such as via webinars and phone conferences.


“It’s a really exciting time for the industry to have the opportunity to contribute to something that is really positive in a proactive way,” Cortesi says. “This is a really positive step for the industry and an opportunity to really shape the future of the industry - not only for the advisers and the industry as it is now but also for future advisers and for the consumer, which is critical.”


The industry is at a natural crossroads, Institute of Financial Advisers (IFA) board chair Michael Dowling told NZ Adviser, a financial adviser himself for the past 26 years.


“The evolution I’ve seen around my profession over that time has sort of spun my head a couple of times and so it’s natural to take stock and go, ‘where have we come from, where are we going and where are we right now?’


“We want to give everyone the opportunity to have their say.”


Cortesi says the consultation stage is a crucial time to ask questions on what Financial Advice New Zealand needs to look like.


“It’s a blank sheet of paper to say, what does this need to look like; what does it need to deliver; what does the look and feel of a professional body going forward for the next decade and beyond need to look like?” he says.


“So it’s a great opportunity for the industry to have some open dialogue which probably hasn’t really occurred before - you haven’t had input of the whole industry into such a key component as establishing a framework for a new professional body.”


The lead up to the Christmas break is no doubt a busy time for advisers but the break in consultation during the festive celebrations will offer all involved a chance to take stock of the progress so far.


“(The break) also gives us a bit of time to make sure we’ve got all the feedback, even from people who didn’t have the opportunity for feedback initially because they were so busy,” says Dowling. “So there’s enough space in there to allow us to make sure we get everyone’s view forward.”


Dowling says they were pleased with how the timing of stage two turned out, with the break inbetween. “We thought that’s an opportunity for those who are too busy that can’t get back with inside the 40 days. They have an opportunity to think through things in the break and send us an email or get in contact and give their thoughts in the New Year.”


After the consultation stage is completed, the Financial Advice New Zealand Working Group will begin development of the association’s structure.


This article was originally sourced from NZ Adviser and written by Maya Breen.


Strengthening Trans-Tasman Connections: AuSAE and Tourism New Zealand Business Events Renew Partnership

Association professionals across Australia and New Zealand have even more reason to explore trans-Tasman opportunities. AuSAE is proud to announce the renewal of its longstanding partnership with Tourism New Zealand Business Events, celebrating 11 years of collaboration.

For over a decade, this partnership has strengthened connections between the two countries, helping associations expand networks, share knowledge, and deliver world-class events.

Toni Brearley, CAE, Chief Executive Officer at AuSAE, said:

“Our partnership with Tourism New Zealand Business Events has opened doors for association leaders to plan unforgettable events and connect with peers across the Tasman. Together, we’ve created opportunities, shared knowledge, and elevated the experiences of our members and their delegates. This partnership reinforces our commitment to fostering strong trans-Tasman collaborations, helping associations innovate, grow, and deliver outstanding value to their members.”

Helen Bambry, Business Events Manager at Tourism New Zealand, added:

“Partnering with AuSAE means we can directly support association professionals in bringing their next international business event to New Zealand – offering assistance, funding, and support to ensure exceptional experiences for both organisers and delegates.”

Watch the Tourism New Zealand Business Events video

What this partnership means for you

For Australian associations:

  • Receive expert guidance and support to bring conferences or member events to New Zealand.
  • Access funding assistance through Tourism New Zealand Business Events.
  • Expand your network and build partnerships with New Zealand peers and industry leaders.
  • Deliver international experiences for members and delegates just across the Tasman.

For New Zealand associations:

  • Strengthen professional connections with Australian association leaders through AuSAE’s network.
  • Share expertise and collaborate on professional development, governance, and member engagement initiatives, and more.
  • Gain visibility within the broader association community in Australia and New Zealand.
  • Access opportunities to host international association events and delegates in New Zealand, boosting local engagement and knowledge exchange.

About AuSAE:

The home for association professionals, the Australasian Society of Association Executives (AuSAE) is the leading - and only not-for-profit, member-based - organisation supporting association professionals in Australia and New Zealand. For 70 years, AuSAE has been a trusted partner for those working in associations, providing professional development, support, and networking to help association leaders achieve organisational goals, advance their careers, and strengthen the wider sector.

About Tourism New Zealand Business Events:

Tourism New Zealand Business Events provides expert guidance, funding, and support to attract conferences, incentives and corporate events to New Zealand.

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For more information about AuSAE, please contact Toni Brearley, CAE:
Toni Brearley, CAE
Chief Executive Officer, AuSAE

E: toni@ausae.org.au
T: + 61 458 000 155

To apply for funding and support to host a conference in New Zealand contact Helen Bambry:
Helen Bambry
Business Events Manager, Tourism New Zealand

E: Helen.Bambry@tnz.govt.nz
T: +61 415 933 325


The Australasian Society of Association Executives

Contact us:

Email: info@ausae.org.au
Phone: 1300 764 576 (within Australia)
Phone: +61 7 3268 7955 (outside Australia)
Address: Unit 6, 26 Navigator Place, Hendra QLD 4011, Australia

                    
        


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