Media Centre
All press releases and media articles can be downloaded from our website. Media representatives are invited to contact Mark Sinclair for comment.
Jump to:
- Code Committee: Competence Alternatives - Briefing Paper
- Advice Documents. How to cut according to the cloth
- Five ways to get on top of 'Clause 26'
- The Ramifications of New Zealand Financial Adviser Regulation
- The global planner - why advice standards are international
- Why ‘Best Practice’ should be your driver in setting standards
- Current competence and the importance of continuing education
Media Articles and Press Releases
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Code Committee: Competence Alternatives - Briefing Paper | » Download now |
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Advice Documents. How to cut according to the cloth | » Download now As disclosure becomes apart of life for financial advisers preparing tailor-made advice documentsbecomes a necessity. Adviserlink’s Colin James explains how to design astatement of advice that fits perfectly Asset Magazine,July 2008 |
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Five ways to get on top of 'Caluse 26'| » Download now The Financial AdviserAct 2008 contains a stringent new benchmark for behavior that will transformindustry practices. Colin James, Adviser Support Services manager, gives tipson how to prepare for Section 33. Theoriginal article refers to Clause 26 of the Financial Adviser Bill, whichbecame Section 33 when carried over to The Financial Advisers Act 2008. Asset Magazine, April 2008 |
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The Ramifications of New Zealand Financial Adviser Regulation | » Download now Leonie Wallwork seeks comment from Hon. Lianne Dalziel, Minster of Commerce on the introduction of the new Financial Adviser regulation and outlines the implications for industry and advisory groups. Journal of Financial Advice, Issue 38 June 2008 |
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The global planner - why advice standards are international | » Download now Personal financial planning is an internationally recognisedservice which requires internationally accepted standards, according to AdviserLink’s Leonie Wallwork. Asset Magazine, October 2007 |
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Current competence and the importance of continuing education | » Download now AdviserLink’sLeonie Wallwork defines the art of learning as recognising that every minuteof every day there is an opportunity to learn something new. Wallwork shows how continuing education can helpadvisers take a different view of their established processes and turn theminto something better, smarter and more effective for their businesses. Asset Magazine, July 2007 |
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Why ‘Best Practice’ should be your driver in setting standards | » Download now Leonie Wallwork, Adviserlink professional education director,details the forces of change impinging on financial planners and how they can adapt to the new world order of advice. AssetMagazine, April 2007 |