*Members Only* Webinar - What investors need to know about changes in the financial advice industry

Details

Date: 27-Apr-2021

Capacity: 100 (24% booked) 


45-minute web session streaming from 12 pm 

Post-stream replay available

Webinar presentation by Kris Pedersen and Debbie Roberts
 


DO YOU KNOW THAT REGISTERED AND ACCREDITED FINANCIAL ADVISORS ARE NO LONGER AND THERE ARE A BUNCH OF OTHER CHANGES IN THE FMA SPACE?

New regulations governing the conduct and standard of care for financial advisors came into effect on the 15th of May. These changes affect the way investors access and consume financial advice. This presentation is intended to give property investors a user-friendly version of what these changes are and share best practice tips for lay-people to better engage with the financial advisory market going forward. 

Session topics
  • High-level overview (in plain English) of the Financial Services Legislation Amendment Act and the effects + consequences they have on the financial advisory industry; 
  • What are the practical implications, additional risks and safeguards for property investor accessing mortgage or other investment advice; 
  • What is 'financial advice' and what is outside of the purview of the Financial Markets Authority; 
  • Best practice tips for anyone accessing mortgage and other investment advice going forward. 
Speaker

Debbie Roberts is the Director of Property Apprentice* and Kris Pedersen is the Director of Kris Pedersen Mortgages**.

Webinar link

Access link to this webinar will be emailed to you immediately following your registration. If you do not receive the link please check your spam folder in the first instance before emailing us at admin@apia.org.nz


 

* Property Apprentice is a Silver Sponsor of the APIA.

** Kris Pedersen Mortgages is the Principal Sponsor of the APIA.

APIA Keynote Registration

Free for members and $75 for non-members

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  • Non members can purchase a ticket by clicking here

Booking

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Introducing Our Partners
Principal Sponsor - Kris Pedersen Mortgages & Insurance logo Gold Sponsor - Barfoot & Thompson logo Gold Sponsor - CoreLogic logo Property Apprentice logo The Insulation Warehouse logo The Renovation Team logo The New Zealand Property Investors' Federation logo
09 360 2376
info@apia.org.nz

The Tenancy Practice Service and TPS Credit Control work closely with the Auckland Property Investors' Association. Our vision of bringing helpful resources, documents and high quality services to Auckland Property Investors and Property Managers is shared by APIA, so its a partnership that works well. 

The Auckland Property Investors' Association is a great organisation for those who want access to advice and information from a range of industry experts and partners. 



Mathieu Holt- Managing Director, The Tenancy Practice Service & TPS Credit Control
Through the Association I found the channels and methods to fund the purchase of property I never dreamed about. Grant Brown

All round it has been one of those things Neil and I felt was really worthwhile belonging to. We have learned so much it has just built our confidence in what we are doing.

Janice Bieleski
I read two articles in the monthly magazine that saved me over $5,000. That is my membership fee for the next 26 years and I am sure I will learn a whole lot more! John Duncan
Fantastic organisation. The networking opportunities are brilliant and provide us with information and opportunities that cannot be obtained anywhere else. We learn something new at every meeting and we've been in this game for nearly 20 years. Pauline and Gyanen Kumar

I find the information obtained from various APIA meetings very useful in guiding my own property investment and rental management.  I also enjoy the networking opportunities with like-minded investors.  I am inspired by other investors’ success and find the more experiences and knowledge that I share with others, the more confident I become.  

Thanks to all APIA event organizers and administrators for your brilliant work. 

Stella Shao

I like talking to people and learning from their experience because it gives me the confidence to invest well. I think it is a knowledge thing. I now know I am doing things the right way.

Stephen Weatherall

My APIA membership has become a total success.

Every time I attend a monthly or regional meeting I come away with so many useful and positive tips that have added value to my property investments and management.

Not only that, the website is a great place for practical advice and useful information. It has now evolved into an important resource for my business.

Talk about value for money! The discounts I have been getting at Bunnings when I present my APIA membership card have more than paid for my annual subscription!

Tim Duffett, Plan A Investments Limited