Three advisers elected to association board
Three advisers have been elected to the board of Financial Advice New Zealand.
Thursday, September 27th 2018, 11:51AM
Cecilia Farrow
John Bolton, Cecilia Farrow, and Stephen O’Connor have been elected by members for the Financial Advice New Zealand Practitioner Board Member positions.
The newly appointed members were announced at the Financial Advice New Zealand AGM held this morning, at the National Advisers Conference in Rotorua.
Meanwhile, Michael Dowling and Bruce Cortesi have stepped down from the Establishment Board.
There were nine high-calibre nominees across the four advice specialities - mortgage, insurance, investment and financial planning for the positions.
“Our Practitioner Board Members are the expert voice for their advice speciality,” Financial Advice New Zealand chairman Sue Brown said. “As we work towards the vision of Financial Advice New Zealand – building trust and confidence with Kiwis and helping more New Zealanders benefit from quality advice – it’s crucial that all areas of advice are well represented. We are extremely pleased to have such high calibre advisers joining the Board.”
John Bolton
Bolton is the CEO of Squirrel, one of the largest branded mortgage advisers in New Zealand, writing more than $1 billion per year.
Cecilia Farrow
Farrow is the Founder and CEO of Triplejump Risk Management, and throughout her 23-year career has been committed to lifting the standards of advice in the life risk sector.
Stephen O’Connor
AFA, CFP and a Fellow Chartered accountant, Stephen is the principal of Invercargill based Mitre Wealth Management and has been a financial adviser since 1987.
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