New CFP members announced
Financial Advice New Zealand has introduced seven new members who have achieved the certified financial planner (CFP) designation.
The new CFP Practitioners received their certificates at the National Adviser Conference this week, presented by Dante De Gori (pictured left), the global chief executive of the Financial Planning Standards Board (FPSB).
Recognising professional excellence
The CFP designation is globally respected, signifying a commitment to competent and ethical financial planning.
New Zealand now boasts 223 CFP practitioners who meet rigorous education, experience, and ethical standards, including completing a detailed case study to assess their competency.
Award ceremony highlights
Among the new inductees are Lan Liang of Nigel Tate Financial Planning, Paul O’Regan from Lifetime Group, Ona Mackonyte at Rede Advisers, David Gumbley with AdviserFirst, Jeshal Patel from Helium Investments, Richard Parry of Alvarium Wealth (NZ), and Lisa Parata at Polson Higgs Wealth Management.
Liang also received the prestigious Tate Scholarship Award, worth $5,000, which is awarded annually to a new CFP who demonstrates outstanding academic and professional achievements.
Expanding the CFP community
De Gori expressed enthusiasm about the increasing number of CFPs in New Zealand and the broader Asia Pacific region, which contributes to the growing professional standards in financial advising.
Nick Hakes (pictured right), CEO of Financial Advice New Zealand, echoed this sentiment, emphasising the importance of advancing advisor knowledge and professionalism.
“Financial Advice New Zealand is proud to see advisers taking their knowledge and skills to the next level which, in turn, helps build the professionalism of financial advice in New Zealand,” Hakes said. “I look forward to welcoming more CFPs to Financial Advice New Zealand and helping shape the future of advice.”
