New Zealand Financial Advisers: Adapting to Industry Changes
Explore how Australian reforms impact New Zealand Financial Advisers and the role of financial planning software in navigating disruption.
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Glenis is a Senior Fellow of FINSIA (Financial Services Institute of Australasia). She has worked tirelessly for over a decade to develop her innovative software, with her aim being to enable consumers everywhere to understand and improve their finances. Her software has been upgraded for use by Financial Advisers and organizations that want to provide Financial Literacy and digital financial planning tools for their clients or employees.
In response to the Quality of Advice Review, Glenis has designed a completely new product, Financial Advice Online to enable affordable advice for all by a person qualified to give financial advice. This software allows members of the Financial Services Industry to provide an Advice Document in a multi-media format and includes access to the adviser's financial plan, supplementary reports and a comprehensive Financial Literacy Program. Information is available at www.adviceonline.net.au.
Glenis does not use AI to write her blogs. It is all original content.
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