Peer to peer locum-adviser service

Peer to peer adviser-locum service

This service is designed for sole adviser businesses seeking assistance and/or to provide assistance in the event of short to long term leave. Our member database will connect advisers with similar experience and competence, enabling them to continue to provide a service to their clients.
I am a Financial Advice NZ member who is:*

Seeking a locum adviserAvailable as a locum adviser
Contact Details*

First NameLast Name
Business Name
E-mail*
Phone
City

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Areas of advice you provide

General InsuranceLife InsuranceKiwiSaverInvestmentMortgageFinancial PlanningOther
Other advice you provide:
Head group (for mortgage aggregation if applicable)
Providers you are accredited with
PI provider
Class of FAP licence

12
FSPR details
Other key support staff contact details (if applicable)
CRM and other important IT systems or tools
Locum Advisers

Please answer the following additional questions:
Are you a FAP licence holder or a Financial Adviser in a FAP?
What is your capacity to service clients?

Short termMedium termLong term
Any questions or additional information?
May we share your contact details with a possible locum match?

Yes, you may share my contact information, no need to contact me firstPlease contact me prior to sharing my details
Privacy information

The information you provide will be used to link you to another Financial Advice NZ member for the services you have requested.

Your details will be available to Financial Advice NZ staff, and once we have identified a possible match you will be alerted. We will share your contact detilas based on your answer above.

See Financial Advice NZ's privacy policy here. This information is captured by Jotform, you can see their privacy policy here.
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Peer to peer adviser-locum service

Locum Advisers