• Financial Advice Profession Survey

    The financial advice profession is emerging across ASEAN. What will it look like in New Zealand? This is up to those in the profession and how stakeholders see them. This survey collects the view of New Zealanders currently in the profession and how they are viewed, and wish to be viewed, by clients, partners, and stakeholders.
  • Which of these best describes your current role in a financial adviser business?*
  • How many years have you been working in the financial advice profession?*
  • Which areas of advice do you work in?*
  • Format: (000) 000-0000.

  • Professional Associations in New Zealand

    This next section is about your perspectives on professional associations in Aotearoa New Zealand.

  • Which of the following associations are you currently a member of?*
  • In your opinion, what is the role of a professional association? (Please select all that apply.)*
  • In your opinion, which of the following organisations is most effective in representing the voice of financial advisers? Please select ONE response only.*

  • Now, we would like you to think specifically about Financial Advice New Zealand.

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  • Rows
  • Which of the following Financial Advice New Zealand initiatives are you aware of?*
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  • Which of the following do you think best describes the amount of communication you receive from Financial Advice New Zealand?*

  • Professional Development, Standards, and Training

    Now, we would like you to think about professional development and education.

  • What is your highest qualification you have received relevant to financial advice?
  • What professional designations do you hold?

  • Finally, we are going to ask you some questions which will enable us to analyse the survey.

  • How would you describe your gender?
  • Which age group are you in?
  • Are you happy for us to contact you to discuss your answers further?
  • Would you like to receive information about Financial Advice New Zealand?

  • Thank you!

    Thank you for taking the time to complete the Professional Perception Survey. Your feedback is very important to Financial Advice New Zealand.

    We will place all entries received before 19 April 2024 into a draw to win a $100 Prezzy Gift Card and will contact the winner on or before 26 April 2024. The prize will be drawn randomly from the entrants names and can not be exchanged for cash or another item.

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