FAMNZ Membership Application Form Logo

  • Membership Application Form

  • Welcome to FAMNZ!

    To streamline your application, please explore our membership categories to find the one that best suits your professional experience and goals. Each category comes with unique requirements, so understanding these beforehand will ensure a smoother application process. 

    Before applying, download and review the checklist for your chosen category available on the FAMNZ website. This crucial step outlines all the documentation and criteria needed. 

    Once you've prepared the necessary information, you're ready to proceed with your application. 

    We're excited to have you join us at FAMNZ and to support your journey within our community.

     

    Collection Notice

    FAMNZ are collecting the personal information requested in this application process including (but not limited to) your name, addresses, employment information, professional association membership, criminal record, credit information and any other personal information you expressly provide to us from time to time.

    We collect this information for the purpose of verifying your identity, facilitating payment of membership fees, considering your application for membership as well as subsequently contacting you and managing any membership granted by FAMNZ. We will also use this information to contact external stakeholders. Additionally, we will use your personal information for collateral purposes such as updating our membership records and directly marketing FAMNZ events and activities to you. If you provide us with information that is not specifically requested in this process, we will also collect this information.

    Any personal information collected is held by us in or New Zealand or Australia but may be disclosed to, and held at a destination outside Australia, including but not limited to the United States of America, where we utilise third party service providers. Your consent to our collection and use of your information also includes consent to us disclosing to these countries.

    You may decide not to consent to this collection, use and disclosure. If you do not consent to our collection, use or disclosure then you should not use this application. In this event, we cannot use this application to consider or provide you with membership. You may also withdraw your consent (including consent to us directly marketing to you) at any time but the consequences we identify above may also arise. Additionally, such withdrawal may require us to revoke your membership, once approved, because membership provides you with personal rights which must be held by an identifiable entity. If we do not know who you are, then you cannot hold those rights.

    If you have concerns or would like further information regarding your privacy, please contact us at the email address identified in our Privacy Policy which is available on our website.

  • Membership Category Selection

  • Member Information

  •  / /

  • Membership Refusal/Cancellation

  • Accredited Membership

    • Accredited Membership 

    • Please tell us more about yourself

    • Please provide a letter from your employer FAP (FAMNZ Corporate Member for Corporate Employee Members), confirming the following:

      1. Current employment status and ability to provide advice on their behalf;
      2. Professional Indemnity Insurance coverage; and
      3. Dispute Resolution Scheme (DRS) coverage.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Details of Other Finance Industry Association Membership

    • FAP/Aggregator

    • ID Verification

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • What industry are you joining us from?

       

    • Confirmation of Mentoring

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Accredited Membership Requirements

    • File Uploads

       Please upload all required documentation. 

    • Upload New Zealand Certificate in Financial Services 
      New Zealand Certificate in Financial Services (Level 5) version 2, including the residential property lending strand or equivalent. Please contact us, once you have submitted your application, if you are unsure if your qualification is equivalent to the current industry standard in New Zealand.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Upload Resume

      Please provide a current resume detailing your experience in the industry.

       

      For companies (if applicable): Please provide a current resume for each director that is directly engaged in the day-to-day operations of the company, as well as the company’s nominated representative.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Upload Professional Indemnity Insurance (in the amount of not less than NZ$2 million)

      Please provide:
      1. Current professional indemnity insurance (PI) Certificate of Currency; or
      2. A letter from an employer, FAP, or other relevant person, confirming that the member is/will be covered under their policy.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • FSPR Extract

      Please provide an FSPR extract showing your FSPR registration number, the FAP that you are linked to and the FAP license status, together with evidence of membership (or coverage by) an approved dispute resolution scheme.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Companies Office Extract (Companies Only)

      Upload Companies Office Extract (This document must list all current directors/shareholders and must not be dated more than 1 week before the application date.)

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • References

    • Please provide two (2) trusted referees. Please note, FAMNZ will reach out to each referee for a reference.


      Trusted referees can include your mentor, aggregator, FAP, a lender, credit manager, bank branch manager or other finance professional. If you are being mentored, please include your mentor as one of your trusted referees.

    • Nomination as Company Representative (Companies Only) 

    • Criminal History

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Credit History

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Insolvency/Bankruptcy

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Declarations

    • I declare that I meet the eligibility requirements of FAMNZ and confirm the following statements to be true and correct. In the past 10 years, I have not:

       

      • Been refused a New Zealand Financial Service Provider (FSP) registration, Financial Adviser (FA) status or a Financial Advice Provider (FAP) Licence, nor had it varied, suspended, or revoked.
      • Had a New Zealand FSP registration or FA status or FAP Licence terminated or withdrawn on ethical or legal grounds.
      • Been convicted of an offence concerning dishonesty, misappropriation, or fraud under New Zealand law.
      • Been convicted of a criminal offence in New Zealand or elsewhere.
      • Acted as a director of a company that has entered into voluntary or involuntary liquidation, or had a receiver, liquidator, administrator, or statutory manager appointed while I held the position.
      • Been declared bankrupt, are currently an undischarged bankrupt, or entered into a no-asset procedure in New Zealand.
      • Been denied professional indemnity insurance coverage.
      • Been involved as a defendant or respondent in any civil litigation or dispute resolution process in connection with my professional dealings or personal conduct.
      • Been the subject of a claim regarding professional indemnity insurance or any complaint lodged with a dispute resolution scheme in New Zealand.
      • Been subject to disciplinary proceedings or investigations by any professional or regulatory body in New Zealand.
      • Participated in conduct considered unethical or detrimental to the interests of FAMNZ.
      • Had an accreditation with a lender suspended or revoked due to adverse circumstances.
      • Been removed from an FAP Licence or aggregator group due to adverse circumstances.
    • Upload File
      Drag and drop files here
      Choose a file
      Cancelof

    • Associate Membership

    • Associate Membership 

    • Please tell us more about yourself

    • Letter from Employer

      Please provide a letter from your employer FAP (FAMNZ Corporate Member for Corporate Employee Members), confirming the following:

      1. Current employment status and ability to provide advice on their behalf;
      2. Professional Indemnity Insurance coverage; and
      3. Dispute Resolution Scheme (DRS) coverage.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Details of Other Finance Industry Association Membership

    • FAP/Aggregator

    • ID Verification

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • What industry are you joining us from?

       

    • Confirmation of Mentoring

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Associate Membership Documentation

      Please upload the following documents.

       

      Upload Certificate in Financial Services
      New Zealand Certificate in Financial Services (Level 5) version 2, including the residential property lending strand or equivalent.


      Please contact us, once you have submitted your application, if you are unsure if your qualification is equivalent to the current industry standard in New Zealand.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Upload Resume

      Please provide a current resume detailing your experience in the industry.

       

      For companies (if applicable): Please provide a current resume for each director that is directly engaged in the day-to-day operations of the company, as well as the company’s nominated representative.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Professional Indemnity Insurance (in the amount of not less than NZ$2 million)

      Please provide:
      1. Current professional indemnity insurance (PI) Certificate of Currency; or
      2. A letter from an employer, FAP, or other relevant person, confirming that the member is/will be covered under their policy.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • FSPR Extract

      Please provide an FSPR extract showing your FSPR registration number, the FAP that you are linked to and the FAP license status, together with evidence of membership (or coverage by) an approved dispute resolution scheme.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Criminal History

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Credit History

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Insolvency/Bankruptcy

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • References

    • Please provide two (2) trusted referees. Please note, FAMNZ will reach out to each referee for a reference.


      Trusted referees can include your mentor, aggregator, FAP, a lender, credit manager, bank branch manager or other finance professional. If you are being mentored, please include your mentor as one of your trusted referees.

    • Companies Office Extract (Optional Requirement for Companies only)

      Upload Companies Office Extract (This document must list all current directors/shareholders and must not be dated more than 1 week before the application date.)

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Nomination as Company Representative (Companies Only) 

    • Declarations

    • I declare that I meet the eligibility requirements of FAMNZ and confirm the following statements to be true and correct. In the past 10 years, I have not:

      • Been refused a New Zealand Financial Service Provider (FSP) registration, Financial Adviser (FA) status or a Financial Advice Provider (FAP) Licence, nor had it varied, suspended, or revoked.
      • Had a New Zealand FSP registration or FA status or FAP Licence terminated or withdrawn on ethical or legal grounds.
      • Been convicted of an offence concerning dishonesty, misappropriation, or fraud under New Zealand law.
      • Been convicted of a criminal offence in New Zealand or elsewhere.
      • Acted as a director of a company that has entered into voluntary or involuntary liquidation, or had a receiver, liquidator, administrator, or statutory manager appointed while I held the position.
      • Been declared bankrupt, are currently an undischarged bankrupt, or entered into a no-asset procedure in New Zealand.
      • Been denied professional indemnity insurance coverage.
      • Been involved as a defendant or respondent in any civil litigation or dispute resolution process in connection with my professional dealings or personal conduct.
      • Been the subject of a claim regarding professional indemnity insurance or any complaint lodged with a dispute resolution scheme in New Zealand.
      • Been subject to disciplinary proceedings or investigations by any professional or regulatory body in New Zealand.
      • Participated in conduct considered unethical or detrimental to the interests of FAMNZ.
      • Had an accreditation with a lender suspended or revoked due to adverse circumstances.
      • Been removed from an FAP Licence or aggregator group due to adverse circumstances.
    • Upload File
      Drag and drop files here
      Choose a file
      Cancelof

    • Corporate Membership

    • Corporate Membership 

    • Please tell us more about yourself
      Company Details

    • Details of Other Finance Industry Association Membership

    • Advising or Non-Advising

    • ID Verification

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • What industry are you joining us from?

       

    • Corporate Membership Requirements

    • File Uploads

      Please upload the following documentation. 

    • Resume

      Please provide a current resume detailing your experience in the industry.

       

      For companies (if applicable): Please provide a current resume for each director that is directly engaged in the day-to-day operations of the company, as well as the company’s nominated representative.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Dispute Resolution Scheme (DRS)

      Please provide evidence of membership (or coverage by) an approved dispute resolution scheme.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Professional Indemnity Insurance (in the amount of not less than NZ$2 million).

      Please provide:
      1. Current professional indemnity insurance (PI) Certificate of Currency; or
      2. A letter from an employer, FAP, or other relevant person, confirming that the member is/will be covered under their policy.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Companies Office Extract

      This document must list all current directors/shareholders and must not be dated more than 1 week before the application date.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Criminal History

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Credit History

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Insolvency/Bankruptcy

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Nomination as Company Representative

    • Declarations

    • General Declarations

    • I declare that I meet the eligibility requirements of FAMNZ and confirm the following statements to be true and correct. In the past 10 years, I have not:

      • Been refused a New Zealand Financial Service Provider (FSP) registration, Financial Adviser (FA) status or a Financial Advice Provider (FAP) Licence, nor had it varied, suspended, or revoked.
      • Had a New Zealand FSP registration or FA status or FAP Licence terminated or withdrawn on ethical or legal grounds.
      • Been convicted of an offence concerning dishonesty, misappropriation, or fraud under New Zealand law.
      • Been convicted of a criminal offence in New Zealand or elsewhere.
      • Acted as a director of a company that has entered into voluntary or involuntary liquidation, or had a receiver, liquidator, administrator, or statutory manager appointed while I held the position.
      • Been declared bankrupt, are currently an undischarged bankrupt, or entered into a no-asset procedure in New Zealand.
      • Been denied professional indemnity insurance coverage.
      • Been involved as a defendant or respondent in any civil litigation or dispute resolution process in connection with my professional dealings or personal conduct.
      • Been the subject of a claim regarding professional indemnity insurance or any complaint lodged with a dispute resolution scheme in New Zealand.
      • Been subject to disciplinary proceedings or investigations by any professional or regulatory body in New Zealand.
      • Participated in conduct considered unethical or detrimental to the interests of FAMNZ.
      • Had an accreditation with a lender suspended or revoked due to adverse circumstances.
      • Been removed from an FAP Licence or aggregator group due to adverse circumstances.
    • Upload File
      Drag and drop files here
      Choose a file
      Cancelof

    • Corporate Employee Membership

    • Corporate Employee Membership 

    • Please tell us more about yourself
      Employer Details

    • Letter from Employer

       

      Please provide a letter from your employer FAP (FAMNZ Corporate Member), confirming the following:

      1. Current employment status and ability to provide advice on their behalf;
      2. Professional Indemnity Insurance coverage; and
      3. Dispute Resolution Scheme (DRS) coverage.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Details of Other Finance Industry Association Membership

    • FAP/Aggregator

    • ID Verification

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • What industry are you joining us from?

       

    • Corporate Employee Membership Requirements

    • File Uploads

      Please provide the following documentation.

       

      Certificate in Financial Services

      New Zealand Certificate in Financial Services (Level 5) version 2, including the residential property lending strand or equivalent.


      Please contact us, once you have submitted your application, if you are unsure if your qualification is equivalent to the current industry standard in New Zealand.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Current Resume

      Please provide a current resume detailing your experience in the industry.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Criminal History

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Credit History

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Insolvency/Bankruptcy

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • References

    • Please provide two (2) trusted referees. Please note, FAMNZ will reach out to each referee for a reference.


      Trusted referees can include your mentor, aggregator, FAP, a lender, credit manager, bank branch manager or other finance professional. If you are being mentored, please include your mentor as one of your trusted referees.

    • FSPR Extract

      Please provide an FSPR extract showing your FSPR registration number, the FAP that you are linked to and the FAP license status.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Professional Indemnity Insurance (in the amount of not less than NZ$2 million)

      Please provide:
      1. Current professional indemnity insurance (PI) Certificate of Currency; or
      2. A letter from an employer, FAP, or other relevant person, confirming that the member is/will be covered under their policy.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Declarations

    • I declare that I meet the eligibility requirements of FAMNZ and confirm the following statements to be true and correct. In the past 10 years, I have not:

      • Been refused a New Zealand Financial Service Provider (FSP) registration, Financial Adviser (FA) status or a Financial Advice Provider (FAP) Licence, nor had it varied, suspended, or revoked.
      • Had a New Zealand FSP registration or FA status or FAP Licence terminated or withdrawn on ethical or legal grounds.
      • Been convicted of an offence concerning dishonesty, misappropriation, or fraud under New Zealand law.
      • Been convicted of a criminal offence in New Zealand or elsewhere.
      • Acted as a director of a company that has entered into voluntary or involuntary liquidation, or had a receiver, liquidator, administrator, or statutory manager appointed while I held the position.
      • Been declared bankrupt, are currently an undischarged bankrupt, or entered into a no-asset procedure in New Zealand.
      • Been denied professional indemnity insurance coverage.
      • Been involved as a defendant or respondent in any civil litigation or dispute resolution process in connection with my professional dealings or personal conduct.
      • Been the subject of a claim regarding professional indemnity insurance or any complaint lodged with a dispute resolution scheme in New Zealand.
      • Been subject to disciplinary proceedings or investigations by any professional or regulatory body in New Zealand.
      • Participated in conduct considered unethical or detrimental to the interests of FAMNZ.
      • Had an accreditation with a lender suspended or revoked due to adverse circumstances.
      • Been removed from an FAP Licence or aggregator group due to adverse circumstances.
    • Upload File
      Drag and drop files here
      Choose a file
      Cancelof

    • Employee Administration Membership

    • Employee Administration Membership 

    • Please tell us more about yourself
      Employer Details

    • Letter from Employer

      Please provide a letter from your employer FAP, confirming the following:

      1. Your employment status and that you will not be actively writing loans in your role;
      2. Professional Indemnity Insurance coverage; and
      3. Dispute Resolution Scheme (DRS) coverage.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Details of Other Finance Industry Association Membership

    • FAP/Aggregator

    • ID Verification

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • What industry are you joining us from?

       

    • Employee Administration Membership Requirements

    • File Uploads

       Please provide the following documentation. 

    • Current Resume

      Please provide a current resume detailing your experience in the industry.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Criminal History

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Credit History

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Insolvency/Bankruptcy

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Declarations

    • I declare that I meet the eligibility requirements of FAMNZ and confirm the following statements to be true and correct. In the past 10 years, I have not:

      • Been refused a New Zealand Financial Service Provider (FSP) registration, Financial Adviser (FA) status or a Financial Advice Provider (FAP) Licence, nor had it varied, suspended, or revoked.
      • Had a New Zealand FSP registration or FA status or FAP Licence terminated or withdrawn on ethical or legal grounds.
      • Been convicted of an offence concerning dishonesty, misappropriation, or fraud under New Zealand law.
      • Been convicted of a criminal offence in New Zealand or elsewhere.
      • Acted as a director of a company that has entered into voluntary or involuntary liquidation, or had a receiver, liquidator, administrator, or statutory manager appointed while I held the position.
      • Been declared bankrupt, are currently an undischarged bankrupt, or entered into a no-asset procedure in New Zealand.
      • Been denied professional indemnity insurance coverage.
      • Been involved as a defendant or respondent in any civil litigation or dispute resolution process in connection with my professional dealings or personal conduct.
      • Been the subject of a claim regarding professional indemnity insurance or any complaint lodged with a dispute resolution scheme in New Zealand.
      • Been subject to disciplinary proceedings or investigations by any professional or regulatory body in New Zealand.
      • Participated in conduct considered unethical or detrimental to the interests of FAMNZ.
      • Had an accreditation with a lender suspended or revoked due to adverse circumstances.
      • Been removed from an FAP Licence or aggregator group due to adverse circumstances.
    • Upload File
      Drag and drop files here
      Choose a file
      Cancelof

    • Affiliate Membership

    • Affiliate Membership 

    • Please tell us more about yourself

    • Details of Other Finance Industry Association Membership

    • ID Verification

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • What industry are you joining us from?

       

    • Affiliate Membership Documentation

    • File Uploads

      Please provide the following documentation.

    • Professional Indemnity Insurance (in the amount of not less than NZ$2 million)

      Please provide:

      1. Current professional indemnity insurance (PI) Certificate of Currency; or
      2. A letter confirming that the member is exempt from this requirement.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Criminal History

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Nomination as Company Representative (Companies Only) 

    • Declarations

    • Declaration of Interest

    • General Declarations

    • I declare that I meet the eligibility requirements of FAMNZ and confirm the following statements to be true and correct. In the past 10 years, I have not:

      • Been refused a New Zealand Financial Service Provider (FSP) registration, Financial Adviser (FA) status or a Financial Advice Provider (FAP) Licence, nor had it varied, suspended, or revoked.
      • Had a New Zealand FSP registration or FA status or FAP Licence terminated or withdrawn on ethical or legal grounds.
      • Been convicted of an offence concerning dishonesty, misappropriation, or fraud under New Zealand law.
      • Been convicted of a criminal offence in New Zealand or elsewhere.
      • Acted as a director of a company that has entered into voluntary or involuntary liquidation, or had a receiver, liquidator, administrator, or statutory manager appointed while I held the position.
      • Been declared bankrupt, are currently an undischarged bankrupt, or entered into a no-asset procedure in New Zealand.
      • Been denied professional indemnity insurance coverage.
      • Been involved as a defendant or respondent in any civil litigation or dispute resolution process in connection with my professional dealings or personal conduct.
      • Been the subject of a claim regarding professional indemnity insurance or any complaint lodged with a dispute resolution scheme in New Zealand.
      • Been subject to disciplinary proceedings or investigations by any professional or regulatory body in New Zealand.
      • Participated in conduct considered unethical or detrimental to the interests of FAMNZ.
      • Had an accreditation with a lender suspended or revoked due to adverse circumstances.
      • Been removed from an FAP Licence or aggregator group due to adverse circumstances.
    • Upload File
      Drag and drop files here
      Choose a file
      Cancelof

    • Retired

    • Retired Member 

    • Please tell us more about yourself

    • Details of Other Finance Industry Association Membership

    • ID Verification

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • What industry are you joining us from?

       

    • Retired Membership Requirements

    • File Uploads

       


      Professional Indemnity Insurance (in the amount of not less than NZ$2 million)

      Please provide:
      1. Evidence of current Professional Indemnity Insurance (PI) Certificate run-off cover; or
      2. A letter from an employer, FAP, or other relevant person, confirming that the member is/will be covered under their policy; or
      3. A letter confirming that the member is exempt from this requirement.

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Declarations

    • Declaration of Non-Advising Activity

    • General Declarations

    • I declare that I meet the eligibility requirements of FAMNZ and confirm the following statements to be true and correct. In the past 10 years, I have not:

      • Been refused a New Zealand Financial Service Provider (FSP) registration, Financial Adviser (FA) status or a Financial Advice Provider (FAP) Licence, nor had it varied, suspended, or revoked.
      • Had a New Zealand FSP registration or FA status or FAP Licence terminated or withdrawn on ethical or legal grounds.
      • Been convicted of an offence concerning dishonesty, misappropriation, or fraud under New Zealand law.
      • Been convicted of a criminal offence in New Zealand or elsewhere.
      • Acted as a director of a company that has entered into voluntary or involuntary liquidation, or had a receiver, liquidator, administrator, or statutory manager appointed while I held the position.
      • Been declared bankrupt, are currently an undischarged bankrupt, or entered into a no-asset procedure in New Zealand.
      • Been denied professional indemnity insurance coverage.
      • Been involved as a defendant or respondent in any civil litigation or dispute resolution process in connection with my professional dealings or personal conduct.
      • Been the subject of a claim regarding professional indemnity insurance or any complaint lodged with a dispute resolution scheme in New Zealand.
      • Been subject to disciplinary proceedings or investigations by any professional or regulatory body in New Zealand.
      • Participated in conduct considered unethical or detrimental to the interests of FAMNZ.
      • Had an accreditation with a lender suspended or revoked due to adverse circumstances.
      • Been removed from an FAP Licence or aggregator group due to adverse circumstances.
    • Upload File
      Drag and drop files here
      Choose a file
      Cancelof

    • Student

    • Student Member 

    • Details of Other Finance Industry Association Membership

    • Declarations

    • Declaration of Study and Age

    • General Declarations

    • I declare that I meet the eligibility requirements of FAMNZ and confirm the following statements to be true and correct. In the past 10 years, I have not:

      • Been refused a New Zealand Financial Service Provider (FSP) registration, Financial Adviser (FA) status or a Financial Advice Provider (FAP) Licence, nor had it varied, suspended, or revoked.
      • Had a New Zealand FSP registration or FA status or FAP Licence terminated or withdrawn on ethical or legal grounds.
      • Been convicted of an offence concerning dishonesty, misappropriation, or fraud under New Zealand law.
      • Been convicted of a criminal offence in New Zealand or elsewhere.
      • Acted as a director of a company that has entered into voluntary or involuntary liquidation, or had a receiver, liquidator, administrator, or statutory manager appointed while I held the position.
      • Been declared bankrupt, are currently an undischarged bankrupt, or entered into a no-asset procedure in New Zealand.
      • Been denied professional indemnity insurance coverage.
      • Been involved as a defendant or respondent in any civil litigation or dispute resolution process in connection with my professional dealings or personal conduct.
      • Been the subject of a claim regarding professional indemnity insurance or any complaint lodged with a dispute resolution scheme in New Zealand.
      • Been subject to disciplinary proceedings or investigations by any professional or regulatory body in New Zealand.
      • Participated in conduct considered unethical or detrimental to the interests of FAMNZ.
      • Had an accreditation with a lender suspended or revoked due to adverse circumstances.
      • Been removed from an FAP Licence or aggregator group due to adverse circumstances.
    • Upload File
      Drag and drop files here
      Choose a file
      Cancelof
    • Close Collapse 

  • Kaplan OnTrack Learning Management System (LMS)

  • The Kaplan OnTrack LMS supports your ongoing development, ensuring you stay competent and knowledgeable to provide advice in line with the Code of Professional Conduct for Financial Advice Services.

    Benefits of registering:

    • Monthly updates with new professional development content
    • Extensive library of specialised learning materials
    • Full access to all FAMNZ webinars and tools
    • Information on relevant training courses from product providers
    • Efficient tracking and recording of CPD activities


    The LMS subscription is $120 plus GST per annum ($138 incl. GST), which will be added to the total payable at the end of the application form.

     

    Opt-In to OnTrack LMS

  • Privacy Statement
    Your information will be used to provide the service you requested in the form above. The information will be
    available to FAMNZ and its officers. Read the full FAMNZ Privacy Policy here.

  • Payment

  • prevnext( X )
    NZD
    Credit Card Details

  • Direct Deposit / Bank Transfer Payment Instructions

    Thank you for choosing the Direct Deposit / Bank Transfer option for your FAMNZ membership payment. 

    You will receive an invoice via email shortly with all the necessary details for the bank transfer, including the FAMNZ bank account information. Please ensure that the invoice number is referenced in the payment description to facilitate the accurate processing of your membership.

    Your membership application will be reviewed and processed once your payment is received. Please note that the activation of your membership is contingent upon the successful clearance of your payment. This process may take a few days depending on bank processing times.

     

  • Submit Application

  • Thank you for completing your application and the payment process for membership with the FAMNZ. We sincerely appreciate your interest in joining our community.

    Once you select the submit button below, a paid invoice will be issued and should arrive in your inbox shortly. Please keep it for your records.

    Your application is now under review by our membership team. Upon acceptance, you will receive a certificate of membership via email, officially confirming your membership with FAMNZ. This certificate is not just a document but a symbol of your commitment to the highest standards of professionalism and ethics in the finance industry.

    In the meantime, if you have any questions or need further information, please do not hesitate to contact us at members@famnz.co.nz.

    Once again, thank you for choosing to be a part of FAMNZ. We look forward to welcoming you into our association and contributing to your professional journey.

  •  
  • Should be Empty: