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A word about Financial Advice
Manage episode 391884571 series 2987950
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In this episode, Debbie delves into the intricacies of financial advice regulation in New Zealand, covering topics such as the Financial Markets Authority (FMA), the Financial Advisors Act 2008 (FAA), and the specific competency standards and disclosure requirements for financial advisors. She emphasises the importance of working with qualified and regulated professionals, explores common misconceptions about what constitutes financial advice, and provides insights into when individuals may think they're receiving advice but are not.
To learn more about property investing, join Debbie at the free event 'How to Succeed with Property Investing,' updated for 2024. Whether you're a seasoned investor or new to the field, this podcast offers valuable insights into navigating the financial landscape and making informed decisions. Don't miss out – tune in now!"
*Nothing from this episode should be taken as individual financial advice.
*Property Advice Group Limited trading as Property Apprentice has been granted a FULL Licence with the Financial Markets Authority of New Zealand. (FSP Number: FSP157564) Debbie Roberts | Financial Adviser (FSP221305) For our Public disclosure statement please go to our website or you may request a copy free of charge.
184 episodes
Manage episode 391884571 series 2987950
Send Us A Message! Let us know what you think.
In this episode, Debbie delves into the intricacies of financial advice regulation in New Zealand, covering topics such as the Financial Markets Authority (FMA), the Financial Advisors Act 2008 (FAA), and the specific competency standards and disclosure requirements for financial advisors. She emphasises the importance of working with qualified and regulated professionals, explores common misconceptions about what constitutes financial advice, and provides insights into when individuals may think they're receiving advice but are not.
To learn more about property investing, join Debbie at the free event 'How to Succeed with Property Investing,' updated for 2024. Whether you're a seasoned investor or new to the field, this podcast offers valuable insights into navigating the financial landscape and making informed decisions. Don't miss out – tune in now!"
*Nothing from this episode should be taken as individual financial advice.
*Property Advice Group Limited trading as Property Apprentice has been granted a FULL Licence with the Financial Markets Authority of New Zealand. (FSP Number: FSP157564) Debbie Roberts | Financial Adviser (FSP221305) For our Public disclosure statement please go to our website or you may request a copy free of charge.
184 episodes
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