So you call yourself a Financial Planner?

David Maida | financialalert | 09 May 2013

 

The Australian Parliament is looking at enshrining the term "financial planner/adviser" into law - but, in one sense, New Zealand is already a step ahead. Since financial advisers can describe themselves in a number of ways, we look at what titles advisers are using, what the law allows and what advisers might be calling themselves in the future.

In New Zealand, the law is simple. No one can call themselves a financial planner or investment planner unless they are...

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