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Conference Organisers
P: 03 359 2614
E: marg@conferenceteam.co.nz
F: 03 359 2602
A: PO Box 20051
Christchurch ,8543

 



Sponsors
Updated 09 July 2010

Click here for a copy of the Sponsorship and Exhibition Prospectus for 2010
Click here to view the exhibition floorplan

 

Premier Business Partners

Telecom NZ/Leading Edge Communications. Telecom New Zealand has a wide range of communication solutions to help you take care of business. Solutions that have the potential to significantly increase profitability, productivity, customer service and loyalty.
Telecom’s preferred Dealer for the Institute of Financial Advisors is Leading Edge Communications, they partner with Telecom to bring you the most powerful telecommunications technology through a footprint of over 50 nationwide locations. Whether you want a new mobile to keep in touch with your friends and family or require a complex communication solution for your business - Leading Edge is your one-stop-shop!
Leading Edge Communications - Simplifying Communications at home, at work and on the move.
For information on what we can do for your business Contact us on 0800 000 620 or email associations@lecom.co.nz

Do you want to deal with an innovative life and investment company that:

  • Is still proudly New Zealand owned and managed?
  • Only deals with the independent adviser market?
  • Launched two innovative and unique world-beating products, Life Care and the Options Portfolio?

Our adviser-oriented innovations include:

  • PlatinumPlus – our top-rating range of feature-rich insurance products including Disability Income with its indemnity and agreed-value mix
  • Options Portfolio - a still-unique high-performing hybrid fixed interest and options investment
  • Fidelity KiwiSaver Scheme- unique $10,000 topup in the event of death by accident
  • Top-rated industry website
  • A raft of professional development tools and processes
    www.fidelitylife.co.nz

AXA are proud to be inaugural Premier Business Partners of the IFA.  As part of our commitment to the financial services community we recognise the need to engage with clients – that’s why we say we're in the business of people's lives. We aim to do things differently, so our customers get the help they need, when they need it.

We aim to be the first port of call for advisers & customers seeking a trusted financial provider; to be a company people enjoy working for and strive to join, and to be New Zealand’s leading trusted and respected financial institution.

If you don’t yet work with us we would welcome the opportunity to discuss how AXA can be an important part of your business moving into the new regulatory environment.
www.axa.co.nz

 

Silver Sponsors
Massey University's Graduate Diploma in Business Studies provides an unparalleled range of specializations. Endorsements in Personal Financial Planning and Personal Risk Management satisfy the education requirements for becoming a Certified Financial Planner or Chartered Life Underwriter respectively. Massey supplements its on-campus teaching with 50 years of expertise in distance education; Massey understands and supports the needs of busy professionals.
www.massey.ac.nz
The Investment Store is a specialist provider of distribution services to boutique and specialist investment management companies. Our fund manager clients include Liontamer Investments, Hunter Hall Investment Management and Devon Funds Management.
www.theinvestmentstore.co.nz

ING (NZ) Limited (INGNZ) is one of New Zealand’s largest investment managers and one of its fastest-growing life insurers. The company offers a wide range of investment, superannuation and insurance products sold through a number of distribution channels, and is one of six government-appointed default KiwiSaver providers.
INGNZ is wholly owned by ANZ National Bank Limited and has a licence from ING Corporate Services Pty Limited enabling it and related companies to use the ING brand and certain trademarks owned by ING Group or its subsidiaries while transitioning to a new brand, which is expected to be by the end of 2010.
www.ingnz.com

ETITO is the national standards-setting body for the financial services industry and is responsible for the operation of the centrally-administered assessment system for financial advisers under the Financial Advisers Act 2008.
By visiting www.afacompetence.org.nz financial advisers will be able to:

  • find the latest information about the competency requirements for authorisation;
  • access a self-evaluation tool which provides advisers with an indication of any current knowledge and / or skills gaps that they might have across a range of unit standards contained within the National Certificate in Financial Services [Financial Advice](Level 5); and
  • use the booking and registration system to make examination and workplace assessment bookings, upload evidence and check assessment results.
    www.afacompetence.org.nz

 

Bronze Sponsors

Southern CrossHealth Society is one of New Zealand’s most trusted brands as well as New Zealand’s favourite health insurer. We work in partnership with advisers so you can give your clients the best possible health insurance solutions. And we'll support you every step of the way.
We have a dedicated Adviser team to maximise the opportunities created when the country’s favourite health insurer meets the country’s finest insurance advisers. For New Zealand consumers, it means the best possible outcome – an excellent product suited to their needs, value for money ( we paid out 96.6 cents for each $1.00 of premium income received) from a trusted brand, backed up by financial advice.
So as the fastest growing division in Southern Cross, we look forward to seeing you at the 2010 IFA Conference and discussing how we can successfully partner together.
www.southerncross.co.nz

The Postgraduate Diploma in Personal Financial Planning offered through the Waikato Management School is a specialist programme designed to meet the tertiary education requirements for Certified Financial Planning status (CFP). Each of the eight papers have at least two days of compulsory in-class workshops where key concepts and methods are presented.
"Management Education is all about best practice, but it is also about challenging the accepted ways of doing things and seeing change as not just a threat but providing opportunities."
Professor Howard Davey, Waikato Management Schoo
l
www.exceced.ac.nz
Morningstar in New Zealand is a subsidiary of Morningstar, Inc., a leading provider of independent investment research in North America, Europe, Australasia, and Asia. Morningstar offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisers, and institutions.
www.morningstar.net.nz
At Asteron, we live by the philosophy that freedom of choice is a basic adviser right – and we absolutely support your right to choose.  Combine this with our unique range of industry-leading products, our culture of service excellence and our philosophy of continuous improvement – that’s why a partnership between you and Asteron creates real value for your business. 
www.asteron.co.nz
Adviserlink has been providing quality adviser training for over 20 years and is well regarded as a long standing participant in the New Zealand financial services industry.  Training towards the certificate Unit Standards is available in a range of delivery options to suite individual adviser or corporate requirements including public or in-house workshops and distance learning.
www.adviserlink.co.nz
IRESS Market Technology is a market leader in the provision of share market and wealth management stems. The Wealth Management division offers products for all aspects of financial planning including portfolio management, advice creation and analytics, client relationship management and insurance solutions, as well s comprehensive tools for remuneration management and mortgage qualification.
www.iress.co.nz

 

Associated Sponsors
#1 for New Zealand financial advisers.
www.financialalert.co.nz

Lonsec Ltd has been working in partnership with financial advisers for more than 15 years, with an experienced team of analysts providing quality research—spanning managed funds, debt and structured products, natural resources, property and infrastructure, alternative investments and direct equities—as well as comprehensive stockbroking services.
www.lonsec.com.au

The Open Polytechnic specialises in helping busy people fit study into their lives via distance learning and is a leading educator of people in the workforce.  Visit their stand to discuss how they can help you or for more information go to www.openpolytechnic.ac.nz

Whether you are an Authorised Financial Adviser managing your training, an administrator managing the curriculum of a Qualifying Financial Entity or a trainer/business coach delivering workshops and assessments, Education Exchange can help you with solutions to help you manage training, accreditation, development plans and continuing professional education
www.eductionexchange.com

SOuthern technologi.jpg

Southern Institute of Technology (SIT) provide the national Certificate in Financial Services (Financial Advice) (Level 5) via SIT2LRN distance learning. This certificate provides a nationally recognised qualification for people in the financial services sector who are working or seeking work as a financial adviser. Enrol on-site at the IFA conference or at www.sit.ac.nz

van Eyk Research is an Australasian investment research house based in Sydney, Australia. Established in 1989, van Eyk enjoys a market share of over 50% of the retail Financial Planning market in Australia, primarily due to it's business model which does not charge Funds Managers to be rated. van Eyk now has a presence in New Zealand's Financial Planning market with selected groups, and will extend it's services to the wider market in 2011.
www.vaneyk.com.au