Katrina Shanks

Katrina Shanks

Katrina has spent much of her career in financial services. A Chartered Accountant by trade, Katrina started her career in Audit, spent time at Newton Fund Management in London and then joined Westpac Trust. She owned her own small accountancy business for seven years, after which she was the Financial Controller for the National Party.

Katrina has a deep understanding of the legislative process and how to influence policy development, drawn from her experience as a two-term Member of Parliament. During that time, she chaired Select Committees and was a member of the Commerce Select Committee where the Financial Adviser Act 2008 was developed. 

Katrina was the CEO of the Funeral Directors Association and later the CEO of Financial Advice NZ. She now leads ANZIIF.

The new shape of insurance complaints

The new shape of insurance complaints

When complaint numbers rise, the instinct is often to ask the simple question: what’s driving it? In today’s insurance environment, however, the answer is rarely straightforward, says Katrina Shanks, CEO of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF)

Future skills are the foundation of trust

Future skills are the foundation of trust

In her first column for IB as ANZIIF CEO, Katrina Shanks argues that insurers can write all the rules they like but without the right skills, trust is still on shaky ground

What’s next for the NZ economy?

What’s next for the NZ economy?

Amid economic challenges and uncertainties, 2023 is drawing to a close – but not before a pivotal general election

Quality advice in a high cost-of-living world

Quality advice in a high cost-of-living world

The sector has been at the forefront of challenges

What your online presence and quality advice have in common

What your online presence and quality advice have in common

Adviser businesses can grow and retain their client base

Adapting advice to different money personalities

Adapting advice to different money personalities

Advice is not just about cold numbers, it’s about people and their behaviours

Good governance in financial advice: What does it really mean?

Good governance in financial advice: What does it really mean?

It can be easy to feel overwhelmed…

Next stop, regulatory returns: What to expect

Next stop, regulatory returns: What to expect

Here are some key dates to keep in mind

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