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 is now the CEO of Financial Advice NZ.

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

Promoting health for better client outcomes

Promoting health for better client outcomes

Insurance advisers have the potential to play a wider role

What today’s consumers look for in their cover

What today’s consumers look for in their cover

Shift in expectations driving industry transformation

IB TALK

Global Weekly News Roundup July 03-07, 2023

Catch up on all the latest news including market continues recalibration at mid-year renewals

Global Weekly News Roundup June 26-30, 2023

Tune in to all the latest news including Fitch reveals global insurance outlook

Global Weekly News Roundup June 19-23, 2023

Catch up on all the latest news including global protection gaps widening

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