About the PAA

The PAA launched in 1953 and over the past 60 years has played a key role in supporting the development of a dynamic finance industry. With over 1200 members and over 2.5 million in assets, the Association provides a range of services and an expert-industry-voice for finance advisers working in the areas of investment, insurance and mortgages.

As a founding member of the Financial Adviser Association of New Zealand (FAANZ), the PAA is active in lobbying Government in the interests of consumers and advisers, and plays a strong role in media debate relating to the industry.

In 2012, the PAA amalgamated with the New Zealand Mortgage Brokers Association (NZMBA), furthering the already comprehensive level of support and expertise provided to members across the three areas of financial services.

Today the PAA provides a comprehensive range of structured education and training programmes across investment, mortgages and insurance, and all relevant regulatory standards/requirements.

The Association is governed by a board of six voluntary members who are tasked with delivering on four key areas: advocacy and lobbying; professional development; consumer relations; and strategic alliances. In short, the objectives of the Association are:

  • To continually support the professional development of our member financial advisers, to enable them to deliver service and advice to consumers with appropriate knowledge and care.
  • To provide an expert industry voice on issues and regulatory changes, including lobbying at a Government level.
  • To build consumer awareness and confidence in the professional services of financial advisers.

History of the PAA

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