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‘Financial advisers recognised at the Financial Advice New Zealand Conference’

Financial advisers were recognised at the Financial Advice New Zealand Conference last night, with awards for Financial Literacy Advocate, Community Impact and the Tate Scholarship presented.

William Tieu is the recipient of the Financial Literacy Award. William Tieu saw a gap in financial literacy and the need for tailored guidance. This was particularly critical during lockdowns and William used online media channels to develop a voice to continue to inform people about financial options.

This was very important during a time of uncertainty, and it grew financial literacy in New Zealand while giving people peace of mind through considering multiple options in their unique situations. This audience has grown and today William has 92,000 TikTok followers and hundreds of Instagram followers with ages from 16 years to over 50 years.

In his previous career, as a Civil Engineer, William built pipelines, and bridges and solved mathematical problems. “This is very similar to financial advisers. Both professions aim to assist our clients in solving the problems they face and to guide them through the process.”

“While my primary focus is mortgages, I address broader financial challenges, especially during economic fluctuations. I believe in providing a solid foundation through first principles on social media, emphasizing budgeting, deposit-saving, property leveraging, and understanding their own individual financial position.” says William.

Community Impact Award

Tim Fairbrother, RIVAL Wealth, received the Community Impact Award from Financial Advice New Zealand for his ongoing commitment to the Wairarapa community. Tim supported charities and community organisations to set up low-fee investment vehicles to provide ongoing financial security after COVID when their usual fundraising events could not be held.

RIVAL Wealth is heavily involved in the community, sponsoring local sports teams, and charity auctions, including work with the Hospice Car, Wairarapa College 1st XI Cricket team, Wairarapa Women’s Rugby team, Te Awhina Cameron Community House and the Masterton Foodbank, to name just a few.

The Community Impact Award recognises a financial adviser for the positive change, inclusiveness, and community connection they bring to the community they live in. Tim Fairbrother’s commitment has been significant to the Wairarapa community, and we are delighted to award him with the 2024 Financial Advice New Zealand Community Impact Award.

Tate Scholarship

The winner of the Tate Scholarship was announced and presented to Stephen Redwood, Personal Investment Centre, based in Palmerston North.

This award is given to a financial adviser professional who has recently completed the Certified Financial Planner certification. This is an international accreditation that represents the highest level of achievement within the financial planning profession.

Stephen commented “It was a process that has added a huge amount to what we do. It is a lot of hard work (to obtain the accreditation) but well worth it.”

 

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