Financial advisers recognised for impact at NZ awards night

Event coincides with launch of sector-wide review

Financial advisers recognised for impact at NZ awards night

Insurance News

By Roxanne Libatique

Financial Advice New Zealand (FANZ) honoured a number of industry contributors during its 2025 Gala Dinner held in Christchurch, where advisers, business leaders, and stakeholders gathered for the annual National Adviser Conference.

The event coincided with a sector-wide review launched by the Financial Markets Authority (FMA) into how financial advice is delivered and accessed across the country.

Recognition for leadership and community initiatives

Lifetime Achievement Award

Naomi Ballantyne, chair of The Adviser Platform (TAP), received the organisation’s Lifetime Achievement Award.

With more than 40 years in the life insurance industry, Ballantyne’s career includes founding two insurance firms and spearheading initiatives aimed at supporting advisers through technology-driven solutions.

At TAP, she has worked on embedding fintech systems to streamline compliance and administrative processes, with a goal of broadening the reach of professional advice.

Community Impact Award

The Community Impact Award was presented to Lifetime Group for its Dream Days program.

The initiative provides children living with serious health conditions or disabilities with specially curated experiences, facilitated by volunteers, businesses, and local supporters. It aims to strengthen community engagement and support outside of clinical or institutional settings.

Financial Capability Award

Brenda Nom, of Brenda Nom Mortgages & Insurance, was awarded for her contributions to financial literacy.

Her firm developed an online course focused on first-home buyers, designed to help participants evaluate their financial readiness and establish savings plans using budgeting tools.

Nom’s team is planning to expand its outreach by collaborating with digital platforms and influencers to increase accessibility to financial education.

Life Membership

Steven Benton of Rede Advisers received Life Membership in recognition of his multi-decade career in financial services and his active role within FANZ and its predecessor bodies.

Benton has held CFP and CLU credentials for over 20 years and recently served as chair of the Certification Committee. His contributions include mentoring younger professionals and supporting industry standards through education.

Service acknowledgements across the profession

Service Recognition Awards were also announced:

  • Christine Hay (Financial Sense), recognised for her work on the Financial Planning and Investment Member Advisory Committee and for facilitating continuous professional development activities.
  • Dean Logan (First Capital Financial), acknowledged for his tenure as chair of the Risk Member Advisory Committee and for supporting regional engagement efforts.
  • Toni Dodds (Lifetime Group), commended for assisting with policy submissions and representing the profession in regulatory consultations.
  • John Bolton (Squirrel Mortgages), recognised for his governance role and knowledge-sharing through webinars.
  • Greg Moyle (OnePlan for Retirement), highlighted for mentoring CFP candidates and long-term contributions to industry bodies.

Nick Hakes, FANZ CEO, noted the importance of acknowledging individual contributions to the sector.

“Financial advice relies on the hard work, dedication, and determination of individuals who work to benefit us as a profession. The award recipients deserve our gratitude for going above and beyond to take advice in New Zealand to the next level,” he said.

Sector-wide advice review

During the same conference, FMA chief executive Samantha Barrass announced the launch of a nationwide review of financial advice delivery.

The initiative aims to identify how structural and operational factors may impact access to financial advice and will assess trends across business models, digital platforms, and regulatory processes.

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