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.

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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

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Adviser businesses can grow and retain their client base

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Adapting advice to different money personalities

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

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Here are some key dates to keep in mind

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Insurance advisers have the potential to play a wider role

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IB TALK

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Discover how adaptable insurance coverages can tackle today's toughest construction challenges

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

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