Finsure New Zealand Country Head, Jenny Campbell, said the group has made assisting advisers a priority with the hiring of Jess Hulena as Compliance Manager to deal with regulatory and operational compliance obligations for Finsure advisers.
“For the last 18 months, advisers have been inundated by news around regulatory changes and compliance guidelines, all of which is causing an enormous amount of stress,” Campbell says.
“We believe the recent appointment of Jess Hulena has helped relieve some of that stress for Finsure advisers.
“Jess is a highly experienced business, risk and compliance analyst. At Finsure, our service is predicated on two things – understanding and flexibility. We understand that advisers are constantly under pressure to meet their obligations, which can have a detrimental impact on the overall business.
“This is why we have introduced live online Q&A sessions, hosted by Hulena, where advisers can ask her questions directly (wherever they are based) and get immediate answers. Hulena also shares common scenarios and experiences to make advisers aware of compliance trends and what to look out for.”
Hulena said: “Our compliance framework has been designed to take the burden away from advisers and allow the compliance support team to take care of time-consuming tasks – no matter if they operate under our license or their own.
“For us, it’s about striking a balance that ensures advisers are across their obligations but without it getting in the way of growing their business.”
Over the past six years Hulena has held various risk roles at AA, Westpac, ASB and AIA.
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