PURPOSE
Our purpose is to support our members through providing training, coaching, mentoring and technology to enable them to be recognised as the leading professionals in their community in Business and Personal Risk Advice.
VISION
Our vision is to build a nationwide network of high calibre of successful Risk Advisory businesses across New Zealand and that provides our members with camaraderie, collaboration and open sharing of ideas to help us all be more successful.
VALUES
We care about our member’s success and align our services to help them achieve that success.
We seek to understand where our members are in their business and to foresee their needs to help them grow.
Our commitment is to work with honesty, transparency and collaboratively for our mutual success.
About FAP Services
In early 2020 Financial Advice Provider Services Limited (FAP Services) was founded by industry expert Cecilia Farrow.
With the incoming regulations, it was Cecilia’s belief that advisers with a FAP License would be seeking services that included smart technology, advice tools, policies and procedures, training, and coaching to support them to give high-quality advice and to manage their compliance requirements effectively.
FAP Services was created to provide adviser businesses with an all-encompassing and holistic service offering that delivers a truly valuable proposition to its network members.
Meet our Team
Cecilia has committed the past 25 years of her working life to become an expert in advice in the Life Insurance sector and which has led to her to develop market-leading customer-centric advice processes in Personal and Business Risk advice.
Beginning her career in the Life Risk sector in 1995 as an adviser within her own Financial Advice firm she honed the skills of consultative selling in risk advice and then used this experience to develop holistic sales approaches which have continued to form the basis of customer engagement today.
Cecilia has continued to pioneer innovation over the past 20 years within the sector and during that time she built a franchise adviser channel in 2007, lead the development of the fintech advice platform Triplejump, lead the development of an online learning platform and e-module programme, develop and facilitate adviser training programmes in Business Risk and champion the innovation of Business Risk insurance solutions.
Cecilia’s passion is working alongside advisers to train, coach and mentor them so that they become true market leaders in risk advice and have thriving successful businesses.
Cecilia has been actively involved in leadership positions within the professional associations over her years in the financial services sector and is currently the Practitioner Director-Risk on the board of Financial Advice New Zealand. She was re-elected for a second term in October 2020.
Katrina has over 10 years marketing experience in a wide range of industries; property, health & fitness and retail brands. Since joining the FAP Services team at the end of 2020 she has added the life risk advice sector to her credentials.
Katrina provides a unique and fresh approach to our marketing activities, creative content and insights. In particular, developing the B2B marketing via our LinkedIn page.
She also supports our members by creating marketing content for them to promote their business to Centre of influences and customers.
For any marketing enquiries, please contact Katrina.
Jan is an Accountant with a varied background in Administration, Accounting, Training and Education. With a BCom from Auckland University and Diploma with Honours NCNZ in Early Childhood Jan has spent her career working in a wide variety of industries, from Software Developers, SMEs, Construction Industry to the Education sector.
With Jan’s diverse skills, logical thinking and process development she managers our finances, internal projects and facilitates our systems and technology training for new advisers and administration staff.
Allan Morris
Founder Shareholder and Non-executive Director
Allan Morris has had a long and distinguished career in the financial services sector.
Allan was Managing Director of Sedgwick Fiji Ltd from 1982-1986 at which point he returned to New Zealand as a Director at Sedgwick Ltd before moving to Willis Corroon McNicol in 1991 which merged with Willis New Zealand Ltd in 1993. In 1995 Allan rose to the role of Managing Director which he held until 2005. Upon stepping down as Managing Director Allan held the position of Chairman at Willis New Zealand Ltd from 2005 till 2007.
After 35 years of active participation, Allan retired in 2005 from all executive functions to pursue a role as a non-executive director. Allan was a member of the Ministry of Economic Development Advisory Group of regulatory reforms proposed for the financial services industry and was a member of the Stocktake Group reviewing ACC on behalf of the Government.
In 1997-1998 and again from 2004-2005 Allan was president of the Corporation of Insurance Brokers of New Zealand, which merged with the Independent Insurance Brokers Association in 2005 to form the Insurance Brokers Association of New Zealand where Allan was the inaugural President. He was made a life member of the Insurance Brokers Association of New Zealand in 2009.
Allan is also a founder shareholder and director of Triplejump Group Holdings Limited.
