Katrina
Shanks
CEO of Financial Advice NZ
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.
卡特里娜(Katrina)在金融服务领域度过了她的大部分职业生涯。她作为一名特许会计师开始了她的审计生涯。她曾任职于伦敦Newton Fund Management(牛顿基金管理公司),后加入Westpac信托基金。
She has owned her own small accountancy business for seven years, after which she was the Financial Controller for the New Zealand 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 during the significant legislative changes in the financial services sector.
经过七年独立小型会计业务的历练,卡特里娜(Katrina)担任了新西兰国家党的财务总监。其任职两届国会议员的经历进一步加深了她对立法程序及其对政策制定影响的深刻理解。在此期间,她曾担任特别委员会主席,并在金融服务业发生重大立法变革期间担任商业特别委员会成员。
Katrina has considerable experience leading membership bodies, working with regulatory change, creating public awareness, and has developed a learning academy. In addition to this she has managed the significant Funeral Trust Fund.
卡特里娜(Katrina)在领导会员组织、应对监管变革、提高公众意识及开展学习培训方面具备丰富的经验。除此之外,她曾管理过重大殡葬信托基金。
Katrina has been the CEO of Financial Advice NZ for five years. She was the inaugural CEO which merged three industry bodies into one professional body. In this time the organisation has become the voice of the financial advice sector, influenced significant legislative and regulatory change, and delivered quality professional development. In addition to this she has ensured research has been the basis for promoting the value of advice to consumers, enabling more New Zealanders, to seek quality financial advice to increase their financial health, wealth and wellbeing.
卡特里娜(Katrina)担任新西兰金融顾问机构(Financial Advice NZ)首席执行官已有五年时间。继三大行业机构合并为该专业机构后,卡特里娜(Katrina)任职首任首席执行官。在她的任期内,该机构发展成为金融顾问行业举足轻重的代言人,对重大立法及监管变革有极大的影响力,并提供了高质量的专业发展。此外,她致力于以研究为基础提高金融顾问对消费者的价值,为更多新西兰人寻求优质金融服务、保证金融健康、增加财富、获得福祉创造了条件。