Adviser Succession Intentions Survey

Getting to know you

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* 1. Which of the following describes your status as a financial adviser?

I'm an AFA

I'm a RFA

I'm a QFE adviser

None of the above

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* 2. Which of the following best describes your primary role? Please select one

Chief Executive/Managing Partner or equivalent

Senior Financial Adviser/Partner or equivalent

Financial Adviser

Junior Financial Adviser or Paraplanner

Support Staff (including technical & administrative staff)

Other (please specify)

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* 3. Which of the following best describes your financial advisory organisation?

A bank/financial institution

An investment advisory firm

A risk advisory firm or broker

A mortgage advisory firm or broker

A risk and mortgage advisory firm

Other (please specify)

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* 4. Which of the following best describes your involvement in decisions regarding the future ownership of your financial advisory organisation?

I am the primary decision maker

I am one of two or more decision makers

I expect to be consulted with and provide input to decisions

I don't or am unlikely to have any direct involvement in these decisions

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* 5. What was the total advisory revenue generated by your financial advisory organisation in the last 12 months? Please select one.

<$100k

$100 - $249k

$250 - $499k

$500 - $999k

$1m+

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* 6. Including yourself, how many people are part of your financial advisory organisation? Please select one

2-5

6-10

10-20

20+

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* 7. What are the total assets managed/under advice with your financial advisory organisation?

<$20m

$20-$49m

$49m - $99m

$100m-$249m

>$250m

Not applicable

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* 8. How many client households does your financial advisory organisation service?

<100

100-249

250-499

500-999

1,000+

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* 9. What is your age?

Under 40

40-49

50-59

60-64

65 and over

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* 10. In which region does your financial advisory organisation operate?

Northland

Auckland

Waikato

Bay of Plenty

Gisborne

Hawkes Bay

Taranaki

Manawatu/Whanganui

Wellington

Tasman/Nelson/Marlborough

West Coast

Canterbury

Otago

Southland