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PURPOSE
FAP Services purpose is also its passion – we exist to support our members to become true market leaders in risk advice.
We want our members to thrive as FAP License holders and to be able to achieve their vision for their business.
VISION
Our vision is to build a nationwide network of highly successful Risk Advisory businesses across New Zealand who are recognised as the leading professionals in Business and Personal risk advice.
Our members are a community of like-minded people who collaborate and share ideas to be more successful and deliver better outcomes to clients.
VALUES
Our advice processes help advisers to guide their clients to make good decisions around managing their financial risks. We believe that clients deserve to be empowered to understand their risks and to be fully informed about their choices. We are committed to being transparent, collaborative, inclusive and open to innovation to enable 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.
Sarah-may’s role as Key Relationship Manager is to continue to build the FAP Services Network with Risk Adviser businesses who share our vision of being market leaders in risk advice.
Sarah-may has an LLB from Canterbury University and Graduate Diploma in Psychology from Massey University.
Sarah-may has spent her career working for large International and National sales organisations in both the commercial and risk advice space. She brings with her a consultative, customer-centric approach. Having worked as a risk adviser using the Triplejump system and most recently owned her own business, she also has a keen understanding of the FAP services offering and first-hand knowledge of the challenges that business owner face.
She is passionate about working alongside businesses to help them achieve their goals, as well as being part of the changing risk advisory space.
Marise is a Chartered Accountant with extensive experience in Financial Reporting and System & Business Analysis in both Corporate and Chartered Accounting environments.
Along with being the company’s accountant she specifically manages insurer payment reconciliations, invoicing and monthly client reporting.
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.