Chris MacKay – AFA, BCA, CLU, CFPCM, Fellow IFA, FNZFAA, JP.
Authorised Financial Adviser – FSP No. 26122
Chris MacKay is the Managing Director of Chris MacKay Financial Planning Ltd (CMFP) trading as MacKay Financial Advice and Solutions (MFAS) and is well qualified in all areas of providing financial advice. He graduated with a BCA in 1976 with a major in Tax, Trusts and Estate Planning at Victoria University, Wellington. He has been an insurance and investment adviser since 1976 and has had over 40 years’ experience in financial planning and advice.Chris completed the NZ Diploma in Life Assurance in 1980. Subsequently he qualified by examination to be a Member of the NZ Institute of Chartered Insurance and Investment Advisers and is entitled to use the distinctive title and designation CLU (Chartered Life Underwriter), the pinnacle of professional attainment for insurance advisers around the world.
In 1992 he was admitted as a Member on the Register of Investment Advisers and Financial Planners. In 1997 Chris became an inaugural CFP (Certified Financial Planner) practitioner, the leading designation for an investment adviser.
He was the first New Zealander to hold both the CFP and CLU designations.
He is a Fellow of the Institute of Financial Advisers (IFA) and has been a member of the IFA or its predecessors since 1977. He is bound by the IFA Code of Ethics, and its character, business undertakings, education, experience, practice, disclosure and disciplinary standards contained in the IFA Standards of Professional Practice.
Chris complies with the ongoing education requirements of the IFA. This requires a minimum of 20 hours continuing education every year. He normally undertakes over 50 hours per year in seminars, study groups, training courses and educational conferences.
He is a Qualifying and Life Member of the international Million Dollar Round Table (MDRT) since 1980, and an MDRT Top of the Table and Court of the Table member on a number of occasions. The MDRT is a global independent association of the world’s leading life insurance and financial services professionals from 67 countries. MDRT membership is recognised as the standard of excellence in the life insurance and financial services business. He is also a Fellow of the New Zealand Financial Advisers’ Association (NZFAA), and is a past president of the TripleA Advisers’ Association.
As one of the country’s leading Financial Advisers, Chris has also spoken to and debated for industry groups, seminars, service clubs and the media in N.Z., Australia, U.K, Canada, Europe and USA.
He is a former Hutt City Councillor, served 10 years as a Trustee for the Te Omanga Hospice Foundation and was a Rotarian for over 20 years. He was made a JP in 1992. He is married to Kathryn, has three adult children and has lived in Woburn, Lower Hutt all his life.
Chris is an Authorised Financial Adviser (AFA) with the Financial Markets Authority.