Our Story
Our Story
Being a financial adviser has always been challenging, but in early 2021, new regulation and licensing changes introduced extra cost and risk into the equation. Many advisers began to worry about whether they were adequately equipped to deal with the changes and how they could ensure that they were operating in a compliant manner.
What advisers needed was a straightforward solution to help them run stronger, more compliant advice businesses. However, the partnership advisers had with their aggregator, a relationship that could provide them with support through these kinds of challenges, has traditionally not offered meaningful value, leaving advisers unhappy but unsure whether anything better was out there.
Chuck Slogrove and Ben Krebs, business partners who had already worked together in the advice and financial technology industries, decided that they needed to step up and provide what the industry needed. With a combined ten years of industry experience, including the development and running of Trail, a software CRM and workflow solution popular with financial advisers, they knew that they were well-positioned to offer advisers a dynamic approach to aggregation and compliance.
In 2020, the Kiwi Adviser Network was born, offered as a next generation solution to help empower advisers to grow their business. KAN’s vision is to elevate the standard of advice in New Zealand to become the gold standard for adviser support services. KAN is passionate about creating mutual partnerships with advisers that provide real value and support.
Why choose KAN?
Why choose KAN?
The Kiwi Adviser Network is not another faceless company. We’re invested in your business, and want to see you succeed. We’d love to have a chat with you about how KAN could make a difference in your business.
The Kiwi Adviser Network is not another faceless company. We’re invested in your business, and want to see you succeed. We’d love to have a chat with you about how KAN could make a difference in your business.
Sarah Johnston
General Manager
Sarah has been working in the broker space since 2000 where she helped to establish the Westpac Broker Channel before moving in 2004 into helping financial advisers to grow their business. Of late she has been in senior management of managing and leading aggregation groups. Sarah is responsible for the implementation of the direction of the business.
Sarah Johnston
General Manager
Sarah has been working in the broker space since 2000 where she helped to establish the Westpac Broker Channel before moving in 2004 into helping financial advisers to grow their business. Of late she has been in senior management of managing and leading aggregation groups. Sarah is responsible for the implementation of the direction of the business.
Sarah Johnston
General Manager
Sarah has been working in the broker space since 2000 where she helped to establish the Westpac Broker Channel before moving in 2004 into helping financial advisers to grow their business. Of late she has been in senior management of managing and leading aggregation groups. Sarah is responsible for the implementation of the direction of the business.
Warwick Slow
National Sales Manager
Warwick assesses whether KAN is the right fit for prospective users. He looks to understand the intricacies of each individual business and show them the value KAN can bring. He is also in charge of organising office birthday parties.
Warwick Slow
National Sales Manager
Warwick assesses whether KAN is the right fit for prospective users. He looks to understand the intricacies of each individual business and show them the value KAN can bring. He is also in charge of organising office birthday parties.
Warwick Slow
National Sales Manager
Warwick assesses whether KAN is the right fit for prospective users. He looks to understand the intricacies of each individual business and show them the value KAN can bring. He is also in charge of organising office birthday parties.
Dilip Patel
Relationship & Compliance Manager
Dilip is responsible for supporting our existing business with their day to day enquires, assisting them to establish their compliance framework and then working with them throughout the year to implement and embed the required systems and processes into their business. In his spare time Dilip loves to hang out with friends and fish.
Dilip Patel
Relationship & Compliance Manager
Dilip is responsible for supporting our existing business with their day to day enquires, assisting them to establish their compliance framework and then working with them throughout the year to implement and embed the required systems and processes into their business. In his spare time Dilip loves to hang out with friends and fish.
Dilip Patel
Relationship & Compliance Manager
Dilip is responsible for supporting our existing business with their day to day enquires, assisting them to establish their compliance framework and then working with them throughout the year to implement and embed the required systems and processes into their business. In his spare time Dilip loves to hang out with friends and fish.
Estée Badenhorst
Relationship & Compliance Manager
Estée, with a strong background in the Banking and Financial services industry, plays a crucial role in our business, ensuring seamless day-to-day operations by assisting in the establishment of compliance frameworks and implementing essential systems and processes. In her spare time, she loves being creative, enjoying good food and lounging at the beach with her family and friends.
Estée Badenhorst
Relationship & Compliance Manager
Estée, with a strong background in the Banking and Financial services industry, plays a crucial role in our business, ensuring seamless day-to-day operations by assisting in the establishment of compliance frameworks and implementing essential systems and processes. In her spare time, she loves being creative, enjoying good food and lounging at the beach with her family and friends.
Estée Badenhorst
Relationship & Compliance Manager
Estée, with a strong background in the Banking and Financial services industry, plays a crucial role in our business, ensuring seamless day-to-day operations by assisting in the establishment of compliance frameworks and implementing essential systems and processes. In her spare time, she loves being creative, enjoying good food and lounging at the beach with her family and friends.
Madison Wei
Commission & Accounts Specialist
Madison is in charge of lender accreditations, commission management, and general queries. She has a background in HR, accounting, account management and demonstrating IT software. Madison is also responsible for the well-being of all the office plants.
Madison Wei
Commission & Accounts Specialist
Madison is in charge of lender accreditations, commission management, and general queries. She has a background in HR, accounting, account management and demonstrating IT software. Madison is also responsible for the well-being of all the office plants.
Madison Wei
Commission & Accounts Specialist
Madison is in charge of lender accreditations, commission management, and general queries. She has a background in HR, accounting, account management and demonstrating IT software. Madison is also responsible for the well-being of all the office plants.
Jess Benns
Accreditation Specialist
Jessica is in charge of assessing and conducting the various checks to ensure that all our prospects meet the necessary credentials before they are onboarded to the KAN network. Jess is also tasked with ensuring we maintain up to date records on all our FAP and Financial Advisers. She has been working in financial services specialising in the onboarding area since 2019. Jess loves any animal and spending time with family and friends.
Jess Benns
Accreditation Specialist
Jessica is in charge of assessing and conducting the various checks to ensure that all our prospects meet the necessary credentials before they are onboarded to the KAN network. Jess is also tasked with ensuring we maintain up to date records on all our FAP and Financial Advisers. She has been working in financial services specialising in the onboarding area since 2019. Jess loves any animal and spending time with family and friends.
Jess Benns
Accreditation Specialist
Jessica is in charge of assessing and conducting the various checks to ensure that all our prospects meet the necessary credentials before they are onboarded to the KAN network. Jess is also tasked with ensuring we maintain up to date records on all our FAP and Financial Advisers. She has been working in financial services specialising in the onboarding area since 2019. Jess loves any animal and spending time with family and friends.
Logan Solecki
Client Support Specialist
Logan's role is to support clients with their end-to-end use of Trail. He has a background in onboarding and supporting businesses in a range of CRM and SaaS software. In his free time he enjoys playing football and spending time with friends.
Logan Solecki
Client Support Specialist
Logan's role is to support clients with their end-to-end use of Trail. He has a background in onboarding and supporting businesses in a range of CRM and SaaS software. In his free time he enjoys playing football and spending time with friends.
Logan Solecki
Client Support Specialist
Logan's role is to support clients with their end-to-end use of Trail. He has a background in onboarding and supporting businesses in a range of CRM and SaaS software. In his free time he enjoys playing football and spending time with friends.
Toni Way
Event Co-ordinator
Toni is responsible for all our Business Partner Relationships and Events. She is a natural organiser and has a background in design and small business. Toni is a mum to three and loves spending her time with the family doing anything outdoors.
Toni Way
Event Co-ordinator
Toni is responsible for all our Business Partner Relationships and Events. She is a natural organiser and has a background in design and small business. Toni is a mum to three and loves spending her time with the family doing anything outdoors.
Toni Way
Event Co-ordinator
Toni is responsible for all our Business Partner Relationships and Events. She is a natural organiser and has a background in design and small business. Toni is a mum to three and loves spending her time with the family doing anything outdoors.
