Why IDS Limited

Since 2010, IDS has supported over 4,000 advisers with a comprehensive range of compliance services. On 28 February 2018, IDS merged with Strategi Group. This merger was all about capacity and cost-effectiveness. IDS has always been absolutely committed to ensuring its clients received the best service and advice possible. It was clear that with the imminent regulatory changes, IDS needed to expand and make a massive financial commitment to meet the demand. This has been achieved via the merger. The intention is to use the two companies’ combined expertise, staff and systems to meet the needs of all segments of the advisory industry, while at the same time helping to keep adviser compliance costs to a minimum.

Barry Read
Barry has worked in the financial services industry for over 25 years. With a background in corporate roles at National Mutual, Norwich Union, Royal & Sun Alliance, AXA, TOWER, and Asteron, Barry is a seasoned expert in how the industry works and the crucial importance of good distribution businesses.

As the General Manager of one of the largest advisory dealer groups, Barry supported over 250 businesses through the regulatory changes, while helping to grow the business as a whole. This gave him a unique view of the impact of the changes on independent advice businesses. Other roles have also included: 11 years with the Institute of Financial Advisers on the Auckland Branch Committee and for the last three years as Chairman and Board representative; and Subject Matter Expert for the industry training body ETITO, helping set the unit standards for the minimum qualifications for Authorised Financial Advisers.

Barry has helped over 1,000 advisers in all areas of both professional and business development. He has presented at every major adviser conference in New Zealand on topics ranging from products, processes, best practices, sales and marketing, and technology. Helping adviser businesses is what Barry does best.

Angi Mann
Angi has worked in financial services for over 20 years in various roles in banks, non-conforming lenders and insurance. In addition to two degrees, Angi holds a Certificate in Adult Education and is a qualified Assessor for New Zealand Unit Standards.  In her role as training facilitator at AMP, Angi was responsible for training new advisers to the industry, and training existing advisers to enable them to achieve the National Certificate of Financial Services.

For the last two years, Angi has been assessing candidates completing the National Certificate of Financial Services, primarily completing assessments for Capstone Standard Set C, as well as working with financial advisers to build robust documents and systems in their adviser businesses. Angi thoroughly enjoys working closely with advisers to assist them in ensuring that their documentation and processes are robust, transparent and client-centric.