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John Broad

John Broad

Wealth Adviser
Auckland - North Shore

John joined the financial services profession in 1990, as an Adviser and Regional Sales Manager for SAI Limited, followed by a stint as a manager at a private financial planning business. John joins us from Kiwibank, after seven years as an Investment and Insurance Adviser at AdviceFirst Limited.

John is a Certified Financial PlannerCM and Chartered Life Underwriter. John completed a Graduate Diploma in Business Studies in 2008 at Massey University.

John is a member of Financial Advice New Zealand. John served three terms on the Institute of Financial Advisers Board and was also an Auckland Branch committee member for seven years.

Ph: 027 536 2623

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