Wealth Adviser
Auckland - North Shore
I joined the financial services profession in 1990, as a Financial Adviser and Regional Sales Manager for SAI Limited, followed by a stint as a manager at a private financial planning business. Thereafter I joined AdviceFirst Limited for seven years as an Investment and Insurance Adviser.
I am currently employed at Kiwi Wealth. I am a Certified Financial PlannerCM and Chartered Life UnderwriterCM. I am a member of Financial Advice New Zealand, hold their Trusted Adviser mark and are bound by their Code of Ethics, Practice Standards and Rules of Conduct.
I served three terms on the Institute of Financial Advisers Board and was an Auckland Branch committee member for seven years.
Ph: 027 536 2623
Get in touch
