I have worked in wealth management and financial markets since 2001 as a sharebroker or investment adviser. This included a 5 year stint in Sydney. I have been an Authorised Financial Adviser (AFA) with ASB since 2013. I hold a Graduate Diploma in Business Studies endorsed in Personal Financial Planning, and a Diploma of Financial Planning from Australia. I provide clients in the Bay of Plenty with investment planning advice to help them achieve their financial goals and retirement planning aspirations.
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