I am Executive Wealth Manager for the Counties & Waikato Region and I have been an ASB Wealth Manager since 2003. I have 19 years’ experience as an investment adviser working both in New Zealand and in Scotland. I’m qualified as an Authorised Financial Adviser (AFA) in New Zealand as well as being recognised as a Certified Financial Planner in the UK. I am passionate about listening to my customers’ needs and helping them plan to ensure that their money is in the right place. I aim to build strong and lasting relationships and provide my customers with an outstanding wealth experience.
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