I joined ASB in 2022 after having worked as a Financial Adviser at Kiwi Wealth. Prior to this, I worked as a Financial Planner for Link Advice and First State Superannuation in Melbourne and Sydney. I am a Certified Financial Planner (Australia) and have worked in the financial services industry for over 10 years. I hold a Bachelor of Business in Accounting (Auckland), Diploma in Financial Planning (Australia), and a NZ Certificate in Financial Services (Level 5). I enjoy partnering with my clients to understand their immediate and future needs and prepare tailored investment plans.
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