Shelza Sharma

Wealth Manager

I am a financial adviser who is qualified to give financial advice in NZ. I have completed a Bachelor's degree in Economics, NZ Certificate in Financial Services (Level 5) and a Diploma in Business Studies. I have over 5 years' of experience in financial services, where I have worked in business lending, insurance and leadership roles.

I am passionate about helping people achieve their financial goals and be better off with their money. Hence, I have decided to pursue wealth management as my long-term career goal. I work with my clients to provide need-based solutions and my aim is to ensure they have the correct investment strategy in place to achieve their goals.

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