I am an Authorised Financial Adviser (AFA) and have worked at ASB as an Executive Wealth Manager since 2017. I have an extensive background in investment advice, portfolio construction and management. Prior to ASB, I worked in Sydney for 10 years providing Investment Advice and Managed Portfolios for High Net Worth Clients and ensuring their unique needs were met. I also have experience in Equities, Derivatives, Fixed Interest, SMAs, Managed funds and IPOs. I hold a Bachelor of Business (Auckland), a Diploma in Financial Planning (Sydney), Advanced Diploma of Financial Planning (5-7 Sydney) and a Margin Lending and Geared Investments accreditation.
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