Experience

  • Paraplanner/Financial Adviser

    at Lifetime Group NZ

    September 2017 - at Present

    Wellington

    • Creating Statements of Advice for advisers, both Risk and Investment, including Discretionary Investment Management Services (DIMS) reports. • Attending webinars and conferences to keep up to date with product developments and regulatory updates • Proactively contacting existing Lifetime clients to provide regular reviews • Seeking out new clients and providing Risk advice on a range of products • Working with my wider team, referring clients for mortgage or investment advice to ensure the client receives a holistic service • Took over organising the Women’s Adviser Group and expanding it post-merge

Education

  • NZ Certificate in Financial Services

    at Strategi Institute

    2017 - 2018 (1 year)

  • Graduate Certificate in Social Policy

    at Massey University

    2015 - 2016 (1 year)

  • Bachelor of Nursing

    at Massey University, NZ

    2008 - 2010 (2 years)

Followers (2)

Hives