Bio
Credentials
-
Registered Financial Adviser FSP55083
Financial Markets Authority - New Zealand
Experience
-
-
Director
-
-
-
New Zealand
-
Financial Services
-
1 - 100 Employee
-
Director
-
Aug 2012 - Present
Owner of Bay Financial Partners Limited. Our people at Bay Financial Partners can help you with Comprehensive Financial Planning, Buying & Selling Shares, Investment Information, Life Insurance, Health Insurance, Income Protection Insurance
-
-
Financial Adviser
-
Aug 2012 - Present
Helping You Accumulate, Manage & Protect Your Wealth.Comprehensive Financial Planning, Assisting with Buying & Selling Shares, KiwiSaver, Investment Information, Life Insurance, Health Insurance, Income Protection Insurance
-
-
Owner/Director/General Manager
-
Aug 2012 - Aug 2012
Changed the name to Bay Financial Partners Limited!
-
-
Registered Financial Adviser
-
Aug 2008 - Aug 2012
Comprehensive Financial Planner, Buying & Selling Shares, Investment Information, Life Insurance, Health Insurance, Income Protection Insurance
-
-
Financial Adviser
-
Jul 2006 - Aug 2008
Comprehensive Financial Planner
-
-
Financial Adviser
-
Jul 2005 - Jul 2006
Financial Adviser
-
-
Owner
-
Jan 2005 - Jun 2005
Parkinson & Associates provides value for money solutions to businesses.
-
-
Owner / Manager
-
May 2000 - Jan 2005
Owner & manager of the franchise for short term computer rental business.
-
-
Investment Adviser
-
2005 - 2005
Investment Advise
-
ANZ Banking Group (NZ) Ltd
-
Wellington, Wellington Region, New Zealand
-
Managerial Positions
-
Feb 1984 - Apr 1999
-
Wellington, Wellington Region, New Zealand
I was fortuntate to be employed in various roles in the Investments, Retail Banking & Finance Departments of the ANZ. My functions ranged from equity analysis through portfolio management to information systems and cost accounting to budgeting and capital expenditure review and analysis. For ...
-
-
Education
-
1980 - 2004University of Waikato
-
1977 - 1979Tauranga Boys College
-
1975 - 1976Kamo High School
-
1972 - 1974Ngunguru Primary
-
1968 - 1971Omanu Primary
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community