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Bio

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Experience

  • The Quantum Group
    • Matamata-Piako, Waikato, New Zealand
    • Financial Adviser - Mortgage Specialist
      • Sep 2022 - Present
      • Matamata-Piako, Waikato, New Zealand

    • New Zealand
    • Banking
    • 700 & Above Employee
    • Financial Crime Associate
      • Dec 2021 - Aug 2022

    • Performance support
      • Jul 2021 - Dec 2021

    • New Zealand
    • Banking
    • 700 & Above Employee
    • Performance Associate
      • Oct 2020 - Jan 2021

    • Branch Manager
      • Mar 2004 - Oct 2020

    • Banking Advisor
      • Jul 2000 - Mar 2004

  • Westpac Trust/Trust Bank
    • Matamata, Waikato, New Zealand
    • Customer Lending Consultant
      • Sep 1995 - Mar 2000
      • Matamata, Waikato, New Zealand

  • Trust Bank
    • Matamata, Waikato, New Zealand
    • Teller/Customer Services/Supervisor
      • Feb 1987 - Sep 1995
      • Matamata, Waikato, New Zealand

      Variety of roles starting from Teller through to start of management as a supervisor

Education

  • 1982 - 1987
    Matamata College
  • Strategi Institute
    NZ Certificate in Financial Services (Level 5) V2 Residential Property Lending Strand, Business and Personal/Financial Services Marketing Operations
  • Strategi Institute
    NZ Certificate in Financial Services (Level 5) V2 Core Strand, Business and Personal/Financial Services Marketing Operations

Suggested Services

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Industry Focus. “Financial Services”

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