Kerry Porter
Authorised Financial Advisor at Hobson Wealth Partners- Claim this Profile
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Bio
Credentials
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Authorised Financial Advisor, NZX Member
Financial Markets Authority - New Zealand, New Zealand Exchnage
Experience
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Hobson Wealth
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New Zealand
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Financial Services
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1 - 100 Employee
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Authorised Financial Advisor
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Aug 2016 - Present
Authorised Financial Advisor Guiding you to better wealth. Nobody can predict the future, but you can plan wisely for it. Whether you’re an individual, a trust, a charity or a family trust, Hobson Wealth works with you in managing your money as if it were our own. Our diligence, insights and experience help you navigate towards the best possible decisions for both portfolio protection and growth. Although we offer a diversified range of services, our approach is uniquely centred on you, your goals, aspirations and risk profile. Named in recognition of Captain William Hobson, Hobson Wealth Partners embodies the same pioneering spirit, diligence and visionary leadership of New Zealand’s first Governor. Our origins also reflect our association with a famous Australian Governor, Lachlan Macquarie – as we were originally known in New Zealand as Macquarie Private Wealth. Specialties Planning Investments, Simplifying sharebroking, Optimising expertise, Designing & Managing Portfolios Show less
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Macquarie Group
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Australia
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Financial Services
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700 & Above Employee
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Associate Director, Authorised Financial Advisor
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Jun 2001 - Jul 2016
Associate Director and Authorised Financial Adviser - 15 years of providing financial solutions and investment advice to a wide range of individuals, trusts, companies and institutions Associate Director and Authorised Financial Adviser - 15 years of providing financial solutions and investment advice to a wide range of individuals, trusts, companies and institutions
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Senior Investment Advisor
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1996 - 2001
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ANZ McCaughan Securities NZ
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Christchurch
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Head of Retail Advisory Services
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1992 - 1996
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Education
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Aranui High School
Maths and Music -
Aranui High School