Experience

JBWere New Zealand

• New Zealand
• Financial Services
• 1 - 100 Employee

• Executive Director, Investment Adviser

  • Nov 2021 - Present

• Director, Investment Adviser

  • Feb 2017 - Nov 2021



ANZ

• Australia
• Banking
• 700 & Above Employee

• Associate Director, Private Bank

  • Jan 2009 - Feb 2017

  Responsible for managing the client relationships of the Ultra High Net Worth segment at ANZ Private Bank. This involved providing a holistic wealth management approach to family groups and included managed investment portfolios, lending, day to day banking and specialist requirements such as foreign currency. My specialist area was assisting migrant clients to complete the Investment requirements under the Investor Plus category of the New Zealand Migrant Investor Policy, resulting in a client base which included many domiciled offshore.

• Senior Private Banker

  • Aug 2007 - Jan 2009

• Rural Manager

  • Jan 1996 - Aug 2007

  During this time I managed a portfolio of rural lending clients in Matamata. The client base was mainly dairy farmers and the area I covered was from Matamata to Tokoroa. I developed long standing client relationships and assisted many families in achieving their goals. My role included being integral as part of the rural community during my time.