Nadia O'Brien

Authorised Financial Advisor at Apex Advice Group Limited
  • Claim this Profile
Contact Information
Location
New Zealand, NZ

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

    • Authorised Financial Advisor
      • Oct 2011 - Present

      Here at Apex we are firm believers that to get ahead you have to think ahead. A good financial plan will set you up for life, so the future you want becomes more than just a dream. Through careful analysis of our clients current situation, goals and objectives, Apex focus on tailoring strategies that ensure personalised plans help our clients protect and grow what matters most to them. Apex Advice Group has been providing financial advice to New Zealanders since 1986. We are a New Zealand owned and operated financial services company dedicated to helping people protect and grow what matters most to them. We do this by providing specialised advice on personal and business insurances, mortgages, investments and financial planning. Show less

    • New Zealand
    • Law Practice
    • 200 - 300 Employee
      • Apr 2017 - Jul 2017

      • Jan 2017 - Mar 2017

    • Customer Advisor
      • Mar 2010 - Oct 2011

      Customer Advisor specialising in risk management and KiwiSaver solutions for New Zealand families. Customer Advisor specialising in risk management and KiwiSaver solutions for New Zealand families.

    • Hospitality
    • 100 - 200 Employee
    • International Sales Coordinator
      • Aug 2007 - Mar 2010

      Managment/ sales support Managment/ sales support

Education

  • University of Auckland
    Bachelor of Laws - LLB
    2014 - 2018
  • Auckland University of Technology
    Bachelor of Laws - LLB
    2014 - 2015
  • Massey University
    Graduate Diploma in Business Studies in Personal Financial Planning
    2012 - 2014
  • Open polytechnic online campus
    Authorised Financial Advisor, Investments and Securities
    2010 - 2011
  • New Zealand School of Travel and Tourism
    Diploma in Business Management, Management
    2006 - 2007
  • Дальневосточный Государственный Университет / Far Eastern State University
    Master of Arts (MA), Linguistics
    2002 - 2007

Community

You need to have a working account to view this content. Click here to join now