Suzanne Baldwin
Practice Manager, Financial Planner at Ethical Investing NZ Ltd- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Auckland, Auckland, New Zealand, NZ
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Certified Financial Planner
FSPB
Experience
-
Ethical Investing NZ Ltd
-
New Zealand
-
Financial Services
-
1 - 100 Employee
-
Practice Manager, Financial Planner
-
Feb 2020 - Present
-
-
-
WealthOne Limited
-
India
-
Director/Consultant
-
Oct 2019 - Feb 2020
-
-
-
ImPower Limited
-
New Zealand
-
Financial Services
-
1 - 100 Employee
-
Financial Wellbeing Specialist
-
Mar 2016 - Oct 2019
-
-
-
-
Director/Consultant
-
Nov 2014 - Feb 2016
-
-
-
-
Head of Operations & IT
-
Jul 2014 - Nov 2014
-
-
-
TNP Services Limited
-
India
-
Truck Transportation
-
General Manager Operations & IT
-
Apr 2013 - Jun 2014
-
-
Special Projects Manager
-
May 2012 - Apr 2013
-
-
-
-
Client Services Manager
-
Sep 2011 - Apr 2012
-
-
-
-
Financial Advisor
-
Jan 2008 - Aug 2011
-
-
-
Russell Investments
-
United States
-
Financial Services
-
700 & Above Employee
-
New Zealand Manager
-
Aug 1994 - Feb 2000
-
-
Education
-
Massey University
Diploma of Business Studies, Personal Financial Planning -
fi360
Accredited Investment Fiduciary -
Aorere College
Community
You need to have a working account to view this content.
Click here to join now