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Warren Corston profile image

Warren Corston

Client Manager at Perpetual Guardian
Intro Book
Experienced financial professional with expertise in estate planning and wealth management.
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Location
Helensvale, Queensland, Australia, AU
Languages
  • English -
Skills
  • Estate Planning
  • Financial Services
  • Investments
  • Financial Advisory
  • Wealth
  • Show all
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Bio

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Warren Corston is a seasoned financial professional with expertise in estate planning, financial services, investments, and wealth management. He has extensive experience in trust management, estate planning, and financial advisory services for high net worth individuals. Warren holds various certifications, including Authorised Financial Adviser (AFA) and Certified Financial Planner (CFPcm), from reputable institutions in New Zealand.

Credentials

  • Authorised Financial Adviser (AFA)
    Securities Commission New Zealand
    Apr, 2011
    - Jun, 2026
  • Certified Financial Planner (CFPcm)
    Institute of Financial Advisers
    Jul, 2013
    - Jun, 2026
  • Certificate in Practising Management
    NZ Institute of Management

Experience

  • Perpetual Guardian
    • Auckland
    • Client Manager
      • Oct 2011 - Jun 2022
      • Auckland

      Trust management, estate planning (Family, Charitable and Foreign Trusts, Wills and Enduring Powers of Attorney), investment advice and Comprehensive Personal Financial Planning services for HNW families.

  • Trustees Private Wealth
    • Auckland
    • Business Development Manager and Private Wealth Adviser
      • 2006 - 2011
      • Auckland

      Investment and financial advice to high net worth clients

  • Corston Financial Services
    • Wellington
    • Financial Planner and Mortgage & Risk Adviser
      • 2004 - 2006
      • Wellington

      Financial Planning, Mortgage & Risk Advisory (residential and commercial) and Estate Planning

  • Public Trust
    • New Zealand
    • Legal Services
    • 400 - 500 Employee
    • District Public Trustee
      • 1993 - 2004

      Initially, I established a regional business support unit in Lower Hutt, later managing various area branches including Wellington Central in Lambton Quay. Teams varied up to 14 reports in 3 locations.

    • Branch Management
      • 1990 - 1993

      Estate planning services and trust and estate management.

  • Amicron
    • Port Vila, Vanuatu
    • General Manager
      • 1988 - 1990
      • Port Vila, Vanuatu

      Assisted in the establishment of the company in the SW Pacific, retailing NEC computer hardware and a range of software as well as peripherals such as printers, copiers and faxes. 15 reports in Vanuatu and Solomons.

  • Melanesia International Trust Company
    • Port Vila, Vanuatu
    • Trust Manager
      • 1985 - 1987
      • Port Vila, Vanuatu

      Providing specialised financial services to an international client base of high net worth individuals through offshore trusts and nominee companies.

  • Edmonds Dodd
    • Te Awamutu
    • Trust Manager
      • 1980 - 1985
      • Te Awamutu

      Legal executive services to high net worth clients, in particular, estate planning solutions for minimisation of death and gift duties.

  • Public Trust
    • Trust Officer
      • 1968 - 1980

      Estate administration

Education

  • 2000 - 2004
    Massey University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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