Auckland Metropolitan Area
With over a decade of experience across investment advice, banking, lending, insurance, and growth leadership, I currently serve as Head of Growth at MAS, where I lead strategic growth initiatives, partnership development, adviser enablement, and campaigns focused on expanding funds under management and enhancing our member outcomes. Prior to joining MAS in 2024, I spent eight years at ANZ across a range of senior advisory and banking roles. Most recently, I worked as an Investment Adviser managing a portfolio of around 150 high-value clients, delivering personalised financial advice for investments. Earlier in my career, I worked as a Business Banking manager with a $3M credit approval discretion (CAD) supporting business owners, alongside extensive experience in home lending and retail banking. I hold the New Zealand Certificate in Financial Services & Financial Advice (Level 5) in Investment, Lending, and Insurance strands. My prior experience in financial advice required my registration on the FSPR. Alongside my financial services background, I also hold degrees in Criminology and Film, as well as a Diploma in Culinary Arts, experiences that have helped shape a broad, people-focused perspective and strong communication approach. Please do not hesitate to get in touch with me. I’m passionate about growth, strategic partnerships, financial wellbeing, and helping individuals and organisations achieve strong long-term outcomes. Please feel free to connect or reach out to discuss opportunities, partnerships, or industry conversations.
- Responsible for the growth of FUM and Membership - Partnership management & negotiation with external companies - Creation, development and implementation of campaigns and initiatives - Improving the product and service-offering of MAS and its Investments Schemes - Adviser development and support - Management and compliance with RI (including recertification) - Service Framework Development (UK pension transfers)
- Insurance - Investments - Growing and Protecting Wealth. I love being able to meet with our Members where they’re most comfortable, hear their stories, understand theirs needs and requirements. As Advisors, we can provide tailored financial advice.
- Licensed Financial Adviser (FA). - Providing personalised financial advice to HNW / Private clients on investments. - Set Management. - Work with KiwiSaver Scheme, MIFs and DIMS. - Wealth development.
- Capital, liquidity and cashflow management - Establish global networking and connectivity - Provide value insights to corporate clients - Channel specialist - Digital automation and simplification
- Lending Credit Approval Discretion (CAD) up to $3m NZD - Onboarding of new business - Existing business purchases - Growth management - Business startup advice - Secured & unsecured lending assessment
- Management of services and repairs for customers of Harvey Norman. - Coordinating the liability of costs and claims for a variety of stock and services. - Management of stock allocation issued by multiple suppliers. - Maintaining customer and supplier satisfaction.