Auckland, Auckland, New Zealand
I work at MAS (Medical Assurance Society) as a Private Wealth Adviser. I joined the team in January having worked previously as an Executive Private Adviser at Westpac Private Bank for over 18 years, during which time I have honed my expertise in understanding and catering to the unique financial needs of high-net-worth individuals. With a rich and fulfilling career spanning nearly 40 years in the banking industry, I have undertaken a variety of roles that have equipped me with a deep understanding of wealth management and financial strategies. Over the years, I have successfully managed an extensive portfolio of clients, partnering closely with them to develop personalised strategies that not only help grow their wealth but also safeguard their financial future. My approach is built on fostering trust, delivering tailored solutions, and ensuring my clients achieve their long-term financial goals with confidence.