Auckland, Auckland, New Zealand
As a driven and adaptable recent graduate with a dual focus on Finance and International Business, I bring a strong analytical mindset combined with a global perspective to every challenge. I thrive in dynamic environments where attention to detail, problem-solving, and effective communication are key. My experience spans market research, financial analysis, and business development, with hands-on involvement in projects that include competitor analysis, customer persona development, and pricing strategy. I have worked with cross-functional teams and external partners, leveraging data-driven insights to support strategic decisions and growth initiatives. Passionate about continuous learning, I’m eager to contribute to organizations that value innovation, collaboration, and impact. Whether supporting a startup entering new markets or assisting established companies with financial operations, I am committed to delivering quality outcomes with a proactive and solutions-oriented approach. Let’s connect — I’m always excited to explore opportunities in finance, business strategy, and international markets.
Financial Adviser | Carrot Wealth Provided personalised financial advice to clients across KiwiSaver, investment planning, retirement planning, and wealth-building strategies. Conducted client fact-finding, risk-profile assessments, financial needs analysis, and investment recommendations aligned with client goals and risk tolerance. Maintained compliance with New Zealand financial advice regulations while building strong client relationships and delivering ongoing portfolio reviews and financial education.