Mike Green, with 22 years in the industry, brings a background in both financial planning and risk. His focus is on providing comprehensive investment management solutions to Perpetual's clients. Prior to joining Perpetual, he was previously an adviser with Spicers and more recently with Maxim Financial Group in Wellington.
Judy Penlington joins as an adviser and also incorporates her long standing business into Perpetual. She has 24 years of experience in financial planning with a focus on offering tailored investment services.
Access to compliance and platform systems were a major motivator in Penlington joining forces with a larger business.
| « FPSB appoints new chair, directors | Simon Fisher takes on CEO role » |
Special Offers
© Copyright 1997-2024 Tarawera Publishing Ltd. All Rights Reserved