tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Sunday, July 5th, 10:55PM

People

rss
People

Adviser moves to JMI

JMI Wealth, formerly JMIS, has added another senior adviser to its team.

Friday, February 15th 2019, 2:30PM

Lynette Ball has more than 20 years’ experience in the financial services industry both in New Zealand and overseas.

She is a Certified Financial Planner, an AFA and was one of the leading wealth managers at AMP-owned AdviceFirst, winning multiple Adviser of the Year awards.

JMI Wealth manages over $2 billion of financial assets on behalf of clients, predominantly high-net-worth individuals, family offices, charities, corporate pension funds and iwi.

Head of investment advice Jason Watson said: “We are pleased to expand our team further and to have Lynette join us from AdviceFirst. She brings with her a wealth of experience and knowledge.”

Ball said: “I am really excited to join a highly experienced team of investment professionals who as wealth managers have extensive knowledge in the business of managing client money.”

« Strategi Group brings Bell on as CEOMercer appoints investment boss »

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
Slideshow

MORE JOBS»

Tuesday, July 14th 2020
ICNZ - The Future of Insurance in a Post-COVID World
Nationwide

Thursday, July 30th 2020
ICNZ - The COVID Effect: What the New Financial Landscape Looks Like
Nationwide

Tuesday, August 4th 2020
Core Strand
Auckland

Thursday, August 6th 2020
Waikato Advisers Coffee Morning
Waikato

Wednesday, August 12th 2020
OCR & MPS Media conference & live-stream
Nationwide

Tuesday, August 25th 2020
Residential Property Lending Workshop
Auckland

Wednesday, August 26th 2020
Residential Property Lending Workshop
Auckland

Thursday, August 27th 2020
ICNZ -The Empowered Consumer
Nationwide

Friday, September 4th 2020
Core Strand
Auckland

Wednesday, September 23rd 2020
Official Cash Rate announcement
Nationwide

MORE»

News Bites
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com