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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.”

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