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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