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: Saturday, August 13th, 5:14PM

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

Monday, August 15th 2022
The monster’s back in town
Northland

Monday, August 15th 2022
The anatomy of a deal
Northland

Wednesday, August 17th 2022
RBNZ Monetary Policy Statement (MPS)
Nationwide

Thursday, August 18th 2022
The monster’s back in town
Auckland

Thursday, August 18th 2022
The anatomy of a deal
Auckland

Tuesday, August 23rd 2022
The monster’s back in town
Southland

Tuesday, August 23rd 2022
The anatomy of a deal
Southland

Wednesday, August 24th 2022
SiFA Annual Confernece
Otago

Wednesday, August 24th 2022
The monster’s back in town
Otago

Wednesday, August 24th 2022
The anatomy of a deal
Otago

MORE»

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