Keri will work within PWA Team to provide Bespoke, Independent & Intergenerational investment advice to the clients.
She brings 15 years of experience in the investment industry, having provided advice to clients in her roles with Westpac, KiwiBank & Gareth Morgan Investments (KiwiWealth).
She also has extensive Governance, Risk & Compliance experience within in the NZ financial services industry.
Keri holds a Graduate Diploma in Financial Planning from Massey university and Level 5 qualifications.
| « Former AIA chief heads up Resolution Life | Cigna makes new board appointment » |
Special Offers
No comments yet
Sign In to add your comment
© Copyright 1997-2024 Tarawera Publishing Ltd. All Rights Reserved