Archive

GradDipsBusStuds (PFP), Certified Financial Planner (CFP), Certified Life Underwriter (CLU), B.A., B.Sc., LPSNZ, MInstD Tim@saturnadvice.co.nz   Timothy has been providing investment advice to clients for over 23 years. He has a passion for helping people plan for their financial futures. He helps his clients create and manage investment...

Lance@saturnadvice.co.nz   Lance is a Financial Adviser who brings over 20 years financial services experience to Saturn Advice, having previously worked for Citibank N.A, AMP and Kiwi Wealth. Lance has a great passion for working closely with his clients to ensure they receive the best possible financial...

MBA (Finance) joyce@saturnadvice.co.nz   Holding an undergraduate degree in Economics and a Masters degree in Finance, Joyce has worked in the financial service industry for over 14 years. Her professional background encompasses foreign exchange, business banking and wealth management. Joyce's wide-ranging experience gives her the ability to work...

Master of Professional Business Studies (Finance), Chartered Financial Analyst (CFA) shahrukh@saturnadvice.co.nz   Shahrukh’s background in investment banking, corporate finance and portfolio management provides an ideal foundation for his career progression into financial advice. Shahrukh became a Financial Adviser in 2016, motivated by his passion to help others achieve...

BBS (Finance), GradDipBusStuds (PFP) jean@saturnadvice.co.nz   Jean is a Financial Adviser with a talent for helping her clients develop sound financial strategies to meet their goals in life. Before moving to Saturn Jean worked for a boutique advisory firm advising medical professionals.   Jean has a knack for keeping clients...

Chartered Accountant (CA), GradDipBusStuds (PFP) wayne@saturnadvice.co.nz With a background in Accounting, Wayne draws on over 30 years’ experience to advise clients on investment strategy, management of diversified investment portfolios and investment taxation.   A Financial Adviser and Certified Financial PlannerCM, Wayne believes the best career move he ever made was...