Financial Adviser (FA)
03 211 1181 (DDI)
0800 727 2265
- Wealth Management & Accumulation
- Portfolio Management
- Investment Advisory
- Immigration compliant portfolios
Qualifications & Memberships
- National Certificate in Financial Services (Financial Advice) (Level 5)
- Graduate Diploma in Business Studies – Personal Financial Planning
- Certified Financial Planner
- Financial Advice New Zealand member
- Southland Chamber of Commerce
Annabel has over 30 years’ experience in the wider financial services industry, specialising in investment advice. This enables her to bring to the table a broad depth of knowledge and experience that is respected amongst clients and peers.
Annabel is an investment specialist, assisting clients to create, protect and/or grow their wealth, in order to achieve their long-term financial goals. She has a varied client base ranging from younger clients accumulating funds through to retirees managing their retirement lifestyle.
When not working with clients, Annabel is spending time in the garden or the great outdoors.
A disclosure statement is available upon request and free of charge.