Fiona McClelland

Financial Adviser (FA)

 03 211 2380 (DDI)
fiona.mccelelland@sbsbank.co.nz
0800 727 2265

Specialist Areas

  • KiwiSaver
  • Retirement Planning
  • Wealth Management & Accumulation 
  • Portfolio Management
  • Investment Advisory

Industry Experience

  • 25 years + banking experience
  • Residential Lending
  • KiwiSaver

Qualifications & Memberships

  • National Certificate in Finance Services (Level 5)
  • Institute of Financial Professionals New Zealand (INFINZ)

About

Fiona is a born and bred Southlander with over 25 years experience in the financial services industry. She has been part of the SBS Bank team for the last 7 years.   

Based in Invercargill, Fiona is part of the Digital Team helping clients all over New Zealand. Her goal is to provide clarity and guidance with financial planning for the long term to help her clients achieve their financial goals.

Outside of work Fiona enjoys time with family and friends and getting out and about for a bike ride.

A disclosure statement is available upon request and free of charge.