Llivia Puig

Financial Adviser (FA)

03 341 3262 (DDI)
Llivia.puig@sbsbank.co.nz
0800 727 2265

Specialist Areas

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

Industry Experience

  • Retail Banking including leadership roles
  • Residential lending
  • KiwiSaver

Qualifications & Memberships

  • Institute of Financial Professionals New Zealand (INFINZ)
  • BSc in Marketing & Marketing Research
  • BSc in Business Administration and Economics
  • New Zealand Certificate in Financial Services (Investment Advice)

About

After 7 years of retail banking and Leadership roles in Spain Llivia decided to relocate to New Zealand in 2014. Since then, she has been working at SBS Bank in various roles, mostly specialised in Residential Lending. 

Her focus has always been the same, helping clients to achieve their goals. She enjoys working closely with her customers building successful and long-lasting relationships and guiding them in their path to accomplish their financial objectives.

disclosure statement is available upon request and free of charge.