Michelle Forster

General Manager and Head of Advisory

09 303 3821 (DDI)
 Michelle.Forster@sbsbank.co.nz
0800 727 2265

Specialist Areas

  • Wealth Management & Accumulation
  • Portfolio Management
  • Investment Advisory
  • Retirement Planning
  • Immigration compliant portfolios
  • KiwiSaver

Industry Experience

  • Investment Advice
  • Private Banking
  • Insurance & Risk
  • KiwiSaver

Qualifications & Memberships

  • University of South Africa – Bachelor of Accounting Science
  • Post graduate diploma in Financial Planning
  • Authorised Financial Adviser (AFA)
  • Institute of Financial Professionals New Zealand (INFINZ)

About

Michelle has more than 20 years’ experience in the financial services and investment industry and brings a depth of knowledge and client service experience that is respected amongst clients and peers.

Michelle has worked in senior private banking, portfolio management and investment advisory roles in globally renowned investment banks in South Africa, The Channel Islands, Australia and New Zealand.

Prior to joining FANZ Private Wealth, Michelle was General Manager of Staples Rodway Asset Management Ltd.

Michelle’s disclosure statement is available upon request and free of charge.