Monique Morton

Authorised Financial Adviser (AFA)

03 211 2347 (DDI)
Monique.morton@sbsbank.co.nz
0800 727 2265

Specialist Areas

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

Industry Experience

  • Business Bank Management within the Commercial Banking Industry
  • Residential Lending
  • Investment Advice
  • KiwiSaver

Qualifications & Memberships

  • Authorised Financial Adviser (AFA)
  • National Certificate in Financial Services (Financial Advice) (Level 5)

About

Monique has over 25 years’ experience in the financial services industry; including management positions within the Retail/Commercial Banking sectors which enables her to bring to the table a broad depth of knowledge and experience that is respected amongst clients and peers.

Monique Morton is an investment specialist, assisting clients to create, protect and/or grow their wealth, in order to achieve their long-term financial goals. Monique has a varied client base with significant funds under management.

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