Financial Adviser (FA)
09 303 3822 (DDI)
0800 727 2265
- Wealth Management
- Investment Advisory
- Portfolio Management and Construction
- Investments Advice
- Financial Markets
- Wealth Management process development
Qualifications & Memberships
- Institute of Financial Professionals New Zealand (INFINZ)
Ricky has over 15 years’ experience in the finance sector specialising in portfolio and wealth management. He advises private clients which include; individuals, trusts, estates and charities.
Ricky has a passion for investment markets and enjoys working alongside his clients building long-term relationships and providing strategies to assist them to achieve their goals.
A disclosure statement is available upon request and free of charge.