Ricky Harper

Financial Adviser (FA)

09 303 3822 (DDI)
ricky.harper@sbsbank.co.nz
0800 727 2265

Specialist Areas

  • Wealth Management
  • Investment Advisory
  • Portfolio Management and Construction
  • KiwiSaver

Industry Experience

  • Investments Advice
  • Financial Markets
  • KiwiSaver
  • Wealth Management process development

Qualifications & Memberships

  • Institute of Financial Professionals New Zealand (INFINZ)

About

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.