MEMBER NOTICES: ONGOING SCAMS – We are aware of a number of sophisticated fake websites and individuals claiming to be/represent SBS Bank. Never disclose any personal information to individuals claiming to be/represent SBS Bank, if you are unsure please call us directly on 0800 727 2265 and speak with a member of our team. Additionally, we remind Members to ensure they confirm payee account numbers are legitimate before submitting payments via internet or mobile banking. We process payments based on the information you have provided.

Jenna Haldane

Financial Adviser (FA)

03 211 2769 (DDI)

 jenna.haldane@sbsbank.co.nz

027 278 4597

 

Specialist Areas

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

 

Qualifications & Memberships

  • National Certificate in Financial Services (Financial Advice) (Level 5)
  • Institute of Financial Professionals New Zealand (INFINZ)

About

Jenna has been in the financial services industry for 5 years, after starting off as an investment administrator in 2018.

Jenna’s primary goal is to create successful outcomes for clients that provide a meaningful and lasting impact on their lives.  She achieves this by assisting clients to create, grow, and protect their wealth to ensure they meet their long term financial goals.

When not working, Jenna likes to keep fit and active. She loves an adventure; including chasing around her two boys.

A disclosure statement is available upon request and free of charge.