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.

Llivia Puig

Financial Adviser (FA)

03 341 3262 (DDI)
Llivia.puig@sbsbank.co.nz
0800 727 2265

Specialist Areas

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

Qualifications & Memberships

  • Institute of Financial Professionals New Zealand (INFINZ)
  • BSc in Marketing & Marketing Research
  • BSc in Business Administration and Economics
  • New Zealand Certificate in Financial Services (Investment Advice)

About

After 7 years of retail banking and Leadership roles in Spain Llivia decided to relocate to New Zealand in 2014. Since then, she has been working at SBS Bank in various roles, mostly specialised in Residential Lending. 

Her focus has always been the same, helping clients to achieve their goals. She enjoys working closely with her customers building successful and long-lasting relationships and guiding them in their path to accomplish their financial objectives.

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