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.

Monique Morton

Financial Adviser (FA)

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

Specialist Areas

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

Qualifications & Memberships

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

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

When not working with, Monique is spending time with family and friends out in her community.

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