Authorised Financial Adviser – Auckland
Alistair is a Senior Client Adviser. He co-founded Broadview Financial Management (later to become Saturn Portfolio) in 1988, after a successful career in banking with ANZ Bank.
In his role as a Client Adviser, Alistair provides sound guidance in all areas of investment, with a particular focus on portfolio construction and investment management.
He specialises in management of multi-asset class portfolios, including domestic and international listed securities.
Alistair’s approach to growing wealth is based on in-depth research and making sure that investment opportunities meet the needs and objectives of clients.