Authorised Financial Adviser
National Certificate in Financial Services (Financial Advice) Level 5.
Keith works closely with our Advisers to identify the best investment options for our clients.
With 12 years’ experience managing US corporate pension plans, he brings another layer of expertise to the team.
Keith is always happy to take the time to get to know his clients, so he can better understand their individual needs and goals. He knows no two clients are ever the same, so their investment advice shouldn’t be either.
With a flair for research, Keith helps find the right investment for clients through in-depth analysis of all available options.
It was a love of the outdoors that first brought Keith to New Zealand and not much has changed since then. You will still find Keith out on tramping adventures, or enjoying a spot of golf or fishing.