Senior Financial Adviser
FSP73382
Senior Financial Adviser
FSP73382
FSP 243045
About Me
Victor has been in the financial services industry since 1997. He has experience in financial planning, Wealth Management, and Retirement Planning.Victor has worked with Westpac, AMP, and Apex Advice Group in New Zealand.
Victor has been the winner of several awards and commendations from previous workplaces.Winner of Platinum achiever and nominated for the prestigious Northern Star award with Westpac. Winner of Quarterly achievement awards and winner of Employee Adviser of the Year Award at AMP.Teaching EngagementsVictor teaches Building Financial Wealth and Build Your Own Retirement Plan courses at the Onehunga High School Adult Learning Centre.Published articles
New Zealand Retirement Planning SecretsHow to retire without the stress and worry New Zealand Retirement Planning SecretsHow to retire without the stress and worry
professional experience
Victor is an experienced professional with 25 years of experience within the financial services sector. With an established background in providing financial planning and advice for Managed funds, Superannuation Trusts, Model Portfolios, KiwiSaver, and Personal Risk Insurance. Victor has successfully helped over 1000 high-net-worth clients plan for a Better Retirement.Victor’s client-driven work ethic has enabled him to build strong relationships with his clients.
expertise & specialisation
Victor has over 25 years of experience in Financial Planning, Wealth Management, and Retirement planning.He loves to help his clients achieve their financial goals, whether planning for their first home, retirement, or any other financial goals. Victor believes that failing to plan is planning to fail. Good planning and advice will help his clients focus on things that are important to them.
at
home
Victor is married to his lovely wife, Jaythri, and has two beautiful daughters.Victor loves travelling, cooking, and gardening.