Meet the Bay of Plenty Adviser Team
Tauranga/Bay of Plenty - Janet Natta, Financial Adviser Janet has worked in a variety of roles in the financial services industry. She worked with Public Trust for 13½ years, specializing in wills, trusts, estates and conveyancing. Janet was also a Public Trust accredited investment adviser. Janet returned to Hamilton in 1999, and worked at ANZ Bank as an investment adviser and business risk specialist until 2002. She then went to work for Circle Insurance, underwriting commercial fire and general insurance, and following the takeover of Circle by NZI Insurance, worked for NZI until taking parental leave in 2005. Janet has a Diploma in Personal Financial Planning from Massey University (1997), and has completed various FPG Research and AdviserLink courses, studying financial planning and business risk. If you'd like to meet Janet for an initial discussion, please click here. Janet's Personal Disclosure Statement is located here.
Tauranga/Bay of Plenty - Andrew Palmer, Financial Adviser Andrew has worked in the financial services industry since April 1986 when he completed an advisor development course for National Mutual. In 1992 he was approached by a Hamilton based Financial Planning firm to form a partnership which enabled Andrew (through ongoing training) to broaden his range of expertise in the financial planning industry. In 1996, Andrew left the firm to commence his own Financial Advisory practice, Palmer Financial Services Limited where he developed his successful client financial objectives based, advisory service which is still in use today. Andrew became a member of Advice Financial in May 2007. If you'd like to meet Andrew for an initial discussion, please click here. Andrew's Personal Disclosure Statement is located here.
Tauranga/Bay of Plenty - Miles Flower, Director, Financial Adviser Miles joined the team as a director of Advice Financial in April 2002. He is based at the company’s Head Office in Takapuna, Auckland. Miles has qualified for the professional designations of Certified Financial Planner CFP and Chartered Life Underwriter CLU, belonging to a select group of less than twenty advisers in NZ so qualified. He holds a Masters in Business from Auckland University, a Graduate Diploma in Business specializing in Personal Financial Planning from Massey University, a Diploma of Life Assurance from The Insurance Institute of New Zealand, a Certificate in Financial Planning from the Insurance Institute of Great Britain. Miles believes that professional financial planning requires a long term view and his commitment is to provide clients with ongoing advice and assistance as their lives and financial positions change, allowing them to understand and best meet their needs for financial security every step of the way. Miles brings over twenty years of experience in the financial planning industry to Advice Financial and our clients. If you'd like to meet Miles for an initial discussion, please click here. Miles' Personal Disclosure Statement is located here.