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Waikato/Taupo/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 is an Authorised Financial Adviser (AFA), in accordance with the Financial Advisers Act (2008), and is therefore qualified to provide a comprehensive financial planning service, advising clients on all categories of financial products. 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 located here. |
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