Hamilton - 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 located here.

Hamilton - 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 located here.

Hamilton - Lisa Kay, Financial Adviser

Lisa has worked in the financial services industry since May 1997. She worked for a privately owned finance company arranging finance for second mortgages and personal loans. During the last two years Lisa worked as a Loans Writer within a Financial Services organisation. Add this to personal life experiences, and Lisa has gained a very strong understanding in financial services and a passion to help others in obtaining their financial goals in the most convenient and enjoyable way. Lisa has completed several accreditations through major financial service providers and is extremely committed to the ongoing professional development promoted through the PAA, NZMBA and PLANNZ. Lisa joined the team at Advice Financial on 1 June 2007. If you'd like to meet Lisa for an initial discussion, please click here.

Lisa's Personal Disclosure Statement located here.