|Meet our Wellington Adviser team
Wellington - Jamie Coltman, Director - Financial Adviser
Jamie has worked in the Financial Services Industry for over 25 years as
an adviser and in senior management roles with Sovereign and Royal
& Sun Alliance. He established Integrate FS Ltd in August 2001,
which now trades under the brand of Advice Financial. Jamie is currently
Managing Director and a shareholder in the company.
Jamie holds a
Bachelor of Agricultural Commerce degree from Canterbury University. In
1990 he successfully completed IPAC Securities Limited's course in
financial planning and securities dealing. In August 2006 he
successfully completed the Center for Fiduciary Studies programme for
accreditation and abides by the Investment Fiduciary Practices and is
authorized to use the designation AIF® and Accredited Investment
Jamie Coltman is a Registered Financial Adviser
(RFA), in accordance with the Financial Advisers Act (2008), and is
therefore qualified to provide clients with advice on insurances and
mortgages. If you'd like to meet Jamie for an initial discussion,
please click here.
Waikato / Wellington - 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.