John Broad

Company
Kiwi Wealth
Phone
0800 500293
Mobile
(027) 536-2623
Website
Areas of Advice
Cash Management, Financial Planning, Investment, KiwiSaver / Retirement, Managed Funds
Professional Designations
CFP, CLU
Profile
John joined the financial services profession in 1990, as an Adviser and Regional Sales Manager for SAI Limited, followed by a stint as a manager at a private financial planning business. John joined Kiwi Wealth from Kiwibank, after seven years as an Investment and Insurance Adviser at AdviceFirst Limited.

John is a Certified Financial Planner CM and Chartered Life Underwriter. John completed a Graduate Diploma in Business Studies in 2008 at Massey University.

John served three terms as a director on the Institute of Financial Advisers Board and was actively involved on the Auckland Branch committee for seven years.

John is a founding member of Financial Advice New Zealand and an associate member of the CFA Institute.
Service Address
55 Clyde Road
Browns Bay
Auckland
John Broad