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
CERTIFIED FINANCIAL PLANNER CM, CERTIFIED LIFE UNDERWRITER CM, Trusted Adviser, Financial Advice NZ
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.
John Broad