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Lance Keall
Name (Last, First)
KEALL, LANCE
Company
NZ Financial Planning Co Ltd
Phone
(04) 499 2177
Mobile
Address
Level 7
11 Chews Lane
Wellington
Email
[email protected]
Website
www.nzfp.co.nz
Areas of Advice
Cash Management, Estate Planning, Financial Planning, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds
Professional Designations
CERTIFIED FINANCIAL PLANNER CM, Trusted Adviser, Financial Advice NZ
Profile
My qualifications are a Bachelor of Commerce degree through Victoria University of Wellington and a Graduate Diploma in Personal Financial Planning through Massey University. I then became a Certified Financial Planner (CFPCM) Practitioner in 2007. I am a founding member of Financial Advice New Zealand.
Before I started working with people and their personal financial planning, I worked in superannuation here in New Zealand for company called BNP Paribas.
I enjoy what I do and I enjoy working with clients to help set plans and achieve their personal financial goals.
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