Keri will work within PWA Team to provide Bespoke, Independent & Intergenerational investment advice to the clients.
She brings 15 years of experience in the investment industry, having provided advice to clients in her roles with Westpac, KiwiBank & Gareth Morgan Investments (KiwiWealth).
She also has extensive Governance, Risk & Compliance experience within in the NZ financial services industry.
Keri holds a Graduate Diploma in Financial Planning from Massey university and Level 5 qualifications.
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