Dai is our Senior Investment Adviser and responsible for financial planning and investment portfolios. Dai also has an extensive background in UK Pension transfers and is able to provide comprehensive advice in this area.
He has over 15 years’ experience in the financial services industry including working at Barclays (UK) as an Independent Financial Adviser.
Before joining the team in 2013, he held the NZX Associate Adviser qualification and a Sharebrokers licence.
He has a Graduate Diploma in Business Studies (Massey) and is a Certified Financial Planner.