About Us
Carol Garrett

Carol Garrett

I am an Authorised Financial Adviser (AFA) with 30 years experience in the UK and NZ Financial Services Industry.

As a member of the Institute of Financial Advisers I participate in their ongoing professional development programmes. Our team is committed to complying with the Institute's Code of Ethics.

For many years I have been part of the Professional Advisers Association and regularly receive industry awards for quality performance and service.

Further more I am an Associate Life Underwriter (ALU), and registered Financial Service Provider.

• Certified AFA(Authorised Financial Adviser) Click here to view
• Qualified ALU (Associate Life Underwriter)  Click here to view
• FSP Registered 19444 Click here to view

Joanne Smith

Joanne Smith

Joanne my PA comes from a strong background in the UK Armed Forces and Ministry of Defence where budget management, organisation skills and procedures were her forte.

Joanne's role is to ensure the smooth running of the office and provide assistance with client enquiries.

Zena Garrett

Zena Garrett

Zena is our friendly office dog. Her background includes a lot of sleeping and doing tricks for dog biscuits.

Zena's key responsibilities are greeting visitors, barking at the courier drivers and supervising the smooth running of the office. 

 
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