Perpetual Guardian
With more than 15 years of experience in the trustee and financial services industry, including 8 years with Perpetual Guardian, Kevin has expertise helping our clients meet their long-term financial goals as one of our Authorised Financial Advisers.
Kevin is passionate about investing and works closely with our network of Client Managers to ensure each client receives the most appropriate investment advice tailored to their needs.
Kevin holds a Graduate Diploma in Business Studies (Personal Financial Planning) and is an Authorised Financial Adviser (AFA).
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Perpetual Guardian
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Perpetual Guardian is a result of the recent coming together of Perpetual Trust and Guardian Trust. As two of New Zealand's oldest trust companies, they have over 135 years of experience in providing estate planning options for Kiwis.