The Private Office NZ
Financial Services
Auckland, Nz
9 employees
- Employees
- 9
- Contacts
- 3
- Emails
- 3
The Private Office NZ Overview
- Headquarters
- Auckland, Nz
- Website
- www.theprivateoffice.co.nz
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2014
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About The Private Office NZ
The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services. Since 2014, TPO has been providing comprehensive financial plans for a select group of private clients and we are proud to be the trusted advisor for many of New Zealand’s most successful families. We provide a boutique personalised experience and work on a collaborative basis to help our clients plan for the future and achieve their ideal lifestyle.
The Private Office NZ Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
The Private Office NZ Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Sharmin Charania | Client Relationship Manager at the Private Office (Tpo) | Auckland, New Zealand |
View
|
| Nick Crawford | Senior Client Director | Auckland, New Zealand |
Email
|
| Dan Weale | Senior Client Director, the Private Office Nz (Fa, Fcsi, Ba (Hons), Imc) | Auckland, New Zealand |
Email
|
| Laetitia Peterson | Founder of the Private Office | Auckland, New Zealand |
Email
|
Employees by Management Level
Director
2 profiles
Executive
1 profile
Manager
1 profile
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