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Danielle Auld, Cminstd Email & Phone Number
Managing Director and Financial Adviser
at
Balance Wealth Limited
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✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Director and Financial Adviser
Location
Bay of Plenty, New Zealand
Who is Danielle Auld, Cminstd? Overview
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Quick answer
Danielle Auld, Cminstd is listed as Managing Director and Financial Adviser at Balance Wealth Limited, based in Bay of Plenty, New Zealand. AeroLeads shows a matched LinkedIn profile for Danielle Auld, Cminstd.
Danielle Auld, Cminstd previously worked as Managing Director / Financial Adviser at Balance Wealth Limited and Chair of Risk, Assurance and Finance Committee at Rotorua Airport. Danielle Auld, Cminstd holds Bsc(Hons), Financial Mathematics from Heriot-Watt University.
Company email context
Email format at Balance Wealth Limited
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Balance Wealth Limited
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Profile bio
About Danielle Auld, Cminstd
Over 20 years of experience in banking, finance and wealth management both in the UK and New Zealand. Roles include customer facing, compliance oversight and sales management as well as business ownership. Passionate about good governance, I am a Chartered Director and sit on a number of boards where my innovative thinking combined with compliance and investment experience can add value.
Current workplace
Danielle Auld, Cminstd's current company
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Balance Wealth Limited
Website
AeroLeads page
17 roles · 23 years
Danielle Auld, Cminstd work experience
A career timeline built from the work history available for this profile.
Managing Director / Financial Adviser
Chair Of Risk, Assurance And Finance Committee
Director
Adviser To The Board Of Trustees
National Provident Fund
The Board of Trustees of the National Provident Fund are trustees of nine defined contribution and defined benefit superannuation schemes, with total assets of $1.9 billion. The Board administers the schemes and manages the schemes' investments in the best interests of the members, taking into account the interests of the employer contributors and the Crown, as guarantor of the benefits.
Committee Member
Financial Advisers Disciplinary Committee (Fadc)
Government appointment, under the Financial Markets Conduct Act 2013
Director
Mariposa Holdings Limited
New Zealand charitable investment company.
Mar 2022 - Jul 2022
Independent Director
Nov 2021 - Jul 2022
Trustee, Good Shepherd New Zealand Trust
Nov 2021 - Jul 2022
Property, Investments And Assets Committee Member
Nov 2021 - Jul 2022
Board Observer
Board observer position, allowing the ability to develop governance knowledge and participate fully in all board meetings and discussions.
Oct 2018 - Nov 2019
Partner - Private Bank
Authorised Financial Adviser managing a portfolio of wealthy clients across the Rotorua and Taupo regions, advising on portfolio construction, asset allocation and lending. Consult on SIPO construction and distribution policies for larger trusts.
Nov 2012 - Apr 2018
Director, Business Support & Management
Manager for the Executives Client Group located across 3 offices in London including first line regulatory supervision for up to 27 advisors. Focused on sales and outcomes as well as resourcing and management for the department.
Jan 2012 - Nov 2012
Private Banker
Managed a portfolio of over 300 high net worth Entrepreneurial clients, advising them on lending, investments and general banking. Provided networking opportunities, organised events, and acted as the cornerstone to a comprehensive range of advice serviced offered by Coutts.
Apr 2007 - Jan 2012
Assistant Manager
Supported a senior banker managing a portfolio of high net worth individuals in and around Edinburgh.
May 2005 - Mar 2007
Graduate Trainee In Commercial Banking
2004 - 2005
~1 yr
Customer Service Representative
Standard Life Bank
Jul 2001 - Aug 2004
2 education records
Danielle Auld, Cminstd education
Bsc(Hons), Financial Mathematics
A Levels, Maths, Physics, Chemistry
Taunton School
FAQ
Frequently asked questions about Danielle Auld, Cminstd
Quick answers generated from the profile data available on this page.
What company does Danielle Auld, Cminstd work for?
Danielle Auld, Cminstd works for Balance Wealth Limited.
What is Danielle Auld, Cminstd's role at Balance Wealth Limited?
Danielle Auld, Cminstd is listed as Managing Director and Financial Adviser at Balance Wealth Limited.
Where is Danielle Auld, Cminstd based?
Danielle Auld, Cminstd is based in Bay of Plenty, New Zealand while working with Balance Wealth Limited.
What companies has Danielle Auld, Cminstd worked for?
Danielle Auld, Cminstd has worked for Balance Wealth Limited, Rotorua Airport, National Provident Fund, Financial Advisers Disciplinary Committee (Fadc), and Mariposa Holdings Limited.
How can I contact Danielle Auld, Cminstd?
You can use AeroLeads to view verified contact signals for Danielle Auld, Cminstd at Balance Wealth Limited, including work email, phone, and LinkedIn data when available.
What schools did Danielle Auld, Cminstd attend?
Danielle Auld, Cminstd holds Bsc(Hons), Financial Mathematics from Heriot-Watt University.
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