Danielle Auld, Cminstd

Danielle Auld, Cminstd Email and Phone Number

Managing Director and Financial Adviser @ Balance Wealth Limited
Bay of Plenty, New Zealand
Danielle Auld, Cminstd's Location
Bay of Plenty, New Zealand, New Zealand
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.

Danielle Auld, Cminstd's Current Company Details
Balance Wealth Limited

Balance Wealth Limited

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Managing Director and Financial Adviser
Bay of Plenty, New Zealand
Danielle Auld, Cminstd Work Experience Details
  • Balance Wealth Limited
    Managing Director And Financial Adviser
    Balance Wealth Limited
    Bay Of Plenty, New Zealand
  • Balance Wealth Limited
    Managing Director / Financial Adviser
    Balance Wealth Limited Apr 2018 - Present
    Rotorua
  • Rotorua Airport
    Chair Of Risk, Assurance And Finance Committee
    Rotorua Airport Feb 2021 - Present
  • Rotorua Airport
    Director
    Rotorua Airport Mar 2020 - Present
  • National Provident Fund
    Adviser To The Board Of Trustees
    National Provident Fund Jul 2024 - Present
    Wellington, New Zealand
    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.
  • Financial Advisers Disciplinary Committee (Fadc)
    Committee Member
    Financial Advisers Disciplinary Committee (Fadc) Apr 2022 - Present
    New Zealand
    Government appointment, under the Financial Markets Conduct Act 2013
  • Mariposa Holdings Limited
    Director
    Mariposa Holdings Limited Mar 2022 - Jul 2022
    Auckland, New Zealand
    New Zealand charitable investment company.
  • Good Shepherd New Zealand
    Independent Director
    Good Shepherd New Zealand Nov 2021 - Jul 2022
    New Zealand
  • Good Shepherd New Zealand
    Trustee, Good Shepherd New Zealand Trust
    Good Shepherd New Zealand Nov 2021 - Jul 2022
  • Good Shepherd Australia New Zealand
    Property, Investments And Assets Committee Member
    Good Shepherd Australia New Zealand Nov 2021 - Jul 2022
    Melborne
  • Rotorua Airport
    Board Observer
    Rotorua Airport Oct 2018 - Nov 2019
    Board observer position, allowing the ability to develop governance knowledge and participate fully in all board meetings and discussions.
  • Bnz
    Partner - Private Bank
    Bnz Nov 2012 - Apr 2018
    Rotorua / Taupo
    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.
  • Coutts
    Director, Business Support & Management
    Coutts Jan 2012 - Nov 2012
    Executives Client Group
    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.
  • Coutts
    Private Banker
    Coutts Apr 2007 - Jan 2012
    Entrepreneurs Client Group
    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.
  • Adam & Company
    Assistant Manager
    Adam & Company May 2005 - Mar 2007
    Edinburgh, United Kingdom
    Supported a senior banker managing a portfolio of high net worth individuals in and around Edinburgh.
  • Rbs
    Graduate Trainee In Commercial Banking
    Rbs 2004 - 2005
  • Standard Life Bank
    Customer Service Representative
    Standard Life Bank Jul 2001 - Aug 2004
    Edinburgh, United Kingdom

Danielle Auld, Cminstd Education Details

Frequently Asked Questions about Danielle Auld, Cminstd

What company does Danielle Auld, Cminstd work for?

Danielle Auld, Cminstd works for Balance Wealth Limited

What is Danielle Auld, Cminstd's role at the current company?

Danielle Auld, Cminstd's current role is Managing Director and Financial Adviser.

What schools did Danielle Auld, Cminstd attend?

Danielle Auld, Cminstd attended Heriot-Watt University, Taunton School.

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