Danielle Auld, Cminstd Email and Phone Number
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.
Balance Wealth Limited
View- Website:
- balancewealth.co.nz
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Managing Director And Financial AdviserBalance Wealth LimitedBay Of Plenty, New Zealand -
Managing Director / Financial AdviserBalance Wealth Limited Apr 2018 - PresentRotorua -
Chair Of Risk, Assurance And Finance CommitteeRotorua Airport Feb 2021 - Present -
DirectorRotorua Airport Mar 2020 - Present -
Adviser To The Board Of TrusteesNational Provident Fund Jul 2024 - PresentWellington, New ZealandThe 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.
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Committee MemberFinancial Advisers Disciplinary Committee (Fadc) Apr 2022 - PresentNew ZealandGovernment appointment, under the Financial Markets Conduct Act 2013
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DirectorMariposa Holdings Limited Mar 2022 - Jul 2022Auckland, New ZealandNew Zealand charitable investment company.
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Independent DirectorGood Shepherd New Zealand Nov 2021 - Jul 2022New Zealand -
Trustee, Good Shepherd New Zealand TrustGood Shepherd New Zealand Nov 2021 - Jul 2022 -
Property, Investments And Assets Committee MemberGood Shepherd Australia New Zealand Nov 2021 - Jul 2022Melborne -
Board ObserverRotorua Airport Oct 2018 - Nov 2019Board observer position, allowing the ability to develop governance knowledge and participate fully in all board meetings and discussions. -
Partner - Private BankBnz Nov 2012 - Apr 2018Rotorua / TaupoAuthorised 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. -
Director, Business Support & ManagementCoutts Jan 2012 - Nov 2012Executives Client GroupManager 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. -
Private BankerCoutts Apr 2007 - Jan 2012Entrepreneurs Client GroupManaged 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. -
Assistant ManagerAdam & Company May 2005 - Mar 2007Edinburgh, United KingdomSupported a senior banker managing a portfolio of high net worth individuals in and around Edinburgh. -
Graduate Trainee In Commercial BankingRbs 2004 - 2005 -
Customer Service RepresentativeStandard Life Bank Jul 2001 - Aug 2004Edinburgh, United Kingdom
Danielle Auld, Cminstd Education Details
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Financial Mathematics -
Taunton SchoolMaths, Physics, Chemistry
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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