Dennis Edel work email
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Dennis Edel personal email
31 years in financial services brings a vast range of experience and skill which I can then use with clients in order to ensure that they are positioned to achieve their goals.My goal is to look after clients and provide them the service and advice so that they view me as "their" Financial Planner. Someone who they can approach for all financial matters, and use me as the pivot to make their decisions. Removing the worry of what "what if" or "will we have enough" is a highly satisfying part of my role."Model integrity and deliver financial freedom"
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Chief Client OfficerSbs WealthAuckland, Nz
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Chief Client OfficerSbs Wealth Feb 2024 - PresentAuckland, New ZealandA fantastic role in which we can help shape a leading proposition in providing financial advice to all NZ's. -
Head Of AdviceKiwi Wealth Dec 2021 - Feb 2024Auckland, New ZealandHelping lead a team that are truly passionate about helping clients succeed in achieving their investment goals, whilst still retaining a small group of clients. -
Client Adviser - Authorised Financial AdviserGareth Morgan Investments Feb 2017 - Mar 2022Auckland, New Zealand25 years in financial services brings a vast range of experience and skill which I can then use with clients in order to ensure that they are positioned to achieve their goals.My goal is to look after clients and provide them the service and advice so that they view me as "their" Financial Planner. Someone who they can approach for all financial matters, and use me as the pivot to make their decisions."Model integrity and deliver financial freedom"
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Acting Head Of Advice And Private Investment AdviserKiwi Invest Jan 2018 - Mar 2022Auckland, New ZealandMy role is to work with private clients to help design and tailor an individual investment strategy that will help them to achieve their financial goals. This could be to provide for retirement, to provide an income or to simply ensure their funds are doing the best they can. I also provide advice and recommendations to the wholesale market. This could include Charities, Iwi and Trust investors.
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Financial AdviserS W Morris And Associates Limited Feb 2016 - Dec 2016Newmarket, AucklandMy role at S W Morris & Associates Limited allows me to marry my specific lending, insurance and investment experience to designing highly personalised plans for clients. Removing the worry of what "what if" or "will we have enough" is a highly satisfying part of my role.
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Private Banker Health SectorBnz Nov 2013 - Jan 2016NewmarketWorking with BNZ Private Bank is the perfect fit where specific investing experience is married with highly personalised plans and the ongoing support that is the hallmark of a great adviser client relationship. -
Senior Financial AdviserSureplan Financial Limited Jan 2013 - Nov 2013Level 1, 60 Khyber Pass Road, Grafton, AucklandHolistic Financial Planning for clients encompassing debt reduction, wealth creation and risk management.
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Financial AdviserPerpetual Wealth Management Nov 2010 - Jan 2013Pure Investment planning for clients.
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Senior Financial AdviserApex Advice Group Limited Mar 2009 - Oct 2010Financial advice encompassing Mortgage, Insurance and Investments -
Wealth AdviserWestpac Jan 1992 - Mar 2009Have worked with Westpac giving Financial advice for the past 17 years.
Dennis Edel Skills
Dennis Edel Education Details
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Financial Planning -
Manukau Institute Of TechnologyBusiness & Management
Frequently Asked Questions about Dennis Edel
What company does Dennis Edel work for?
Dennis Edel works for Sbs Wealth
What is Dennis Edel's role at the current company?
Dennis Edel's current role is Chief Client Officer.
What is Dennis Edel's email address?
Dennis Edel's email address is de****@****l.co.nz
What schools did Dennis Edel attend?
Dennis Edel attended The University Of Waikato, Manukau Institute Of Technology.
What skills is Dennis Edel known for?
Dennis Edel has skills like Wealth Management, Relationship Management, Investment Advisory, Retirement Planning, High Net Worth Individuals, Financial Advisory, Investment Strategies, Wealth, Portfolio Management, Estate Planning, Asset Allocation, Financial Planners.
Who are Dennis Edel's colleagues?
Dennis Edel's colleagues are Bridget Bell, Nouna Likiliki, Anna Mcleish, Marc Colyer, Tara Hopwood, Hannah Copeland, Helen Harris.
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Dennis Edel
Studierender Der Musikwissenschaft (Hf) Und Bwl (Nf) An Der Albert-Ludwigs-Universität FreiburgDenzlingen -
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