Isaac Vickers
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Isaac Vickers Email & Phone Number

Business Owner and Financial Advisor at Blue Canoe
Location: Wellington, New Zealand 7 work roles 1 school
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Current company
Role
Business Owner and Financial Advisor
Location
Wellington, New Zealand
Company size

Who is Isaac Vickers? Overview

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Quick answer

Isaac Vickers is listed as Business Owner and Financial Advisor at Blue Canoe, a with 6 employees, based in Wellington, New Zealand. AeroLeads shows a matched LinkedIn profile for Isaac Vickers.

Isaac Vickers previously worked as Business Owner & Financial Advisor at Blue Canoe and Financial Adviser at Lifetime Group - New Zealand. Isaac Vickers holds Bbs, Finance, Economics from Massey University.

Company email context

Email format at Blue Canoe

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Blue Canoe

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Profile bio

About Isaac Vickers

I specialise in working with motivated clients and their families, helping them to improve their financial situation by stimulating good saving habits, protecting what is important, and investing in their futures.This includes helping clarify future financial plans and objectives by guiding discussion, providing goal modeling services and ultimately helping my clients work towards achieving the future they desire.

Listed skills include Customer Service, Investment Advisory, Kiwisaver, Insurance, and 6 others.

Current workplace

Isaac Vickers's current company

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Blue Canoe
Blue Canoe
Business Owner and Financial Advisor
Wellington, NZ
Website
Employees
6
AeroLeads page
7 roles

Isaac Vickers work experience

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Business Owner And Financial Advisor

Wellington, Nz

Business Owner & Financial Advisor

Current

Wellington Region, New Zealand

As an adviser for Blue Canoe I am there to help you successfully navigate the paths that life presents you, providing guidance to make your journey as smooth and prosperous as possible. I enjoy working with ambitious individuals, providing personalised and expert financial advice to procure stability, safeguarding of your future and long-term financial success.

Oct 2020 - Present

Financial Adviser

Wellington Region, New Zealand

Providing expert financial advice to an existing book of Lifetime clients through Wellington and Queenstown. Building the resources available to advisers, using external fintech to provide innovative solutions for clients.

Jun 2018 - Aug 2020

Paraplanner

Wellington Region, New Zealand

Providing support for Advisers across the Lifetime network (then Camelot), to enhance the plan writing by innovation and the use of technology. This lead to the training of future plan-writers before transitioning into the adviser side of Camelot.

May 2017 - Jun 2018

Registered Financial Advisor

Wellington Region, New Zealand

This role allowed me to shift my focus from financial analyst to financial adviser. An intensive and immersive training ground to pick up key sales skills and set me well on my journey to giving expert financial advice.

Dec 2016 - May 2017

Surveillance Analyst

Wellington Region, New Zealand

Monitoring the live trading of all securities on NZX’s markets to ensure that Market Participants are complying with the rules and also detect and investigate potential market manipulation and insider dealing to ensure NZX markets are fair, orderly and transparent and encourage investor confidence.

Jun 2016 - Jan 2017

Personal Insurance Consultant

Iag

Palmerston North

Oct 2014 - Jun 2016
1 education record

Isaac Vickers education

FAQ

Frequently asked questions about Isaac Vickers

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What company does Isaac Vickers work for?

Isaac Vickers works for Blue Canoe.

What is Isaac Vickers's role at Blue Canoe?

Isaac Vickers is listed as Business Owner and Financial Advisor at Blue Canoe.

Where is Isaac Vickers based?

Isaac Vickers is based in Wellington, New Zealand while working with Blue Canoe.

What companies has Isaac Vickers worked for?

Isaac Vickers has worked for Blue Canoe, Lifetime Group - New Zealand, Lifetime, Foxplan Ltd, and Nzx Limited.

How can I contact Isaac Vickers?

You can use AeroLeads to view verified contact signals for Isaac Vickers at Blue Canoe, including work email, phone, and LinkedIn data when available.

What schools did Isaac Vickers attend?

Isaac Vickers holds Bbs, Finance, Economics from Massey University.

What skills is Isaac Vickers known for?

Isaac Vickers is listed with skills including Customer Service, Investment Advisory, Kiwisaver, Insurance, Financial Analysis, Financial Planning, Strategy, and Strategic Financial Planning.

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