Isaac Vickers Email and Phone Number
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.
Blue Canoe
View- Website:
- bluecanoe.co.nz
- Employees:
- 6
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Business Owner And Financial AdvisorBlue CanoeWellington, Nz
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Business Owner & Financial AdvisorBlue Canoe Oct 2020 - PresentWellington Region, New ZealandAs 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.
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Financial AdviserLifetime Group - New Zealand Jun 2018 - Aug 2020Wellington Region, New ZealandProviding 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. -
ParaplannerLifetime May 2017 - Jun 2018Wellington Region, New ZealandProviding 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.
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Registered Financial AdvisorFoxplan Ltd Dec 2016 - May 2017Wellington Region, New ZealandThis 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. -
Surveillance AnalystNzx Limited Jun 2016 - Jan 2017Wellington Region, New ZealandMonitoring 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. -
Personal Insurance ConsultantIag Oct 2014 - Jun 2016Palmerston North
Isaac Vickers Skills
Isaac Vickers Education Details
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Finance, Economics
Frequently Asked Questions about Isaac Vickers
What company does Isaac Vickers work for?
Isaac Vickers works for Blue Canoe
What is Isaac Vickers's role at the current company?
Isaac Vickers's current role is Business Owner and Financial Advisor.
What schools did Isaac Vickers attend?
Isaac Vickers attended Massey University.
What are some of Isaac Vickers's interests?
Isaac Vickers has interest in Politics.
What skills is Isaac Vickers known for?
Isaac Vickers has skills like Customer Service, Investment Advisory, Kiwisaver, Insurance, Financial Analysis, Financial Planning, Strategy, Strategic Financial Planning, Risk Management, Investments.
Not the Isaac Vickers you were looking for?
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Isaac Vickers
Fordland, Mo -
Isaac Vickers
United States -
Isaac Vickers
Visual Studies & Fine Arts |Ringling College Alumni |Multimedia Artist & Part-Time MusicianNashville Metropolitan Area -
Isaac Vickers
Fordland, Mo
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