Jay Bester Email & Phone Number
@kiwiwealth.co.nz
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Who is Jay Bester? Overview
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Jay Bester is listed as Wealth Management Advisor at Fisher Funds, a company with 39 employees, based in Christchurch, Canterbury, New Zealand. AeroLeads shows a work email signal at kiwiwealth.co.nz and a matched LinkedIn profile for Jay Bester.
Jay Bester previously worked as Wealth Advisor at Kiwi Wealth and Wealth Manager at Asb Bank. Jay Bester holds Bachelor Of Commerce (Bcom), Accounting, Finance & Commercial Law from Victoria University Of Wellington.
Email format at Fisher Funds
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AeroLeads found 1 current-domain work email signal for Jay Bester. Compare company email patterns before reaching out.
About Jay Bester
Jay Bester is a Wealth Management Advisor at Fisher Funds. He possess expertise in retirement planning, investments, strategic financial planning, business strategy, financial analysis and 9 more skills.
Listed skills include Retirement Planning, Investments, Strategic Financial Planning, Business Strategy, and 10 others.
Jay Bester's current company
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Jay Bester work experience
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Wealth Advisor
Wealth Manager
- Building quality relationships with new and existing clients to provide personalised solutions in achieving their financial goals
- Preparation and presentation of client investment recommendations.
- Providing a high level of ongoing service including regular reviews for existing client’s investments portfolios.
- Building relationships and rapport with internal and external business partners to grow and develop client base.
- Keeping up to date with markets and adopt best practice… Show more
- Keeping up to date with markets and adopt best practice guidelines for the role and the profession
Paraplanner
- What I do
- Full quality check of all personal financial advice given by ASB Wealth Managers by anaylsing and assessing all information provided.
- Ensure information provided by Wealth Managers is sufficient to prepare a plan and fully justify suitability of recommendations as well as meeting the requirements of the Financial Advisors Act 2008 and ASB Wealth.
- Work with the Wealth Manager to get clarification of any discrepancies/ inconsistencies or… Show more What I do
- Work with the Wealth Manager to get clarification of any discrepancies/ inconsistencies or missing information.
- Produce high-quality investment plans, proposals and letters for clients of ASB Wealth Management in a timely and accurate manner.
Paraplanner
Advice preparation including scope of service, research modelling and risk profilingOversight of new client implementationReview Preparation of the quarterly investment reportOversight of the technical libraryStrategic development and oversight of the maintenance of the company compliance programmeKiwiSaver Annual ResearchOversight of Taxation Online.
Customer Service Representative
Colleagues at Fisher Funds
Other employees you can reach at fisherfunds.co.nz. View company contacts for 39 employees →
Kevin Zhong
Colleague at Fisher FundsNew Zealand, New Zealand
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Bevan O'Brien
Colleague at Fisher FundsCanterbury, New Zealand, New Zealand
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Teresa Thomas
Colleague at Fisher FundsNew Zealand, New Zealand
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EY
Elliott Young
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
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JL
Jimmy Liu
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
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Sam Shaw
Colleague at Fisher FundsNew Zealand, New Zealand
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Thomas Hajro
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
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CB
Carl Brungar
Colleague at Fisher FundsTauranga, Bay Of Plenty, New Zealand, New Zealand
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Vijay Chauhan
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
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Harry Stockill
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
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Jay Bester education
Bachelor Of Commerce (Bcom), Accounting, Finance & Commercial Law
Authorised Financial Adviser, Financial Planning And Services
Frequently asked questions about Jay Bester
Quick answers generated from the profile data available on this page.
What company does Jay Bester work for?
Jay Bester works for Fisher Funds.
What is Jay Bester's role at Fisher Funds?
Jay Bester is listed as Wealth Management Advisor at Fisher Funds.
What is Jay Bester's email address?
AeroLeads has found 1 work email signal at @kiwiwealth.co.nz for Jay Bester at Fisher Funds.
Where is Jay Bester based?
Jay Bester is based in Christchurch, Canterbury, New Zealand while working with Fisher Funds.
What companies has Jay Bester worked for?
Jay Bester has worked for Fisher Funds, Kiwi Wealth, Asb Bank, Rutherford Rede, and Westpac.
Who are Jay Bester's colleagues at Fisher Funds?
Jay Bester's colleagues at Fisher Funds include Kevin Zhong, Bevan O'Brien, Teresa Thomas, Elliott Young, and Jimmy Liu.
How can I contact Jay Bester?
You can use AeroLeads to view verified contact signals for Jay Bester at Fisher Funds, including work email, phone, and LinkedIn data when available.
What schools did Jay Bester attend?
Jay Bester holds Bachelor Of Commerce (Bcom), Accounting, Finance & Commercial Law from Victoria University Of Wellington.
What skills is Jay Bester known for?
Jay Bester is listed with skills including Retirement Planning, Investments, Strategic Financial Planning, Business Strategy, Financial Analysis, Risk Management, Portfolio Management, and Banking.
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