Lee Moreton Email and Phone Number
Lee Moreton work email
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Lee Moreton personal email
Lee Moreton is a Financial Adviser at Morris & Co Financial Advisers. They possess expertise in strategic planning, management, financial services, business planning, change management and 17 more skills.
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Financial AdviserMorris & Co Financial AdvisersAuckland, Nz -
Financial AdviserMorris & Co Financial Advisers May 2023 - PresentAuckland, New Zealand -
Senior AdvisorMas May 2017 - May 2023Auckland, New Zealand -
Director ConsultantBni Global Dec 2010 - May 2017BNI is the largest business networking oranisation in the world. I look after BNI Chapters in Invercargill, Wanaka & Queenstown. I recommend & implement chapter growth strategies, leadership team training, member training & all aspects of building better business through word of mouth marketing. -
Business Owner/Authorised Financial AdviserAmp South Financial Services Dec 2005 - May 2017Invercargill, Southland, New ZealandI am an Authorised Financial Adviser specialising in advice around all aspects of wealth protection. I have 11 years experience & know the products I recommend well. I specialise in the area of risk insurance & as an AMP adviser I give advice on AMP, Asteron, Fidelity, AIA, Sovereign, nib & Southern Cross policies. My clients range from Farming operations & SME's to Families. I strive to offer clients excellent service with practical, affordable & easy to understand advice to meet the needs of their financial situation. When I first meet with a client I complete a full needs analysis to ensure I get a full understanding of their current situation, goals & insurance needs. I give advice as if I were giving that advice to my own family, asking myself would I be satisfied if this were protecting them. I follow the six step advice process to ensure my clients receive sound comprehensive advice, My advice is then presented as a written easy to understand statement of advice & the recommendations are backed up with evidence to support my recommendation. I strongly believe in the value of relationships & like to touch base at least annually to ensure needs have not changed & make adjustments to their plan if required.As an Authorised Financial Adviser I ensure I stay up to date with industry products with continual training throughout each year, this in turn ensures my Continuing Professional Development (CPD) hours exceed 30 hours every year.Examples of areas I give advice on are:Income ProtectionLife InsuranceTrauma InsuranceCritical illness coverMedical/Health InsuranceKiwisaverRetirement planningAsset ProtectionFamily protectionIf you would like a free financial review please contact me on 021 2224364 or lee.moreton@ampsouth.co.nz
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Finance & Insurance ManagerSouthland Vehicle Sales Jan 2000 - Dec 2005Providing finance & insurance solutions for vehicle buyers.UDC FinanceMotor Trade FinanceSouthland FinanceExtended WarrantiesConsumer Credit InsuranceGap Cover
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SalesVarious Sales Roles Based In London Uk Jan 1997 - Oct 1999London, United KingdomEvans Halshaw Volkswagen - New Vehicle SalesLivingstone Electronics - TelesalesLondon Electricity - MarketingSmithkline Beecham - Laboratory Assistant (I know, very leftfield)
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Sales-New & Used SubaruClarks Subaru 1992 - 1996Sale of New & Used Subaru
Lee Moreton Skills
Lee Moreton Education Details
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New Zealand Qualifications Authority -
James Hargest
Frequently Asked Questions about Lee Moreton
What company does Lee Moreton work for?
Lee Moreton works for Morris & Co Financial Advisers
What is Lee Moreton's role at the current company?
Lee Moreton's current role is Financial Adviser.
What is Lee Moreton's email address?
Lee Moreton's email address is le****@****bni.com
What schools did Lee Moreton attend?
Lee Moreton attended New Zealand Qualifications Authority, James Hargest.
What skills is Lee Moreton known for?
Lee Moreton has skills like Strategic Planning, Management, Financial Services, Business Planning, Change Management, Sales, Financial Advisory, Negotiation, Team Leadership, Financial Planning, Business Strategy, Retirement Planning.
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Lee Moreton
Greater Leicester Area -
Lee Moreton
Menlo Park, Ca2gdcm.com, nlyte.com1 +165028XXXXX
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1live.com
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