Lee Moreton

Lee Moreton Email and Phone Number

Financial Adviser @ Morris & Co Financial Advisers
Auckland, NZ
Lee Moreton's Location
Auckland, Auckland, New Zealand, New Zealand
Lee Moreton's Contact Details

Lee Moreton work email

Lee Moreton personal email

n/a
About Lee Moreton

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.

Lee Moreton's Current Company Details
Morris & Co Financial Advisers

Morris & Co Financial Advisers

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Financial Adviser
Auckland, NZ
Lee Moreton Work Experience Details
  • Morris & Co Financial Advisers
    Financial Adviser
    Morris & Co Financial Advisers
    Auckland, Nz
  • Morris & Co Financial Advisers
    Financial Adviser
    Morris & Co Financial Advisers May 2023 - Present
    Auckland, New Zealand
  • Mas
    Senior Advisor
    Mas May 2017 - May 2023
    Auckland, New Zealand
  • Bni Global
    Director Consultant
    Bni Global Dec 2010 - May 2017
    BNI 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.
  • Amp South Financial Services
    Business Owner/Authorised Financial Adviser
    Amp South Financial Services Dec 2005 - May 2017
    Invercargill, Southland, New Zealand
    I 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
  • Southland Vehicle Sales
    Finance & Insurance Manager
    Southland Vehicle Sales Jan 2000 - Dec 2005
    Providing finance & insurance solutions for vehicle buyers.UDC FinanceMotor Trade FinanceSouthland FinanceExtended WarrantiesConsumer Credit InsuranceGap Cover
  • Various Sales Roles Based In London Uk
    Sales
    Various Sales Roles Based In London Uk Jan 1997 - Oct 1999
    London, United Kingdom
    Evans Halshaw Volkswagen - New Vehicle SalesLivingstone Electronics - TelesalesLondon Electricity - MarketingSmithkline Beecham - Laboratory Assistant (I know, very leftfield)
  • Clarks Subaru
    Sales-New & Used Subaru
    Clarks Subaru 1992 - 1996
    Sale of New & Used Subaru

Lee Moreton Skills

Strategic Planning Management Financial Services Business Planning Change Management Sales Financial Advisory Negotiation Team Leadership Financial Planning Business Strategy Retirement Planning Life Insurance Income Protection Health Insurance Customer Service Marketing Strategy Strategy Critical Illness Investments Insurance Leadership

Lee Moreton Education Details

  • New Zealand Qualifications Authority
    New Zealand Qualifications Authority
  • James Hargest
    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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