Lee Moreton Email & Phone Number

Auckland, Nz

Auckland, New Zealand

Auckland, New Zealand

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.

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

Providing finance & insurance solutions for vehicle buyers.UDC FinanceMotor Trade FinanceSouthland FinanceExtended WarrantiesConsumer Credit InsuranceGap Cover

London, United Kingdom

Evans Halshaw Volkswagen - New Vehicle SalesLivingstone Electronics - TelesalesLondon Electricity - MarketingSmithkline Beecham - Laboratory Assistant (I know, very leftfield)

Sale of New & Used Subaru

Education record

National Certificate in Financial Services (Financial Advice) (Level 5)

Education record