Sam Kodi Email & Phone Number

New Zealand

The official community for alumni of Royal College, Colombo, Sri Lanka, living in New Zealand. Our association is committed to fostering strong bonds among Old Royalists and their families, providing a welcoming space for fellowship and camaraderie.

New Zealand

FAMNZ is an adviser-focused professional association, offering advocacy, education and representation to finance and mortgage advisers in New Zealand. Our mission is to grow finance and mortgage advisers’ market share here in New Zealand.Advisers play a critical role in ensuring NZ loan customers have choice, transparency and confidence in the market..

Auckland, New Zealand

Auckland, New Zealand

Smart Adviser is an authorised financial advisory service specialising in mortgage and debt management; personal and business insurance; and investment and retirement planning. As the principal authorised financial adviser, my team and I work closely with our clients to set, plan, manage and assess progress towards agreed financial goals.

Auckland, New Zealand

Helping Kiwis ThriveIn 2018, Financial Advice New Zealand was created by three founding bodies – the PAA, IFA and NZFAA. We represent the interests of the public and our members, and strive to help Kiwis, and New Zealand as a whole, be financially better-off.WE WORK TOWARDS OUR VISION BY…Representing the interests of the public: For Kiwis, you can count on.

Auckland, New Zealand

ABOUT MDRTFounded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. MDRT members demonstrate exceptional professional.

Auckland, New Zealand

The people at mySolutions are well-known and established leaders, trainers and mentors in the New Zealand life insurance industry. We combine the best ideas from industry experts with leading-edge technology to deliver services through a multitude of channels, augmented by the finest business coaches and mentors. We come from diverse professional.

Bucklands Beach, Auckland, New Zealand

Business over Breakfast (BoB) is a networking initiative that connects like-minded business people and creates a casual and effective forum for helping professionals share their value and empower others to become their advocates. I’m proud to be the Area Coordinator – a role I took on in early 2015. I support our local networking group stay connected.

Auckland, New Zealand

As a highly experienced and trusted financial advisor, I’m passionate about helping clients grow and protect their wealth. Rather than work with multiple providers who offer disconnected advice, my services give them the rare benefit of managing their investments, insurances and mortgages through one person. In this way, I ensure every move they make is.

Auckland

As a Senior Financial Adviser at Apex, I developed growth and risk management strategies for my clients. My role involved looking after full financial planning and investment planning services including investments, retirement planning, and personal and business risk management. A central part of my work was to help clients pay off debt faster, including.

Central Auckland

I provided comprehensive financial planning services and managed key client relationships with high net worth individuals across a $50 million portfolio on behalf of the Central Auckland Commercial Banking team. I was proud to be awarded Wealth Manager of the Year for 2010/2011 for the bank’s New Zealand operations. A key part of my role was training and.

Central Auckland, New Zealand

Awarded as a Platinum Achiever with the bank, my core services revolved around investment advice and wealth management solutions for clients. This included effectively managing new and existing relationships with internal and external clients. I was involved in coaching and motivating branch staff to generate new and extended business and encourage greater.

Central Auckland, New Zealand

Here I gained my initial experience as a mortgage services officer supporting the Property Finance division. I managed transactions ranging from $2 million to more than $25 million and cultivated a strong network in the finance industry in New Zealand.

Sri Lanka

At NDB Bank, I first developed my skills as a senior manager, building relationships and developing business with high net worth individuals such as business owners, CEOs, professionals, sportspeople and more.

At Deutsche Bank, I managed the relationships with several of our high net worth clients including supporting the broader business development activities of the bank.

Master Of Business Administration (Mba), Business Administration And Management, General

NZQA - acrredited / Category B, Level 8

Authorised Financial Adviser (Afa),The National Certificate In Financial Services (Financial Advise)

Business Insurance Accreditation

Accredited to Provide Advice for Businesses on: - Key Person protection - Debt Protection - Shareholder Protection - Business Continuity.

Insurance & Risk Protection, Acrredited To Provide Advise

Education record