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Sandra Platt Email & Phone Number
Financial Advisor
at
Summit Financial Group Limited
1 work email found
@kiwibank.co.nz
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Bay of Plenty, New Zealand
Company size
Who is Sandra Platt? Overview
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Quick answer
Sandra Platt is listed as Financial Advisor at Summit Financial Group Limited, a with 4 employees, based in Bay of Plenty, New Zealand. AeroLeads shows a work email signal at kiwibank.co.nz and a matched LinkedIn profile for Sandra Platt.
Sandra Platt previously worked as Financial Advisor at Bay Insurance and Financial Advisor at Lifetime. Sandra Platt holds Authorised Financial Adviser, Finance And Financial Management Services from Financial Markets Authority Nz.
Company email context
Email format at Summit Financial Group Limited
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{first}.{last}@kiwibank.co.nz
86% confidence
AeroLeads found 1 current-domain work email signal for Sandra Platt. Compare company email patterns before reaching out.
Profile bio
About Sandra Platt
I am an Authorised Financial Advisor with 20 years experience in the financial services industry. My key driver is to provide the best financial advice to my clients so they can live the life they choose now and in retirement. My advice assists clients in making sound financial decisions aligned with their priorities and goals. I provide a trustworthy environment in which clients can be assured of professional financial assistance.
Listed skills include Portfolio Management, Credit, Banking, Investments, and 6 others.
Current workplace
Sandra Platt's current company
Company context helps verify the profile and gives searchers a useful next step.
Summit Financial Group Limited
7 roles · 21 years
Sandra Platt work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Bay Insurance
Financial Advisor
Oct 2020 - Mar 2021
Afa Authorised Financial Adviser
Nov 2019 - Oct 2020
Wealth Advisor
Kiwi Wealth
I provided successful financial advice and investment planning services to 320 clients with an average investment portfolio of $300K while also training bank staff to ensure effective client referral.
2017 - Oct 2019
Wealth Adviser
Provision of client relationship management services such as advice, recommendation and management of investment portfolios with consistent positive feedback.
2009 - 2017
~8 yrs
Branch Wealth Specialist
Successful new client acquisition services plus advisory services. Number 1 for client referrals year on year (2005-2008) for Westpac NZ.
2006 - 2009
~3 yrs
4 education records
Sandra Platt education
Authorised Financial Adviser, Finance And Financial Management Services
Financial Markets Authority Nz
Certificate In Investments, Investments And Securities
Massey University
Nzim Diploma In Management, Business Administration, Management And Operations
Diploma In Business, Business Administration, Management And Operations
Massey University - Bop Business School
FAQ
Frequently asked questions about Sandra Platt
Quick answers generated from the profile data available on this page.
What company does Sandra Platt work for?
Sandra Platt works for Summit Financial Group Limited.
What is Sandra Platt's role at Summit Financial Group Limited?
Sandra Platt is listed as Financial Advisor at Summit Financial Group Limited.
What is Sandra Platt's email address?
AeroLeads has found 1 work email signal at @kiwibank.co.nz for Sandra Platt at Summit Financial Group Limited.
Where is Sandra Platt based?
Sandra Platt is based in Bay of Plenty, New Zealand while working with Summit Financial Group Limited.
What companies has Sandra Platt worked for?
Sandra Platt has worked for Summit Financial Group Limited, Bay Insurance, Lifetime, Kiwi Wealth, and Kiwibank.
Who are Sandra Platt's colleagues at Summit Financial Group Limited?
Sandra Platt's colleagues at Summit Financial Group Limited include Corinne Mudge and Anne Gascoigne.
How can I contact Sandra Platt?
You can use AeroLeads to view verified contact signals for Sandra Platt at Summit Financial Group Limited, including work email, phone, and LinkedIn data when available.
What schools did Sandra Platt attend?
Sandra Platt holds Authorised Financial Adviser, Finance And Financial Management Services from Financial Markets Authority Nz.
What skills is Sandra Platt known for?
Sandra Platt is listed with skills including Portfolio Management, Credit, Banking, Investments, Risk Management, Retail Banking, Relationship Management, and Financial Analysis.
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