At Saturn, I work as an impartial financial adviser specialising in Retirement Planning and Investments in general. Being impartial, I am not aligned to any financial product provider, which allows me to place the interests of my clients first. I advise my clients on:• Unlisted Unit Trusts domiciled in New Zealand and Australia• New Zealand Portfolio Investment Entities (PIE) funds• Fixed Interest instruments listed on NZ, AU, US or UK stock exchanges• Shares listed on NZ, AU, US or UK stock exchanges• Exchange Traded Funds listed on NZ, AU, US or UK stock exchanges• UK Listed Trusts listed on UK stock exchangesI am part of the Saturn Investment Committee, which allows me to contribute in shaping the Saturn Approved Asset List by utilising the financial analysis experience I have gained in my previous roles.Since Saturn has a Qualifying Recognised Overseas Pension Scheme, I help clients transfer their UK pensions to New Zealand in the most tax-efficient and hassle-free manner.

I provided investment advisory services (financial planning, needs analysis, product/service recommendations, investment advice and services etc) to existing and potential clients while aiming to develop and expand the target market client base. This included establishing external referral sources and maintaining ongoing systems/liaison with other divisions of Montage to maximise two-way inter-divisional referrals.

As the private wealth manager, I was responsible for:- Educating the client regarding MedCapital's Exceptional Wealth Method- Indoctrinating the client into the MedCapital approach to wealth management- Highlighting the gaps and areas of risk facing the client via risk profiling- Presenting a roadmap to create the client a tailored Exceptional Wealth Plan and to execute that plan- Creating the tailored wealth plan for the client- Coordinating the execution of the plan through engaging the right Specialists at the right time

- Day to day management of corporate finance assignments- The completion of tasks or work assignments for partner review as necessary to ensure client service requirements are met- Assisting in coordinating and managing valuation and litigation assignments, including valuation and litigation reports for partner review- Undertake valuation and spreadsheet analysis to support the delivery of assignments for the client- Analysis of industry trends, writing valuation reports for partner review- Prepare comprehensive financial proposals to satisfy the criteria of clients and banks- Develop and maintain positive relationships with clients by responding promptly and positively to client requests or questions, referring to a partner if necessary- Identifying potential risks or issues in regard to the client relationship and referring these to a partner- Investigating accounts and other financial information to identify potential issues and discrepancies as required- Provide guidance and support to team members as necessary- Be aware of the wide range of services offered by Grant Thornton and assisting in the promotion of these services- Identifying possible business opportunities for the firm as part of day-to-day activities and discussing these with a partner

I was working as an analyst at the Bank of New Zealand in the Portfolio Management division of its Private Bank. While there, I helped re-align the strategies for New Zealand Equities, New Zealand Properties and International Fixed Interest with the respective objectives. This included conducting in-depth quantitative analysis, qualitative assessment and operational due diligence on fund management companies and their funds to determine the merits of investing with them. I was constantly on the lookout for opportunities in terms of stock additions/deletions from the Private Bank strategies. I was also the secondary analyst responsible for Private Bank’s strategic asset allocation. Being the only person on the team with prior valuation modeling experience, I was responsible for valuing any large IPOs in which Private Bank clients were interested.

I was a full-time lecturer at the AUT University where I taught Accounting and Finance to business first-year students. My responsibilities included preparing and delivering lectures for Accounting, Finance and Professional Practice and mark various types of assessments to judge students’ performances in these faculties. I also participated in course development and contributed towards making changes and improvements to the curriculum. The student lot was a good mix of international and domestic students and I was a widely popular lecturer among all.

I worked as a financial analyst in the Investment Banking Group at Samba Bank Ltd. Pakistan (a wholly owned subsidiary of the Samba Financial Group), from July 2007 till May 2009 where I worked on cross-border M&A deals among other smaller transactions. During my stay at Samba, I was sent on project to the Asset Management Division of Samba Capital Ltd., Riyadh (a wholly owned subsidiary of the Samba Financial Group). There, I helped develop several customized investment products for high net worth individual as well as institutional clients. I was also actively involved in making pitches to potential clients which helped towards increasing the assets under management from U$6.2bn to U$8.3bn during my stay at Samba Capital.