Stuart Baddeley

Stuart Baddeley Email and Phone Number

Wealth Management Adviser @ AdviceFirst
New Zealand
Stuart Baddeley's Location
New Zealand, New Zealand
Stuart Baddeley's Contact Details

Stuart Baddeley personal email

n/a
About Stuart Baddeley

Authorised Financial Adviser providing expert wealth management services.Through an in-depth consultative process, I seek to understand client financial goals and aspirations, creating a customised financial road map to enable clients to get their financial house in order and to to realise a better financial future. . I provide clients with a clear understanding of financial concepts which can be complex, so they are able to make informed decisions.I work with both individuals, trust and small to medium businesses. My specialties include: investment and retirement planning, wealth management, superannuation transfers and management (UK Pension transfers) and financial goal setting.

Stuart Baddeley's Current Company Details
AdviceFirst

Advicefirst

View
Wealth Management Adviser
New Zealand
Website:
spicers.co.nz
Stuart Baddeley Work Experience Details
  • Advicefirst
    Wealth Management Adviser
    Advicefirst
    New Zealand
  • Advicefirst
    Wealth Management Adviser
    Advicefirst Aug 2018 - Present
    Wellington & Wairarapa, New Zealand
  • Public Trust
    Investment Specialist
    Public Trust Jan 2015 - Jul 2018
    Lower Hutt
  • Nz Funds Private Wealth
    Client Adviser
    Nz Funds Private Wealth May 2011 - Dec 2014
  • Financial Fitness Limited
    Financial Adviser
    Financial Fitness Limited Feb 2006 - May 2011
  • Rabobank Nz
    Marketing Assistant /Operations
    Rabobank Nz Jul 2004 - Dec 2005
  • Bnz
    Agribusiness Analyst
    Bnz Oct 2003 - May 2004
  • Massey University
    Student
    Massey University Sep 2000 - Aug 2003
  • Sheep & Beef Farmer
    Manager
    Sheep & Beef Farmer Jan 1980 - Jan 1995

Stuart Baddeley Skills

Wealth Management Investments Investment Advisory Risk Management Financial Advisory Portfolio Management Retirement Planning Relationship Management Financial Planners Strategic Financial Planning Wealth Asset Management Investment Management Financial Analysis Equities Financial Services Banking Life Insurance Financial Risk Project Management Survey Design Bonds Personal Finance

Stuart Baddeley Education Details

  • Massey University
    Massey University
    Diploma In Business ( Personal Financial Planning)
  • Massey University
    Massey University
    Agribusiness

Frequently Asked Questions about Stuart Baddeley

What company does Stuart Baddeley work for?

Stuart Baddeley works for Advicefirst

What is Stuart Baddeley's role at the current company?

Stuart Baddeley's current role is Wealth Management Adviser.

What is Stuart Baddeley's email address?

Stuart Baddeley's email address is st****@****s.co.nz

What schools did Stuart Baddeley attend?

Stuart Baddeley attended Massey University, Massey University.

What skills is Stuart Baddeley known for?

Stuart Baddeley has skills like Wealth Management, Investments, Investment Advisory, Risk Management, Financial Advisory, Portfolio Management, Retirement Planning, Relationship Management, Financial Planners, Strategic Financial Planning, Wealth, Asset Management.

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