Stuart Thomas

Stuart Thomas Email and Phone Number

Director, Wealth Management Adviser @ JBWere New Zealand
Canterbury, New Zealand
Stuart Thomas's Location
Canterbury, New Zealand, New Zealand
Stuart Thomas's Contact Details

Stuart Thomas personal email

n/a
About Stuart Thomas

I am a Director, Wealth Management Adviser at Jarden, and work with Private Clients and Charities in Canterbury. Through understanding long terms goals and objectives, I am able to establish a range of investments that deliver long term growth, income, or wealth preservation.I have a strong belief in the power of asset allocation, risk management, and quality investment research, and provide strategic investment advice and portfolio management to high net worth individuals, family trusts, and charities.I am a Financial Adviser and NZX Adviser. If you would like to know more information please connect with me here, or contact me on (03) 336-5371 or 021-069-5722

Stuart Thomas's Current Company Details
JBWere New Zealand

Jbwere New Zealand

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Director, Wealth Management Adviser
Canterbury, New Zealand
Website:
jbwere.co.nz
Employees:
113
Stuart Thomas Work Experience Details
  • Jbwere New Zealand
    Director, Wealth Management Adviser
    Jbwere New Zealand
    Canterbury, New Zealand
    View
  • Jarden Wealth
    Director, Wealth Management Adviser
    Jarden Wealth May 2024 - Present
    Christchurch City, Canterbury, New Zealand
    I am a Director, Wealth Management Adviser and have worked with Private Clients and Charities in Canterbury for more than 20 years providing investment advice and bespoke investment solutions to meet their requirements. I am a Financial Adviser and NZX Adviser. If you would like to know more information please connect with me here, or contact me on (03) 336-5371 or 021-069-5722
    View
  • Jarden
    Director, Wealth Management Adviser
    Jarden Jun 2019 - May 2024
    Christchurch, New Zealand
    View
  • Fnzc
    Director Wealth Management Adviser
    Fnzc Jan 2018 - Jun 2019
    Level 1, 140 Victoria Street, Christchurch
    I am a Director, Wealth Management Adviser at First NZ Capital, and work with Private Clients and Charities in Canterbury. Through understanding long terms goals and objectives, I am able to establish a range of investments that deliver long term growth, income, or wealth preservation.I have a strong belief in the power of asset allocation, risk management, and quality investment research, and provide strategic investment advice and portfolio management to high net worth individuals, family trusts, and charities.I am an Authorised Financial Adviser and NZX Adviser. If you would like to know more information please connect with me here, or contact me on (03) 336-5371 or 021-069-5722
  • Bank Of New Zealand
    Private Banker
    Bank Of New Zealand Sep 2003 - Jan 2018
    Christchurch
    BNZ Private provides a highly personalised banking service for BNZ's top personal clients whether this is transactional banking, FX, insurances, investment or lending. I am an Authorised Financial Advisor and Certified Financial Planner. BNZ Private Bank investments are comprehensive individualised investment portfolios designed to meet our clients specific goals and objectives.We have a great operation in NZ and have been recognised as the "Best Private Bank in NZ" for the last 4 years by international independent agencies, excellent reinforcement that we have something special to offer.BNZ Private Bank is also part of BNZ Partners, so work in conjunction with business, agribusiness, and property specialists to ensure that if our clients have needs in these areas they receive the appropriate expertise to be able to make good informed decisions.
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  • Bank Of New Zealand
    Retail Sales Manager
    Bank Of New Zealand Sep 2001 - Sep 2003
    Christchurch West
    Managing a team of 22 branch based sales staff located in 7 locations
  • Bnz
    Business Executive
    Bnz Jun 1998 - Sep 2001
    Christchurch
    Providing Analysis and Support for a Senior Business Manager. The job involved detailed analysis of financial accounts, lending requirements, and business banking needs for our top business clients
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Stuart Thomas Skills

Private Banking Portfolio Management Banking Risk Management Investment Management Investments Wealth Management Relationship Management Financial Risk Finance Strategic Financial Planning Mobile Banking Business Strategy Investment Advisory Mortgage Lending

Stuart Thomas Education Details

Frequently Asked Questions about Stuart Thomas

What company does Stuart Thomas work for?

Stuart Thomas works for Jbwere New Zealand

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

Stuart Thomas's current role is Director, Wealth Management Adviser.

What is Stuart Thomas's email address?

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

What schools did Stuart Thomas attend?

Stuart Thomas attended University Of Waikato, University Of Canterbury, Shirley Boys' High School.

What skills is Stuart Thomas known for?

Stuart Thomas has skills like Private Banking, Portfolio Management, Banking, Risk Management, Investment Management, Investments, Wealth Management, Relationship Management, Financial Risk, Finance, Strategic Financial Planning, Mobile Banking.

Who are Stuart Thomas's colleagues?

Stuart Thomas's colleagues are Michelle Guimaraes, Richard Ridout, Patricia Carden, Paul Manson, Dax Strydom, Adam Ford, David Fussell.

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