Del Smith
Authorised Financial Adviser (AFA)
07 579 4683 (DDI)
delwyn.smith@sbsbank.co.nz
+44 7403 204480
Specialist Areas
- Wealth Management & Accumulation
- Portfolio Management
- Investment Advisory
- Retirement Planning
- KiwiSaver
Industry Experience
- Investment Advice
- Private Banking
- Insurance & Risk
- KiwiSaver
Qualifications & Memberships
- Authorised Financial Adviser (AFA)
- National Certificate in Financial Services (Financial Advice) (Level 5)
About
Del has more than 25 years’ experience in the Financial Services industry providing both banking and investment advice.
Prior to joining FANZ Private Wealth she worked for Lloyds TSB in the United Kingdom for 12 years as a Premier Manager. Del relocated back to New Zealand in 2006 where she worked for UCBTC as a Senior Investment Consultant.
Del enjoys working closely with her clients to develop specialist investment solutions that suit their needs and helping them achieve their long term financial and lifestyle goals.
Del is an Authorised Financial Adviser (AFA) and covers the BOP & Waikato regions.
Del’s disclosure statement is available upon request and free of charge.