Caroline Rennie
Private Banker @ANZ
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WORK HISTORY
Private Banker @ANZ
Wellington, NZ
Private Banker - Investments
EDUCATION
The University of Waikato
Bachelor's degree, Economics and Accounting
Open Polytechnic of New Zealand
Financial Services Certificate Level 5, Investments and Securities
Victoria University of Wellington
Bachelor of Laws (LLB), Commercial Law and Finance
Harvard Business School Online
Certificate in Sustainable Investing
Massey University
Master of Philosophy (MPhil), Development Economics and International Development
Institute of Directors in New Zealand
Company Directors’ Course
ABOUT CAROLINE RENNIE
With over 20 years of experience in the financial sector, I am a passionate and driven professional who strives to deliver exceptional service and value to my clients. My core competencies include strategy, board governance, economics, and investments. As a Private Banker at ANZ, I work with high-net-worth individuals and families to provide tailored solutions that meet their financial goals and aspirations. I am also the owner and director of an online retailer of luxury designer gifts and premium artisan homewares, which reflects my entrepreneurial spirit and creative flair.Prior to joining ANZ, I was a Director and Financial Adviser at Thom and Coop Limited, a boutique firm that specialized in wealth management and financial planning. In this role, I advised clients on a range of topics, such as portfolio construction, asset allocation, risk management, retirement planning, and estate planning. I also developed and implemented business strategies, policies, and procedures to ensure compliance, efficiency, and profitability. I leveraged my skills in strategy, board governance, and economics to achieve positive outcomes for both the firm and the clients.
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