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Start for FreeDennis Edel
Chief Client Officer @Sbs Wealth
Auckland, NZ
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WORK HISTORY
Feb 2024 — Present
Chief Client Officer @Sbs Wealth
Auckland, NZ
A fantastic role in which we can help shape a leading proposition in providing financial advice to all NZ\'s.
EDUCATION
2001 — 2004
Manukau Institute of Technology
Diploma of Business, Business & Management
2004 — 2006
The University of Waikato
Post Graduate, Financial Planning
SKILLS
WealthAsset ManagementInsurance PlanningFinancial PlannersInvestmentsPersonal Financial PlanningFinancial AdvisoryIncome ProtectionStrategic Financial PlanningFinancial PlanningMortgage LendingPortfolio ManagementLoansInvestment ManagementCreditRetail BankingFinancial ServicesAsset AllocationBankingSavingsRisk ManagementRetirement PlanningHigh Net Worth IndividualsEstate PlanningInsuranceEquitiesInvestment AdvisoryLife InsuranceFinanceRelationship ManagementPrivate BankingSuperannuationWealth ManagementInvestment StrategiesWealth Management Services
ABOUT DENNIS EDEL
34 years in financial services brings a vast range of experience and skill which I can…
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