Melanie Cooper

Wealth Management Adviser at AdviceFirst

Melanie Cooper is a seasoned Wealth Management Adviser with extensive experience in the financial services sector. Currently serving as a Senior Financial Adviser and Team Lead at AdviceFirst since November 2019, Melanie specializes in advising high net worth clients. Prior experience spans over 15 years at BNZ, where roles included Wealth Adviser, Paraplanner, Commercial Senior Associate, and Commercial Credit Writer, focusing on investment products and relationship management. Additionally, Melanie held a lending position at Toyota Finance New Zealand Ltd. Educational qualifications include a Graduate Diploma in Business with a focus on Personal Financial Planning and a Bachelor of Business Studies in Finance, both obtained from Massey University.

Location

Auckland, New Zealand

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices


AdviceFirst

AdviceFirst is passionate about providing quality advice. We help thousands of New Zealanders stay on track with quality advice throughout life. AdviceFirst helps Kiwis reach their lifetime goals. We were established to help New Zealanders prepare financially through life. We have years of experience offering expert financial advice throughout your life. Many thousands of kiwis already have a strong personal relationship with us, choosing us to provide tailored financial advice that includes: -managing your hard-earned cash so it grows to support your needs -planning to realise a retirement you can really afford -investing a windfall -and along the way protecting everything that is important As well as employee and business financial planning advice we can also provide: -business planning advice -HR services and systems -recruitment solutions -coaching and career development Our advisers are experts, they’ll take the time to understand exactly what you want, or more importantly what you need and our nationwide network of financial advisers are experienced and professionally recognized, to help you realise a better financial future. AdviceFirst is a Financial Advice Provider (FSP23242). AdviceFirst is a New Zealand wide advice network - in which AMP*, a long-established financial services company, has a majority shareholding. AdviceFirst was formed in 2008 by a small group of Financial Advisers. Spicers also a financial planning and investment company was formed in 1987. In 2016 AdviceFirst and Spicers joined together as one company to operate as AdviceFirst, a nationwide network of professionally recognised financial advisers. In 2018 POD, an HR Consultancy, joined AdviceFirst broadening our business offering to add more value to our clients so they can realise a better financial future. For a personal approach, the sooner you get started the better. Let’s talk. * AMP New Zealand Holdings Limited, is part of the AMP Group of Companies.