Apex Advice Group
Jeremy Wilson is a Financial Advisor at Fisher Funds since May 2021 and a Relationship Manager Team Leader at Apex Advice Group since September 2019, where responsibilities include managing and coaching a team of Relationship Managers to optimize client interactions. Prior experience includes serving as a Relationship Manager at ASB Bank from September 2016 to September 2019, with roles as a Personal Banker and Customer Service Representative. Jeremy Wilson holds a Certificate in Financial Services, specializing in Financial Advice, from Open Polytechnic of New Zealand, obtained between 2019 and 2020.
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Apex Advice Group
When Apex Advice began over 30 years ago, the mission was simple - to improve Kiwis financial knowledge and help prepare them for all stages of life. From buying your first home, to getting set up early with KiwiSaver to protecting your assets and your families’ health, Apex Advice has been there to help everyday Kiwis make good decisions. At the heart of the company, we believe every Kiwi deserves to be in a great place - physically, mentally and financially. In a great place is knowing your family is financially secure, no matter what. In a great place is knowing you can have a home loan and still enjoy the lifestyle you want. In a great place is knowing you’ve got your retirement planning sorted. We give more than advice. We help you get to your great place. Licence: https://www.apexadvice.co.nz/licence/