Branch Manager at Perpetual Guardian
With over seventeen years at Perpetual Guardian and thirty in the financial services industry, Graeme brings a wealth of experience leading our Central New Zealand team. As manager of the 18-strong team Graeme ensures they focus on establishing trusting long-term relationships with our clients to deliver the best results for their financial future and provide long-term prosperity and peace of mind. With extensive knowledge across the whole service offering which includes Family Trusts, Charitable Trusts and estates, Graeme works closely with the team to develop a consistently high-level of service to our clients. Graeme is a full member of STEP and holds the TEP designation, as well as a Graduate Diploma in Business Studies (Personal Financial Planning) and a National Certificate in Financial Services (Financial Advice Level 5).