Michael Coote CAIA is currently a Client Manager at Trustees Executors Limited, overseeing a portfolio of corporate clients in the Corporate Trustee Services division. They previously served as a Wealth Adviser at BNZ from 2015 to 2018, where they focused on retirement planning and inheritance management. Prior to that, Michael managed Mezzanine Sales & Communications at TOWER from 2001 to 2013, facilitating retail managed funds distribution. They also worked as an Authorised Financial Adviser at AMP between 2013 and 2014. Michael is actively pursuing multiple diplomas in areas such as Personal Financial Planning and Technical Analysis from various educational institutions.
This person is not in the org chart