Wealthpoint Ltd
Our organisation has worked with Financial Advisers since 1921, so we’ve been around for almost 100 years. We are 100% New Zealand owned. In 2019, we launched our new national network; Wealthpoint. Weathpoint is now a network of more than 50 financial advisory businesses, with offices from Kaitaia to Invercargill. Our members each own their businesses, meaning they can give independent, impartial and quality financial advice, while benefitting from the scale, resources and support of being part of a larger group. Our Advisers are regulated by the Financial Markets Authority. Life isn’t simple, goals change, and events both good and bad happen along the way. As a result, every New Zealander travels a different path towards their own financial success. And while the advice may differ for each client - the destination point and their ultimate goals are often the same - financial security through wealth creation and wealth protection. That’s where a skilled and trusted financial adviser comes in. Our Advisers can help you with Lending, Insurance, Wealth Management, and KiwiSaver. Use our Find an Adviser page to contact one of our more than 50 Wealthpoint advisory businesses.
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Verified contacts
29
available on Kipplo
LinkedIn employees
36
11 to 50 range
Open roles
—
no listings
Distinct roles
28
indexed titles
Tech stack
1
tools in use
Monthly traffic
51
organic / mo
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Decision-makers and verified team members
29 contacts with verified email or phone · masked until revealed.
- PK
Priyanka Kumari
Adviser Operations · Operations
EmailPhone - AH
Arna Harris
Head of Finance · Finance & Accounting
EmailPhone - EC
Evan Cavanagh
Head of Insurance and Lending · General Business & Management
EmailPhone - JL
Jack Lynskey
Head of Legal, Compliance and Conduct · Legal
EmailPhone - LJ
Louise Jelly
Head of People and Professional Development · Human Resources
EmailPhone - MN
Mark Nalder
Head of Strategy and Growth · General Business & Management
EmailPhone - NW
Nick Wells
Director · General Business & Management
EmailPhone - AD
Alistair Dring
Investment Manager · Finance & Accounting
EmailPhone - AB
Ashlee Browne
Operations Manager - General Insurance · Other
EmailPhone
Showing 9 of 29 verified contacts
Top roles at Wealthpoint Ltd
28 distinct titles indexed · top 10 shown.
- 2business systems specialist
- 1accountant
- 1adviser operations
- 1adviser support
- 1broker - general insurance
- 1chief executive officer
- 1director
- 1director owner wealthpoint west auckland
- 1domestic broker
- 1event manager
- +18more titles
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