Anna Holtom

Experience

• 

  Chetwood Financial Management

  May 1998 - Oct 2001

  Paraplanner

  In this role i supported the main adviser and director of the firm, Jane Wheeler, who was an Independent Financial Adviser. My key responsibilities were assisting with client management and preparation of written advice to clients. I was also providing a compliance checking function for the other advisers within the business. I would liaise with clients, advisers and investment and insurance companies for proposals, quotations and all administrative requirements. I also managed the business for a period of three months whilst Jane took an extended overseas holiday. This was an invaluable experience and i learned a great deal about managing a small firm and looking after staff during this brief period. Show less

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  Friends Provident

  May 2003 - Feb 2004

  Customer Relations Consultant

  This role focused on handling mortgage endowment complaints and resolving these within the customer relations department. This involved assessing each individual case and writing a response letter to the client to outline the company’s decision. If the complaint was upheld I would also calculate and advise the level of redress offered

• 

  ASB Bank

  May 2004 - Apr 2016

  Senior Paraplanner

  I was employed as a Senior Paraplanner for ASB Wealth Management NZ. My role was dedicated towards training new advisers in ASB, particularly around giving advice to clients and coaching them in regards to ASB's compliance and advice requirements for AFA's. I have completed National Certificate in Financial Services (Financial Advice) (Level 5) and I am a registered AFA.

• 

  Westpac New Zealand Limited

  May 2016 - Nov 2018

  QA Manager
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  Westpac

  Dec 2018 - Feb 2022

  • Team Leader Wealth Office

    Oct 2019 - Feb 2022

  • Wealth Coach

    Dec 2018 - Sept 2019
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  Westpac New Zealand

  Mar 2022 - now

  Manager Wealth Office Governance & Advice