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Michael Courtney

Michael Courtney

Financial Adviser

Followers of Michael Courtney862 followers
location of Michael CourtneyWellington, New Zealand

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  • Timeline

  • About me

    General Manager, FundRock NZ

  • Education

    • CFA Institute

      2014 - 2016
      Chartered Financial Analyst (CFA) Finance and Financial Management Services

      Activities and Societies: CFA Society New Zealand CFA Institute The CFA Program provides a strong foundation of advanced investment analysis and real-world portfolio management skills

    • Institute of Financial Advisers

      2011 - 2011
      Certified Financial Planner (CFP) Financial Planning and Services

    • Massey University

      2008 - 2010
      Graduate Diploma in Business Studies Personal Financial Planning

    • Victoria University of Wellington

      2003 - 2005
      Bachelor of Commerce and Administration Economics and International Business

  • Experience

    • TOWER Financial Advisory Services

      Nov 2007 - Apr 2011
      Financial Adviser

      Provided personal financial advice to a wide range of clients.

    • RaboDirect New Zealand

      Apr 2011 - Apr 2018

      Responsible for the RaboDirect Key Account Services business. This channel increases the flexibility for financial intermediaries to access RaboDirect's wide range of savings and investment products for their clients.Responsible for overseeing the managed funds platform offered by RaboDirect. This platform gives RaboDirect customers the opportunity to invest in over 40 funds from 9 of New Zealands top fund managers. Customers are able to start investing from as little as $250. Responsible for overseeing the managed funds platform offered by RaboDirect. This platform gives RaboDirect customers the opportunity to invest in over 30 funds from 9 fund managers. Customers are able to star investing from as little as $250.Tasked with developing the RaboDirect Key Account Services business. This channel increases the flexibility for financial intermediaries to access RaboDirect's wide range of savings and investment products for their clients.

      • Key Accounts & Investments Manager

        Jan 2013 - Apr 2018

      • Business Development Executive

        Apr 2011 - Dec 2012

    • FundRock

      Apr 2018 - now

      Responsible for the management of existing fund hosting clients, and overall growth of the IIS fund hosting business.

      • General Manager, FundRock NZ

        Jan 2023 - now

      • General Manager, Fund Hosting

        Jul 2019 - May 2023

      • Head of Funds

        Dec 2018 - Jul 2019

      • Head of Fund Hosting

        Apr 2018 - Dec 2018

  • Licenses & Certifications

  • Volunteer Experience

    • Advisory Council Member - Investments

      Issued by Financial Advice New Zealand on Dec 2017
      Financial Advice New ZealandAssociated with Michael Courtney

    • Treasurer

      Issued by Wellington Triathlon & Multisport Club on Aug 2014
      Wellington Triathlon & Multisport ClubAssociated with Michael Courtney

    • Treasurer of Parent Committee

      Issued by Bowen ECE on Mar 2017
      Bowen ECEAssociated with Michael Courtney

    • Chair of Parent Committee

      Issued by Bowen ECE on Mar 2018
      Bowen ECEAssociated with Michael Courtney