Dennis Edel

Experience

• 

  Westpac

  Jan 1992 - Mar 2009

  Wealth Adviser

  Have worked with Westpac giving Financial advice for the past 17 years.

• 

  Apex Advice Group

  Mar 2009 - Oct 2010

  Senior Financial Adviser

  Financial advice encompassing Mortgage, Insurance and Investments

• 

  Perpetual Wealth Management

  Nov 2010 - Jan 2013

  Financial Adviser

  Pure Investment planning for clients.

• 

  SurePlan Financial Limited

  Jan 2013 - Nov 2013

  Senior Financial Adviser

  Holistic Financial Planning for clients encompassing debt reduction, wealth creation and risk management.

• 

  Bank of New Zealand

  Nov 2013 - Jan 2016

  Private Banker Health Sector

  Working with BNZ Private Bank is the perfect fit where specific investing experience is married with highly personalised plans and the ongoing support that is the hallmark of a great adviser client relationship.

• 

  S W Morris and Associates Limited

  Feb 2016 - Dec 2016

  Financial Adviser

  My role at S W Morris & Associates Limited allows me to marry my specific lending, insurance and investment experience to designing highly personalised plans for clients. Removing the worry of what "what if" or "will we have enough" is a highly satisfying part of my role.

• 

  Kiwi Wealth, now part of Fisher Funds

  Feb 2017 - Feb 2024

  Helping lead a team that are truly passionate about helping clients succeed in achieving their investment goals, whilst still retaining a small group of clients. 25 years in financial services brings a vast range of experience and skill which I can then use with clients in order to ensure that they are positioned to achieve their goals.My goal is to look after clients and provide them the service and advice so that they view me as "their" Financial Planner. Someone who they can approach for all financial matters, and use me as the pivot to make their decisions."Model integrity and deliver financial freedom"

  • Head of Advice

    Dec 2021 - Feb 2024

  • Client Adviser - Authorised Financial Adviser

    Feb 2017 - Mar 2022
• 

  Kiwi Invest

  Jan 2018 - Mar 2022

  Acting Head of Advice and Private Investment Adviser

  My role is to work with private clients to help design and tailor an individual investment strategy that will help them to achieve their financial goals. This could be to provide for retirement, to provide an income or to simply ensure their funds are doing the best they can. I also provide advice and recommendations to the wholesale market. This could include Charities, Iwi and Trust investors.

• 

  SBS Wealth

  Feb 2024 - now

  Chief Client Officer

  A fantastic role in which we can help shape a leading proposition in providing financial advice to all NZ's.