Personal information
- kim_roberts@amp.co.nz
- Role
- AFA Adviser
- City
- New Plymouth
- Phone
- 06 759 8268
- Mobile
- 027 233 1787
- Fax
- 06 759 8474
- Short description
- Authorised Financial Adviser (AFA)
- National Certificate in Financial Services (Financial Advice) Level 5
- AMP Practising Certificate
- IFA Member
Based in New Plymouth, I’ve been an AMP Adviser since 2002 and have been part of Heartland Insurance & Investment (formerly Heartland AMP) for all of this time.
I administer and advise on personal and commercial insurance along with an extensive range of investment products, including funds appropriate for short, medium and long term saving including KiwiSaver.
I have a wide variety of clients encompassing individuals along with small, medium and large businesses. In addition, I currently administer several group insurance and superannuation plans in Taranaki and around New Zealand.
I pride myself in being enthusiastic, hardworking, honest and the fact that I give 100% effort for my client’s.
Disclosure statements are available from your financial adviser on request and free of charge.
History
- Member for
- 1 year 30 weeks