
DipAgr, DipVFM, GradDipDevStuds, GradDipBusStuds, CFPCM, ANZIV, SPINZ
Ron has been
based in Tauranga as a Financial Planner with New Zealand Financial
Planning Company Ltd since 2001; assisting clients achieve their
lifestyle and financial goals through careful planning and sound advice. Prior
to this, Ron gained extensive experience in the financial services
sector, including 20 years in rural banking, where he worked closely
with clients to help them achieve their business and financial goals. This
experience was gained with the Rural Bank, the Primary Industry Bank of
Australia (PIBA) where Ron progressed to the position of Senior
Manager New Zealand and Rabobank.
Ron has an
in-depth knowledge of the financial and rural sectors; holds
undergraduate and postgraduate qualifications; has gained accreditation with
the Certified Financial PlannerCM certification; is a Member of
the Institute of Financial Advisers; is a Registered Property Valuer;
an Associate of the NZ Institute of Valuers and a Senior Member of the
Property Institute of NZ.
Ron's range of
experience has proved invaluable in helping him understand his clients'
needs and in assisting them clarify and achieve their lifestyle and
financial goals over time.
Outside of work Ron is a member of the Tauranga Te
Papa Rotary Club and, along with his wife and two daughters, is passionate
about the Bay of Plenty beach lifestyle, getting out on his surfboard when
time and conditions permit!