
QSM,
BCA, CFPCM
In addition to
the qualifications listed above, Dennis is also a member of the Institute of
Financial Advisers.
As a Certified
Financial PlannerCM Practitioner, Dennis assists his clients to
achieve their lifestyle dreams and goals through the financial planning
process by ensuring their finances are well structured and organised for the
future. He works with them to identify and access the most appropriate
financial products for their requirements at a fair price, just as he does
for himself and his own family.
Dennis was born
and educated in Wellington, where he currently lives and works with his wife, Alison, who handles the
office's day-to-day accounting functions. It's very much a family affair
as one of their adult children, their son Lance, has also joined NZFP as a
Certified Financial PlannerCM Practitioner.
Dennis enjoys a
variety of interests, including fishing and tennis, but apart from being a
great financial planner what is particularly remarkable about him is his
interest in natural history, especially native fauna conservation. For some
years now, he has worked closely with the Department of Conservation to
conserve and breed unique and endangered species of
Dennis is
involved in the captive breeding components of DoC's recovery programmes for
lizard species facing imminent extinction. His other role is to help
increase public awareness and support for these rare and beautiful native
animals which are unique to New Zealand, before it is too late.
NZFP strongly
supports this advocacy role as there is a very strong correlation between
the skills required to plan and successfully conserve a threatened species
and for an individual/family to build and protect their financial
independence and lifestyle.