Professional Investment Services » Key People http://nzpis.com Fri, 18 May 2012 10:23:52 +0000 en hourly 1 http://wordpress.org/?v=3.3.2 Paul Dignan http://nzpis.com/paul-dignan/ http://nzpis.com/paul-dignan/#comments Mon, 19 Oct 2009 20:48:42 +0000 admin http://friendfeed.co.nz/?p=472 Paul has been an important part of the advisory panel since 2000 when Financial Gain Australia was incorporated.

As a CPA Paul is able to provide insight and advice on taxation issues to the group.

]]> http://nzpis.com/paul-dignan/feed/ 0 Mary Bell http://nzpis.com/mary-bell/ http://nzpis.com/mary-bell/#comments Sat, 29 Jul 2006 08:32:05 +0000 admin http://friendfeed.co.nz/?p=344 Mary is one of the original founders of Financial Gain Australia and is part of the advisory panel.

With over 20 years experience in the Financial Services industry she is a valuable and important part of the team.

More to come about Mary soon.

]]> http://nzpis.com/mary-bell/feed/ 0 Terry Rota http://nzpis.com/terry-rota/ http://nzpis.com/terry-rota/#comments Sat, 29 Jul 2006 08:25:31 +0000 admin http://friendfeed.co.nz/?p=338 Terry Rota heads up the advisory panel for the Financial Gain group.

Starting in the finance industry in 1996, Terry began helping people achieve their financial goals through comprehensive debt management strategies and investment into income producing assets determined by the clients goals and risk profiles.

Completing the Diploma of Financial Planning in 2002 (and CFP curriculum in 2006) meant that Terry was able to provide a greater range of services to his clients.

After regular requests by clients to help with Real Estate investments Terry went on to complete the Real Estate Institute of Queenslands Certificate 5 in Real Estate Agency Practice. This allows Terry to hold a Real Estate Licence in Queensland.

Terry is also accredited with over 60 lenders between Australia and New Zealand and is a member of the Financial Planning Associationof Australia (FPA), the New Zealand Mortgage Brokers Association(NZMBA) , the Mortgage and Finance Association of Australia (MFAA) , the Real Estate Institute of Queensland (REIQ) and has applied for membership with the Real Estate Institue of New Zealand.Terry’s very sound theoretical knowledge and qualifications accompanied by over 10 years of practice allow Terry a unique insight into financial planning.

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