Adviser profile

Internal review of a TEST demonstration record inside the FINDA profile design.

TEMPORARY DEVELOPMENT REVIEW ACCESS · TEST RECORD
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Field markers:IN CC — already in ClientConnection· NEW FOR CC — needs adding· FINDA ONLY — marketplace only· DERIVED — from the register or the advice provider
NB

Ngaire Brooke

NEW FOR CC
Enhanced profile

Also known as Ngaire Te Whata NEW FOR CC

Financial adviser IN CC

Trading with North Shore Financial Partners IN CC

TEST-P-005 IN CC Auckland, nationwide by video IN CC

18 years advising IN CC

Mortgage advice
Also advises on: KiwiSaver
Also advises on: Investments
Also advises on: Life insurance
NEW FOR CC

Mortgages, KiwiSaver, investments and personal cover (demonstration) NEW FOR CC

Ngaire advises across home lending, KiwiSaver, investments and personal insurance for clients nationwide. IN CC

About this adviserIN CC

Ngaire helps clients who want one adviser across lending, savings and cover.

She works remotely with clients throughout New Zealand as well as in Auckland.

Demonstration content only.

Mortgage helpIN CC

Complex LendingRefinancingBuying a Home

Clients I work withIN CC

Applicants with overseas income

QualificationsIN CC

NZ Certificate in Financial Services (Level 5) - Residential property lendingNZ Certificate in Financial Services (Level 5) - InvestmentNZ Certificate in Financial Services (Level 5) - Life and health

Personal lender accessIN CC

Demo Bank OneDemo Bank TwoDemo Investment Platform

Adviser-supplied access; provider-level services are kept separate.

LanguagesIN CC

EnglishSamoan

How meetings happenIN CC

In personVideo or telephone

Service areasIN CC

AucklandNorthlandWaikatoWellingtonCanterburyOtagoAvailable nationwide

Working days and contact hoursIN CC

Any reasonable time, including weekends

MondayTuesdayWednesdayThursdayFridaySaturdaySunday

Client reviewsFINDA ONLY

Demo reviews unavailable

No review records are stored for this demonstration adviser.