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
OG

Olivia Grant

NEW FOR CC
Enhanced profile

Mortgage and insurance adviser IN CC

Trading with Southern Cross Advice IN CC

TEST-P-003 IN CC Christchurch IN CC

14 years advising IN CC

Mortgage advice
Also advises on: Life insurance
Also advises on: Health insurance
NEW FOR CC

Mortgage advice with personal insurance cover reviewed alongside (demonstration) NEW FOR CC

Olivia advises on home lending and reviews life, trauma and income protection cover at the same time. IN CC

About this adviserIN CC

Olivia helps Canterbury clients arrange lending and then checks the cover protecting those repayments.

She works with first home buyers, movers and families restructuring existing lending.

Demonstration content only.

Mortgage helpIN CC

Mortgage Review

Clients I work withIN CC

Home moversExisting homeowners

QualificationsIN CC

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

Personal lender accessIN CC

Demo Bank TwoDemo Non-Bank Lending

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

LanguagesIN CC

English

How meetings happenIN CC

In personVideo or telephone

Service areasIN CC

CanterburyOtago

Working days and contact hoursIN CC

Weekdays, evening appointments available

MondayTuesdayWednesdayThursdayFriday

Client reviewsFINDA ONLY

Demo reviews unavailable

No review records are stored for this demonstration adviser.