Adviser profile

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

TEMPORARY DEVELOPMENT REVIEW ACCESS · TEST RECORD
Back to the review indexBack to search results
Field markers:IN CC — already in ClientConnection· NEW FOR CC — needs adding· FINDA ONLY — marketplace only· DERIVED — from the register or the advice provider
SI

Samuel Ifeanyi

NEW FOR CC
Enhanced profile

Financial adviser IN CC

Trading with North Shore Financial Partners IN CC

TEST-P-004 IN CC Albany, Auckland IN CC

16 years advising IN CC

Mortgage advice
Also advises on: Investments
NEW FOR CC

Investment property lending and portfolio planning (demonstration) NEW FOR CC

Samuel advises property investors on lending structure and works with clients on their wider investment plan. IN CC

About this adviserIN CC

Samuel works with investors buying, refinancing or restructuring investment lending.

He also provides investment advice, so lending decisions sit inside a broader plan.

Demonstration content only.

Mortgage helpIN CC

Investment PropertyProperty development

Clients I work withIN CC

Property investors

QualificationsIN CC

NZ Certificate in Financial Services (Level 5) - Residential property lendingNZ Certificate in Financial Services (Level 5) - Investment

Personal lender accessIN CC

Demo Bank OneDemo Second Tier Finance

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

LanguagesIN CC

English

How meetings happenIN CC

In personVideo or telephone

Service areasIN CC

AucklandWaikatoBay of PlentyAvailable nationwide

Working days and contact hoursIN CC

Weekdays, video meetings nationwide

MondayTuesdayWednesdayThursdayFriday

Client reviewsFINDA ONLY

Demo reviews unavailable

No review records are stored for this demonstration adviser.