Andrew Brown

Principal, Client Adviser | BCA, ACA, Authorised Financial Adviser

Biography

Andy worked at NZ Funds Management since 1993. During that time he has held a variety of senior roles including financial advisory support and development, operational management and project management. He is also a Principal and shareholder at NZ Funds Management. Prior to his time with NZ Funds Management, Andy worked as an accountant for Ernst & Young.

Andy has recently gained his Authorised Financial Adviser (AFA) qualification and is now a financial adviser for NZ Funds Private Wealth.

Approach

Once I returned from my overseas travel my career goal was to find an industry where I could build on my accounting and finance background and be part of growing a successful business. NZ Funds Management has provided me with that opportunity.

During my time at NZ Funds Management I have seen our business continuously evolve as an investment manager. Evolution brings personal growth opportunities the most recent for me has been to join our NZ Funds Private Wealth business as a Client Adviser.

In launching NZ Funds Private Wealth we have applied our collective knowledge to develop a unique and, in my view, unrivalled proprietary advice process. Our goal is to provide a high quality advice service which is more interactive and understandable to our clients, and aims to align a clients’s financial situation, goals and tolerance for risk with their individual financial plan and investment portfolio.

With my background, knowledge and experience, I believe I am well placed to guide clients through our advice process, develop a personalised plan and investment portfolio and to work along side our clients to help them achieve their financial goals.