What a month, the great news is that this month everyone can look forward to a long weekend – sooner than later too! Our team feels like Christmas is speeding toward us at a breakneck pace.
Total Life has some exciting news to share with you:
This month we welcome Anthony O’Connor our new Investment Support team member. He comes to us with a wealth of experience, in fact, over 20 years’ experience in the Financial Services industry.
Anthony enjoys getting to know his clients and helping them achieve their goals. He advises in all aspects of equity, fixed interest investment and KiwiSaver, specialising in portfolio management for private clients and trusts.
Anthony holds the following qualifications:
- Graduate Diploma in Business Studies (Personal Financial Planning), Massey University (1999)
- NZ Stock Exchange Diploma (2002).
In 2010 Anthony was awarded Certified Financial PlannerCM by the Institute of Financial Advisers, and in 2015 was awarded the President’s Award by the Institute of Financial Advisers for outstanding service and loyalty to the Institute and the financial services industry.
Anthony is continuing his professional development and is completing the NZ Certificate in Financial Services.
In his leisure time he enjoys having a run around on the squash court and is actively involved in the Makarewa Squash Club. He is married to Joanne, and they have two adult children, Hayden and Anna.
Wealthpoint Investment Market Update for October 2021
