Will Roberts

Investments, Senior Investment Adviser

Will Roberts has over 25 years of experience within the financial sector including Private Banks, Investment Banks and stock broking firms both here and abroad and has been a practicing financial adviser since 2001. Will joined Staples Rodway Asset Management in May 2015 following most recently a 13 year career as a Private Banker in New Zealand.

Will is an Authorised Financial Adviser, holds a Bachelor of Commerce degree from Auckland University (Accountancy) and a Massey University Graduate Diploma of Business Studies (Personal Financial Planning) qualification.

Having been closely involved with financial and property markets during a number of difficult periods, Will has a strong appreciation of the risks of investing and the importance of developing a financial plan for building and preserving wealth. These experiences, along with a background that covers everything from growing up on a Northland farm to working within financial markets in London, New York and Hong Kong, provide Will with the skills and knowledge to gain a good understanding of your circumstances and the ability to help develop peace-of-mind solutions to financial issues.

Specialist areas 

  • Wealth Management & Accumulation
  • Investment Advisory
  • Portfolio Management
  • Retirement Planning
  • Immigration compliant portfolios

Industry experience 

  • Investment advice
  • Private Banking
  • Risk Management

Memberships & qualifications

  • Bachelor of Commerce Major in Accounting
  • Diploma Business Studies with an endorsement in Personal Financial Planning
  • Authorised Financial Adviser
Primary disclosure statement

DOWNLOAD

Tags Investment