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.
Wealth Management & Accumulation
Immigration compliant portfolios
Memberships & qualifications
Bachelor of Commerce Major in Accounting
Diploma Business Studies with an endorsement in Personal Financial Planning