Carey is an experienced financial planner and Authorised Financial Planner, CFP and CLU. She is passionate about working with people to achieve their goals and dreams. Having worked closely with clients since 1997, she has seen a number of clients successfully retire, and others where the insurance solutions that they implemented have worked successfully to protect them against illness and unexpected death.
Carey has engaged in ongoing professional development throughout her career, to ensure that her knowledge is as up to date as possible, to assist her clients. At present, Carey is studying a Law Degree (with Honours) at Waikato University part time. This study is assisting her in understanding the world that we operate in, and also in keeping up to date with the increasing compliance and regulatory requirements for financial planning firms in New Zealand.
As an experienced seminar presenter, it is important to Carey that she keeps up to date with all issues relating to financial planning and to liaise closely with Peter (Investment Research specialist) and Paul (Mortgage and Insurance specialist) in the business.
As well as working with her clients and presenting seminars, Carey is the Managing Director of Moneyworks NZ Ltd. This involves running the business, ensuring all regulatory and compliance requirements are fulfilled and preparing the regular email client newsletters and the annual review documentation for our membership fee clients.
Carey and Peter have recently completed the build of their dream home in Cambridge and have relocated from Turangi to Cambridge in late 2016. As well as indulging in her passions for gardening, cooking and various types of exercise, Carey joins Peter on overseas cycling holidays – usually self guided and self supported. Carey is also a member of the Cambridge Rotary Club.
Carey’s registration number is FSP 86101 and Moneyworks is a member of the Insurance and Financial Services Ombudsman Disputes Resolution Scheme.
BSc (Economics) Waikato University 1984
Graduate Diploma Applied Finance, Finsia (was Securities Institute of Australia) 1986
Fellow Finsia 1987- Present
Diploma in Business Endorsed Financial Planning completed 2001
Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU)
Authorised Financial Adviser (AFA)
Awards and Achievements
2011 Nominated by peers as finalist for financialAlert person of the year. This is the most important award to Carey. Her nomination was from her peers in recognition of her determination in fighting legal action as a representative test case in the High Court.
2016 Prize for top in Criminal Law (3rd year law paper)
2016 Prize for top in Equity and Succession (3rd year law paper)
2012 Prize for top 3 student in first year Law at Waikato University
2015 – 2017 Senior Student Editor for the Waikato Law Review
1997 – 2005 Numerous AXA Achievement awards including Top Beginner (2x), Top Investments Adviser, Top Growth Adviser, Diamond and other Best Producer Awards.