Carey Church Profile         

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.Profile-Carey-Church

 

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 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.  Carey intends to use her knowledge gained from the study to undertake research into various issues relating to the financial planning industry.

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 are in the process of building their dream home in Cambridge, and commute between their home in Turangi and Cambridge on a regular basis, as well as throughout New Zealand to meet with their clients.

Carey’s registration number is FSP 86101 and Moneyworks is a member of the Insurance and Financial Services Ombudsman Disputes Resolution Scheme.

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.

2012  Prize for top 3 student in first year Law at Waikato University

1997 – 2005  Numerous AXA Achievement awards including Top Beginner (2x), Top Investments Adviser, Top Growth Adviser, Diamond and other Best Producer Awards.

Qualifications

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)