Financial Adviser, Managing Director and Financial Planner
Carey is an experienced financial planner and Financial Adviser, 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.
Carey completed her United Nations Principles for Responsible Investment (UNPRI) Foundations in Responsible Investing Certificate in 2021 and is a Responsible Investment Association of Australasia Certified Financial Adviser.
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 Manager) and Paul (Investment Research Associate 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 from time to time, self supported. Carey is also an active member of the Rotary Club of Cambridge and is the project lead for the Rotary Cambridge Garden Festival fundraising event.
Carey’s registration number is FSP 86101 and Moneyworks is a member of the Insurance and Financial Services Ombudsman Disputes Resolution Scheme.