Kerry Steyn Email
Senior Compliance Adviser @ Wealthpoint Ltd
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Kerry Steyn Location
- Auckland, NZ
Kerry Steyn Work
- 2020 -now Senior Compliance Adviser @
- 2018 -2020 Compliance Manager @
- 2018 -2018 Senior Risk and Compliance Analyst @
- 2015 -2018 Risk and Compliance Analyst @
- 2013 -2015 Quality and Compliance Manager @
- 2012 -2013 Quality Assurance Specialist @
- 2007 -2012 Adviser Support Specialist @
Kerry Steyn Skills
- Estate Planning
- Financial Advisory
- Stakeholder Management
- Anti Money Laundering
- Pensions
- Business Relationship Management
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Superannuation
- Investments
- Relationship Management
- Financial Risk
- Investment Advisory
- Financial Services
- Wealth Management
- Strategic Financial Planning
- Microsoft Office
- Risk Management
- Microsoft Excel
- Asset Management
- Customer Service
- Disability Insurance
- Management
Kerry Steyn Summary
- Kerry Steyn, based in Auckland, NZ, is currently a Senior Compliance Adviser at Wealthpoint Ltd. Kerry Steyn brings experience from previous roles at JBWere and AMP. With a robust skill set that includes Estate Planning, Financial Advisory, Stakeholder Management, Anti Money Laundering, Pensions and more. Kerry Steyn has 1 emails on RocketReach.
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