Kerry Steyn Email
Senior Compliance Adviser @ Wealthpoint Ltd
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Kerry Steyn Location
- Auckland, NZ
Kerry Steyn Work
- Senior Compliance Adviser @ (January 2020 - Present)
- Compliance Manager @ (October 2018 - January 2020)
- Senior Risk and Compliance Analyst @ (May 2018 - October 2018)
- Risk and Compliance Analyst @ (November 2015 - May 2018)
- Quality and Compliance Manager @ (September 2013 - January 2015)
- Quality Assurance Specialist @ (January 2012 - September 2013)
- Adviser Support Specialist @ (July 2007 - January 2012)
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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