Stephen Fitzjohn Email
Managing Director and Owner @ Taimana Wealth
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Stephen Fitzjohn Location
- Wellington, New Zealand
Stephen Fitzjohn Work
- 2020 -now Managing Director and Owner @
- 2000 -2019 Owner @ Milestone Financial Services (Wellington) Limited
- 2014 -2018 Chair of the Board @ Petone Residence for the Elderly Charitable Trust
- 1994 -1997 Client Adviser @
- 1992 -1993 Financial Adviser @
Stephen Fitzjohn Education
- University of Waikato
Post Grad Diploma Personal Financial Planning (Personal Financial Planning)
2009-2010 - Wisbech Grammar School
Stephen Fitzjohn Skills
- Wealth Management
- Wealth
- Retirement Planning
- Investment Advisory
- Financial Advisory
- Investments
- Strategic Financial Planning
- Income Protection
- Portfolio Management
- Financial Services
- Investment Strategies
- Financial Planners
- Retirement
- Investment Management
- Pensions
- Superannuation
- High Net Worth Individuals
- Personal Finance
- Asset Allocation
- Bonds
- Securities
- Asset Management
- Wealth Management Services
- Health Insurance
- Wealth Accumulation
- Estate Planning
- Savings
- Equities
- Financial Markets
- Life Insurance
- Alternative Investments
- Disability Insurance
- Insurance
- Fixed Annuities
- Relationship Management
- Finance
- Risk Management
- Funding
- Mortgage Lending
- Financial Risk
- Stocks
- Private Banking
- Fixed Income
- Mutual Funds
- Small Business
- Financial Planning
- Business
- Business Relationship Management
Stephen Fitzjohn Summary
- Stephen Fitzjohn, based in Wellington, New Zealand, is currently a Managing Director and Owner at Taimana Wealth. Stephen Fitzjohn brings experience from previous roles at Milestone Financial Services (Wellington) Limited, Petone Residence for the Elderly Charitable Trust, Norwich Union and Thompson & Richardson (Financial Services) Lincoln Ltd. Stephen Fitzjohn holds a 2009 - 2010 Post Grad Diploma Personal Financial Planning in Personal Financial Planning @ University of Waikato. With a robust skill set that includes Wealth Management, Wealth, Retirement Planning, Investment Advisory, Financial Advisory and more. Stephen Fitzjohn has 1 emails on RocketReach.
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