Will Roberts Email
Financial Advisor @ Alvarium
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Will Roberts Location
- Auckland, NZ
Will Roberts Work
- 2023 -now Financial Advisor @
- 2022 -now Financial Advisor @
- 2021 -2022 Licensed Real Estate Agent @
- 2021 -2021 Mortgage Adviser @
- 2019 -2021 Senior Investment Adviser @ FANZ Private Wealth
- 2015 -2019 Senior Investment Advisor @
- 2018 -2019 Director @
- 2009 -2015 Private Banker @ BNZ Partners - Private Banking
- 2005 -2009 Investment Manager @
- 2002 -2005 Financial Planner @
- 2001 -2002 Financial Adviser @
- 2000 -2001 Contract Business Analyst @
- 1997 -1999 Consultant and Contractor Treasury Systems @ ABN Amro
- 1990 -1997 Manager Proprietary Accounting and Risk Analysis @ Goldman Sachs International
Will Roberts Education
- University of Auckland
Bachelor of Commerce (B.Com.) (Accounting)
1983-1987 - King's College, Auckland
B Bursay
1978-1982 - Massey University
Graduate Diploma Business Studies (Personal Financial Planning)
- Strategi Institute
NZ Certificate Financial Services (Residential Property Lending Level 5)
- Skills NZ
New Zealand Certificate in Real Estate (Salesperson)
- Australian College of Journalism
Diploma Sports Photo Journalism
Will Roberts Skills
- Financial Planning
- High Net Worth Individuals
- Investments
- Private Banking
- Strategic Financial Planning
- Treasury Management
- Options Strategies
- Fixed Interest
- Risk Analysis
- Business Strategy
- Financial Advisory
- Financial Risk
- Banking
- Finance
- Financial Markets
- Wealth Management
- Portfolio Management
- Management
- Wealth
- Risk Management
- Financial Services
- Relationship Management
- Investment Advisory
Will Roberts Summary
- Will Roberts, based in Auckland, NZ, is currently a Financial Advisor at Alvarium Wealth (NZ) Limited. Will Roberts brings experience from previous roles at NEWTON ROSS Private Wealth Management, Ray White, Mike Pero Mortgages and FANZ Private Wealth. Will Roberts holds a 1983 - 1987 Bachelor of Commerce (B.Com.) in Accounting @ University of Auckland. With a robust skill set that includes Financial Planning, High Net Worth Individuals, Investments, Private Banking, Strategic Financial Planning and more. Will Roberts has 1 emails on RocketReach.
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Top Alvarium Employees
Andrew Williams
Owner + Director
New Zealand
Jeremy Ward
Portfolio Manager
Auckland, NZ
Shane Scott
Head of Real Estate
New Zealand
Will Roberts
Financial Advisor
Auckland, NZ
Wayne Blomfield
Financial Advisor
Auckland, NZ
Cameron Martin
Head of Change Management
Auckland, NZ
William Little
Investment Manager
Auckland, NZ
Ross Jensen
Chief Operating Officer
Auckland, NZ
Alexandre Safran
Investment ESG Analyst
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Caity Body
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