Will Roberts Location
Auckland, NZ
Will Roberts Work
- 2023 - now Financial Advisor @ Alvarium
- 2022 - now Financial Advisor @ NEWTON ROSS Private Wealth Management
- 2021 - 2022 Licensed Real Estate Agent @ Ray White
- 2021 - 2021 Mortgage Adviser @ Mike Pero Mortgages
- 2019 - 2021 Senior Investment Adviser @ FANZ Private Wealth
- 2015 - 2019 Senior Investment Advisor @ Funds Administration New Zealand
- 2018 - 2019 Director @ BoomTech
- 2009 - 2015 Private Banker @ BNZ Partners - Private Banking
- 2005 - 2009 Investment Manager @ Bank of New Zealand
- 2002 - 2005 Financial Planner @ Bank of New Zealand
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
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
-
Shane Scott
Head of Real Estate at Alvarium
New Zealand25+ -
Andrew Williams
Owner + Director at Alvarium
New Zealand55+ -
Caity Body
Investment Analyst at Alvarium
Auckland, NZ21 -
Cameron Martin
Head of Change Management at Alvarium
Auckland, NZ1 -
1
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Jemma Milicich
Senior Legal Counsel at Alvarium
New Zealand1 -
Wayne Blomfield
Financial Advisor at Alvarium
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Lewis Edmond
Financial Analyst at Alvarium
Auckland, NZ1
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