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Affiliations & qualifications

Affiliations

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  • New Zealand Law Society

  • New Zealand Bar Association

  • Chartered Accountants Australia & New Zealand, (CAANZ); co-convenor Trust Special Interest Group, Auckland New Zealand

  • Society of Trust & Estate Practitioners (STEP), STEP (NZ) Education; STEP (International) - Contentious Trusts & Estates

  • Financial Advisers New Zealand (FANZ)

Qualifications

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  • LLB Victoria University of Wellington (1974)

  • Admitted as Barrister and Solicitor, High Court of New Zealand (1975) 

  • Diploma Financial Planning Waikato University (1996)

  • Chartered Life Underwriter Massey University/Institute of Financial Advisers (2010)

  • Current Practising Certificate, Barrister of High Court of New Zealand

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