Anna Kay

Anna works closely with colleagues Brent Greig and Ben Petro to provide investment advisory services to a full range of broking and managed portfolio clients.

Anna builds relationships with clients to understand their investment needs and assist them in achieving their financial goals. She enjoys supporting women in investing along with improving financial capability in her community.

A Financial Adviser and NZX Adviser with a BCA from Victoria University of Wellington, Anna is also a Registered Teacher with a post-graduate qualification in education. She is a Trustee of the Orokohanga Music Trust and teaches ukulele to students at a local primary school.