Sara’s role is to support financial advisers in providing quality advice to their clients and oversee our platform and CRM services. With a strong background in financial services, Sara is integral in driving Finzo's technology and compliance advancements to allow advisers to better focus on their clients.
Sara has been working in the financial services industry in New Zealand since 2007. She started in the investments industry as an Investment Processing Administrator at ANZ Investments where she created and maintained private client investment portfolios, completed money movements and processed foreign currency transactions to a high value. She then progressed to the Investment Operations Team Leader role at ANZ Investments, where she ensured her team adhered to Supervisor delegation and met both NZ Legislation and compliance requirements.
Before joining Finzo, Sara was a Registry Officer at MMC Limited – New Zealand's leading provider of full outsourced investment administration services. She was involved in the investment administration of multiple KiwiSaver Schemes including the processing of daily cashflow, withdrawal payments and worked with IRD and Fund Managers.