Cindy earned her prestigious designation as an Authorized Financial Advisor (AFA FSP228905) in the year 2012. In the dynamic and meticulously regulated world of finance, she has consistently delivered tailored investment counsel to a diverse clientele, including individuals, family trusts, and corporations.

Cindy has solidified her presence in the financial sector by establishing intermediate adviser agreements with investment banks, public funds, and private funds. Her credentials extend further as she holds the official KiwiSaver trademark, a testament to her authorization by the New Zealand Inland Revenue Department (IRD) as a trusted KiwiSaver investment adviser.

In addition to her role as an AFA, Cindy has also made significant contributions to the investment landscape in New Zealand. She played a pivotal role in co-founding a private equity fund within a New Zealand commercial real estate investment trust, facilitating the successful attainment of permanent resident visas for investors.

Cindy’s multifaceted expertise, regulatory compliance, and dedication to her clients and investments underscore her as a respected figure in the financial advisory industry, ensuring her continued success in delivering value and results to her clients.