Trish I.

Patricia I. is a seasoned customer-focused professional with over 20 years of experience in the financial services industry, excelling in relationship management, leadership, and client support. She holds a Bachelor of Business Studies with a concentration in Human Resources, and her career is highlighted by roles as a Financial Adviser at AdAstra Financial Services and The HTL Group, where she developed trusted client partnerships and achieved significant business growth. Her leadership abilities were further showcased as a Team Leader at Lifetime Group, where she coordinated advisors and administrative staff, facilitated organizational change, and collaborated with HR on employee wellbeing. Patricia also boasts a robust background as a Lending Officer at Bank of New Zealand, where she delivered professional customer service and assisted with lending solutions. Her qualifications, including a Graduate Diploma in Financial Planning and certifications as a Financial Planner and Life Underwriter, underpin her commitment to professionalism and integrity in delivering exceptional service.