Head of Wealth Management | Director Financial Adviser, CFPcm
Dai is our Senior Investment Adviser and is responsible for financial planning and investment portfolios. Dai also has an extensive background in UK Pension transfers and can provide comprehensive advice in this area.
He has over 15 years of experience in the financial services industry, including working at Barclays (UK) as an Independent Financial Adviser.
Before joining First Capital in 2013, he held the NZX Associate Adviser qualification and a Sharebrokers licence.
He has a Graduate Diploma in Business Studies (Massey) and is a Certified Financial Planner.