Michael Newman
Portfolio Review Adviser
Michael Newman
Portfolio Review Adviser
Michael was appointed to the Portfolio Review Adviser role in August 2021.
He initially joined CIP Gore in April 2010 as a Private Wealth Assistant and latterly has been working as a Private Wealth Associate, providing high-level client service, business development and investment support to the advisers in the Gore branch.
Michael is part of our Kiwisaver, Superannuation & Savings team and enjoys building relationships with clients to help them achieve their financial goals.
Michael holds the following qualifications:
- NZ Certificate in Financial Services (2017)
- Bachelor of Commerce (double major in Management Science and Finance), University of Canterbury (2009)
Michael was appointed to the Portfolio Review Adviser role in August 2021.
He initially joined CIP Gore in April 2010 as a Private Wealth Assistant and latterly has been working as a Private Wealth Associate, providing high-level client service, business development and investment support to the advisers in the Gore branch.
Michael is part of our Kiwisaver, Superannuation & Savings team and enjoys building relationships with clients to help them achieve their financial goals.
Michael holds the following qualifications:
- NZ Certificate in Financial Services (2017)
- Bachelor of Commerce (double major in Management Science and Finance), University of Canterbury (2009)
Gore Branch Details
Contact Us
P: 03 208 9310
[email protected]
Mon-Fri, 8:30am-5pm
Branch Address
120 Main Street
Gore 9710
Postal Address
PO Box 317
Gore 9740