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Wealth
FSP198885
Locally raised and educated at Whangarei Boys' High School, Jarrod returned home in 2011 after eight years with Macquarie Bank in Sydney and Hong Kong, where he was licensed to trade equities and futures. He became a Partner and Managing Director in 2020.
Jarrod built our personalised portfolio management service and refined our advice process around more complex structures such as family trusts. He has a strong focus on long-term, intergenerational wealth, making sure families are looked after well into the future.