DVW1Vicki Watson

Director / Financial Adviser (AFA)

Vicki has worked in the Financial sector for over 20 years and has held positions in the Financial Planning sector including the Client Service Manager at the global investment research company, Morningstar.  For 8 years she worked in the tertiary sector both lecturing and management and was the Head of Department/Secretariat of a University in Australia.  She has also owned and operated her own businesses for over 20 years.

Vicki attained an MBA with Distinction at Massey University majoring in corporate finance and has attained qualifications at Masters Level in papers in Advanced Investment Analysis, Corporate Finance and Business Finance.  She also has tertiary qualifications in computer programming and teaching. Along with these qualifications Vicki has completed the Graduate Diploma in Business Studies (Personal Financial Planning) and has the internationally recognised mark of CFPCM Certified Financial Planner.

 

Contact: (09) 366 7380
Mobile: 021 795 989
DDI: (09) 551 2168
Email: vicki@diversified.co.nz

JOIN ONLINE – IT’S EASY!
Join the Balanced or Dynamic Funds online today Click here for an online application form and click the below “risk profile questionnaire” if you need help working out your risk profile.
Risk Profile Questionnaire
Click here to begin risk profile questionnaire.
Find us on Facebook
Subscribe to Diversified Posts
Subscribe and get the latest information posted by email...

Enter your email address:

Delivered by FeedBurner

Archives