Glenn became a Director of Initiative Financial Advisers in 2022. A fully accredited Financial Adviser, Glenn’s passion is helping his clients achieve financial wellbeing – to make the most of the present while preparing for a bright future.
Glenn has been in the Financial Services industry since 2002. He has spent the first 10 years working for institutions such as Macquarie Bank, Heritage Bank, BOQ and NAB in various positions within Investment Lending and Branch Management. Glenn later found his calling as a Financial Adviser and has worked since 2012 for leading national advice firms namely MLC Advice, BT Advice and Viridian Advisory, always taking great pride in helping clients achieve their goals and dreams.
Qualifications:
- Master of Financial Planning
- Graduate Diploma of Financial Planning
- Fellow Chartered Financial Practitioner
- Advanced Diploma of Financial Planning
- Diploma of Financial Services (Financial Planning)
- Member of Association of Financial Advisers
