About

Company History

Experience

Stan Yee has over 40 years experience in the financial services industry:

1976 – 1994 Bank of New Zealand

1994 – 1997 Mobile Mortgage Manager – Countrywide Bank

1997 – 2003 Business Development Manager – AMP Banking

2003 – 2010 Financial Adviser – AMP

2010 – 2010 Facilitator & Assessor – Adviserlink

2011 – 2012 Relationship Adviser – Public Trust

2012 – 2020 Financial Adviser – Sole Adviser Practice.

Qualifications

I attend industry seminars each year to maintain the minimum requirements for continuing professional development. I also hold the following formal qualifications relevant to giving financial advice:

Certificate of Banking (CertBkg) – Bankers’ Institute of New Zealand, obtained in 1990.

Diploma in Management (DipMgt) – The New Zealand Institute of Management Inc., obtained in 1996.

New Zealand Diploma in Business, in Banking (NZDipBus) – UNITEC Institute of Technology, obtained in 1996.

Master of Business Administration (MBA) – Southern Cross University, obtained in 2005.

Graduate Diploma in Business Studies, in Personal Financial Planning (GradDipBusStuds) – Massey University, obtained in 2010.

National Certificate in Financial Services, in Financial Advice (NCFS) – Adviserlink Limited, obtained in 2012.

Authorised Financial Adviser (AFA) – Financial Markets Authority, obtained in 2012.

Type of Adviser

I am an Authorised Financial Adviser (AFA) authorised under section 55 of the Financial Advisers Act 2008 to provide Financial Advice and Investment Planning Services. I am bound by the Code of Conduct for Authorised Financial Advisers and the terms and conditions issued by the Financial Markets Authority. Authorisation expires on 9 July 2022. Financial Services Provider Register FSP69782.

I can give you advice about:

Life insurance

Trauma Insurance, Disability Insurance, Income Protection Insurance, Business Insurance, Health Insurance, Mortgage Insurance.

 

Fire & General Insurance

House, Contents and Car Insurance, Motorcycle Insurance, Commercial Property Insurance.

 

A copy of my Disclosure Statement is available on request and free of charge.

Achieve Goals

Do you need a life insurance quote? Is your home fully insured?

Are you looking for an Authorised Financial Adviser who is a life insurance and house insurance broker in Auckland? You have found him! Stan Yee is a Financial Adviser with 40 years experience in the financial services industry, and can provide you with sound independent financial advice to enable you to set and to achieve your goals.