About Us

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 – 2019 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 1997.

New Zealand Diploma in Business, in Banking (NZDipBus) – UNITEC Institute of Technology, obtained in 1997.

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 2011.

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, Home Loan Insurance.

Home Loans

Commercial Property Finance.

Fire & General Insurance

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

Investments

KiwiSaver.

I had to pass exams to become an Authorised Financial Adviser which allows me to give personalised investment advice, whereas Registered Financial Advisers do not hold the required qualifications and are therefore not allowed to give personalised investment advice. A copy of my Disclosure Statement is available on request and free of charge. Go to the Contact Us page to request a copy.

Achieve Goals

Do you need a life insurance quote? Do you need a home loan pre-approval certificate? Is your home fully insured? Do you have a lump sum to invest into your KiwiSaver?

Are you looking for a Financial Adviser who is an Authorised Financial Adviser, life insurance broker, mortgage broker, house insurance broker or investment adviser 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.