Disclosure Statement.pdf

Dominic-Sheehan-Disclosure-1.26.pdf
Preview of Disclosure Statement
🔗 Source: cambridgepartners.co.nz
📊 Size: 180 KB
👤 Author: Andrea Davis
⬇️ Downloads: 129

Summary

Dominic Sheehan is a Financial Adviser with Cambridge Partners, holding a Bachelor of Business and New Zealand Certificate in Financial Services. He has over 8 years of experience and can advise on investment, retirement planning, and KiwiSaver. His services include investment advice, financial planning, and portfolio management, with fees ranging from 1.10% to 0.40% depending on the portfolio size. He is bound by the Financial Markets Conduct Act and Code of Professional Conduct, prioritizing clients' interests and exercising care and diligence in providing advice.

Description

Dominic Sheehan is a Financial Adviser with Cambridge Partners, holding a Bachelor of Business and New Zealand Certificate in Financial Services.

Technical Information

  • File Format: PDF
  • File Size: 180 KB
  • Pages: 4
  • Language: EN
  • Author: Andrea Davis
  • Total Downloads: 129
  • Last Updated: 1 week ago

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