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Dal Jandu

Financial Adviser

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Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Originally from the UK, Dal came to New Zealand in 2007 for a visit and his OE, but fell in love with the country – and a fellow Brit, Helen, also over in New Zealand. They subsequently emigrated here. Dal has over 14 years of experience in the New Zealand financial services industry, which started at ING NZ Ltd in 2007. Wanting to provide clients with more personalised advice, Dal moved to ANZ Wealth in 2011 as a Financial Adviser. This is where Dal's passion for helping clients by making complex financial concepts easy to understand really took off. Always looking for personal growth, Dal moved to BNZ in 2013 where he held the position of Private Banker. In 2018, after a decade in banking, Dal continued his journey taking up the role of Senior Wealth Management Adviser at Fisher Funds, looking after high net worth individuals, directors and charitable trusts. Dal believes that life can be complicated enough, which is why he is committed to making financial planning simple and easy for clients. For Dal this means listening and working with clients to guide them in making informed decisions. He really enjoys building strong, honest and long-lasting relationships so he's looking forward to doing just that at Ethical Investing NZ. Outside work, Dal loves anything that keeps his fitness levels up, and spending time with his wife and daughter. He is also a keen supporter of Liverpool FC.

Address

Level 8, 17 Albert Street Auckland City, Auckland, New Zealand, NZ, 1010

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Organisation

  • Ethical Investing NZ

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.