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Paul Swarbrick

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Certified

Paul is a RIAA Certified Ethical Adviser, and holds the UNPRI Applied Responsible Investing Certificate. As Investment Research Associate, Paul is involved in the research and analysis and monitoring of the investments recommended to clients. PePaulter has worked with his financial planning and investment advice clients since 2012, prior to that he worked in the insurance advice and business banking industries for nearly 30 yers. Paul holds a NCFS Moneyworks have sponsored the Mindful Money awards since 2021.

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Organisation

  • Moneyworks NZ Limited

Company number

Services offered

  • KiwiSaver and retirement planning Investments/Managed Funds

Certified products

Approved products

  • Alphinity Sustainable Shares Fund APN AREIT Harbour Australasian Equity Fund Harbour Sustainable Impact Fund Impax Sustainable Leaders Fund Pathfinder Global Responsibility Fund Pengana WHEB Fund Pathfinder KiwiSaver Booster SRI KiwiSaver

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Financial Adviser

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.