“I enjoy working with clients – using my expertise and experience gained over thirty six years in the business to solve their financial problems and establish investment programmes to meet their goals – allowing them to enjoy life without financial worries.”
Since graduation from the University of Maryland (USA) in 1974, Clint has been involved with the financial services industry – initially as a stockbroker and financial adviser working with American ex-pats in the UK and Europe. Clint emigrated to New Zealand in 1979 and for his first 8 years here, worked in senior management positions – introducing systems and organizational structure. In 1988, he returned to the financial planning and investment advisory role where his career began.
In 1994, Clint was one of two founding directors of Diversified Investment Strategies Limited – and assisted clients in meeting their investment objectives through numerous market cycles. He is a member of the Institute of Financial Advisers (IFA) and has the internationally recognised mark of Certified Financial PlannerCM.
Clint retired as a Director of Diversified in 2010 – and joined Perpetual.
Clint has maintained relationships with a number of clients who he first met in the late 1980’s – and he looks forward to continuing those relationships for many more years and to creating new ones.
“It’s very difficult for an Adviser to contemplate retirement as clients become friends, and tend to depend on continuing advice.”