• Delivery of wealth management projects
• Procurement, RFP/ RFI and vendor management experience
• Successful change management
• Regulatory compliance, monitoring and change
• Advice monitoring
• Providing solutions to complex problems

With close to twenty years’ experience in the financial services industry, Erin became an Authorised Financial Adviser in 2011 and an NZX adviser in 2004.  She has a background in advising, education of AFA’s, risk and compliance, and project delivery. She has established a deep knowledge of the wealth industry across all aspects of the business.

Erin has been involved in delivering significant wealth projects, including platform implementation and changes in trading systems. Working across the full project cycle from procurement and RFP process, establishment of business requirements, project scope, specifications for system design, system testing, developing new processes through to client communications and training.

Erin has also successfully driven change management programmes, resulting in positive employee engagement and enjoys working on business improvements.