Private Asset Management Ltd   
Building Value for Private Clients

Angela Maunsell-Terry

 

 

 Angela joined PAM in 2018 bringing with her a broad knowledge and experience of the financial sector covering debt recovery, mortgage consulting, consumer and commercial lending and a number of years as a Senior Credit Manager based in Wellington.

She and her family relocated from Wellington to the Bay of Plenty in 2012, where she took time out from the workforce to enjoy the challenges of full-time parenting before joining the PAM team. The move to Whakatane was initially thought to be a short-term relocation but Angela and husband, both originating from smaller rural towns, instantly fell in love with this sun-drenched paradise and now have firm roots down and can think of no better place to raise their family. 

Angela has a particular interest in seeing woman build their financial capabilities, become confident with investing and make a positive change to their financial position and she welcomes the opportunity to assist and support woman in achieving their investment goals.

She has completed her qualifications to become an Authorised Financial Adviser (AFA), is registered with the Financial Service Providers Register and holds a transitional Financial Adviser Providers licence. She was appointed as PAMs fourth adviser in March 2020 in support of PAMs continued growth and commitment to meet client’s needs whilst maintaining a critical research capacity.  She works closely with the other PAM advisers to ensure clients advice is well researched, in the client’s best interests and adheres to the PAM investment philosophy.