Angela Maunsell-Terry
Private Asset ManagementContact Details:Ph: O7 307 0430Angela@cpam.co.nz
Angela joined PAM in 2018 bringing with her broad knowledge and experience in 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 instantly fell in love with this area and all it has to offer 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 is a qualified Financial Advice Provider (FAP), is registered with the Financial Service Providers Register and holds a Financial Adviser Providers licence. She became an 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 advisers at PAM ensuring clients advice is well researched, in the client’s best interests and adheres to the PAM investment philosophy.
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 is a qualified Financial Advice Provider (FAP), is registered with the Financial Service Providers Register and holds a Financial Adviser Providers licence. She became an 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 advisers at PAM ensuring clients advice is well researched, in the client’s best interests and adheres to the PAM investment philosophy.