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Leadership Team

OUR LEADERSHIP TEAM

NaSreen Morgan

Contact Nasreen Morgan

Location: Auckland

Nasreen has over 10 years’ experience working in the financial services industry.Her expertise is in leading customer services teams to ensure clients receive all-round excellent service to help them protect themselves, their family, and their business.

Nasreen is passionate about helping clients achieve their financial goals, and believes many things in life can be achieved when people have clear and measurable goals and a game plan.

Nasreen graduated from the University of Auckland majoring in International Business and Management.

Nasreen has one daughter, and away from work she enjoys camping in different parts of New Zealand, and volunteers at her church.

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Advisers are available on request and free of charge.