Qualifications Joan is a Fellow of the Chartered Institute of Management Accountants (UK), holds an MBA from Cranfield School of Management (UK) and a Graduate Diploma in Business Studies - Personal Financial Planning - from Massey University.
Industry ExperienceFollowing a fifteen year career as an accountant and senior manager in the UK telecoms/pay TV business, Joan joined the finance industry in Hong Kong in 1995. From 1995 to 1996, she was the Regional Head of Telecoms Research at Credit Lyonnais Securities (Asia) Ltd and from 1996 until 1999 she was the Director of Regional Telecoms Research at ABN AMRO Asia Ltd. In both of these roles, she managed a multi-national team of research analysts based across Asia who produced regular investment research on their local telecoms companies. Her major responsibility was to ensure consistently high quality investment research across a range of markets. She personally covered the major telecoms operators in Hong Kong, China and Indonesia, and also worked closely with the Australasian and global telecom teams. She marketed the team’s research output to major fund managers based in Asia and worldwide on a regular basis, and participated in several global roadshows in support of the Initial Public Offering of Telstra in 1997.
Having moved to New Zealand in 2001, Joan completed her Diploma in Personal Financial Planning using Massey University’s distance learning programme and is an AFA.
Types of assets advised onJoan has experience in advising on Asian Equities.