Charlene Overell, CFP CLU AIF

Bay of Plenty

Charlene Overell, CFP CLU AIF in Bay of Plenty works at G3 Financial Freedom Ltd (Financial Planner & Director) and was educated at CFA Society New Zealand.

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G3 Financial Freedom Ltd Apr 2010 - Present
Financial Planner & Director

Plan B Wealth Management Jan 2006 - Apr 2010
Wealth Manager

Rensburg Sheppards, Sheffield, UK Mar 2001 - Sep 2005
Associate Director

CFA Society New Zealand   2020 - 2020
Associate Member of CFA Society New Zealand. Ethics

Financial Adviser, CERTIFIED FINANCIAL PLANNER, Chartered Life Underwriter, Accredited Investment Fiduciary  
Financial Planning