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
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Present
Financial Planner & Director
Plan B Wealth Management
Jan 2006
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Apr 2010
Wealth Manager
Rensburg Sheppards, Sheffield, UK
Mar 2001
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Sep 2005
Associate Director
CFA Society New Zealand
2020
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2020
Associate Member of CFA Society New Zealand. Ethics
Financial Adviser, CERTIFIED FINANCIAL PLANNER, Chartered Life Underwriter, Accredited Investment Fiduciary
Financial Planning
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