Robert Lochhead in Wellington, Wellington Region works at Todd Family Office (Family Adviser) and was educated at Institute of Financial Advisers.
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Todd Family Office
Feb 2021
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Present
Family Adviser
The KiwiSaver Coach
Jul 2020
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Feb 2021
Investment Adviser
Trustees Executors Limited
Oct 2017
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May 2020
Client Relationship Manager
Institute of Financial Advisers
2011
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2011
CFP. Financial Planning
Adviserlink
2010
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2010
National Certificate in Financial Services (Level 5). Financial Planning
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AT TODD FAMILY OFFICE