Alison Wilton
Wealth Management Adviser
Alison is based in our Havelock North office. She has been with JBWere since 2018. Prior to starting with JBWere she was a Senior Private Banker with the Bank of New Zealand. With over 25 years’ experience in the adviser and financial services industry, Alison has spent this time in wealth management, adviser and personal management roles.
Alison specialises in providing financial advice and portfolio management to high-net-worth individuals, trusts, and charities. She is a qualified Financial Adviser and NZX Adviser. Her qualifications include GDIP Business endorsed in Financial Planning. Alison holds the AFP and AIF designation of Authorised investment fiduciary.
Outside of work Alison enjoys, golf, fishing and being on the water with her family.