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Mandy Zukerman
Financial Adviser / Director
Specialities:
Fire & General Insurance / Risk & Health Insurance
Mandy is a Director and Financial Adviser (FSP637189) under Advicelab Limited and she is giving financial advice on behalf of Wealthpoint Limited. Mandy specialises in insurance, she acts as a one-stop-shop managing all areas of insurance for her clients.
Mandy holds the National Certificate in Financial Advice, a BCA in Management and Information systems, and a BA in Psychology from Victoria University. Prior to becoming an Insurance Adviser in 2010, Mandy was a Business Analyst and IT Consultant working at several Global Fortune 500 clients, in the USA and Australia. This has given her the professional and analytic skills that set her apart as a Financial Adviser.
Mandy enjoys the intricacies of personal risk insurance (Life, Income Protection, Trauma and Health Insurance), and business insurance. She finds satisfaction in helping her clients, by developing tailored insurance solutions to meet their needs.
As a mother of three, Mandy understands the pressures on today’s families. When she’s not helping clients, she’s volunteering at community events, dancing, swimming or taking her dog and family for walks around Wellington.
Qualifications
Services I Can
Advise On
Services I Do Not
Advise On
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National Certificate in Financial Advice
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BCA in Management and Information systems
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BA in Psychology from Victoria University
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House Insurance
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Contents Insurance
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Car Insurance
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Business Insurance
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Rural Insurance
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Travel Insurance
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Life Insurance
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Trauma Insurance
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Disability Insurance
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Health Insurance
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Income Insurance
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KiwiSaver
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Investments
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Mortgage Lending
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Debt Management
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Budgeting
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Share Trading