Anne is a member of the IFA (Institute of Financial Advisers), and is therefore bound by the ethics, practice and disciplinary standards contained in the IFA Code of Ethics and Professional Conduct and supporting Bylaws.
Anne’s Qualifications are:
“The Chartered Life Underwriter (CLU) is the highest insurance and personal risk management qualification available to insurance professionals in New Zealand.”
- Authorised Financial Adviser (AFA)
- Chartered Life Underwriter (CLU)
- NZ Diploma in Business
- NZ Diploma in Life Assurance
The CLU qualification demonstrates that the holder has a high standard of competence in their chosen profession and maintains the highest standard of professionalism and ethics when giving advice.
Institute of Financial Advisers (IFA)
Anne began her financial services industry career in 1992 coming from a background of Hotel Management.
A year later, in 1993 she joined forces with John Wood to form John Wood & Associates Limited. A keen advocate of her profession Anne has successfully maintained a high level of industry standards. Completion of the CLU (Charted Life Underwriter) qualification, in 2005 took her to the top of her chosen profession.
Anne relishes the challenges and opportunities her career in financial services brings. A real people person, she enjoys the way her qualifications can assist people at the times when they need it most and the difference it can make to their lives. There’s nothing Anne enjoys more than being able to find solutions to her client’s financial problems.
Married to Garry, Anne takes a keen interest in local and community affairs. She is a member of Soroptimists International of Westland, a Shantytown Board member, member of Big Brothers Big Sisters Trust and chairs "New Coasters" an organisation that welcomes new comers to the West Coast. In the limited spare time she has, you’ll find Anne tramping in the outdoors, enjoying life at the family bach at Punakaiki or out and about in the beautiful and spectacular West Coast environment.