Allie Black
Financial Adviser FSP640029
Allie joined HTL in 2019 as an Financial Adviser specialising in Investments.
Allie uses her knowledge, skills and care to work alongside clients to pursue their goals while reducing their stress. She specialises in portfolio planning & management for private clients, family trusts, and charitable organisations.
She also assists people with KiwiSaver & employers with tailored superannuation products. She enjoys developing relationships with clients, aiming to make the investment process simple yet rewarding.
Education & Expertise
Allie holds a BCom in International Business and a BA in Spanish. She completed her certificate in Financial Services to transition to becoming an investment adviser. Allie is heavily involved in compliance for The HTL Group and holds accreditations for compliance and complaint management.
Allie takes a strong interest in the community and is involved in several not-for-profit organisations. Her family and her passion for horses complete the picture and fill up her free time.
