Karlyn has been with us from day one. Prior to this she spent 11 years working with Private Banking clients of ANZ. She has extensive first-hand experience dealing with the administration of complex investment funds and trust clients. Having operated under the AML/CFT Act since its beginning has given Karlyn insights into the impact this has on clients. Karlyn has a long track record of delivering exceptional service to clients, including conducting due diligence in a professional, friendly and helpful manner.
Karlyn is based in Tauranga so is on hand to assist our clients in the Waikato and Bay of Plenty regions.