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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.